DIMENSIONAL EMERGING CORE EQ (DFAE) Institutional Shareholders
DIMENSIONAL EMERGING CORE EQ (DFAE) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $7.52B in DFAE holdings during the latest filing period.
Retirement Systems Of Alabama is currently the largest disclosed institutional shareholder of DFAE tracked by InsiderSet, reporting ownership valued at approximately $509.41M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $475.33M, representing an estimated loss of -6.69% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 33% of the total disclosed DFAE value among the investors covered in this analysis. Major shareholders include Retirement Systems Of Alabama, Mather Group, Llc., Fmr Llc, and several other long-term asset managers with concentrated positions in DIMENSIONAL EMERGING CORE EQ (DFAE).
This page ranks the largest institutional DFAE shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
689
Total Reported Value
$7.52B
Largest Holder
Retirement Systems Of Alabama
Largest Position
$509.41M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
41
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Retirement Systems Of Alabama | 1.53% | 12,668,769 | $509,411,201 | $475,332,213 | -$34,078,988 | -6.69% | |
| Mather Group, Llc. | 4.38% | 12,473,477 | $501,558,511 | $468,004,857 | -$33,553,654 | -6.69% | |
| Fmr Llc | 0.02% | 9,835,944 | $333,045,078 | $369,044,619 | +$35,999,541 | +10.81% | |
| Bank Of America Corp | 0.02% | 6,797,040 | $230,147,782 | $255,024,941 | +$24,877,159 | +10.81% | |
| Ubs Group Ag | 0.04% | 6,760,200 | $228,900,372 | $253,642,704 | +$24,742,332 | +10.81% | |
| Coldstream Capital Management Inc | 1.80% | 4,308,904 | $145,899,485 | $161,670,078 | +$15,770,593 | +10.81% | |
| Mariner, Llc | 0.17% | 4,257,033 | $144,037,141 | $159,723,878 | +$15,686,737 | +10.89% | |
| Foster Group, Inc. | 3.81% | 3,569,348 | $143,523,479 | $133,921,937 | -$9,601,542 | -6.69% | |
| Root Financial Partners, Llc | 4.81% | 3,080,099 | $123,850,794 | $115,565,314 | -$8,285,480 | -6.69% | |
| Tci Wealth Advisors, Inc. | 4.24% | 2,436,573 | $97,974,593 | $91,420,219 | -$6,554,374 | -6.69% | |
| Horizon Investments, Llc | 1.05% | 2,777,922 | $94,060,439 | $104,227,633 | +$10,167,194 | +10.81% | |
| Mckinley Carter Wealth Services, Inc. | 4.77% | 2,299,652 | $92,469,021 | $86,282,943 | -$6,186,078 | -6.69% | |
| Annex Advisory Services, Llc | 1.56% | 2,267,929 | $91,193,413 | $85,092,696 | -$6,100,717 | -6.69% | |
| Northwestern Mutual Wealth Management Co | 0.06% | 2,681,016 | $90,779,223 | $100,591,720 | +$9,812,497 | +10.81% | |
| Washington Trust Bank | 6.51% | 2,606,969 | $88,271,971 | $97,813,477 | +$9,541,506 | +10.81% | |
| Vise Technologies, Inc. | 1.71% | 2,670,478 | $86,977,475 | $100,196,335 | +$13,218,860 | +15.20% | |
| Wealthspire Advisors, Llc | 0.65% | 2,436,299 | $82,493,081 | $91,409,938 | +$8,916,857 | +10.81% | |
| Cetera Investment Advisers | 0.08% | 2,351,377 | $79,617,622 | $88,223,665 | +$8,606,043 | +10.81% | |
| Cerity Partners Llc | 0.11% | 2,317,535 | $78,471,981 | $86,953,913 | +$8,481,932 | +10.81% | |
| Focus Partners Wealth | 0.08% | 2,152,211 | $73,408,811 | $80,750,957 | +$7,342,146 | +10.00% | |
| Evoke Wealth, Llc | 1.33% | 2,129,704 | $72,111,805 | $79,906,494 | +$7,794,689 | +10.81% | |
| Hightower Advisors, Llc | 0.07% | 2,072,908 | $70,188,676 | $77,775,508 | +$7,586,832 | +10.81% | |
| Royal Bank Of Canada | 0.01% | 1,924,506 | $65,164,000 | $72,207,465 | +$7,043,465 | +10.81% | |
| Catalyst Capital Advisors Llc | 1.05% | 1,568,138 | $63,054,829 | $58,836,538 | -$4,218,291 | -6.69% | |
| Millburn Ridgefield Llc | 1.19% | 1,568,138 | $63,054,829 | $58,836,538 | -$4,218,291 | -6.69% | |
| Corient Private Wealth Llc | 0.08% | 1,646,838 | $55,753,040 | $61,789,362 | +$6,036,322 | +10.83% | |
| Founders Financial Securities Llc | 2.83% | 1,375,931 | $55,326,186 | $51,624,931 | -$3,701,255 | -6.69% | |
| Ram Investment Partners, Llc | 8.55% | 1,329,439 | $53,456,752 | $49,880,551 | -$3,576,201 | -6.69% | |
| Envestnet Asset Management Inc | 0.01% | 1,468,867 | $49,735,826 | $55,111,890 | +$5,376,064 | +10.81% | |
| Petersen Hastings Wealth Advisors Inc. | 4.11% | 1,219,322 | $49,028,957 | $45,748,961 | -$3,279,996 | -6.69% | |
| Creative Planning | 0.03% | 1,440,907 | $48,789,116 | $54,062,831 | +$5,273,715 | +10.81% | |
| Maseco Llp | 1.49% | 1,399,794 | $47,383,015 | $52,520,271 | +$5,137,256 | +10.84% | |
| Assetmark, Inc | 0.08% | 1,168,966 | $47,004,124 | $43,859,604 | -$3,144,520 | -6.69% | |
| Mercer Global Advisors Inc | 0.07% | 1,342,067 | $45,442,388 | $50,354,354 | +$4,911,966 | +10.81% | |
| Klaas Financial Asset Advisors, Llc | 5.58% | 1,113,097 | $44,757,614 | $41,763,399 | -$2,994,215 | -6.69% | |
| Great Point Wealth Advisors, Llc | 7.01% | 1,080,125 | $43,431,831 | $40,526,290 | -$2,905,541 | -6.69% | |
| Cwm, Llc | 0.11% | 1,265,472 | $42,848,884 | $47,480,509 | +$4,631,625 | +10.81% | |
| Focus Partners Advisor Solutions, Llc | 0.42% | 1,232,298 | $41,722,872 | $46,235,821 | +$4,512,949 | +10.82% | |
| West Financial Advisors, Llc | 6.03% | 986,974 | $39,686,239 | $37,031,264 | -$2,654,975 | -6.69% | |
| Ledyard National Bank | 3.14% | 973,037 | $39,125,818 | $36,508,348 | -$2,617,470 | -6.69% | |
| Lpl Financial Llc | 0.01% | 1,153,999 | $39,074,398 | $43,298,042 | +$4,223,644 | +10.81% | |
| Factory Mutual Insurance Co | 0.35% | 924,700 | $37,182,187 | $34,694,744 | -$2,487,443 | -6.69% | |
| Aquire Wealth Advisors, Llc | 9.74% | 1,093,683 | $37,032,095 | $41,034,986 | +$4,002,891 | +10.81% | |
| Rvw Wealth, Llc | 2.36% | 892,305 | $35,879,582 | $33,479,284 | -$2,400,298 | -6.69% | |
| Onedigital Investment Advisors Llc | 0.35% | 1,049,627 | $35,540,373 | $39,382,005 | +$3,841,632 | +10.81% | |
| Commonwealth Equity Services, Llc | 0.04% | 838,859 | $33,730,540 | $31,473,990 | -$2,256,550 | -6.69% | |
| Fiduciary Financial Group, Llc | 3.69% | 808,884 | $32,525,232 | $30,349,328 | -$2,175,904 | -6.69% | |
| Bedel Financial Consulting, Inc. | 3.09% | 801,558 | $32,230,636 | $30,074,456 | -$2,156,180 | -6.69% | |
| Mission Wealth Management, Lp | 0.39% | 776,286 | $31,214,486 | $29,126,251 | -$2,088,235 | -6.69% | |
| Wealth Enhancement Advisory Services, Llc | 0.05% | 773,891 | $30,499,045 | $29,036,390 | -$1,462,655 | -4.80% |
Frequently asked questions about DFAE
Who owns the most DFAE stock?
The largest holders of DFAE are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for DIMENSIONAL EMERGING CORE EQ (DFAE).
Is DFAE widely held by superinvestors?
Many widely followed stocks like DFAE appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly DFAE is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.