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Dimensional Emerging Core Equity Market ETF (DFAE) Institutional Ownership

Dimensional Emerging Core Equity Market ETF logo
$25.62 +0.10 (+0.39%)
(As of 12/20/2024 04:32 PM ET)

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

Number of
Institutional Buyers
(last 12 months)
294
Total
Institutional Inflows
(last 12 months)
$1.04B
Number of
Institutional Sellers
(last 12 months)
159
Total
Institutional Outflows
(last 12 months)
$207.35M
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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
12/2/2024 Beaird Harris Wealth Management LLC281,790$7.72M0.7%-3.5%0.181%
11/26/2024 Peapack Gladstone Financial Corp68,340$1.87M0.0%+1.3%0.044%
11/21/2024 Wealthquest Corp278,128$7.67M0.7%+21.3%0.179%
11/19/2024 Invst LLC12,248$336K0.0%N/A0.008%
11/15/2024 Glass Jacobson Investment Advisors llc118,024$3.24M1.1%+0.6%0.076%
11/15/2024 MML Investors Services LLC469,330$12.86M0.0%-3.8%0.302%
11/15/2024 Passive Capital Management LLC.8,821$242K0.1%+6.6%0.006%
11/15/2024 Orion Portfolio Solutions LLC37,058$1.02M0.0%+5.3%0.024%
11/15/2024 EP Wealth Advisors LLC1,046,370$28.68M0.2%-13.8%0.674%
11/15/2024 Kovitz Investment Group Partners LLC275,261$7.54M0.0%N/A0.177%
11/15/2024 Stifel Financial Corp143,714$3.94M0.0%-77.8%0.093%
11/15/2024 Integrated Wealth Concepts LLC438,613$12.02M0.1%+1.2%0.282%
11/15/2024 Investmark Advisory Group LLC61,414$1.68M0.8%+19.0%0.040%
11/15/2024 HighTower Advisors LLC626,845$17.17M0.0%+13.3%0.404%
11/14/2024 Flow Traders U.S. LLC101,647$2.79M0.1%-45.2%0.065%
11/14/2024 Captrust Financial Advisors293,567$8.05M0.0%+1.4%0.189%
11/14/2024 CreativeOne Wealth LLC105,026$2.88M0.1%+47.5%0.068%
11/13/2024 Freedom Investment Management Inc.683,109$18.72M1.5%+3.5%0.440%
11/13/2024 D.A. Davidson & CO.21,193$581K0.0%+90.7%0.014%
11/13/2024 FMR LLC9,759,474$267.51M0.0%+32.1%6.284%
11/13/2024 Bank of Montreal Can678,875$18.83M0.0%-1.6%0.437%
11/13/2024 Private Trust Co. NA22,963$629K0.1%+16.0%0.015%
11/12/2024 Wealth Dimensions Group Ltd.381,228$10.45M2.6%+19.5%0.245%
11/12/2024Larson Financial Group LLC247,225$6.78M0.4%-8.1%0.159%
11/12/2024 Wescott Financial Advisory Group LLC455,532$12.49M1.3%+1.9%0.293%
11/12/2024 Okabena Investment Services Inc.52,101$1.43M0.4%-1.7%0.034%
11/12/2024 Cerity Partners LLC569,015$15.60M0.0%+52.8%0.366%
11/12/2024 Keyes Stange & Wooten Wealth Management LLC358,457$9.83M5.8%+2.8%0.231%
11/12/2024 Waddell & Associates LLC56,747$1.56M0.2%-3.2%0.037%
11/12/2024 CFS Investment Advisory Services LLC433,454$11.88M1.0%-0.2%0.279%
11/12/2024 Raymond James Trust N.A.14,044$385K0.0%-4.1%0.009%
11/8/2024 Avior Wealth Management LLC40,918$1.12M0.0%-11.6%0.026%
11/8/2024 Vance Wealth Inc.65,631$1.80M0.7%+24.3%0.042%
11/7/2024 Tranquility Partners LLC24,496$671K0.2%+11.9%0.016%
11/7/2024 Caprock Group LLC8,861$243K0.0%-11.1%0.006%
11/7/2024 Aviance Capital Partners LLC63,878$1.75M0.2%+10.2%0.041%
11/7/2024 Drive Wealth Management LLC14,278$391K0.1%-31.1%0.009%
11/7/2024 Colony Family Offices LLC503,962$13.81M4.3%-7.7%0.325%
11/7/2024 MAI Capital Management228,130$6.25M0.1%-2.4%0.147%
11/7/2024 Essential Planning LLC.244,258$6.70M2.7%+2.4%0.157%
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11/7/2024 Envision Financial Planning LLC477,680$13.09M6.9%+11.5%0.308%
11/6/2024 Adero Partners LLC78,661$2.16M0.1%-4.8%0.051%
11/6/2024 Cassady Schiller Wealth Management LLC184,529$5.06M1.8%+14.6%0.119%
11/6/2024 Vawter Financial Ltd.312,703$8.57M5.2%+2.3%0.201%
11/6/2024 Linscomb Wealth Inc.81,279$2.23M0.1%+10.8%0.052%
11/6/2024 Oak Harbor Wealth Partners LLC68,139$1.87M0.5%N/A0.044%
11/6/2024 OneDigital Investment Advisors LLC687,683$18.85M0.2%+17.1%0.443%
11/6/2024 Diversified Portfolios Inc.681,396$18.68M2.1%+2.7%0.439%
11/6/2024 Lifeworks Advisors LLC13,539$371K0.1%-13.3%0.009%
11/6/2024 Dopkins Wealth Management LLC11,436$313K0.3%-12.6%0.007%
11/6/2024 Cable Hill Partners LLC2,437,046$66.80M6.6%-10.0%1.569%
11/5/2024 Aptus Capital Advisors LLC259,229$7.11M0.1%+4.4%0.167%
11/5/2024 Prime Capital Investment Advisors LLC883,660$24.22M0.3%+4.1%0.569%
11/5/2024 Northwest Wealth Management LLC114,238$3.13M0.7%+17.9%0.074%
11/5/2024 Lynx Investment Advisory20,507$562K0.4%+71.3%0.013%
11/4/2024 tru Independence LLC232,561$6.37M1.9%+9.1%0.150%
11/4/2024 TRU Independence Asset Management 2 LLC115,173$3.16M2.7%N/A0.074%
11/4/2024 1900 Wealth Management LLC127,850$3.50M0.3%+39.2%0.082%
11/4/2024 Sanctuary Wealth Management L.L.C.3,246$89K0.1%-17.6%0.002%
11/4/2024 Disciplined Investments LLC180,804$4.96M2.4%+13.2%0.116%
11/4/2024 G2 Capital Management LLC OH11,701$321K0.1%+10.0%0.008%
11/4/2024 FMB Wealth Management139,366$3.82M2.2%+7.9%0.090%
11/1/2024 Atria Investments Inc42,027$1.15M0.0%N/A0.027%
11/1/2024 Tillman Hartley LLC88,783$2.43M0.7%-2.2%0.057%
11/1/2024 Cowa LLC18,301$502K0.2%+10.7%0.012%
11/1/2024 Rather & Kittrell Inc.15,893$436K0.1%-13.7%0.010%
11/1/2024 Beta Wealth Group Inc.64,234$1.76M0.8%-1.3%0.041%
11/1/2024 Washington Trust Advisors Inc.4,080$112K0.0%+31.1%0.003%
11/1/2024 Lauterbach Financial Advisors LLC27,706$759K0.5%+13.8%0.018%
11/1/2024 Beckerman Institutional LLC44,790$1.23M1.0%N/A0.029%
11/1/2024 Capital Performance Advisors LLP10,401$285K0.1%N/A0.007%
11/1/2024 Presidio Capital Management LLC15,018$412K0.3%-8.2%0.010%
10/31/2024 Bridgewater Advisors Inc.335,355$8.98M0.9%+2.0%0.216%
10/31/2024 American Capital Advisory LLC65,057$1.78M1.0%+18.7%0.042%
10/30/2024 Foster & Motley Inc.33,994$932K0.1%-12.9%0.022%
10/30/2024 Falcon Wealth Planning1,473,832$40.40M4.7%-6.7%0.949%
10/30/2024 Catalyst Private Wealth LLC233,388$6.40M3.1%+8.7%0.150%
10/30/2024 Arista Wealth Management LLC549,062$15.05M3.6%+2.7%0.354%
10/30/2024 Highland Financial Advisors LLC25,014$686K0.2%-2.4%0.016%
10/30/2024 Millburn Ridgefield Corp1,653,738$45.33M1.2%-6.4%1.065%
10/29/2024 Confluence Wealth Services Inc.269,900$7.40M0.5%N/A0.174%
10/29/2024 REDW Wealth LLC10,847$297K0.1%-5.2%0.007%
10/29/2024 Sollinda Capital Management LLC54,577$1.50M0.4%+2.5%0.035%
10/29/2024 Creative Capital Management Investments LLC522,659$14.33M6.0%+10.5%0.337%
10/29/2024 Farther Finance Advisors LLC50,632$1.39M0.1%+138.6%0.033%
10/29/2024 Oceanside Advisors LLC201,278$5.52M4.1%+2.7%0.130%
10/28/2024 Valued Wealth Advisors LLC56,286$1.54M1.0%+2.1%0.036%
10/28/2024 Penobscot Wealth Management74,196$2.03M1.1%+1.7%0.048%
10/28/2024 US Bancorp DE5,847$160K0.0%+56.9%0.004%
10/28/2024 HM Payson & Co.6,229$171K0.0%N/A0.004%
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10/28/2024 Austin Wealth Management LLC319,628$8.83M1.9%+26.9%0.206%
10/25/2024 Voisard Asset Management Group Inc.468,445$12.84M5.3%+8.4%0.302%
10/25/2024 JFS Wealth Advisors LLC682,074$18.70M1.3%+4.1%0.439%
10/25/2024 Diversify Wealth Management LLC338,824$9.10M0.8%+2.7%0.218%
10/25/2024 Pinnacle Associates Ltd.215,480$5.91M0.1%+3.2%0.139%
10/25/2024 Fort Vancouver Investment Management LLC19,632$538K0.5%-13.7%0.013%
10/25/2024 PBMares Wealth Management LLC381,657$10.46M2.2%+11.1%0.246%
10/25/2024 True Link Financial Advisors LLC1,553,947$42.59M3.6%+6.7%1.001%
10/25/2024 SC&H Financial Advisors Inc.335,093$9.19M2.0%+4.7%0.216%
10/25/2024 MBA Advisors LLC117,481$3.22M1.5%+80.6%0.076%
(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, 451 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 ($267.51M), Mather Group LLC. ($168.17M), UBS Group AG ($119.75M), Envestnet Asset Management Inc. ($95.88M), Foster Group Inc. ($95.85M), and Factory Mutual Insurance Co. ($84.61M).Learn more on DFAE's institutional investors.

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

Of the 415 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), Mather Group LLC. ($5.83M), UBS Group AG ($4.04M), Creative Planning ($3.73M), Foster Group Inc. ($3.50M), FMR LLC ($2.54M), and EP Wealth Advisors LLC ($2.32M).

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

Institutional investors have bought a total of 98,057,573 shares in the last 24 months. This purchase volume represents approximately $2.34B in transactions.

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

Of the 220 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 ($2.19M), Mercer Global Advisors Inc. ADV ($1.10M), Envestnet Asset Management Inc. ($993.03K), Bank of Montreal Can ($789.31K), OLD Mission Capital LLC ($752.09K), Pathstone Family Office LLC ($716.45K), and Raymond James Financial Services Advisors Inc. ($622.50K).

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

Institutional investors have sold a total of 17,333,244 shares in the last 24 months. This volume of shares sold represents approximately $415.72M in transactions.



This page (NYSEARCA:DFAE) was last updated on 12/22/2024 by MarketBeat.com Staff
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