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 (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Mai Capital Management, Coldstream Capital Management Inc, Bank Of America Corp, Old Mission Capital Llc, and Royal Bank Of Canada.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+200,434+13.6%1,669,301$67.12MQ2 2026Sep 23, 2026
Cherry Tree Wealth Management, LlcBuy+30,933+184.1%47,738$1.92MQ2 2026Sep 15, 2026
Integrated Wealth Concepts LlcBuy+523+0.3%174,012$7.00MQ2 2026Sep 09, 2026
Parkside Financial Bank & TrustBuy+370+7.0%5,621$226.04KQ2 2026Sep 04, 2026
Corient Private Wealth LlcSell-55,733-3.4%1,591,105$63.98MQ2 2026Aug 27, 2026
Rehmann Capital Advisory GroupBuy+606+3.0%20,564$826.91KQ2 2026Aug 20, 2026
Vermillion & White Wealth Management Group, LlcBuy+106,869+72.4%254,556$10.28MQ2 2026Aug 19, 2026
Mercer Global Advisors IncBuy+83,001+6.2%1,425,068$57.30MQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+27,823+4.5%644,490$25.91MQ2 2026Aug 18, 2026
Jdm Financial Group LlcBuy+200—200$8.04KQ2 2026Aug 18, 2026
Pure Financial Advisors, LlcBuy+6,836—6,836$274.86KQ2 2026Aug 17, 2026
Switchpoint Financial Planning, LlcSell-1,664-3.0%53,097$2.14MQ2 2026Aug 17, 2026
Sanchez Levi GarrettBuy+1,631+1.8%91,573$3.68MQ2 2026Aug 17, 2026
Balanced Rock Investment Advisors LlcSell-834-4.4%18,172$730.70KQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Sell-566-0.4%138,811$5.58MQ2 2026Aug 17, 2026
Mai Capital ManagementBuy+2,191,392+553.7%2,587,135$104.03MQ2 2026Aug 14, 2026
Coldstream Capital Management IncSell-2,187,353-50.8%2,121,551$85.31MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+1,189,405+17.5%7,986,445$321.13MQ2 2026Aug 14, 2026
Old Mission Capital LlcSell-417,925-77.4%121,993$4.91MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+402,967+20.9%2,327,473$93.59MQ2 2026Aug 14, 2026
Cerity Partners LlcBuy+236,152+10.2%2,553,687$102.69MQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+195,338+696.4%223,386$8.98MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+109,522+35.4%419,214$16.86MQ2 2026Aug 14, 2026
Stadion Money Management, LlcSell-91,089-12.1%661,418$26.60MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+57,638+9.6%659,595$26.52MQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+47,984—47,984$1.93MQ2 2026Aug 14, 2026
Dorsey & Whitney Trust Co LlcBuy+38,062+206.5%56,498$2.27MQ2 2026Aug 14, 2026
Vance Wealth, LlcBuy+35,336+24.6%178,912$7.19MQ2 2026Aug 14, 2026
Larson Financial Group LlcSell-27,068-28.0%69,617$2.80MQ2 2026Aug 14, 2026
Pinnacle Financial Partners, Inc.Buy+24,731+38.8%88,490$3.56MQ2 2026Aug 14, 2026
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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.