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Dimensional Emerging Markets Value ETF
DFEV

145 hedge funds and large institutions have $458M invested in Dimensional Emerging Markets Value ETF in 2024 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 75 increasing their positions, 27 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

633% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 3

178% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 27

60% more funds holding in top 10

Funds holding in top 10: 5 → 8 (+3)

18% more capital invested

Capital invested by funds: $387M → $458M (+$70.1M)

15% more funds holding

Funds holding: 126 → 145 (+19)

0.44% less ownership

Funds ownership: 68.08% → 67.64% (-0.44%)

Holders
145
Holders Change
+19
Holders Change %
+15.08%
% of All Funds
2.09%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.12%
New
22
Increased
75
Reduced
27
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FIC
Family Investment Center
Missouri
+$8.48M
2
WA
Waverly Advisors
Alabama
+$5.65M
3
SC
Savant Capital
Illinois
+$4.14M
4
ADL
Asset Dedication LLC
California
+$3.48M
5
FTUS
Flow Traders U.S.
New York
+$2.95M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$5.29M
2
Citadel Advisors
Citadel Advisors
Florida
-$2.92M
3
HFS
Heritage Financial Services
Massachusetts
-$715K
4
LNC
Lincoln National Corp
Pennsylvania
-$586K
5
RFP
RCS Financial Planning
Maryland
-$531K
Name Holding Trade Value Shares
Change 		Change in
Stake
ADL
1
Asset Dedication LLC
California
$63M +$3.48M +129,280 +6%
RWM
2
Ritholtz Wealth Management
New York
$25.6M +$218K +8,100 +0.9%
TWD
3
True Wealth Design
Ohio
$21.1M -$5.62K -209 -0%
MAM
4
Marquette Asset Management
Minnesota
$17.4M +$289K +10,766 +2%
BPA
5
Beacon Pointe Advisors
California
$16.3M +$554K +20,598 +4%
SM
6
Sensible Money
Arizona
$15.2M +$2.24M +83,209 +18%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$13.3M +$1.34M +49,880 +12%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$12.8M +$135K +5,035 +1%
CFGA
9
Cambridge Financial Group (Arizona)
Arizona
$12.4M +$294K +10,953 +2%
FIM
10
Freedom Investment Management
Connecticut
$11.6M -$18.4K -683 -0.2%
EAM
11
Evanson Asset Management
California
$11.2M +$818K +30,436 +8%
FIC
12
Family Investment Center
Missouri
$10.6M +$8.48M +315,299 +448%
Jane Street
13
Jane Street
New York
$10.5M -$403K -15,008 -4%
EWA
14
Exencial Wealth Advisors
Oklahoma
$10.2M +$630K +23,421 +7%
OWM
15
Opes Wealth Management
California
$8.97M -$66.5K -2,473 -0.8%
GLLW
16
Graves Light Lenhart Wealth
Virginia
$7.75M +$320K +11,888 +4%
ACP
17
Aveo Capital Partners
Colorado
$7.47M +$80.8K +3,005 +1%
SC
18
Savant Capital
Illinois
$6.92M +$4.14M +154,071 +158%
FAG
19
Financial Architects (Georgia)
Georgia
$6.57M +$127K +4,710 +2%
BCM
20
Blume Capital Management
California
$6.36M +$8.06K +300 +0.1%
IFA
21
Index Fund Advisors
California
$6.32M +$1.44M +53,572 +30%
DPW
22
DiNuzzo Private Wealth
Pennsylvania
$5.88M +$57.1K +2,124 +1%
WA
23
Waverly Advisors
Alabama
$5.78M +$5.65M +210,329 New
RS
24
Retirement Solution
Washington
$5.77M +$2.83M +105,368 +101%
AA
25
Alesco Advisors
New York
$5.4M +$905K +33,675 +21%
1
2 3 4 5

DFEV Hedge Fund Activity: Q2 2024 in Review

145 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Markets Value ETF (DFEV) for Q2 2024, worth a combined $458M — up 18% from $387M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new DFEV positions and 3 closed out — a net gain of 19 holders — while 75 added to existing stakes and 27 trimmed.

The largest buyer was Family Investment Center, adding an estimated $8.48M. The largest seller was Bank of Montreal, cutting an estimated $5.29M.

  • 145 institutional investors held Dimensional Emerging Markets Value ETF (DFEV) as of Q2 2024, up from 126 in Q1 2024.
  • Funds reported $458M of Dimensional Emerging Markets Value ETF stock for Q2 2024, up 18% quarter-over-quarter.
  • 22 funds opened new Dimensional Emerging Markets Value ETF positions in Q2 2024 and 3 closed out, a net change of +19 holders.
  • The largest Dimensional Emerging Markets Value ETF buyer in Q2 2024 was Family Investment Center, an estimated $8.48M added.
  • The largest Dimensional Emerging Markets Value ETF seller in Q2 2024 was Bank of Montreal, an estimated $5.29M sold.

Based on aggregated 13F filings for Q2 2024.