DIMENSIONAL EMERGING CORE EQ DFAE
$38.84
-1.0% 52w: $27.22 – $41.74
Latest 13F among current holders filed 20 days ago (Jun 15, 2026)
Price — last 12 months
research preview data27.2234.4841.74
Jun 20, 2025 Jul 2, 2026
Institutional holders
667
+26 QoQ
13F value
$7.09B
+10.0% QoQ
Smart-money holders
5
signal tier ≥ 2
New smart buyers
1
Q1 2026
Institutional value by quarter
Number of holders
Who owns DFAE?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Retirement Systems of Alabama | Other | 12.7M | $429.0M | 1.4% | Held |
| MATHER GROUP, LLC. | Wealth advisor | 12.1M | $409.3M | 4.1% | -0.6% |
| FMR LLC | Long only active | 9.8M | $333.0M | 0.0% | +6.1% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 6.8M | $230.1M | 0.0% | +11.0% |
| UBS Group AG | Bank broker | 6.8M | $228.9M | 0.0% | +5.3% |
| COLDSTREAM CAPITAL MANAGEMENT INC | Wealth advisor | 4.3M | $145.9M | 1.8% | +0.4% |
| Mariner, LLC | Diversified mechanical | 4.3M | $144.0M | 0.2% | +2.8% |
| Foster Group, Inc. | Wealth advisor | 3.8M | $128.5M | 3.8% | -3.5% |
| Root Financial Partners, LLC | Wealth advisor | 3.2M | $109.3M | 5.1% | +6.4% |
| FACTORY MUTUAL INSURANCE CO ★2 | Fundamental diversified | 3.1M | $104.5M | 1.2% | Held |
| Horizon Investments, LLC | Diversified mechanical | 2.8M | $94.1M | 1.1% | +107.2% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 2.7M | $90.8M | 0.1% | +7.9% |
| Washington Trust Bank | Other | 2.6M | $88.3M | 6.5% | +3.2% |
| Vise Technologies, Inc. | Wealth advisor | 2.7M | $87.0M | 1.7% | Held |
| Wealthspire Advisors, LLC | Wealth advisor | 2.4M | $82.5M | 0.6% | -4.6% |
| Cetera Investment Advisers | Wealth advisor | 2.4M | $79.6M | 0.1% | -1.5% |
| Cerity Partners LLC | Diversified mechanical | 2.3M | $78.5M | 0.1% | +34.1% |
| McKinley Carter Wealth Services, Inc. | Wealth advisor | 2.2M | $73.8M | 4.3% | +316.4% |
| Focus Partners Wealth | Wealth advisor | 2.2M | $73.4M | 0.1% | -0.1% |
| EVOKE WEALTH, LLC | Wealth advisor | 2.1M | $72.1M | 1.3% | +5.4% |
| Annex Advisory Services, LLC | Wealth advisor | 2.1M | $71.1M | 1.3% | New |
| HighTower Advisors, LLC | Diversified mechanical | 2.1M | $70.2M | 0.1% | +2.6% |
| TCI Wealth Advisors, Inc. | Wealth advisor | 2.1M | $69.6M | 3.7% | +5.5% |
| ROYAL BANK OF CANADA | Bank broker | 1.9M | $65.2M | 0.0% | -7.8% |
| True Link Financial Advisors, LLC | Wealth advisor | 1.8M | $61.6M | 3.8% | +2.3% |
| Catalyst Capital Advisors LLC | Wealth advisor | 1.7M | $57.8M | 1.1% | +8.7% |
| Millburn Ridgefield LLC /DE/ | Wealth advisor | 1.7M | $57.8M | 1.2% | +8.7% |
| Corient Private Wealth LLC | Diversified mechanical | 1.6M | $55.8M | 0.1% | -51.1% |
| FOUNDERS FINANCIAL SECURITIES LLC | Wealth advisor | 1.4M | $50.1M | 2.8% | +3.7% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 1.5M | $49.7M | 0.0% | +33.9% |
| Creative Planning | Wealth advisor | 1.4M | $48.8M | 0.0% | -3.4% |
| MASECO LLP | Wealth advisor | 1.4M | $47.4M | 1.5% | +8.4% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 1.3M | $45.4M | 0.1% | +13.0% |
| RAM Investment Partners, LLC | Wealth advisor | 1.3M | $44.9M | 7.9% | +2.9% |
| Petersen Hastings Wealth Advisors Inc. | Wealth advisor | 1.3M | $43.5M | 4.0% | +1.0% |
| CWM, LLC | Wealth advisor | 1.3M | $42.8M | 0.1% | +1.4% |
| Focus Partners Advisor Solutions, LLC | Wealth advisor | 1.2M | $41.7M | 0.4% | +19.5% |
| LPL Financial LLC | Bank broker | 1.2M | $39.1M | 0.0% | +1.3% |
| Aquire Wealth Advisors, LLC | Wealth advisor | 1.1M | $37.0M | 9.7% | +1.1% |
| Klaas Financial Asset Advisors, LLC | Wealth advisor | 1.1M | $36.4M | 5.0% | +12659.0% |
| Great Point Wealth Advisors, LLC | Wealth advisor | 1.1M | $36.4M | 6.7% | -0.3% |
| OneDigital Investment Advisors LLC | Wealth advisor | 1.0M | $35.5M | 0.3% | +1.0% |
| Ledyard National Bank | Other | 1.0M | $33.9M | 2.9% | +0.7% |
| PARK AVENUE SECURITIES LLC | Wealth advisor | 945.4K | $32.0M | 0.3% | +5.0% |
| WPWealth LLP | Wealth advisor | 873.4K | $29.6M | 4.5% | +1.0% |
| West Financial Advisors, LLC | Wealth advisor | 862.2K | $29.2M | 5.0% | -3.1% |
| RVW Wealth, LLC | Wealth advisor | 858.6K | $29.1M | 2.3% | -3.0% |
| Prime Capital Investment Advisors, LLC | Wealth advisor | 850.8K | $28.8M | 0.3% | -1.2% |
| Perigon Wealth Management, LLC | Wealth advisor | 817.1K | $27.7M | 0.5% | +4.4% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 806.6K | $27.3M | 0.0% | +5.8% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.