DFAE Institutional Ownership & Shareholders
DIMENSIONAL EMERGING CORE EQ (DFAE) is currently held by 712 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $8.05B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Mather Group, Llc. is currently the largest disclosed institutional shareholder of DFAE tracked by InsiderSet, reporting ownership valued at approximately $510.78M in its September 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 $467.64M, representing an estimated loss of -8.45% 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 Mather Group, Llc., Retirement Systems Of Alabama, 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
712
Total Reported Value
$8.05B
Largest Holder
Mather Group, Llc.
Largest Position
$510.78M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
12
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Mather Group, Llc. | 4.33% | 12,993,546 | $510,776,283 | $467,637,721 | -$43,138,562 | -8.45% | |
| Retirement Systems Of Alabama | 1.53% | 12,668,769 | $509,411,201 | $455,948,996 | -$53,462,205 | -10.49% | |
| Fmr Llc | 0.02% | 9,655,546 | $388,249,484 | $347,503,101 | -$40,746,383 | -10.49% | |
| Bank Of America Corp | 0.02% | 7,986,445 | $321,134,948 | $287,432,156 | -$33,702,792 | -10.49% | |
| Ubs Group Ag | 0.04% | 6,959,996 | $279,861,439 | $250,490,256 | -$29,371,183 | -10.49% | |
| Mariner, Llc | 0.18% | 4,358,277 | $175,217,120 | $156,854,389 | -$18,362,731 | -10.48% | |
| Foster Group, Inc. | 3.86% | 3,611,298 | $141,960,108 | $129,970,615 | -$11,989,493 | -8.45% | |
| Vise Technologies, Inc. | 1.08% | 3,317,291 | $130,402,698 | $119,389,303 | -$11,013,395 | -8.45% | |
| Mai Capital Management | 0.40% | 2,587,135 | $104,028,719 | $93,110,989 | -$10,917,730 | -10.49% | |
| Tci Wealth Advisors, Inc. | 4.16% | 2,629,089 | $103,349,494 | $94,620,913 | -$8,728,581 | -8.45% | |
| Cerity Partners Llc | 0.13% | 2,553,687 | $102,687,710 | $91,907,195 | -$10,780,515 | -10.50% | |
| Washington Trust Bank | 7.07% | 2,515,047 | $101,130,040 | $90,516,542 | -$10,613,498 | -10.49% | |
| Wealthspire Advisors, Llc | 0.53% | 2,373,919 | $95,455,294 | $85,437,345 | -$10,017,949 | -10.49% | |
| Annex Advisory Services, Llc | 1.55% | 2,404,967 | $94,539,237 | $86,554,762 | -$7,984,475 | -8.45% | |
| Royal Bank Of Canada | 0.02% | 2,327,473 | $93,588,000 | $83,765,753 | -$9,822,247 | -10.50% | |
| Mckinley Carter Wealth Services, Inc. | 4.67% | 2,330,327 | $91,605,142 | $83,868,469 | -$7,736,673 | -8.45% | |
| Cetera Investment Advisers | 0.08% | 2,236,440 | $89,927,235 | $80,489,476 | -$9,437,759 | -10.49% | |
| Focus Partners Wealth | 0.09% | 2,169,299 | $87,227,526 | $78,073,071 | -$9,154,455 | -10.49% | |
| Coldstream Capital Management Inc | 1.07% | 2,121,551 | $85,307,554 | $76,354,620 | -$8,952,934 | -10.49% | |
| True Link Financial Advisors, Llc | 4.22% | 1,866,177 | $73,359,401 | $67,163,710 | -$6,195,691 | -8.45% | |
| Catalyst Capital Advisors Llc | 1.10% | 1,718,839 | $67,567,561 | $61,861,016 | -$5,706,545 | -8.45% | |
| Envestnet Asset Management Inc | 0.02% | 1,669,301 | $67,122,597 | $60,078,143 | -$7,044,454 | -10.49% | |
| Corient Private Wealth Llc | 0.09% | 1,591,105 | $63,978,320 | $57,263,869 | -$6,714,451 | -10.49% | |
| Millburn Ridgefield Llc | 1.19% | 1,568,138 | $63,054,829 | $56,437,287 | -$6,617,542 | -10.49% | |
| Maseco Llp | 1.60% | 1,485,483 | $58,401,763 | $53,462,533 | -$4,939,230 | -8.46% | |
| Mercer Global Advisors Inc | 0.07% | 1,425,068 | $57,301,975 | $51,288,197 | -$6,013,778 | -10.49% | |
| Creative Planning | 0.03% | 1,411,558 | $55,488,348 | $50,801,972 | -$4,686,376 | -8.45% | |
| Founders Financial Securities Llc | 2.73% | 1,408,775 | $55,378,945 | $50,701,812 | -$4,677,133 | -8.45% | |
| Horizon Investments, Llc | 0.60% | 1,371,311 | $55,140,415 | $49,353,483 | -$5,786,932 | -10.49% | |
| Ram Investment Partners, Llc | 8.30% | 1,332,497 | $52,380,462 | $47,956,567 | -$4,423,895 | -8.45% | |
| Focus Partners Advisor Solutions, Llc | 0.44% | 1,300,402 | $52,289,185 | $46,801,468 | -$5,487,717 | -10.49% | |
| Petersen Hastings Wealth Advisors Inc. | 4.04% | 1,246,632 | $49,005,093 | $44,866,286 | -$4,138,807 | -8.45% | |
| Aquire Wealth Advisors, Llc | 10.48% | 1,180,233 | $46,394,967 | $42,476,586 | -$3,918,381 | -8.45% | |
| Lpl Financial Llc | 0.01% | 1,143,800 | $45,992,179 | $41,165,362 | -$4,826,817 | -10.49% | |
| Assetmark, Inc | 0.08% | 1,159,548 | $45,581,848 | $41,732,133 | -$3,849,715 | -8.45% | |
| Klaas Financial Asset Advisors, Llc | 5.52% | 1,125,322 | $44,236,427 | $40,500,339 | -$3,736,088 | -8.45% | |
| Great Point Wealth Advisors, Llc | 6.89% | 1,103,186 | $43,366,251 | $39,703,664 | -$3,662,587 | -8.45% | |
| Cwm, Llc | 0.11% | 1,265,472 | $42,848,884 | $45,544,337 | +$2,695,453 | +6.29% | |
| Onedigital Investment Advisors Llc | 0.36% | 1,055,561 | $42,444,089 | $37,989,640 | -$4,454,449 | -10.49% | |
| West Financial Advisors, Llc | 6.18% | 1,046,059 | $41,120,590 | $37,647,663 | -$3,472,927 | -8.45% | |
| Savant Capital, Llc | 0.12% | 1,009,811 | $40,181,476 | $36,343,098 | -$3,838,378 | -9.55% | |
| Ledyard National Bank | 3.06% | 990,416 | $38,933,253 | $35,645,072 | -$3,288,181 | -8.45% | |
| Factory Mutual Insurance Co | 0.32% | 924,700 | $36,349,957 | $33,279,953 | -$3,070,004 | -8.45% | |
| Perigon Wealth Management, Llc | 0.55% | 899,498 | $35,359,257 | $32,372,933 | -$2,986,324 | -8.45% | |
| Wpwealth Llp | 4.92% | 824,717 | $33,161,871 | $29,681,565 | -$3,480,306 | -10.49% | |
| Commonwealth Equity Services, Llc | 0.04% | 843,412 | $33,154,523 | $30,354,398 | -$2,800,125 | -8.45% | |
| Wealth Enhancement Advisory Services, Llc | 0.05% | 841,513 | $32,835,822 | $30,286,053 | -$2,549,769 | -7.77% | |
| Bedel Financial Consulting, Inc. | 3.09% | 801,558 | $32,230,636 | $28,848,072 | -$3,382,564 | -10.49% | |
| Rvw Wealth, Llc | 2.07% | 819,234 | $32,204,075 | $29,484,232 | -$2,719,843 | -8.45% | |
| Prime Capital Investment Advisors, Llc | 0.31% | 809,608 | $31,825,674 | $29,137,792 | -$2,687,882 | -8.45% |
Frequently asked questions about DFAE
Who are the largest institutional holders of DFAE?
The largest institutional holders of DFAE reported in the latest SEC Form 13F filings include Mather Group, Llc., Retirement Systems Of Alabama, Fmr Llc, Bank Of America Corp, and Ubs Group Ag. InsiderSet ranks institutional holders by their latest reported DFAE position.
What is DFAE institutional ownership?
This page tracks DFAE positions reported by institutional investment managers through SEC Form 13F. DIMENSIONAL EMERGING CORE EQ (DFAE) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own DFAE?
InsiderSet currently tracks 712 institutional managers reporting DFAE holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of DFAE shareholders.
How much DFAE stock do institutions own?
Institutional investment managers disclosed approximately $8.05B in DFAE holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was DFAE institutional ownership last updated?
The latest DFAE institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional DFAE holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its DFAE position after the reporting date.
Are institutions buying or selling DFAE?
Institutional buying and selling can be analyzed by comparing DFAE positions across consecutive 13F reporting periods. InsiderSet's DFAE Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View DFAE ownership changes.
How has DFAE institutional ownership changed over time?
InsiderSet tracks DFAE institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.