DIMENSIONAL EMERGING CORE EQ (DFAE) Institutional Ownership Changes & 13F Activity
DIMENSIONAL EMERGING CORE EQ (DFAE). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q3 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Bank Of America Corp, Mai Capital Management, Cerity Partners Llc, Royal Bank Of Canada, and Coldstream Capital Management Inc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Versant Capital Management, Inc | Sell | -11,466 | -14.6% | 67,154 | $2.64M | Q3 2026 | Oct 02, 2026 |
| Envestnet Asset Management Inc | Sell | -1,669,301 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 23, 2026 |
| Cherry Tree Wealth Management, Llc | Sell | -47,738 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 15, 2026 |
| Integrated Wealth Concepts Llc | Sell | -174,012 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 09, 2026 |
| Parkside Financial Bank & Trust | Sell | -5,621 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 04, 2026 |
| Corient Private Wealth Llc | Sell | -1,591,105 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 27, 2026 |
| Rehmann Capital Advisory Group | Sell | -20,564 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 20, 2026 |
| Mercer Global Advisors Inc | Sell | -1,425,068 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 19, 2026 |
| Vermillion & White Wealth Management Group, Llc | Sell | -254,556 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Sell | -644,490 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 18, 2026 |
| Orion Capital Management Llc | Sell | -4,140 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 18, 2026 |
| Jdm Financial Group Llc | Sell | -200 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 18, 2026 |
| Equitable Holdings, Inc. | Sell | -138,811 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Sanchez Levi Garrett | Sell | -91,573 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Switchpoint Financial Planning, Llc | Sell | -53,097 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Balanced Rock Investment Advisors Llc | Sell | -18,172 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Pure Financial Advisors, Llc | Sell | -6,836 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Bank Of America Corp | Sell | -7,986,445 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Mai Capital Management | Sell | -2,587,135 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Cerity Partners Llc | Sell | -2,553,687 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -2,327,473 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Coldstream Capital Management Inc | Sell | -2,121,551 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Stadion Money Management, Llc | Sell | -661,418 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -659,595 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Moneta Group Investment Advisors Llc | Sell | -606,993 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Envision Financial Planning, Llc | Sell | -449,919 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Sell | -419,214 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Cresset Asset Management, Llc | Sell | -344,154 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Betterment Llc | Sell | -294,068 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Entrewealth, Llc | Sell | -277,568 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
Frequently asked questions about DFAE activity
Which institutional owners are buying DFAE?
Institutional owners buying DFAE include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in DFAE activity?
"Buy" means an investor increased their reported position in DFAE compared to the prior reporting period. This reflects growing exposure to DIMENSIONAL EMERGING CORE EQ (DFAE) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in DFAE increasing?
Institutional interest in DFAE can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.