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Dimensional Emerging Core Equity Market ETF (DFAE) Institutional Ownership

$38.88 +0.79 (+2.07%)
As of 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)
500
Total
Institutional Inflows
(last 12 months)
$1.77B
Number of
Institutional Sellers
(last 12 months)
276
Total
Institutional Outflows
(last 12 months)
$672.35M
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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
5/5/2026Compass Financial Group Inc.246,771$8.36M3.8%-0.8%0.104%
5/5/2026Signet Financial Management LLC5,937$201K0.0%-6.4%0.003%
5/5/2026SouthState Bank Corp131,728$4.46M0.2%+8.3%0.056%
5/5/2026 Conservest Capital Advisors Inc.18,143$614K0.1%+131.3%0.008%
5/5/2026 Nwam LLC6,420$217K0.0%N/A0.003%
5/5/2026 Avantax Planning Partners Inc.454,437$15.39M0.4%-2.9%0.192%
5/4/2026 Beckerman Institutional LLC67,567$2.29M1.2%+4.4%0.028%
5/4/2026 Integrity Wealth Solutions LLC181,883$6.16M2.4%-2.4%0.077%
5/4/2026 Bedel Financial Consulting Inc.773,996$26.21M3.0%+4.7%0.326%
5/4/2026 Chicago Partners Investment Group LLC41,185$1.40M0.0%+3.9%0.017%
5/4/2026 Ruedi Wealth Management Inc.12,749$432K0.1%-11.7%0.005%
5/4/2026 Vantage Point Financial LLC42,534$1.44M0.5%-2.6%0.018%
5/4/2026 Lifeworks Advisors LLC21,460$727K0.1%-5.1%0.009%
5/2/2026 Navigate Wealth Management LLC132,219$4.90M3.4%N/A0.056%
5/2/2026 Navigoe LLC142,038$4.81M2.8%+3.7%0.060%
5/2/2026 Strategic Wealth Advisors LLC174,313$5.90M4.7%+14.8%0.073%
5/2/2026 Financial Alternatives Inc319,154$10.81M5.8%+29.1%0.134%
5/2/2026 Diversify Wealth Management LLC265,921$9.94M0.2%+7.2%0.112%
5/2/2026 Vestment Financial LLC24,564$924K0.5%-5.6%0.010%
5/1/2026 180 Wealth Advisors LLC85,573$2.90M0.3%+1.0%0.036%
5/1/2026 Fifth Third Bancorp28,711$972K0.0%N/A0.012%
5/1/2026 Signature Resources Capital Management LLC14,557$493K0.2%-10.3%0.006%
5/1/2026 Sequoia Financial Advisors LLC478,572$16.20M0.1%-4.4%0.202%
4/30/2026 Waterfront Wealth Inc.86,437$2.93M0.5%-6.6%0.036%
4/30/2026 Valued Wealth Advisors LLC48,966$1.66M0.7%-32.0%0.021%
4/30/2026 North Capital Inc.146,685$4.97M4.2%+3.2%0.062%
4/30/2026 Kestra Advisory Services LLC104,638$3.54M0.0%+20.2%0.044%
4/30/2026 CFS Investment Advisory Services LLC434,590$14.72M1.0%+0.7%0.183%
4/30/2026 IAG Wealth Partners LLC153,733$5.21M0.6%-2.2%0.065%
4/30/2026 Efficient Advisors LLC250,564$8.48M0.6%-39.3%0.106%
4/29/2026 Montag A & Associates Inc.12,025$407K0.0%+7.0%0.005%
4/29/2026 American Capital Advisory LLC144,948$4.91M2.0%+31.9%0.061%
4/29/2026 ArborFi Advisors LLC167,063$5.66M4.6%+26.1%0.070%
4/29/2026 Jackson Thornton Wealth Management LLC223,022$8.04M0.7%-6.3%0.094%
4/29/2026 Burney Co.32,710$1.11M0.0%+7.2%0.014%
4/29/2026 Oceanside Advisors LLC215,863$7.31M4.2%+0.3%0.091%
4/28/2026 Ascentis Independent Advisors36,494$1.24M0.1%+11.7%0.015%
4/28/2026 Berger Financial Group Inc574,782$19.46M1.1%-18.6%0.242%
4/28/2026 Brighton Jones LLC672,686$22.78M1.0%+3.3%0.283%
4/28/2026 Koshinski Asset Management Inc.239,271$8.10M0.5%N/A0.101%
4/28/2026 Level Wealth Management LLC20,943$709K0.3%-7.1%0.009%
4/27/2026 TCI Wealth Advisors Inc.2,056,150$69.62M3.7%+5.5%0.866%
4/27/2026 Arcadia Wealth Management LLC43,043$1.46M0.5%-4.0%0.018%
4/27/2026 HB Wealth Management LLC109,014$3.69M0.0%+5.2%0.046%
4/27/2026 Mustard Seed Financial LLC88,613$3M1.8%+1.9%0.037%
4/27/2026 BIP Wealth LLC109,210$3.70M0.2%+7.7%0.046%
4/27/2026 Legacy Financial Group Inc.188,414$6.38M1.7%-2.9%0.079%
4/27/2026 Private Advisor Group LLC498,237$16.87M0.1%+1.4%0.210%
4/25/2026 Physician Wealth Advisors Inc.779,259$26.39M3.7%+4.9%0.328%
4/25/2026 rebel Financial LLC24,053$814K0.4%-6.5%0.010%
4/24/2026 Root Financial Partners LLC3,229,392$109.35M5.1%+6.4%1.361%
4/24/2026 Keb Asset Management LLC202,275$6.85M1.3%+8.1%0.085%
4/24/2026 Jacobsen Capital Management114,024$3.86M1.3%N/A0.048%
4/24/2026 PW Advisors LLC FL57,096$1.93M1.4%-36.4%0.024%
4/24/2026 DeLarme Wealth Management Inc.217,654$7.37M4.7%+5.9%0.092%
4/24/2026 Mitchell Mcleod Pugh & Williams Inc.27,407$928K0.1%N/A0.012%
4/24/2026 Exeter Financial LLC41,431$1.40M0.6%+25.9%0.017%
4/24/2026 Harbor Investment Advisory LLC13,725$465K0.0%+972.3%0.006%
4/24/2026 Johnson Wealth Management LLC87,492$2.96M1.4%-2.3%0.037%
4/23/2026 Graver Capital Management LLC239,699$8.12M6.2%+4.1%0.101%
4/23/2026 Guardian Wealth Management LLC362,031$12.26M3.7%-4.3%0.153%
4/23/2026 TRU Independence Asset Management 2 LLC35,656$1.21M0.7%-2.8%0.015%
4/23/2026 Pinnacle Bancorp Inc.1,485$50K0.0%+206.2%0.001%
4/22/2026 First Financial Group Corp85,083$2.88M2.4%+7.3%0.036%
4/22/2026 DDFG Inc328,561$11.13M2.4%-6.6%0.138%
4/22/2026 Millburn Ridgefield LLC DE 1,706,676$57.79M1.2%+8.7%0.719%
4/22/2026 Patriot Financial Group Insurance Agency LLC56,452$1.91M0.1%+99.3%0.024%
4/22/2026 Larry Mathis Financial Planning LLC24,279$822K0.7%+129.7%0.010%
4/22/2026 Creative Capital Management Investments LLC592,892$20.08M5.8%-1.6%0.250%
4/21/2026 Madrid Wealth Management LLC54,225$1.84M1.4%+20.7%0.023%
4/21/2026 Crown Wealth Group LLC107,449$3.64M1.1%N/A0.045%
4/21/2026 Pinnacle Wealth Management Advisory Group LLC187,793$6.36M0.4%-13.3%0.079%
4/21/2026 Towneley Capital Management Inc DE273,986$9.28M1.9%-1.4%0.115%
4/21/2026 Colony Family Offices LLC608,449$20.60M5.1%+1.6%0.256%
4/21/2026 RCS Financial Planning LLC27,607$935K0.5%-2.1%0.012%
4/21/2026 AA Financial Advisors LLC156,704$5.31M0.7%-46.1%0.066%
4/21/2026 Falcon Wealth Planning415,746$14.08M1.0%-76.5%0.175%
4/21/2026 Foster & Motley Inc.26,717$905K0.0%-5.3%0.011%
4/21/2026 Maseco LLP1,399,794$47.38M1.5%+8.4%0.590%
4/21/2026 Penobscot Wealth Management161,843$5.48M1.6%+16.5%0.068%
4/20/2026 Park Edge Advisors LLC11,079$375K0.1%+33.9%0.005%
4/20/2026 Breakwater Capital Group94,385$3.20M0.4%+3.4%0.040%
4/20/2026 Tanager Wealth Management LLP15,007$508K0.0%-6.3%0.006%
4/20/2026 Factor Wealth Management LTD88,499$3.00M0.6%-22.3%0.037%
4/20/2026 Dopkins Wealth Management LLC69,561$2.36M0.9%-1.2%0.029%
4/20/2026 Live Oak Private Wealth LLC67,291$2.28M0.3%+25.6%0.028%
4/20/2026 Blue Trust Inc.110,218$3.73M0.0%+2.2%0.046%
4/20/2026 First PREMIER Bank71,501$2.42M0.6%+102.2%0.030%
4/20/2026 RFG Advisory LLC80,648$2.73M0.1%-5.7%0.034%
4/20/2026 Apella Capital LLC610,144$20.66M0.3%+298.5%0.257%
4/20/2026 Tranquility Partners LLC22,949$782K0.3%+3.3%0.010%
4/18/2026 Demming Financial Services Corp ADV243,278$8.24M6.0%+3.0%0.103%
4/18/2026 Vermillion Wealth Management Inc.183,184$6.20M2.4%+8.7%0.077%
4/18/2026 Great Waters Wealth Management236,533$8.01M0.8%-10.7%0.100%
4/17/2026 Athena Wealth Management LLC14,391$487K0.4%-8.5%0.006%
4/17/2026 Discipline Wealth Solutions LLC235,333$7.97M0.8%+151.4%0.099%
4/17/2026 AdvisorNet Financial Inc64,880$2.20M0.1%+1.8%0.027%
4/17/2026 Kure Advisory LLC266,672$9.03M4.9%+0.8%0.112%
4/16/2026 Ballast Rock Private Wealth LLC14,297$484K0.3%-4.5%0.006%
4/16/2026 Lincoln Capital Corp91,032$3.08M1.1%+1.0%0.038%


DFAE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DFAE shares?

During the previous two years, 662 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), UBS Group AG ($209.13M), Bank of America Corp DE ($181.71M), Coldstream Capital Management Inc. ($139.83M), Mariner LLC ($134.93M), and Foster Group Inc. ($128.04M).Learn more on Dimensional Emerging Core Equity Market ETF's institutional investors.

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

Of the 598 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. ($11.72M), FMR LLC ($5.40M), Coldstream Capital Management Inc. ($4.49M), Foster Group Inc. ($4.01M), Vise Technologies Inc. ($2.67M), and Washington Trust Bank ($2.53M).

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

Institutional investors have bought a total of 57,316,957 shares in the last 24 months. This purchase volume represents approximately $1.77B in transactions.

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

Of the 276 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 ($1.37M), Northwestern Mutual Wealth Management Co. ($1.27M), Envestnet Asset Management Inc. ($1.22M), Corient Private Wealth LLC ($510.69K), Catalyst Capital Advisors LLC ($394.46K), and Raymond James Financial Inc. ($392.18K).

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

Institutional investors have sold a total of 21,497,534 shares in the last 24 months. This volume of shares sold represents approximately $672.35M in transactions.



This page (NYSEARCA:DFAE) was last updated on 5/5/2026 by MarketBeat.com Staff.
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