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Dimensional Emerging Core Equity Market ETF (DFAE) Institutional Ownership

$37.36 -0.64 (-1.68%)
As of 07/24/2026 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)
481
Total
Institutional Inflows
(last 12 months)
$1.61B
Number of
Institutional Sellers
(last 12 months)
266
Total
Institutional Outflows
(last 12 months)
$652.86M
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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
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%
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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%
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%
6/4/2026Fischer 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%
6/3/2026Parallel Advisors LLC22,207$752K0.0%-9.9%0.009%
6/3/2026NewEdge Advisors LLC18,294$619K0.0%+6.7%0.008%
5/29/2026Asset Dedication LLC19,241$651K0.0%+171.9%0.008%
5/27/2026 Security Financial Services INC.253,863$8.60M1.4%-38.7%0.107%
5/19/2026NewEdge Advisors LLC18,294$619K0.0%+6.7%0.008%
5/19/2026Bank of America Corp DE6,797,040$230.15M0.0%+11.0%2.864%
5/19/2026Arkadios Wealth Advisors106,980$3.62M0.1%+71.7%0.045%
5/18/2026EverSource Wealth Advisors LLC169,072$5.73M0.2%+14.2%0.071%
5/18/2026Royal Bank of Canada1,924,506$65.16M0.0%-7.8%0.811%
5/18/2026Envision Financial Planning LLC464,671$15.73M5.7%+0.4%0.196%
5/16/2026Quantinno Capital Management LP15,745$533K0.0%-2.5%0.007%
5/16/2026Family Manage LLC96,906$3.28M0.4%N/A0.041%
5/15/2026Cardiff Park Advisors LLC67,749$2.29M0.2%-5.2%0.029%
5/15/2026Everest Financial Group LLC34,028$1.15M0.2%N/A0.014%
5/15/2026Vawter Financial Ltd.338,166$11.45M4.8%-2.9%0.143%
5/15/2026Waverly Advisors LLC192,267$6.51M0.0%N/A0.081%
5/15/2026Stadion Money Management LLC752,507$25.48M2.6%-6.8%0.317%
5/15/2026Bridgewater Advisors Inc.436,182$14.77M0.9%+5.8%0.184%
5/15/2026Broadhurst Jeffrey B63,400$2.15M2.2%N/A0.027%
5/14/2026Renaissance Technologies LLC43,100$1.46M0.0%N/A0.018%
5/14/2026Hilltop Holdings Inc.80,800$2.74M0.2%N/A0.034%
5/14/2026Compound Planning Inc.49,024$1.66M0.1%+157.4%0.021%
5/14/2026 CLG LLC18,363$622K0.2%-3.6%0.008%
5/14/2026Keebeck Wealth Management181,208$6.14M0.7%+168.3%0.076%
5/14/2026 Greenline Wealth Management LLC6,619$224K0.3%-34.2%0.003%
5/14/2026Sei Investments Co.42,676$1.45M0.0%+19.0%0.018%
5/14/2026Lido Advisors LLC77,311$2.62M0.0%N/A0.033%
5/13/2026Cetera Investment Advisers2,351,377$79.62M0.1%-1.5%0.991%
5/13/2026American Investment Services Inc.42,805$1.45M0.3%+2.5%0.018%
5/13/2026NewEdge Wealth LLC103,759$3.51M0.0%+260.5%0.044%
5/13/2026Daner Wealth Management LLC119,260$4.04M2.1%+2.0%0.050%
5/8/2026PNC Financial Services Group Inc.13,083$443K0.0%+94.6%0.006%
5/7/2026Parallel Advisors LLC22,207$752K0.0%-9.9%0.009%
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5/7/2026Crescent Grove Advisors LLC6,201$210K0.0%N/A0.003%
5/6/2026Aviance Capital Partners LLC79,662$2.70M0.3%+9.9%0.034%
5/6/2026Modera Wealth Management LLC606,150$20.52M0.2%-1.5%0.255%
5/6/2026Morling Financial Advisors LLC769,272$26.05M8.0%+1.3%0.324%
5/6/2026Assetmark Inc.2,549$86K0.0%+79.3%0.001%
5/6/2026Angeles Wealth Management LLC1,054$36K0.0%N/A0.000%
5/6/2026Oder Investment Management LLC53,912$1.83M1.4%+1.2%0.023%
5/6/2026 CPA Asset Management Group LLC683,939$23.16M7.8%+1.9%0.288%
5/6/2026Helium Advisors LLC53,598$1.82M1.7%+178.0%0.023%
5/5/2026Wealthfront Advisers LLC56,290$1.91M0.0%+26.1%0.024%


DFAE Institutional Ownership - Frequently Asked Questions

During the previous two years, 674 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 612 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), Foster Group Inc. ($4.01M), Vise Technologies Inc. ($2.67M), and Washington Trust Bank ($2.53M).

Institutional investors have bought a total of 50,198,114 shares in the last 24 months. This purchase volume represents approximately $1.61B in transactions.

Of the 265 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), Corient Private Wealth LLC ($510.69K), Catalyst Capital Advisors LLC ($394.46K), and Vawter Financial Ltd. ($337.63K).

Institutional investors have sold a total of 20,430,260 shares in the last 24 months. This volume of shares sold represents approximately $652.86M in transactions.



This page (NYSEARCA:DFAE) was last updated on 7/25/2026 by MarketBeat.com Staff.
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