Dimensional Emerging Core Equity Market ETF - COMMON STOCK (DFAE) Institutional Ownership

13F Institutional Holders and Ownership History from Q4 2020 to Q4 2025

Type / Class
Equity / COMMON STOCK
Symbol
DFAE
Shares outstanding
226,014,180
Price per share
$35.93
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
194,152,137
Total reported value
$6,330,132,731
% of total 13F portfolios
0.06%
Share change
+8,625,555
Value change
+$283,927,859
Number of holders
623
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Dimensional Emerging Core Equity Market ETF - COMMON STOCK (DFAE) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
FMR LLC 4.1% -24% $301,812,556 -$44,067,666 9,266,581 -13% FMR LLC 31 Dec 2025

As of 31 Dec 2025, 623 institutional investors reported holding 194,152,137 shares of Dimensional Emerging Core Equity Market ETF - COMMON STOCK (DFAE). This represents 86% of the company’s total 226,014,180 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Dimensional Emerging Core Equity Market ETF - COMMON STOCK (DFAE) together control 43% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Retirement Systems of Alabama 5.6% 12,668,769 0% 1.3% $412,621,806
MATHER GROUP, LLC. 5.4% 12,166,621 +0.11% 4.1% $396,266,841
FMR LLC 4.1% 9,266,581 -1.8% 0.02% $301,812,556
UBS Group AG 2.8% 6,420,967 -0.45% 0.04% $209,130,895
BANK OF AMERICA CORP /DE/ 2.7% 6,125,729 +6.3% 0.01% $199,514,986
COLDSTREAM CAPITAL MANAGEMENT INC 1.9% 4,293,101 -4.3% 1.8% $139,826,297
Mariner, LLC 1.8% 4,142,087 +4.5% 0.16% $134,925,703
Foster Group, Inc. 1.7% 3,931,073 -2.2% 3.9% $128,035,032
FACTORY MUTUAL INSURANCE CO 1.4% 3,086,900 0% 1% $100,540,333
Root Financial Partners, LLC 1.3% 3,034,490 +11% 5.1% $98,833,345
Vise Technologies, Inc. 1.2% 2,670,478 +293% 1.7% $86,977,475
Wealthspire Advisors, LLC 1.1% 2,554,612 -2.8% 0.66% $83,203,704
Washington Trust Bank 1.1% 2,525,999 +3.3% 5.8% $82,271,788
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1.1% 2,485,406 +28% 0.05% $80,949,692
Cetera Investment Advisers 1.1% 2,387,523 +10% 0.08% $77,761,630
Focus Partners Wealth 0.95% 2,154,416 +25% 0.08% $70,169,350
ROYAL BANK OF CANADA 0.92% 2,088,143 +15% 0.01% $68,010,000
HighTower Advisors, LLC 0.89% 2,021,112 -4.8% 0.07% $65,827,603
EVOKE WEALTH, LLC 0.89% 2,019,725 +8.4% 1.3% $65,782,437
TCI Wealth Advisors, Inc. 0.86% 1,949,400 +13% 3.5% $63,491,963
True Link Financial Advisors, LLC 0.79% 1,778,830 +1.3% 3.5% $57,936,479
Falcon Wealth Planning 0.78% 1,771,839 +1.7% 4.9% $57,708,807
Cerity Partners LLC 0.76% 1,728,541 +18% 0.08% $56,298,606
Corient Private Wealth LLC 0.74% 1,680,429 +262% 0.1% $54,731,572
Millburn Ridgefield LLC /DE/ 0.69% 1,569,653 -7.5% 1.2% $51,123,598

Institutional Holders of Dimensional Emerging Core Equity Market ETF - COMMON STOCK (DFAE) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 194,152,137 $6,330,132,731 +$283,927,859 $32.57 623
2025 Q3 181,845,217 $5,734,720,101 +$367,198,415 $31.53 573
2025 Q2 172,089,081 $4,982,505,074 +$273,431,887 $28.95 550
2025 Q1 164,762,722 $4,265,250,953 -$190,355,312 $25.89 522
2024 Q4 172,883,507 $4,403,442,741 +$649,560,654 $25.37 512
2024 Q3 145,314,320 $3,980,467,657 +$457,570,845 $27.41 447
2024 Q2 131,133,900 $3,392,699,564 +$229,388,888 $25.87 430
2024 Q1 122,190,097 $3,017,188,175 +$191,464,451 $24.72 409
2023 Q4 114,815,705 $2,764,719,126 +$145,189,359 $24.11 412
2023 Q3 106,201,138 $2,398,513,387 +$518,746,564 $22.57 358
2023 Q2 82,318,990 $1,932,705,209 +$131,860,613 $23.46 341
2023 Q1 77,240,102 $1,781,212,286 +$138,958,293 $23.02 332
2022 Q4 69,596,905 $1,532,227,238 +$316,206,829 $21.95 302
2022 Q3 50,305,210 $1,012,949,640 +$285,346,268 $20.09 224
2022 Q2 36,177,109 $837,133,618 +$459,575,282 $23.16 216
2022 Q1 16,197,633 $424,690,978 +$165,824,159 $26.24 173
2021 Q4 9,477,521 $259,388,347 +$103,064,272 $27.36 149
2021 Q3 3,804,854 $104,104,752 +$28,938,529 $27.25 90
2021 Q2 2,865,872 $84,771,218 +$29,027,183 $29.63 76
2021 Q1 1,862,644 $52,345,646 +$9,094,576 $28.07 55
2020 Q4 1,556,636 $41,698,435 +$40,673,435 $26.87 19