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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIC
Family Investment Center
Saint Joseph,
Missouri
|
+$8.48M |
| 2 |
WA
Waverly Advisors
Birmingham,
Alabama
|
+$5.65M |
| 3 |
SC
Savant Capital
Rockford,
Illinois
|
+$4.14M |
| 4 |
ADL
Asset Dedication LLC
San Francisco,
California
|
+$3.48M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
+$2.95M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$5.29M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$2.92M |
| 3 |
HFS
Heritage Financial Services
Westwood,
Massachusetts
|
-$715K |
| 4 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$586K |
| 5 |
RFP
RCS Financial Planning
Annapolis,
Maryland
|
-$531K |
DFEV Hedge Fund Activity: Q2 2024 in Review
145 of the 6,935 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.