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Dimensional Emerging Core Equity Market ETF (DFAE) Institutional Ownership

Dimensional Emerging Core Equity Market ETF logo
$26.69 -0.11 (-0.41%)
As of 02/21/2025 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)
358
Total
Institutional Inflows
(last 12 months)
$1.64B
Number of
Institutional Sellers
(last 12 months)
175
Total
Institutional Outflows
(last 12 months)
$238.79M
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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
2/21/2025Vermillion Wealth Management Inc.130,934$3.32M1.7%N/A0.084%
2/19/2025 Invst LLC15,771$400K0.0%+28.8%0.010%
2/19/2025 Pinney & Scofield Inc.5,376$136K0.1%N/A0.003%
2/18/2025 McMill Wealth Management197,462$5.01M2.0%N/A0.127%
2/18/2025 Helium Advisors LLC11,919$302K0.2%N/A0.008%
2/18/2025 Pettinga Financial Advisors LLC155,278$3.94M0.9%-1.6%0.100%
2/18/2025 Investmark Advisory Group LLC60,903$1.55M0.8%-0.8%0.039%
2/18/2025 Pinnacle Financial Group LLC IL64,983$1.65M0.6%+1.2%0.042%
2/18/2025 Novak & Powell Financial Services Inc.14,413$397K0.2%N/A0.009%
2/18/2025 10Elms LLP1,500$38K0.0%N/A0.001%
2/18/2025 Focus Partners Advisor Solutions LLC605,365$15.36M0.3%+8.0%0.390%
2/18/2025 Note Advisors LLC74,563$1.89M1.7%N/A0.048%
2/17/2025 Vance Wealth LLC71,530$1.82M0.7%+9.0%0.046%
2/17/2025 Vermillion & White Wealth Management Group LLC46,418$1.18M0.9%+4.1%0.030%
2/17/2025 Vestment Financial LLC53,737$1.36M1.0%N/A0.035%
2/17/2025 Stadion Money Management LLC310,691$7.88M0.6%-2.4%0.200%
2/17/2025 Royal Bank of Canada1,386,580$35.18M0.0%+7.2%0.893%
2/17/2025 Lionshead Wealth Management LLC15,789$401K0.3%N/A0.010%
2/17/2025 Graver Capital Management LLC199,342$5.06M5.3%N/A0.128%
2/17/2025 Focus Partners Wealth1,125,564$28.56M0.1%-19.9%0.725%
2/17/2025 EP Wealth Advisors LLC501,220$12.72M0.1%-52.1%0.323%
2/17/2025 Cetera Investment Advisers515,489$13.08M0.0%-0.3%0.332%
2/17/2025 Captrust Financial Advisors282,244$7.16M0.0%-3.9%0.182%
2/17/2025 Baird Financial Group Inc.34,267$869K0.0%-40.3%0.022%
2/17/2025 Bank of America Corp DE4,583,599$116.29M0.0%+1.0%2.951%
2/17/2025 Aptus Capital Advisors LLC266,035$6.75M0.1%+2.6%0.171%
2/14/2025 Mercer Global Advisors Inc. ADV1,282,333$32.53M0.1%-19.9%0.826%
2/14/2025 ArborFi Advisors LLC72,572$1.84M1.8%N/A0.047%
2/14/2025 Navigoe LLC115,294$2.93M2.9%N/A0.074%
2/14/2025 Comerica Bank36,577$928K0.0%+7.8%0.024%
2/14/2025 Parkshore Wealth Management Inc.113,019$2.87M1.7%N/A0.073%
2/14/2025 Beacon Pointe Advisors LLC90,349$2.29M0.0%-7.8%0.058%
2/14/2025 Betterment LLC371,348$9.42M0.0%+10.1%0.239%
2/14/2025 Oak Wealth Advisors LLC45,359$1.15M0.9%N/A0.029%
2/14/2025 Kovitz Investment Group Partners LLC383,899$9.74M0.0%+39.5%0.247%
2/14/2025 Integrated Wealth Concepts LLC367,958$9.34M0.1%-16.1%0.237%
2/14/2025 Susquehanna International Group LLP66,281$1.68M0.0%N/A0.043%
2/14/2025 Stifel Financial Corp136,137$3.45M0.0%-5.3%0.088%
2/14/2025 OneDigital Investment Advisors LLC803,080$20.37M0.2%+16.8%0.517%
2/14/2025 WPWealth LLP852,842$21.64M4.4%+4.9%0.549%
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2/14/2025 Wealth Dimensions Group Ltd.421,326$10.69M2.6%+10.5%0.271%
2/14/2025 MML Investors Services LLC454,936$11.54M0.0%-3.1%0.293%
2/14/2025 Freedom Investment Management Inc.687,078$17.43M1.4%+0.6%0.442%
2/14/2025 GeoWealth Management LLC135,128$3.43M0.1%-10.0%0.087%
2/14/2025 Balanced Rock Investment Advisors LLC13,640$346K0.3%N/A0.009%
2/14/2025 Arista Wealth Management LLC563,145$14.29M3.4%+2.6%0.363%
2/13/2025 Strategic Investment Solutions Inc. IL7,282$182K0.1%+83.0%0.005%
2/13/2025 NewEdge Advisors LLC22,392$568K0.0%+32.5%0.014%
2/13/2025 Rather & Kittrell Inc.18,260$463K0.1%+14.9%0.012%
2/13/2025 Evergreen Capital Management LLC369,590$9.38M0.3%+0.7%0.238%
2/13/2025 CreativeOne Wealth LLC101,149$2.57M0.1%-3.7%0.065%
2/13/2025 Mariner LLC3,413,922$86.61M0.1%+3.5%2.198%
2/13/2025 Envision Financial Planning LLC486,813$12.35M6.4%+1.9%0.313%
2/13/2025 Financial Alternatives Inc238,841$6.06M4.3%+2.3%0.154%
2/13/2025 Keyes Stange & Wooten Wealth Management LLC365,391$9.27M5.5%+1.9%0.235%
2/13/2025 Aquire Wealth Advisors LLC1,191,617$30.23M9.4%+5.5%0.767%
2/13/2025 Rockefeller Capital Management L.P.15,436$392K0.0%N/A0.010%
2/13/2025 Oder Investment Management LLC49,283$1.25M1.0%+9.6%0.032%
2/13/2025 Glass Jacobson Investment Advisors llc117,134$2.97M1.0%-0.8%0.075%
2/13/2025 Cahill Wealth Management LLC58,856$1.49M0.8%+2.6%0.038%
2/13/2025 Redwood Park Advisors LLC1,177$30K0.0%N/A0.001%
2/13/2025 Waddell & Associates LLC57,381$1.46M0.1%+1.1%0.037%
2/13/2025 Raymond James Financial Inc.840,586$21.33M0.0%N/A0.541%
2/13/2025 Bank of Montreal Can669,501$16.99M0.0%-1.4%0.431%
2/13/2025 Cerity Partners LLC895,123$22.71M0.0%+57.3%0.576%
2/13/2025 FMR LLC12,788,483$324.44M0.0%+31.0%8.235%
2/13/2025 Garrison Point Advisors LLC8,795$223K0.1%+6.2%0.006%
2/13/2025 Peapack Gladstone Financial Corp66,920$1.70M0.0%-2.1%0.043%
2/13/2025 Forum Private Client Group LLC241,411$6.13M2.7%+1.9%0.155%
2/13/2025 Hurley Capital LLC2,851$73K0.1%N/A0.002%
2/13/2025 Envestnet Asset Management Inc.2,419,945$61.39M0.0%-0.1%1.558%
2/13/2025 Annandale Capital LLC607,403$15.41M2.4%-0.2%0.391%
2/13/2025 Wells Fargo & Company MN15,713$399K0.0%+195.0%0.010%
2/12/2025 Wescott Financial Advisory Group LLC458,170$11.62M1.2%+0.6%0.295%
2/12/2025 Martin Worley Group121,058$3.07M1.9%N/A0.078%
2/12/2025 Perritt Capital Management Inc285,993$7.26M3.8%+1.4%0.184%
2/12/2025 Seven Mile Advisory150,530$3.82M2.4%-8.6%0.097%
2/12/2025 Prudent Man Investment Management Inc.125,616$3.19M1.8%N/A0.081%
2/12/2025 O Shaughnessy Asset Management LLC16,172$410K0.0%+363.0%0.010%
2/12/2025 Physician Wealth Advisors Inc.471,923$11.97M2.0%+1.8%0.304%
2/12/2025 ARK & TLK Investments LLC33,254$844K0.3%-1.4%0.021%
2/12/2025 L & S Advisors Inc34,717$881K0.1%-5.0%0.022%
2/12/2025 Okabena Investment Services Inc.39,109$992K0.3%-24.9%0.025%
2/12/2025 Orion Portfolio Solutions LLC36,647$930K0.0%-1.1%0.024%
2/12/2025 AssuredPartners Investment Advisors LLC9,388$238K0.0%N/A0.006%
2/12/2025 JPMorgan Chase & Co.285,207$7.24M0.0%+28.3%0.184%
2/12/2025 Foundation Wealth Management LLC PA8,453$214K0.1%N/A0.005%
2/12/2025 Financial Engines Advisors L.L.C.67,711$1.72M0.0%+97.5%0.044%
2/12/2025 SwitchPoint Financial Planning LLC14,290$363K0.3%N/A0.009%
2/11/2025 Syverson Strege & Co62,203$1.58M0.5%+2.5%0.040%
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2/11/2025 Heritage Wealth Management Inc. CA 76,034$1.93M1.4%-24.5%0.049%
2/11/2025 Colony Family Offices LLC510,254$12.95M4.1%+1.2%0.329%
2/11/2025 Lynx Investment Advisory23,526$597K0.4%+14.7%0.015%
2/11/2025 Jackson Thornton Wealth Management LLC235,936$5.99M0.8%+12.6%0.152%
2/11/2025 Clune & Associates LTD.76,925$1.95M0.6%N/A0.050%
2/11/2025 LPL Financial LLC371,249$9.42M0.0%+19.6%0.239%
2/11/2025 Samalin Investment Counsel LLC18,254$463K0.2%-11.6%0.012%
2/11/2025 Plancorp LLC125,394$3.18M0.1%+98.0%0.081%
2/11/2025 Elevate Wealth Advisory Inc.12,259$311K0.2%+23.0%0.008%
2/11/2025 L.K. Benson & Company P.C.11,364$288K0.2%N/A0.007%
(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, 520 institutional investors and hedge funds held shares of Dimensional Emerging Core Equity Market ETF. The most heavily invested institutionals were Essential Planning LLC. ($411.48M), FMR LLC ($324.44M), Retirement Systems of Alabama ($285.93M), Mather Group LLC. ($226.93M), UBS Group AG ($119.75M), Bank of America Corp DE ($116.29M), and Foster Group Inc. ($90.16M).Learn more on DFAE's institutional investors.

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

Of the 470 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: Essential Planning LLC. ($15.38M), Retirement Systems of Alabama ($12.67M), Mather Group LLC. ($8.64M), FMR LLC ($5.57M), Foster Group Inc. ($3.55M), UBS Group AG ($2.35M), 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 111,451,194 shares in the last 24 months. This purchase volume represents approximately $2.75B in transactions.

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

Of the 242 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: Mercer Global Advisors Inc. ADV ($1.42M), Envestnet Asset Management Inc. ($995.89K), Bank of Montreal Can ($798.69K), OLD Mission Capital LLC ($752.09K), EP Wealth Advisors LLC ($715.00K), Raymond James Financial Services Advisors Inc. ($622.50K), and Sequoia Financial Advisors LLC ($609.81K).

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

Institutional investors have sold a total of 15,555,025 shares in the last 24 months. This volume of shares sold represents approximately $384.37M in transactions.



This page (NYSEARCA:DFAE) was last updated on 2/22/2025 by MarketBeat.com Staff
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