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Dimensional Emerging Markets Value ETF
DFEV

Overview Fund Activity

122 hedge funds and large institutions have $386M invested in Dimensional Emerging Markets Value ETF in 2023 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 55 increasing their positions, 26 reducing their positions, and 7 closing their positions.

Holders
122
Holders Change
+19
Holders Change %
+18.45%
% of All Funds
1.79%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
29
Increased
55
Reduced
26
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FIM
1
Freedom Investment Management
Connecticut
$10.9M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$10.1M
3
TWD
3
True Wealth Design
Ohio
$18.7M
4
DPW
4
DiNuzzo Private Wealth
Pennsylvania
$5.3M
5
FAG
5
Financial Architects (Georgia)
Georgia
$5.09M

Top Sellers

1
3LCM
1
3D/L Capital Management
Connecticut
$0
2
OMC
2
Old Mission Capital
Illinois
$1.35M
3
ST
3
Sentinel Trust
Texas
$3.72M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
DSCM
5
Del-Sette Capital Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ADL
1
Asset Dedication LLC
California
$51.2M 2,031,565 +53,182 +3%
HFS
2
Heritage Financial Services
Massachusetts
$42.7M 1,692,615 +161,793 +11%
RWM
3
Ritholtz Wealth Management
New York
$22.5M 892,109 +27,791 +3%
TWD
4
True Wealth Design
Ohio
$18.7M 740,323 +290,976 +65%
MAM
5
Marquette Asset Management
Minnesota
$15.5M 615,522 +165,329 +37%
BPA
6
Beacon Pointe Advisors
California
$13.9M 550,846 +10,220 +2%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$11.7M 464,379 -1,942 -0.4%
FIM
8
Freedom Investment Management
Connecticut
$10.9M 432,221 +432,221 New
SM
9
Sensible Money
Arizona
$10.5M 415,438 +30,956 +8%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$10.1M 399,308 +399,308 New
EAM
11
Evanson Asset Management
California
$8.47M 336,282 +52,903 +19%
OWM
12
Opes Wealth Management
California
$8.35M 331,273 -2,070 -0.6%
Jane Street
13
Jane Street
New York
$7.26M 288,111 +180,253 +167%
EWA
14
Exencial Wealth Advisors
Oklahoma
$7.16M 284,041 +59,136 +26%
AWM
15
AE Wealth Management
Kansas
$6.63M 269,485 +28,805 +12%
ACP
16
Aveo Capital Partners
Colorado
$6.57M 260,604 +28,744 +12%
GLLW
17
Graves Light Lenhart Wealth
Virginia
$5.95M 236,020 +19,436 +9%
BCM
18
Blume Capital Management
California
$5.69M 225,611 +45,713 +25%
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$5.45M 216,050 +159,801 +284%
DPW
20
DiNuzzo Private Wealth
Pennsylvania
$5.3M 210,454 +210,454 New
FAG
21
Financial Architects (Georgia)
Georgia
$5.09M 202,170 +202,170 New
Pathstone Holdings
22
Pathstone Holdings
New Jersey
$5.01M 198,984 +198,984 New
B
23
Bridgeworth
Alabama
$4.93M 195,483 +3,519 +2%
FIS
24
Fischer Investment Strategies
California
$3.74M 148,259 +148,259 New
ST
25
Sentinel Trust
Texas
$3.72M 147,500 -167,600 -53%
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