DFAE · Dimensional Emerging Core Equity Market ETF ETF
$40.57
+0.58 (+1.45%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 3
Total Value: $64,849,481
Total Shares: 1,612,770
Institutional Ownership Trend
18 quarters
Holder Concentration
Across 3 13F filers · Δ vs Mar 31, 2026Top Holder
98.7%
−1.3 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
9,734
Highly concentrated−266
Quarterly Activity
vs Mar 31, 2026
New
2
Increased
0
Decreased
1
Sold Out
0
Unchanged
0
Holder count:
+2
Institutional value:
+11290.0%
Shares held:
+9491.3%
Top Buyers
vs Mar 31, 2026No qualifying movers this quarter.
Top Sellers
vs Mar 31, 2026| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Small MLG Wealth Management DBA Pine Grove Financial Group | −771 | 16,044 |
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Large Corient Private Wealth LLC | 1,591,105 | $63,978,332 | |
| Mid Parkside Financial Bank & Trust | 5,621 | $226,020 |
Top Sold-Out Positions
vs Mar 31, 2026No fully closed positions this quarter.
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Large Corient Private Wealth LLC DFAE | $63,978,332 | 98.66% | 1,591,105 | Shares | 2026-08-27 | |
| Small MLG Wealth Management DBA Pine Grove Financial Group DFAE | $645,129 | 0.99% | 16,044 | Shares | 2026-09-02 | |
| Mid Parkside Financial Bank & Trust Bank DFAE | $226,020 | 0.35% | 5,621 | Shares | 2026-09-04 |