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Dimensional Emerging Core Equity Market ETF (DFAE) Institutional Ownership

Dimensional Emerging Core Equity Market ETF logo
$28.25 -0.43 (-1.50%)
As of 06/13/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Dimensional Emerging Core Equity Market ETF (NYSEARCA:DFAE)

Number of
Institutional Buyers
(last 12 months)
398
Total
Institutional Inflows
(last 12 months)
$1.84B
Number of
Institutional Sellers
(last 12 months)
209
Total
Institutional Outflows
(last 12 months)
$241.07M
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DFAE Institutional Buying and Selling by Quarter

Dimensional Emerging Core Equity Market ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/13/2025Optima Capital LLC18,875$489K0.3%+11.4%0.009%
6/3/2025 Invst LLC19,770$512K0.1%+25.4%0.010%
5/30/2025 Porter White Investment Advisors Inc.58,827$1.52M0.8%N/A0.029%
5/29/2025 Parkshore Wealth Management Inc.138,887$3.60M2.1%+22.9%0.068%
5/27/2025 Jacobi Capital Management LLC111,340$2.88M0.2%+20.0%0.054%
5/21/2025 Geneos Wealth Management Inc.5,425$140K0.0%+315.7%0.003%
5/20/2025 Focus Partners Wealth1,524,733$39.48M0.1%+35.5%0.750%
5/19/2025 Jane Street Group LLC306,083$7.92M0.0%N/A0.151%
5/19/2025 Advisory Alpha LLC207,419$5.37M0.2%+0.9%0.102%
5/19/2025 Trinity Financial Advisors LLC200,333$5.12M1.8%+0.9%0.099%
5/19/2025 UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC73,950$1.92M0.0%N/A0.036%
5/16/2025 Pinnacle Family Advisors LLC12,025$311K0.2%+3.5%0.006%
5/16/2025 NewEdge Advisors LLC17,406$451K0.0%-22.3%0.009%
5/16/2025 Integrated Wealth Concepts LLC369,241$9.56M0.1%+0.3%0.182%
5/16/2025 Investmark Advisory Group LLC67,027$1.74M0.9%+10.1%0.033%
5/16/2025 Beaird Harris Wealth Management LLC286,361$7.41M0.6%+2.8%0.141%
5/16/2025 AlTi Global Inc.109,800$2.84M0.1%+100.0%0.054%
5/15/2025 EP Wealth Advisors LLC359,709$9.31M0.1%-28.2%0.177%
5/15/2025 Focus Partners Advisor Solutions LLC715,493$18.52M0.3%+18.2%0.352%
5/15/2025 Royal Bank of Canada1,473,346$38.15M0.0%+6.3%0.725%
5/15/2025 Betterment LLC367,414$9.51M0.0%-1.1%0.181%
5/15/2025 MAI Capital Management263,250$6.82M0.1%+5.9%0.129%
5/15/2025 Baird Financial Group Inc.74,872$1.94M0.0%+118.5%0.037%
5/15/2025 Evergreen Capital Management LLC344,790$8.93M0.3%-6.7%0.170%
5/15/2025 Vermillion & White Wealth Management Group LLC147,687$3.82M2.8%+218.2%0.073%
5/15/2025 Tortoise Investment Management LLC288,133$7.46M0.8%+14.9%0.142%
5/15/2025 Okabena Investment Services Inc.34,028$881K0.2%-13.0%0.017%
5/14/2025 Note Advisors LLC114,663$2.97M2.5%+53.8%0.056%
5/14/2025 BWM Planning LLC386,807$10.01M4.2%-0.4%0.190%
5/14/2025 CreativeOne Wealth LLC86,600$2.24M0.1%-14.4%0.043%
5/14/2025 Entrewealth LLC112,785$2.92M2.2%+51.9%0.055%
5/14/2025 Samalin Investment Counsel LLC12,172$315K0.1%-33.3%0.006%
5/14/2025 Envision Financial Planning LLC501,578$12.99M6.6%+3.0%0.247%
5/14/2025 Orion Capital Management LLC8,262$214K0.1%+5,759.6%0.004%
5/14/2025 Comerica Bank25,310$655K0.0%-30.8%0.012%
5/14/2025 Freedom Investment Management Inc.682,072$17.66M1.5%-0.7%0.336%
5/14/2025 Synovus Financial Corp14,915$386K0.0%N/A0.007%
5/14/2025 Northwestern Mutual Wealth Management Co.1,496,613$38.75M0.0%+15.1%0.736%
5/14/2025 Lionshead Wealth Management LLC8,602$223K0.2%-45.5%0.004%
5/14/2025 Sax Wealth Advisors LLC158,062$4.09M0.3%+16.0%0.078%
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5/14/2025 Kestra Advisory Services LLC66,222$1.71M0.0%-2.4%0.033%
5/14/2025 Wescott Financial Advisory Group LLC455,684$11.80M1.2%-0.5%0.224%
5/14/2025 Dorsey & Whitney Trust CO LLC12,099$313K0.0%+32.7%0.006%
5/14/2025 Arista Wealth Management LLC584,322$15.13M3.7%+3.8%0.287%
5/14/2025 Heritage Financial Services LLC82,386$2.13M0.2%+4.6%0.041%
5/14/2025 Voisard Asset Management Group Inc.500,668$12.96M3.8%+4.0%0.246%
5/13/2025 Aptus Capital Advisors LLC261,671$6.78M0.1%-1.6%0.129%
5/13/2025 Seven Mile Advisory157,055$4.07M2.7%+4.3%0.077%
5/13/2025 Raymond James Financial Inc.529,637$13.71M0.0%-37.0%0.261%
5/13/2025 DDFG Inc367,294$9.51M2.6%-23.2%0.181%
5/13/2025 Cowa LLC55,955$1.45M0.6%+188.0%0.028%
5/13/2025 Oder Investment Management LLC52,012$1.35M1.1%+5.5%0.026%
5/13/2025 Cresset Asset Management LLC272,048$7.04M0.0%+2.8%0.134%
5/13/2025 American Investment Services Inc.55,539$1.44M0.3%+1.8%0.027%
5/13/2025 EverSource Wealth Advisors LLC133,000$3.44M0.2%+319.6%0.065%
5/13/2025 Horizon Investments LLC676,047$17.50M0.5%-2.0%0.333%
5/13/2025 Waypoint Wealth Partners Inc.77,048$2.00M0.6%-4.3%0.038%
5/13/2025 Kovitz Investment Group Partners LLC410,300$10.62M0.1%+6.9%0.202%
5/13/2025 Infinity Wealth Counsel LLC14,866$385K0.4%+6.9%0.007%
5/13/2025 Annandale Capital LLC631,775$16.36M1.0%+4.0%0.311%
5/13/2025 HighTower Advisors LLC1,929,590$49.96M0.1%+176.4%0.949%
5/13/2025 Sterling Wealth Advisors Inc215,177$5.57M4.3%+2.5%0.106%
5/12/2025 Mustard Seed Financial LLC69,383$1.80M1.4%+3.3%0.034%
5/12/2025 Financial Engines Advisors L.L.C.51,679$1.34M0.0%-23.7%0.025%
5/12/2025 Linscomb Wealth Inc.105,262$2.73M0.1%+14.0%0.052%
5/12/2025 SouthState Corp439,248$11.37M0.5%N/A0.216%
5/12/2025 Aveo Capital Partners LLC716,141$19.01M3.1%-0.3%0.352%
5/12/2025 Berger Financial Group Inc667,067$17.27M1.2%N/A0.328%
5/12/2025 Balanced Rock Investment Advisors LLC14,783$383K0.3%+8.4%0.007%
5/12/2025 Townsquare Capital LLC12,836$332K0.0%-11.3%0.006%
5/12/2025 Savvy Advisors Inc.15,783$409K0.0%N/A0.008%
5/12/2025 AlphaCore Capital LLC24,945$646K0.1%N/A0.012%
5/9/2025 Keb Asset Management LLC180,927$4.68M1.3%+4.4%0.089%
5/9/2025 Chicago Partners Investment Group LLC36,214$961K0.0%-4.6%0.018%
5/9/2025 Pinney & Scofield Inc.6,567$170K0.1%+22.2%0.003%
5/9/2025 Navigoe LLC119,008$3.08M2.7%+3.2%0.059%
5/9/2025 PrairieView Partners LLC57,485$1.49M0.2%-4.7%0.028%
5/9/2025 McMill Wealth Management216,687$5.61M2.0%+9.7%0.107%
5/9/2025 Wealthspire Advisors LLC2,597,661$67.25M0.4%+2.7%1.278%
5/9/2025 Aquire Wealth Advisors LLC1,255,794$32.51M10.0%+5.4%0.618%
5/9/2025 Plan Group Financial LLC387,218$10.03M3.6%+23.0%0.190%
5/9/2025 Strategic Investment Solutions Inc. IL13,230$343K0.1%+81.7%0.007%
5/9/2025 Earned Wealth Advisors LLC12,446$322K0.1%+8.9%0.006%
5/9/2025 Commonwealth Equity Services LLC601,675$15.58M0.0%+63.6%0.296%
5/9/2025 L & S Advisors Inc33,912$878K0.1%-2.3%0.017%
5/8/2025 IFG Advisory LLC17,593$455K0.0%-20.5%0.009%
5/8/2025 Helium Advisors LLC13,839$358K0.3%+16.1%0.007%
5/8/2025 Altiora Financial Group LLC16,273$421K0.1%+44.0%0.008%
5/8/2025 Wealthquest Corp373,410$9.67M0.4%+21.9%0.184%
5/8/2025 Tillman Hartley LLC101,346$2.62M0.8%+14.8%0.050%
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5/8/2025 RVW Wealth LLC911,129$23.59M2.2%-12.9%0.448%
5/8/2025 Foster & Motley Inc.32,738$848K0.1%-1.9%0.016%
5/8/2025 Modera Wealth Management LLC661,056$17.12M0.2%+0.9%0.325%
5/8/2025 Aegis Wealth Management LLC140,248$3.63M2.1%-4.4%0.069%
5/8/2025 Arkadios Wealth Advisors46,248$1.20M0.0%N/A0.023%
5/7/2025 Canopy Partners LLC9,655$250K0.1%-26.6%0.005%
5/7/2025 Hurley Capital LLC3,626$94K0.1%+27.2%0.002%
5/7/2025 Pinnacle Wealth Management Advisory Group LLC209,331$5.42M0.5%+0.6%0.103%
5/7/2025 AWM Capital LLC359,539$9.31M1.1%-1.4%0.177%
5/7/2025 Werba Rubin Papier Wealth Management44,470$1.15M0.3%+1.4%0.022%
(Data available from 1/1/2016 forward)

DFAE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DFAE shares?

During the previous two years, 550 institutional investors and hedge funds held shares of Dimensional Emerging Core Equity Market ETF. The most heavily invested institutionals were Essential Planning LLC. ($411.48M), FMR LLC ($324.44M), Retirement Systems of Alabama ($285.93M), Mather Group LLC. ($275.70M), UBS Group AG ($119.75M), Bank of America Corp DE ($116.29M), and Foster Group Inc. ($93.37M).Learn more on DFAE's institutional investors.

Which institutional investors have been buying Dimensional Emerging Core Equity Market ETF stock?

Of the 493 institutional investors that purchased Dimensional Emerging Core Equity Market ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Essential Planning LLC. ($15.33M), Retirement Systems of Alabama ($12.67M), Mather Group LLC. ($10.24M), FMR LLC ($5.53M), Foster Group Inc. ($3.61M), Private Ocean LLC ($1.98M), and True Link Financial Advisors LLC ($1.77M).

How much institutional buying is happening at Dimensional Emerging Core Equity Market ETF?

Institutional investors have bought a total of 113,754,306 shares in the last 24 months. This purchase volume represents approximately $2.84B in transactions.

Which Dimensional Emerging Core Equity Market ETF major shareholders have been selling company stock?

Of the 270 institutional investors that sold Dimensional Emerging Core Equity Market ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Mercer Global Advisors Inc. ADV ($1.42M), Envestnet Asset Management Inc. ($1.12M), EP Wealth Advisors LLC ($856.51K), Bank of Montreal Can ($798.69K), Raymond James Financial Services Advisors Inc. ($622.50K), Stifel Financial Corp ($511.28K), and Great Waters Wealth Management ($463.83K).

How much institutional selling is happening at Dimensional Emerging Core Equity Market ETF?

Institutional investors have sold a total of 15,607,725 shares in the last 24 months. This volume of shares sold represents approximately $392.72M in transactions.



This page (NYSEARCA:DFAE) was last updated on 6/14/2025 by MarketBeat.com Staff
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