Dimensional Emerging Core Equity Market ETF (DFAE) Institutional Ownership

$24.53
+0.07 (+0.29%)
(As of 04/24/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
301
Total
Institutional Inflows
(last 12 months)
$1.08B
Number of
Institutional Sellers
(last 12 months)
150
Total
Institutional Outflows
(last 12 months)
$166.83M
Get DFAE Insider Trade Alerts

Want to know when executives and insiders are buying or selling Dimensional Emerging Core Equity Market ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

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
4/24/20241900 Wealth Management LLC127,850$3.16M0.3%-47.1%0.084%
4/24/2024Oceanside Advisors LLC188,002$4.65M3.8%+2.6%0.124%
4/24/2024SOL Capital Management CO366,249$9.05M1.1%+0.7%0.242%
4/24/2024Waypoint Wealth Partners Inc.107,425$2.66M0.8%-4.4%0.071%
4/24/2024Archford Capital Strategies LLC172,988$4.28M0.7%N/A0.114%
4/24/2024Spire Wealth Management18,146$449K0.0%+5.3%0.012%
4/24/2024Midwest Heritage Bank FSB173,583$4.29M2.3%+77.5%0.115%
4/23/2024 Creative Capital Management Investments LLC458,440$11.33M5.9%+7.9%0.302%
4/23/2024 Raymond James Financial Services Advisors Inc.752,500$18.60M0.0%-41.0%0.794%
4/23/2024 Sutton Place Investors LLC148,059$3.66M1.8%+26.5%0.156%
4/22/2024 Towneley Capital Management Inc DE284,743$7.04M1.7%+0.6%0.300%
4/22/2024 Arista Wealth Management LLC187,847$4.64M3.5%-61.6%0.198%
4/22/2024 Bay Harbor Wealth Management LLC56,759$1.40M0.5%+16.1%0.060%
4/22/2024 Parsons Capital Management Inc. RI16,391$405K0.0%-16.4%0.017%
4/22/2024 Drive Wealth Management LLC23,856$590K0.2%-12.8%0.025%
4/22/2024 Sollinda Capital Management LLC42,478$1.05M0.3%+13.2%0.045%
4/19/2024 Marshall Financial Group LLC14,155$350K0.1%-40.6%0.015%
4/19/2024 Level Financial Advisors138,417$3.42M1.6%-7.5%0.146%
4/19/2024 Fort Henry Capital LLC142,949$3.53M2.6%+11.5%0.151%
4/19/2024 True Link Financial Advisors LLC1,431,811$35.39M3.4%+4.0%1.510%
4/19/2024 TCP Asset Management LLC346,741$8.57M2.3%+27.9%0.366%
4/19/2024 Yoder Wealth Management Inc.67,055$1.66M1.1%+9.1%0.071%
4/19/2024 AWM Capital LLC376,983$9.32M1.6%-5.3%0.398%
4/18/2024 Integrity Wealth Solutions LLC150,982$3.73M2.4%+0.7%0.159%
4/18/2024 tru Independence LLC209,419$5.18M1.5%-19.7%0.221%
4/18/2024 Morris Financial Concepts Inc.5,774$143K0.1%+17.2%0.006%
4/18/2024 Chico Wealth RIA351,820$8.70M8.2%+6.0%0.371%
4/18/2024 Aviance Capital Partners LLC64,820$1.60M0.2%+21.1%0.068%
4/18/2024 Pettinga Financial Advisors LLC111,326$2.75M0.7%+546.7%0.117%
4/17/2024 Gradient Capital Advisors LLC64,443$1.59M0.6%-1.1%0.068%
4/17/2024 Annapolis Financial Services LLC95,521$2.36M0.8%-64.1%0.101%
4/17/2024 Physician Wealth Advisors Inc.454,567$10.92M2.3%+2.4%0.480%
4/17/2024 Founders Financial Securities LLC420,146$10.39M1.1%-26.7%0.443%
4/17/2024 Private Ocean LLC2,064,259$51.03M5.4%+14.2%2.177%
4/17/2024 Trinity Financial Advisors LLC8,225$203K0.1%N/A0.009%
4/17/2024 Grimes & Company Inc.237,185$5.86M0.2%N/A0.250%
4/16/2024 Moisand Fitzgerald Tamayo LLC558,373$13.80M2.1%+5.3%0.589%
4/16/2024 180 Wealth Advisors LLC47,143$1.17M0.2%+31.6%0.050%
4/16/2024 Wealth Enhancement Advisory Services LLC1,053,779$26.05M0.1%+56.6%1.112%
4/15/2024 Exeter Financial LLC19,340$480K0.2%+3.4%0.020%
Will this $2 AI stock double overnight? (Ad)

It's a tiny AI company fighting for a big piece of a $20 Billion Pentagon contract. What's more, this groundbreaking firm is trading for less than $2 a share!

Click here to learn more >>>
4/15/2024 Disciplined Investments LLC150,421$3.72M2.0%+15.4%0.159%
4/13/2024 Evanson Asset Management LLC57,439$1.42M0.1%-4.7%0.061%
4/13/2024 Quad Cities Investment Group LLC54,281$1.34M0.8%+3.4%0.057%
4/12/2024 Dynamic Advisor Solutions LLC341,325$8.44M0.3%-4.6%0.360%
4/12/2024 Morton Capital Management LLC CA38,768$958K0.3%-10.7%0.041%
4/12/2024 CGN Advisors LLC70,453$1.74M0.2%-4.1%0.074%
4/12/2024 Financial Synergies Wealth Advisors Inc.3,762$93K0.0%+4,983.8%0.004%
4/12/2024 AdvisorNet Financial Inc56,661$1.40M0.1%-40.3%0.060%
4/12/2024 Baker Boyer National Bank102,403$2.53M0.9%+4.6%0.108%
4/12/2024 Abacus Planning Group Inc.11,878$294K0.1%N/A0.013%
4/11/2024 Market Street Wealth Management Advisors LLC744,802$18.41M3.2%+7.9%0.786%
4/11/2024 Security Financial Services INC.74,785$1.85M0.4%+5.0%0.079%
4/11/2024 Signature Resources Capital Management LLC24,350$587K0.5%-6.7%0.026%
4/11/2024 West Financial Advisors LLC874,492$21.62M4.6%+1.6%0.922%
4/11/2024 Catalyst Private Wealth LLC204,851$5.06M2.7%+35.9%0.216%
4/11/2024 City State Bank65,734$1.63M0.7%+9.6%0.069%
4/11/2024 Pioneer Wealth Management Group368,000$9.10M5.2%+13.1%0.388%
4/11/2024 RFG Advisory LLC84,377$2.09M0.1%+3.9%0.089%
4/11/2024 Soundmark Wealth Management LLC38,531$952K0.4%-2.2%0.041%
4/11/2024 Walden Wealth Partners LLC39,252$975K0.6%-3.7%0.041%
4/10/2024 CVA Family Office LLC109,610$2.71M0.5%-13.6%0.116%
4/10/2024 VanderPol Investments L.L.C.21,686$536K1.5%-3.5%0.023%
4/10/2024 Park Avenue Securities LLC487,841$12.06M0.2%+14.3%0.515%
4/10/2024 Apella Capital LLC140,829$3.55M0.2%-12.0%0.149%
4/9/2024 Collective Family Office LLC337,403$8.34M2.7%+5.8%0.356%
4/9/2024 Foster Group Inc.13,876$343K0.0%N/A0.015%
4/9/2024 Great Waters Wealth Management622,222$15.38M2.5%-8.6%0.656%
4/8/2024 RVW Wealth LLC956,449$23.64M2.4%+5.7%1.009%
4/4/2024 Shearwater Capital LLC36,135$893K0.7%-4.0%0.038%
4/3/2024 Versant Capital Management Inc71,334$1.76M0.5%-9.8%0.075%
4/2/2024 Avondale Wealth Management385,851$9.54M6.7%+5.2%0.407%
3/15/2024 VanderPol Investments L.L.C.22,473$542K1.8%N/A0.024%
3/14/2024 Walden Wealth Partners LLC40,757$983K0.6%N/A0.043%
3/1/2024ARK & TLK Investments LLC32,902$793K0.3%N/A0.035%
2/29/2024Tortoise Investment Management LLC138,627$3.34M0.5%-2.8%0.146%
2/28/2024EP Wealth Advisors LLC16,342$394K0.0%+144.3%0.017%
2/28/2024Abel Hall LLC16,849$406K0.3%N/A0.018%
2/27/2024Beaird Harris Wealth Management LLC329,917$7.95M0.8%-1.6%0.348%
2/23/2024Chicago Partners Investment Group LLC70,802$1.65M0.1%-29.7%0.075%
2/21/2024Austin Wealth Management LLC192,087$4.63M1.2%+37.4%0.203%
2/20/2024Able Wealth Management LLC2,257$54K0.0%N/A0.002%
2/15/2024Okabena Investment Services Inc.104,798$2.53M1.0%+5.0%0.111%
2/15/2024Perritt Capital Management Inc.275,068$6.63M3.7%+1.8%0.290%
2/15/2024Financial Planning & Information Services Inc.824,899$19.89M3.1%+13.1%0.870%
2/15/2024Freedom Investment Management Inc.667,358$16.09M1.3%N/A0.704%
2/15/2024Buckingham Strategic Partners LLC120,580$2.91M0.1%-16.2%0.127%
2/15/2024Buckingham Strategic Wealth LLC953,274$22.98M0.3%+5.6%1.006%
2/15/2024C M Bidwell & Associates Ltd.10,252$247K0.2%-23.4%0.011%
2/14/2024Syverson Strege & Co52,610$1.27M0.5%+1.7%0.055%
2/14/2024Creative Planning1,759,830$42.43M0.1%-3.0%1.856%
Will this $2 AI stock double overnight? (Ad)

It's a tiny AI company fighting for a big piece of a $20 Billion Pentagon contract. What's more, this groundbreaking firm is trading for less than $2 a share!

Click here to learn more >>>
2/14/2024Northwest Wealth Management LLC31,493$759K0.2%N/A0.033%
2/14/2024Elevate Wealth Advisory Inc.15,274$368K0.3%N/A0.016%
2/14/2024Keyes Stange & Wooten Wealth Management LLC289,808$6.99M7.4%N/A0.306%
2/14/2024 Sollinda Capital Management LLC37,526$905K0.3%N/A0.040%
2/14/2024Vermillion & White Wealth Management Group LLC46,679$1.13M1.1%N/A0.049%
2/14/2024Wescott Financial Advisory Group LLC291,747$7.03M1.0%+4.2%0.308%
2/14/2024CFS Investment Advisory Services LLC439,360$10.59M1.9%-3.5%0.463%
2/13/2024Envestnet Asset Management Inc.4,333,055$104.47M0.0%-1.1%4.571%
2/13/2024Exencial Wealth Advisors LLC325,088$7.84M0.3%+11.8%0.343%
2/13/2024Vawter Financial Ltd.281,862$6.80M5.3%+28.7%0.297%
(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, 401 institutional investors and hedge funds held shares of Dimensional Emerging Core Equity Market ETF. The most heavily invested institutionals were Retirement Systems of Alabama ($285.93M), FMR LLC ($126.90M), UBS Group AG ($119.75M), Envestnet Asset Management Inc. ($104.47M), Mercer Global Advisors Inc. ADV ($87.19M), Mariner LLC ($68.01M), and Cable Hill Partners LLC ($60.69M).Learn more on DFAE's institutional investors.

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

Of the 379 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: Retirement Systems of Alabama ($12.67M), FMR LLC ($5.14M), Envestnet Asset Management Inc. ($4.20M), UBS Group AG ($4.20M), Creative Planning ($3.64M), Parcion Private Wealth LLC ($2.26M), and Private Ocean LLC ($2.06M).

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

Institutional investors have bought a total of 100,757,931 shares in the last 24 months. This purchase volume represents approximately $2.29B in transactions.

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

Of the 185 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: Parcion Private Wealth LLC ($2.24M), OLD Mission Capital LLC ($752.09K), Pathstone Family Office LLC ($716.45K), Sequoia Financial Advisors LLC ($591.87K), Raymond James Financial Services Advisors Inc. ($584.02K), Benjamin F. Edwards & Company Inc. ($552.32K), and Relaxing Retirement Coach ($458.38K).

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

Institutional investors have sold a total of 13,785,094 shares in the last 24 months. This volume of shares sold represents approximately $314.90M in transactions.


This page (NYSEARCA:DFAE) was last updated on 4/25/2024 by MarketBeat.com Staff

From Our Partners