Dimensional Emerging Markets Value ETF
DFEV
90 hedge funds and large institutions have $269M invested in Dimensional Emerging Markets Value ETF in 2023 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 46 increasing their positions, 9 reducing their positions, and 3 closing their positions.
1,643% more capital inflows, than outflows
Capital inflows: $53.7M | Capital outflows: $3.08M
733% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 3
411% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 9
30% more funds holding
Funds holding: 69 → 90 (+21)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
0.88% less ownership
Funds ownership: 72.75% → 71.87% (-0.88%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Heritage Financial Services
Westwood,
Massachusetts
|
+$3.97M |
| 2 |
Beacon Pointe Advisors
Newport Beach,
California
|
+$3.19M |
| 3 |
Asset Dedication LLC
San Francisco,
California
|
+$3.17M |
| 4 |
Del-Sette Capital Management
Schenectady,
New York
|
+$3.05M |
| 5 |
Sentinel Trust
Houston,
Texas
|
+$2.98M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Flow Traders U.S.
New York
|
-$1.03M |
| 2 |
Jane Street
New York
|
-$730K |
| 3 |
VCM
Vivaldi Capital Management
Chicago,
Illinois
|
-$611K |
| 4 |
3LCM
3D/L Capital Management
Hartford,
Connecticut
|
-$270K |
| 5 |
TFA
Triad Financial Advisors
Greensboro,
North Carolina
|
-$127K |
DFEV Hedge Fund Activity: Q1 2023 in Review
90 of the 6,289 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Markets Value ETF (DFEV) for Q1 2023, worth a combined $269M — up 27% from $212M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new DFEV positions and 3 closed out — a net gain of 22 holders — while 46 added to existing stakes and 9 trimmed.
The largest buyer was Heritage Financial Services, adding an estimated $3.97M. The largest seller was Flow Traders U.S., cutting an estimated $1.03M.
- 90 institutional investors held Dimensional Emerging Markets Value ETF (DFEV) as of Q1 2023, up from 69 in Q4 2022.
- Funds reported $269M of Dimensional Emerging Markets Value ETF stock for Q1 2023, up 27% quarter-over-quarter.
- 25 funds opened new Dimensional Emerging Markets Value ETF positions in Q1 2023 and 3 closed out, a net change of +22 holders.
- The largest Dimensional Emerging Markets Value ETF buyer in Q1 2023 was Heritage Financial Services, an estimated $3.97M added.
- The largest Dimensional Emerging Markets Value ETF seller in Q1 2023 was Flow Traders U.S., an estimated $1.03M sold.
Based on aggregated 13F filings for Q1 2023.