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Dimensional Emerging Core Equity Market ETF (DFAE) Institutional Ownership

$39.80 -0.73 (-1.79%)
As of 02:27 PM Eastern
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Institutional Ownership Changes (13F Filings) for Dimensional Emerging Core Equity Market ETF (NYSEARCA:DFAE)

Number of
Institutional Buyers
(last 12 months)
434
Total
Institutional Inflows
(last 12 months)
$1.39B
Number of
Institutional Sellers
(last 12 months)
247
Total
Institutional Outflows
(last 12 months)
$606.98M
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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
9/15/2026 Cherry Tree Wealth Management LLC47,738$1.92M0.4%+184.1%0.019%
9/9/2026 Tortoise Investment Management LLC354,317$14.25M1.1%+0.8%0.143%
9/9/2026 Sequoia Financial Advisors LLC451,816$18.17M0.1%-5.6%0.182%
9/9/2026 MCF Advisors LLC636,720$25.60M0.9%-1.3%0.257%
9/9/2026 Archford Capital Strategies LLC223,904$9.00M0.9%+0.7%0.090%
9/9/2026 Gemmer Asset Management LLC42,413$1.71M0.1%-1.3%0.017%
9/9/2026 Pinnacle Wealth Management Advisory Group LLC179,163$7.20M0.4%-4.6%0.072%
9/9/2026 Integrated Wealth Concepts LLC174,012$7.00M0.0%+0.3%0.070%
9/9/2026 RFG Advisory LLC81,428$3.27M0.1%+1.0%0.033%
9/9/2026 NewEdge Advisors LLC23,732$954K0.0%+29.7%0.010%
9/9/2026 Colony Family Offices LLC595,810$23.96M5.3%-2.1%0.241%
9/9/2026 IFP Advisors Inc56,381$2.27M0.0%+9.1%0.023%
9/9/2026 Baird Financial Group Inc.258,586$10.40M0.0%+9.4%0.104%
9/9/2026 XY Planning Network Inc.75,964$3.05M0.4%+514.8%0.031%
9/8/2026 Allworth Financial LP113,606$4.57M0.0%-26.0%0.046%
9/8/2026 Powerhouse Assets LLC18,196$732K0.6%N/A0.007%
9/8/2026 Waverly Advisors LLC202,320$8.14M0.0%+5.2%0.082%
9/4/2026 Parkside Financial Bank & Trust5,621$226K0.0%+7.0%0.002%
9/2/2026 MLG Wealth Management DBA Pine Grove Financial Group16,044$645K0.1%-4.6%0.006%
8/27/2026 Corient Private Wealth LP1,591,105$63.98M0.1%-3.4%0.642%
8/23/2026 Washington Trust Advisors Inc.69,604$2.80M0.2%-1.5%0.028%
8/23/2026 Ameritas Advisory Services LLC47,984$1.93M0.0%N/A0.019%
8/23/2026 Morling Financial Advisors LLC736,803$29.63M8.2%-4.2%0.297%
8/23/2026 Andrews Lucia Wealth Management LLC142,993$5.75M3.0%+2.2%0.058%
8/23/2026 Midwest Heritage Bank FSB229,088$9.21M2.6%+1.1%0.092%
8/23/2026 Beaird Harris Wealth Management LLC257,794$10.37M0.6%-3.6%0.104%
8/23/2026 HB Wealth Management LLC107,499$4.32M0.0%-1.4%0.043%
8/23/2026 Chico Wealth RIA466,601$18.76M9.8%+0.1%0.188%
8/23/2026 Highland Financial Advisors LLC33,256$1.34M0.3%+16.5%0.013%
8/23/2026 Red Lighthouse Investment Management LLC18,616$749K0.2%+98.6%0.008%
8/22/2026 Noble Wealth Partners LLC90,548$3.64M3.2%N/A0.037%
8/22/2026 SeedSafe Financial LLC121,059$4.87M3.4%N/A0.049%
8/22/2026 Highland Investment Advisors LLC300,866$12.10M5.2%N/A0.121%
8/22/2026 Concurrent Investment Advisors LLC20,051$806K0.0%+40.5%0.008%
8/21/2026 MBA Advisors LLC203,869$8.20M2.7%+4.8%0.082%
8/21/2026 Live Oak Private Wealth LLC89,061$3.58M0.5%+32.4%0.036%
8/21/2026 Natural Investments LLC5,403$217K0.0%N/A0.002%
8/21/2026 Beacon Financial Advisory LLC5,348$215K0.0%N/A0.002%
8/21/2026 Bedel Financial Consulting Inc.801,558$32.23M3.0%+3.6%0.324%
8/21/2026 Acorn Wealth Advisors LLC23,049$927K0.2%+50.4%0.009%
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8/20/2026 First PREMIER Bank93,310$3.75M0.5%+30.5%0.038%
8/20/2026 Rehmann Capital Advisory Group20,564$827K0.0%+3.0%0.008%
7/10/2026 Annex Advisory Services LLC2,267,929$91.19M1.6%+8.0%0.927%
7/10/2026 Accel Wealth Management13,371$538K0.1%N/A0.005%
7/10/2026 Heck Capital Advisors LLC19,245$774K0.0%N/A0.008%
7/10/2026 JFS Wealth Advisors LLC692,698$27.85M1.4%+3.1%0.283%
7/10/2026 DiNuzzo Private Wealth Inc.399,164$16.05M1.6%-6.1%0.163%
7/10/2026 Peirce Capital Management LLC9,216$371K0.1%-9.5%0.004%
7/10/2026 Fiduciary Financial Group LLC808,884$32.53M3.7%+5.6%0.331%
7/10/2026 City Holding Co.1,120$45K0.0%N/A0.000%
7/10/2026 Highland Financial Advisors LLC33,256$1.34M0.3%+16.5%0.014%
7/10/2026 Marquette Asset Management LLC695,550$27.97M3.6%-0.2%0.284%
7/10/2026 Wealthcare Advisory Partners LLC5,808$234K0.0%-88.0%0.002%
7/9/2026 Financial Management Professionals Inc.732,886$29.47M2.8%N/A0.300%
7/9/2026 Revolve Wealth Partners LLC13,990$563K0.1%N/A0.006%
7/9/2026 CPA Asset Management Group LLC675,582$27.17M7.8%-1.2%0.276%
7/9/2026 Friday Financial28,545$1.11M0.3%+50.7%0.012%
7/9/2026 Pettinga Financial Advisors LLC145,982$5.87M0.9%-1.1%0.060%
7/9/2026 Great Waters Wealth Management213,771$8.60M0.8%-9.6%0.087%
7/9/2026 Arista Wealth Management LLC638,179$25.66M2.8%+3.6%0.261%
7/9/2026 Everhart Financial Group Inc.656,464$26.40M1.7%+11.1%0.268%
7/9/2026 Sax Wealth Advisors LLC302,392$12.16M0.5%+28.8%0.124%
7/9/2026 West Financial Advisors LLC986,974$39.69M6.0%+14.5%0.403%
7/9/2026 Ledgewood Wealth Advisors LLC147,505$5.93M3.1%+6.9%0.060%
7/9/2026 Breakwater Capital Group91,641$3.69M0.4%-2.9%0.037%
7/8/2026 Beaird Harris Wealth Management LLC257,794$10.37M0.6%-3.6%0.105%
7/8/2026 Rockland Trust Co.309,704$12.45M0.5%-2.8%0.127%
7/8/2026 Thayer Financial L.L.C.150,668$6.06M5.5%-2.6%0.062%
7/8/2026 Colorado Capital Management Inc.276,824$11.13M3.8%+3.0%0.113%
7/8/2026 3 Factor Indexing LLC22,574$908K0.8%+14.6%0.009%
7/8/2026 Quantum Financial Advisors LLC241,153$9.70M0.8%-2.6%0.099%
7/8/2026 Sprinkle Financial Consultants LLC32,077$1.29M0.5%-2.6%0.013%
7/8/2026 Strategic Investment Solutions Inc. IL14,440$581K0.1%-16.4%0.006%
7/8/2026 Factor Wealth Management LTD73,427$2.95M0.4%-17.0%0.030%
7/8/2026 DWR Wealth Management LLC222,865$8.84M6.6%+7.1%0.091%
7/8/2026 RVW Wealth LLC892,305$35.88M2.4%+3.9%0.365%
7/8/2026 Bannerman Wealth Management Group LLC168,655$6.78M4.0%+0.9%0.069%
7/8/2026 Apella Capital LLC608,037$23.54M0.3%-0.3%0.248%
7/8/2026 55 North Private Wealth LLC69,754$2.81M0.6%-6.2%0.029%
7/8/2026 Emprise Bank96,951$3.90M1.4%-0.3%0.040%
7/8/2026 Evanson Financial LLC80,940$3.26M0.2%N/A0.033%
7/8/2026 Eclectic Associates Inc. ADV519,832$20.90M2.4%-1.2%0.212%
7/7/2026 Pioneer Wealth Management Group671,538$27.00M6.5%+1.3%0.274%
7/7/2026 180 Wealth Advisors LLC85,051$3.42M0.3%-0.6%0.035%
7/7/2026 Foster Group Inc.3,569,348$143.52M3.8%-6.0%1.459%
7/7/2026 Quad Cities Investment Group LLC80,098$3.22M1.2%-1.3%0.033%
7/7/2026 Dynamic Advisor Solutions LLC419,441$16.87M0.5%-3.1%0.171%
7/7/2026 Avior Wealth Management LLC509,605$20.49M0.5%-9.5%0.208%
7/7/2026 Harbor Investment Advisory LLC7,725$311K0.0%-43.7%0.003%
7/7/2026 Moody National Bank Trust Division117,347$4.72M0.4%+1.8%0.048%
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7/7/2026 Trinity Financial Advisors LLC235,924$9.49M2.4%+3.5%0.096%
7/7/2026 CGN Advisors LLC71,351$2.87M0.2%-14.9%0.029%
7/6/2026 Sincerus Advisory LLC12,865$517K0.4%+7.5%0.005%
7/2/2026 Versant Capital Management Inc78,620$3.16M0.3%+0.5%0.032%
7/2/2026 Collective Family Office LLC462,748$18.61M3.8%+0.8%0.189%
6/15/2026J. R. Prunier Capital Management LLC20,115$681K0.3%N/A0.008%
6/4/2026 Fischer Investment Strategies LLC88,056$2.98M1.7%-6.5%0.037%
6/3/2026 Wealthquest Corp225,999$7.65M0.5%+1.9%0.095%
6/3/2026 DBK Financial Counsel LLC63,434$2.15M1.6%+48.0%0.027%
6/3/2026 Parallel Advisors LLC22,207$752K0.0%-9.9%0.009%


DFAE Institutional Ownership - Frequently Asked Questions

During the previous two years, 675 institutional investors and hedge funds held shares of Dimensional Emerging Core Equity Market ETF. The most heavily invested institutionals were Mather Group LLC. ($396.27M), FMR LLC ($324.44M), Bank of America Corp DE ($230.15M), UBS Group AG ($209.13M), Foster Group Inc. ($143.52M), Coldstream Capital Management Inc. ($139.83M), and Mariner LLC ($134.93M).Learn more on Dimensional Emerging Core Equity Market ETF's institutional investors.

Of the 611 institutional investors that purchased Dimensional Emerging Core Equity Market ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Essential Planning LLC. ($15.31M), Mather Group LLC. ($11.68M), FMR LLC ($5.40M), Coldstream Capital Management Inc. ($4.49M), Vise Technologies Inc. ($2.67M), Washington Trust Bank ($2.53M), and Corient Private Wealth LLC ($2.47M).

Institutional investors have bought a total of 42,377,934 shares in the last 24 months. This purchase volume represents approximately $1.39B in transactions.

Of the 247 institutional investors that sold Dimensional Emerging Core Equity Market ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Perritt Capital Management Inc ($8.09M), Falcon Wealth Planning ($1.36M), Northwestern Mutual Wealth Management Co. ($1.27M), Envestnet Asset Management Inc. ($1.22M), Foster Group Inc. ($315.38K), Integrated Wealth Concepts LLC ($305.54K), and Security Financial Services INC. ($271.94K).

Institutional investors have sold a total of 18,768,246 shares in the last 24 months. This volume of shares sold represents approximately $606.98M in transactions.



Institutional ownership data for NYSEARCA:DFAE is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/15/2026. New 13F filings are added each quarter as they're published.
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