DFAE Institutional Ownership Trend

Institutional ownership trends for DIMENSIONAL EMERGING CORE EQ provide insight into how hedge funds, mutual funds, pension managers, and long-term asset managers have adjusted exposure to the company across multiple SEC Form 13F reporting periods.

Institutional investors tracked by InsiderSet collectively reported approximately $17.66M in DFAE holdings for the quarter ended March 31, 2026, compared with approximately $16.92M reported during the prior quarter. The number of tracked institutional holders also increased during the latest reporting period, reflecting continued smart money interest in DIMENSIONAL EMERGING CORE EQ.

Based on current market prices and the latest disclosed share counts, the combined estimated current value of tracked DFAE institutional positions has increased significantly since the filing period due to continued share price appreciation.

This page tracks historical institutional ownership trends for DFAE, including:

  • total institutional holders by quarter
  • aggregate reported value
  • estimated live portfolio value
  • ownership concentration changes
  • largest ownership increases and reductions
  • long-term smart money positioning trends

Institutional ownership trend analysis can help investors evaluate accumulation patterns, investor conviction, sector leadership, and portfolio concentration changes across major investment firms investing in DIMENSIONAL EMERGING CORE EQ.

Portfolio quarterInstitutional holdersTotal reported valueTotal shares
Q1 20262$17,663,800521,672
Q3 20251$16,917,952536,567
Q2 20252$10,542,031364,146
Q1 20252$9,490,242366,560
Q4 20242$9,584,169377,776
Q3 20241$10,166,530370,906
Q2 20241$8,404,734324,883
Q1 20241$1,441,59758,317
Q4 20231$1,898,23278,732
Q3 20231$2,596,837115,057
Q2 20231$3,219,279137,224
Q1 20231$6,350,635275,875