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Dimensional Emerging Core Equity Market ETF (DFAE) Institutional Ownership

Dimensional Emerging Core Equity Market ETF logo
$25.65 +0.25 (+0.98%)
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)
297
Total
Institutional Inflows
(last 12 months)
$994.16M
Number of
Institutional Sellers
(last 12 months)
161
Total
Institutional Outflows
(last 12 months)
$212.86M
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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
1/21/2025Fort Henry Capital LLC168,678$4.28M3.1%+5.1%0.109%
1/21/2025Marshall Financial Group LLC8,628$219K0.1%-10.8%0.006%
1/21/2025Archford Capital Strategies LLC246,859$6.26M0.9%+29.9%0.159%
1/21/2025Stewardship Advisors LLC9,412$239K0.1%+12.8%0.006%
1/21/2025CFS Investment Advisory Services LLC432,390$10.97M1.0%-0.2%0.278%
1/21/2025Grimes & Company Inc.312,058$7.92M0.2%+22.3%0.201%
1/21/2025Dynamic Advisor Solutions LLC545,405$13.84M0.6%+3.2%0.351%
1/21/2025Firethorn Wealth Partners LLC23,001$584K0.3%+40.1%0.015%
1/21/2025Eclectic Associates Inc. ADV59,201$1.50M0.4%+204.6%0.038%
1/21/2025Rappaport Reiches Capital Management LLC212,800$5.40M1.4%+6.3%0.137%
1/21/2025RFG Advisory LLC91,742$2.33M0.1%-0.7%0.059%
1/21/2025Heritage Wealth Management Inc. Texas190,096$4.82M2.8%+13.7%0.122%
1/21/2025Brighton Jones LLC487,353$12.36M0.4%+17.9%0.314%
1/21/2025Lincoln Capital Corp24,675$626K0.3%N/A0.016%
1/17/2025 Market Street Wealth Management Advisors LLC796,884$20.22M3.4%+1.6%0.513%
1/17/2025 Avior Wealth Management LLC32,486$824K0.0%-20.6%0.021%
1/17/2025 Mustard Seed Financial LLC67,179$1.70M1.4%+12.4%0.043%
1/17/2025 Mutual Advisors LLC39,221$988K0.0%+16.6%0.025%
1/17/2025 Kraft Asset Management LLC9,888$249K0.2%+22.4%0.006%
1/17/2025 Investment Advisory Group LLC10,581$268K0.1%-40.2%0.007%
1/17/2025 Advisory Alpha LLC205,604$5.22M0.2%+3.1%0.132%
1/17/2025 Signature Resources Capital Management LLC19,684$499K0.4%-7.4%0.013%
1/17/2025 Great Waters Wealth Management438,615$11.13M1.4%-14.7%0.282%
1/17/2025 Prosperity Planning Inc.14,924$379K0.1%-5.1%0.010%
1/16/2025 Lam Group Inc.35,155$892K0.6%+25.3%0.023%
1/16/2025 Wealthquest Corp306,417$7.77M0.6%+10.2%0.197%
1/16/2025 Colorado Capital Management Inc.178,107$4.52M2.2%+61.9%0.115%
1/16/2025 Gemmer Asset Management LLC43,567$1.11M0.1%+21.8%0.028%
1/16/2025 Shore Point Advisors LLC229,030$5.81M3.1%-26.4%0.147%
1/16/2025 Meritas Wealth Management LLC53,843$1.37M0.8%-10.6%0.035%
1/16/2025 Bridgewater Advisors Inc.341,062$8.50M0.9%+1.7%0.220%
1/16/2025 True Link Financial Advisors LLC1,430,900$36.30M3.0%-7.9%0.921%
1/16/2025 Diversify Wealth Management LLC345,245$8.57M0.7%+1.9%0.222%
1/16/2025 Evanson Asset Management LLC75,153$1.91M0.1%+6.1%0.048%
1/15/2025 TCP Asset Management LLC389,584$9.88M2.2%+4.9%0.251%
1/15/2025 Ameritas Advisory Services LLC28,726$729K0.0%+15.8%0.018%
1/15/2025 Monument Group Wealth Advisors LLC224,871$5.71M4.0%-16.4%0.145%
1/15/2025 CGN Advisors LLC79,626$2.02M0.2%+16.5%0.051%
1/15/2025 Sax Wealth Advisors LLC136,300$3.46M0.3%+16.5%0.088%
1/15/2025 Householder Group Estate & Retirement Specialist LLC1,579$40K0.0%-46.6%0.001%
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1/15/2025 Empirical Asset Management LLC85,247$2.16M0.1%N/A0.055%
1/15/2025 Morton Capital Management LLC CA34,955$887K0.2%-3.3%0.023%
1/15/2025 Cordant Inc.25,079$636K0.3%-4.6%0.016%
1/14/2025 Builder Investment Group Inc. ADV140,123$3.56M1.0%+1.6%0.090%
1/14/2025 West Financial Advisors LLC927,328$23.53M4.5%+1.8%0.597%
1/14/2025 Apella Capital LLC106,675$2.71M0.1%-1.8%0.069%
1/14/2025 Marquette Asset Management LLC668,387$16.96M2.8%+0.7%0.430%
1/14/2025 Park Avenue Securities LLC654,372$16.60M0.2%+9.7%0.421%
1/14/2025 Safeguard Financial LLC10,085$256K0.1%N/A0.006%
1/14/2025 Fiduciary Financial Group LLC589,437$14.64M3.2%+2.9%0.380%
1/14/2025 Quad Cities Investment Group LLC56,223$1.43M0.7%-1.2%0.036%
1/14/2025 Quantum Financial Advisors LLC254,748$6.46M0.9%+72.4%0.164%
1/14/2025 Breakwater Capital Group86,316$2.19M0.4%+10.9%0.056%
1/14/2025 180 Wealth Advisors LLC65,230$1.66M0.3%+11.2%0.042%
1/14/2025 PCA Investment Advisory Services Inc.183,708$4.66M2.2%-12.0%0.118%
1/13/2025 Exeter Financial LLC20,283$515K0.2%+4.2%0.013%
1/13/2025 AdvisorNet Financial Inc67,567$1.71M0.1%+6.4%0.044%
1/13/2025 Catalyst Private Wealth LLC243,741$6.18M2.8%+4.4%0.157%
1/13/2025 Pallas Capital Advisors LLC525,840$13.34M0.6%-0.4%0.339%
1/13/2025 Enterprise Bank & Trust Co200,637$5.09M1.7%N/A0.129%
1/13/2025 Moody National Bank Trust Division58,884$1.49M0.2%N/A0.038%
1/13/2025 HFG Wealth Management LLC59,387$1.63M1.1%-6.7%0.038%
1/13/2025 Emprise Bank8,450$214K0.1%N/A0.005%
1/13/2025 DBK Financial Counsel LLC27,350$694K0.7%+11.4%0.018%
1/13/2025 City State Bank68,979$1.75M0.6%+1.6%0.044%
1/10/2025 Trinity Financial Advisors LLC198,560$5.03M1.9%+89.7%0.128%
1/10/2025 Wealth Enhancement Advisory Services LLC1,109,766$30.42M0.1%+0.9%0.715%
1/10/2025 Avondale Wealth Management417,118$10.58M6.8%+6.8%0.269%
1/8/2025 Collective Family Office LLC476,094$12.08M3.3%+3.0%0.307%
1/3/2025 Versant Capital Management Inc77,966$1.98M0.4%+8.3%0.050%
12/26/2024JPMorgan Chase & Co.222,291$6.09M0.0%+254.1%0.143%
12/2/2024Beaird Harris Wealth Management LLC281,790$7.72M0.7%-3.5%0.181%
11/26/2024Peapack Gladstone Financial Corp68,340$1.87M0.0%+1.3%0.044%
11/21/2024 Wealthquest Corp278,128$7.67M0.7%+21.3%0.179%
11/19/2024Invst LLC12,248$336K0.0%N/A0.008%
11/15/2024Glass Jacobson Investment Advisors llc118,024$3.24M1.1%+0.6%0.076%
11/15/2024MML Investors Services LLC469,330$12.86M0.0%-3.8%0.302%
11/15/2024Passive Capital Management LLC.8,821$242K0.1%+6.6%0.006%
11/15/2024Orion Portfolio Solutions LLC37,058$1.02M0.0%+5.3%0.024%
11/15/2024EP Wealth Advisors LLC1,046,370$28.68M0.2%-13.8%0.674%
11/15/2024Kovitz Investment Group Partners LLC275,261$7.54M0.0%N/A0.177%
11/15/2024Stifel Financial Corp143,714$3.94M0.0%-77.8%0.093%
11/15/2024Integrated Wealth Concepts LLC438,613$12.02M0.1%+1.2%0.282%
11/15/2024Investmark Advisory Group LLC61,414$1.68M0.8%+19.0%0.040%
11/15/2024HighTower Advisors LLC626,845$17.17M0.0%+13.3%0.404%
11/14/2024Flow Traders U.S. LLC101,647$2.79M0.1%-45.2%0.065%
11/14/2024Captrust Financial Advisors293,567$8.05M0.0%+1.4%0.189%
11/14/2024CreativeOne Wealth LLC105,026$2.88M0.1%+47.5%0.068%
11/13/2024Freedom Investment Management Inc.683,109$18.72M1.5%+3.5%0.440%
11/13/2024D.A. Davidson & CO.21,193$581K0.0%+90.7%0.014%
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11/13/2024FMR LLC9,759,474$267.51M0.0%+32.1%6.284%
11/13/2024Bank of Montreal Can678,875$18.83M0.0%-1.6%0.437%
11/13/2024Private Trust Co. NA22,963$629K0.1%+16.0%0.015%
11/12/2024Wealth 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%
11/12/2024Wescott Financial Advisory Group LLC455,532$12.49M1.3%+1.9%0.293%
11/12/2024Okabena Investment Services Inc.52,101$1.43M0.4%-1.7%0.034%
11/12/2024Cerity Partners LLC569,015$15.60M0.0%+52.8%0.366%
11/12/2024Keyes Stange & Wooten Wealth Management LLC358,457$9.83M5.8%+2.8%0.231%
11/12/2024Waddell & Associates LLC56,747$1.56M0.2%-3.2%0.037%
(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, 459 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 418 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 96,536,050 shares in the last 24 months. This purchase volume represents approximately $2.31B in transactions.

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

Of the 226 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 17,337,525 shares in the last 24 months. This volume of shares sold represents approximately $417.15M in transactions.



This page (NYSEARCA:DFAE) was last updated on 1/21/2025 by MarketBeat.com Staff
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