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Dimensional Emerging Markets Value ETF
DFEV

154 hedge funds and large institutions have $535M invested in Dimensional Emerging Markets Value ETF in 2024 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 87 increasing their positions, 31 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 3

181% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 31

17% more capital invested

Capital invested by funds: $458M → $535M (+$77M)

6% more funds holding

Funds holding: 145 → 154 (+9)

2.45% more ownership

Funds ownership: 67.64% → 70.09% (+2.4%)

13% less funds holding in top 10

Funds holding in top 10: 8 → 7 (-1)

Holders
154
Holders Change
+9
Holders Change %
+6.21%
% of All Funds
2.21%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
13
Increased
87
Reduced
31
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
HighTower Advisors
Illinois
+$26.3M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.52M
3
RFP
Root Financial Partners
California
+$3.44M
4
FIS
Fischer Investment Strategies
California
+$2.79M
5
ADL
Asset Dedication LLC
California
+$2.6M

Top Sellers

1
Jane Street
Jane Street
New York
-$4.72M
2
FTUS
Flow Traders U.S.
New York
-$2.32M
3
AWS
Atria Wealth Solutions
New York
-$908K
4
OMC
Old Mission Capital
Illinois
-$701K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$606K
Name Holding Trade Value Shares
Change 		Change in
Stake
ADL
1
Asset Dedication LLC
California
$67.9M +$2.6M +94,865 +4%
HighTower Advisors
2
HighTower Advisors
Illinois
$28.1M +$26.3M +960,407 +3,463%
RWM
3
Ritholtz Wealth Management
New York
$27.5M +$902K +32,952 +4%
TWD
4
True Wealth Design
Ohio
$22.4M +$533K +19,458 +3%
MAM
5
Marquette Asset Management
Minnesota
$18.1M +$163K +5,936 +0.9%
BPA
6
Beacon Pointe Advisors
California
$18M +$1.07M +39,079 +7%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$17.4M +$3.52M +128,638 +27%
SM
8
Sensible Money
Arizona
$16.6M +$780K +28,489 +5%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$13.3M +$66K +2,409 +0.5%
CFGA
10
Cambridge Financial Group (Arizona)
Arizona
$13.2M +$352K +12,841 +3%
EAM
11
Evanson Asset Management
California
$12.4M +$791K +28,880 +7%
FIM
12
Freedom Investment Management
Connecticut
$12.3M +$307K +11,228 +3%
EWA
13
Exencial Wealth Advisors
Oklahoma
$11.8M +$1.19M +43,645 +12%
FIC
14
Family Investment Center
Missouri
$11.4M +$381K +13,919 +4%
OWM
15
Opes Wealth Management
California
$9.27M -$19.8K -722 -0.2%
GLLW
16
Graves Light Lenhart Wealth
Virginia
$8.4M +$375K +13,702 +5%
IFA
17
Index Fund Advisors
California
$8.11M +$1.51M +55,249 +24%
ACP
18
Aveo Capital Partners
Colorado
$7.89M +$151K +5,505 +2%
RFP
19
Root Financial Partners
California
$7.7M +$3.44M +125,695 +87%
FAG
20
Financial Architects (Georgia)
Georgia
$6.81M +$3.42K +125 +0.1%
AA
21
Alesco Advisors
New York
$6.74M +$1.11M +40,512 +21%
BCM
22
Blume Capital Management
California
$6.68M +$99.1K +3,620 +2%
SC
23
Savant Capital
Illinois
$6.67M -$479K -17,510 -7%
AWM
24
AE Wealth Management
Kansas
$6.16M +$560K +20,448 +10%
DPW
25
DiNuzzo Private Wealth
Pennsylvania
$6.11M +$27.7K +1,011 +0.5%
1
2 3 4 5

DFEV Hedge Fund Activity: Q3 2024 in Review

154 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Markets Value ETF (DFEV) for Q3 2024, worth a combined $535M — up 17% from $458M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new DFEV positions and 3 closed out — a net gain of 10 holders — while 87 added to existing stakes and 31 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $26.3M. The largest seller was Jane Street, cutting an estimated $4.72M.

  • 154 institutional investors held Dimensional Emerging Markets Value ETF (DFEV) as of Q3 2024, up from 145 in Q2 2024.
  • Funds reported $535M of Dimensional Emerging Markets Value ETF stock for Q3 2024, up 17% quarter-over-quarter.
  • 13 funds opened new Dimensional Emerging Markets Value ETF positions in Q3 2024 and 3 closed out, a net change of +10 holders.
  • The largest Dimensional Emerging Markets Value ETF buyer in Q3 2024 was HighTower Advisors, an estimated $26.3M added.
  • The largest Dimensional Emerging Markets Value ETF seller in Q3 2024 was Jane Street, an estimated $4.72M sold.

Based on aggregated 13F filings for Q3 2024.