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Dimensional Emerging Markets Value ETF

181 hedge funds and large institutions have $544M invested in Dimensional Emerging Markets Value ETF in 2024 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 81 increasing their positions, 35 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 14

131% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 35

18% more funds holding

Funds holding: 154181 (+27)

2% more capital invested

Capital invested by funds: $535M → $544M (+$8.97M)

0.96% more ownership

Funds ownership: 70.09%71.05% (+0.96%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

Holders
181
Holders Change
+27
Holders Change %
+17.53%
% of All Funds
2.38%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
44
Increased
81
Reduced
35
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ADL
1
Asset Dedication LLC
California
$65.1M +$2.65M +96,629 +4%
RWM
2
Ritholtz Wealth Management
New York
$26.7M +$1.44M +52,444 +5%
HighTower Advisors
3
HighTower Advisors
Illinois
$24M -$1.99M -72,615 -7%
TWD
4
True Wealth Design
Ohio
$21.2M +$577K +21,050 +3%
Raymond James Financial
5
Raymond James Financial
Florida
$20.2M +$21.1M +769,651 New
MAM
6
Marquette Asset Management
Minnesota
$16.9M +$167K +6,084 +1%
BPA
7
Beacon Pointe Advisors
California
$16.5M -$109K -3,977 -0.6%
SM
8
Sensible Money
Arizona
$15.7M +$410K +14,949 +3%
CFGA
9
Cambridge Financial Group (Arizona)
Arizona
$12.4M +$236K +8,602 +2%
EAM
10
Evanson Asset Management
California
$12.2M +$825K +30,097 +7%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$12.2M -$72.8K -2,656 -0.6%
EWA
12
Exencial Wealth Advisors
Oklahoma
$11.6M +$728K +26,548 +6%
FIM
13
Freedom Investment Management
Connecticut
$11.3M -$58.3K -2,125 -0.5%
RFP
14
Root Financial Partners
California
$10.9M +$3.94M +143,569 +53%
FIC
15
Family Investment Center
Missouri
$9.55M -$964K -35,160 -9%
Jane Street
16
Jane Street
New York
$9.09M +$3.73M +136,068 +65%
OWM
17
Opes Wealth Management
California
$8.85M +$330K +12,031 +4%
IFA
18
Index Fund Advisors
California
$8.15M +$713K +25,991 +9%
GLLW
19
Graves Light Lenhart Wealth
Virginia
$7.87M +$138K +5,029 +2%
Jones Financial Companies
20
Jones Financial Companies
Missouri
$6.87M +$6.09M +222,171 +555%
AA
21
Alesco Advisors
New York
$6.76M +$586K +21,375 +9%
ACP
22
Aveo Capital Partners
Colorado
$6.63M -$659K -24,049 -9%
Truist Financial
23
Truist Financial
North Carolina
$6.61M +$3.07M +111,914 +80%
FAG
24
Financial Architects (Georgia)
Georgia
$6.5M +$242K +8,830 +4%
AWM
25
AE Wealth Management
Kansas
$6.41M +$774K +28,217 +13%

DFEV Hedge Fund Activity: Q4 2024 in Review

181 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Markets Value ETF (DFEV) for Q4 2024, worth a combined $544M — up 1.7% from $535M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new DFEV positions and 14 closed out — a net gain of 30 holders — while 81 added to existing stakes and 35 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $6.09M. The largest seller was Fischer Investment Strategies, exiting entirely with an estimated $4.72M sold.

  • 181 institutional investors held Dimensional Emerging Markets Value ETF (DFEV) as of Q4 2024, up from 154 in Q3 2024.
  • Funds reported $544M of Dimensional Emerging Markets Value ETF stock for Q4 2024, up 1.7% quarter-over-quarter.
  • 44 funds opened new Dimensional Emerging Markets Value ETF positions in Q4 2024 and 14 closed out, a net change of +30 holders.
  • The largest Dimensional Emerging Markets Value ETF buyer in Q4 2024 was Jones Financial Companies, an estimated $6.09M added.
  • The largest Dimensional Emerging Markets Value ETF seller in Q4 2024 was Fischer Investment Strategies, an estimated $4.72M sold.

Based on aggregated 13F filings for Q4 2024.