DFAE Institutional Ownership
Dimensional - Emerging Core Equity Market ETF
1W: -0.1%
1M: +0.2%
3M: +0.1%
YTD: +19.4%
1Y: +26.3%
3Y: +86.6%
5Y: +61.2%
$39.86
+0.52 (+1.32%)
Weekly Expected Move ±2.9%
$38
$39
$40
$41
$42
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — DFAE
741
Institutional Holders
+44 vs prior quarter
0.0%
Ownership
+0.00pp
8B
Total Invested
81
New Positions
299
Increased
283
Reduced
26
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (769 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Retirement Systems of Alabama | 12,668,769 | $505M | — | +0.0% | 13Q | SEC ↗ |
| 2 | MATHER GROUP, LLC. | 12,473,477 | $497M | +385,825 | +3.2% | 21Q | SEC ↗ |
| 3 | FMR LLC | 9,655,546 | $385M | -180,398 | -1.8% | 17Q | SEC ↗ |
| 4 | BANK OF AMERICA CORP /DE | 7,986,445 | $318M | +1,189,405 | +17.5% | 15Q | SEC ↗ |
| 5 | UBS Group AG | 6,959,996 | $277M | +199,796 | +3.0% | 21Q | SEC ↗ |
| 6 | Mariner, LLC | 4,358,277 | $174M | +101,244 | +2.4% | 19Q | SEC ↗ |
| 7 | Foster Group, Inc. | 3,569,348 | $142M | -225,908 | -6.0% | 10Q | SEC ↗ |
| 8 | Root Financial Partners, LLC | 3,080,099 | $123M | -149,293 | -4.6% | 14Q | SEC ↗ |
| 9 | Vise Technologies, Inc. | 2,965,059 | $118M | +294,581 | +11.0% | 4Q | SEC ↗ |
| 10 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 2,803,185 | $112M | +122,169 | +4.6% | 15Q | SEC ↗ |
| 11 | MAI Capital Management | 2,587,135 | $103M | +2,191,392 | +553.7% | 7Q | SEC ↗ |
| 12 | Cerity Partners LLC | 2,553,687 | $102M | +236,152 | +10.2% | 15Q | SEC ↗ |
| 13 | Washington Trust Bank | 2,515,047 | $100M | -91,922 | -3.5% | 4Q | SEC ↗ |
| 14 | HighTower Advisors, LLC | 2,473,379 | $99M | +400,471 | +19.3% | 19Q | SEC ↗ |
| 15 | TCI Wealth Advisors, Inc. | 2,436,573 | $97M | +380,423 | +18.5% | 23Q | SEC ↗ |
| 16 | Wealthspire Advisors, LLC | 2,373,919 | $95M | -62,380 | -2.6% | 11Q | SEC ↗ |
| 17 | ROYAL BANK OF CANADA | 2,327,473 | $93M | +402,967 | +20.9% | 23Q | SEC ↗ |
| 18 | McKinley Carter Wealth Services, Inc. | 2,299,652 | $92M | +120,580 | +5.5% | 3Q | SEC ↗ |
| 19 | Annex Advisory Services, LLC | 2,267,929 | $90M | +168,261 | +8.0% | 2Q | SEC ↗ |
| 20 | Cetera Investment Advisers | 2,236,440 | $89M | -114,937 | -4.9% | 18Q | SEC ↗ |
| 21 | Focus Partners Wealth | 2,169,299 | $86M | +17,088 | +0.8% | 8Q | SEC ↗ |
| 22 | COLDSTREAM CAPITAL MANAGEMENT INC | 2,121,551 | $85M | -2,187,353 | -50.8% | 5Q | SEC ↗ |
| 23 | True Link Financial Advisors, LLC | 1,851,959 | $74M | +32,908 | +1.8% | 11Q | SEC ↗ |
| 24 | ENVESTNET ASSET MANAGEMENT INC | 1,669,301 | $67M | +200,434 | +13.6% | 22Q | SEC ↗ |
| 25 | Corient Private Wealth LP | 1,591,105 | $63M | -55,733 | -3.4% | 15Q | SEC ↗ |
| 26 | Catalyst Capital Advisors LLC | 1,568,138 | $63M | -138,538 | -8.1% | 12Q | SEC ↗ |
| 27 | Millburn Ridgefield LLC /DE | 1,568,138 | $63M | -138,538 | -8.1% | 12Q | SEC ↗ |
| 28 | MASECO LLP | 1,441,537 | $57M | +41,743 | +3.0% | 5Q | SEC ↗ |
| 29 | MERCER GLOBAL ADVISORS INC /ADV | 1,425,068 | $57M | +83,001 | +6.2% | 22Q | SEC ↗ |
| 30 | Creative Planning | 1,407,715 | $56M | -33,192 | -2.3% | 15Q | SEC ↗ |
| 31 | FOUNDERS FINANCIAL SECURITIES LLC | 1,375,931 | $55M | -20,843 | -1.5% | 17Q | SEC ↗ |
| 32 | Horizon Investments, LLC | 1,371,311 | $55M | -1,406,611 | -50.6% | 17Q | SEC ↗ |
| 33 | RAM Investment Partners, LLC | 1,329,439 | $53M | +3,977 | +0.3% | 15Q | SEC ↗ |
| 34 | Focus Partners Advisor Solutions, LLC | 1,300,402 | $52M | +68,104 | +5.5% | 19Q | SEC ↗ |
| 35 | CWM, LLC | 1,265,472 | $50M | +17,881 | +1.4% | 16Q | SEC ↗ |
| 36 | Petersen Hastings Wealth Advisors Inc. | 1,219,322 | $49M | -65,526 | -5.1% | 3Q | SEC ↗ |
| 37 | ASSETMARK, INC | 1,168,966 | $47M | +1,166,417 | +45759.8% | 8Q | SEC ↗ |
| 38 | LPL Financial LLC | 1,143,800 | $46M | -10,199 | -0.9% | 16Q | SEC ↗ |
| 39 | Aquire Wealth Advisors, LLC | 1,134,603 | $45M | +40,920 | +3.7% | 19Q | SEC ↗ |
| 40 | Klaas Financial Asset Advisors, LLC | 1,113,097 | $44M | +37,131 | +3.5% | 3Q | SEC ↗ |
| 41 | Great Point Wealth Advisors, LLC | 1,080,125 | $43M | +6,447 | +0.6% | 4Q | SEC ↗ |
| 42 | OneDigital Investment Advisors LLC | 1,055,561 | $42M | +5,934 | +0.6% | 11Q | SEC ↗ |
| 43 | PARK AVENUE SECURITIES LLC | 1,013,493 | $40M | +68,114 | +7.2% | 15Q | SEC ↗ |
| 44 | Savant Capital, LLC | 1,009,811 | $40M | +777,154 | +334.0% | 12Q | SEC ↗ |
| 45 | West Financial Advisors, LLC | 986,974 | $39M | +124,778 | +14.5% | 18Q | SEC ↗ |
| 46 | Ledyard National Bank | 973,037 | $39M | -27,210 | -2.7% | 17Q | SEC ↗ |
| 47 | FACTORY MUTUAL INSURANCE CO | 924,700 | $37M | -2,162,200 | -70.0% | 9Q | SEC ↗ |
| 48 | RVW Wealth, LLC | 892,305 | $36M | +33,740 | +3.9% | 17Q | SEC ↗ |
| 49 | COMMONWEALTH EQUITY SERVICES, LLC | 838,859 | $33M | +32,226 | +4.0% | 22Q | SEC ↗ |
| 50 | Perigon Wealth Management, LLC | 837,660 | $33M | +20,596 | +2.5% | 22Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Financial Management Professionals, | 732,886 | $29M |
| Atria Investments, Inc | 504,576 | $20M |
| IMA Advisory Services, Inc. | 398,310 | $16M |
| Highland Investment Advisors LLC | 300,866 | $12M |
| Diversify Advisory Services, LLC | 260,988 | $10M |
| Noble Wealth Partners LLC | 90,548 | $4M |
| Clear Creek Financial Management, L | 90,235 | $4M |
| Evanson Financial, LLC | 80,940 | $3M |
| Platform Wealth Management, LLC | 77,268 | $3M |
| Timonier Family Office, LTD. | 66,612 | $3M |
| Ameritas Advisory Services, LLC | 47,984 | $2M |
| MBE Wealth Management, LLC | 25,876 | $1M |
| Nuveen, LLC | 23,603 | $941K |
| AXXCESS WEALTH MANAGEMENT, LLC | 21,693 | $865K |
| J. R. Prunier Capital Management LL | 20,115 | $802K |
| Heck Capital Advisors, LLC | 19,245 | $767K |
| Powerhouse Assets LLC | 18,196 | $725K |
| United Advisor Group, LLC | 16,467 | $656K |
| V2 Financial group LLC | 14,374 | $573K |
| Revolve Wealth Partners, LLC | 13,990 | $558K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| EVOKE WEALTH, LLC | 2,129,704 | $85M |
| McMill Wealth Management | 217,567 | $9M |
| GK Wealth Management LLC | 208,033 | $8M |
| Blue Trust, Inc. | 110,218 | $4M |
| Cordgrass Capital Advisors, LLC | 88,330 | $4M |
| Thrivent Financial for Lutherans | 63,574 | $3M |
| EVOLVE PRIVATE WEALTH, LLC | 63,200 | $3M |
| RENAISSANCE TECHNOLOGIES LLC | 43,100 | $2M |
| CreativeOne Wealth, LLC | 39,746 | $2M |
| Ascentis Independent Advisors | 36,494 | $1M |
| StoneX Group Inc. | 32,246 | $1M |
| Orion Porfolio Solutions, LLC | 16,438 | $655K |
| Federation des caisses Desjardins d | 16,200 | $646K |
| M Holdings Securities, Inc. | 15,236 | $607K |
| Fisher Asset Management, LLC | 10,168 | $405K |
| XML Financial, LLC | 8,945 | $357K |
| Westwood Wealth Management | 8,407 | $335K |
| Quadrature Capital Ltd | 6,955 | $277K |
| NWAM LLC | 6,420 | $256K |
| PROTECTIVE LIFE CORP | 4,976 | $198K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MAI Capital Management | +2,191,392 | +553.7% | 2,587,135 |
| BANK OF AMERICA CORP /DE | +1,189,405 | +17.5% | 7,986,445 |
| ASSETMARK, INC | +1,166,417 | +45759.8% | 1,168,966 |
| Savant Capital, LLC | +777,154 | +334.0% | 1,009,811 |
| ROYAL BANK OF CANADA | +402,967 | +20.9% | 2,327,473 |
| HighTower Advisors, LLC | +400,471 | +19.3% | 2,473,379 |
| MATHER GROUP, LLC. | +385,825 | +3.2% | 12,473,477 |
| TCI Wealth Advisors, Inc. | +380,423 | +18.5% | 2,436,573 |
| Vise Technologies, Inc. | +294,581 | +11.0% | 2,965,059 |
| Cerity Partners LLC | +236,152 | +10.2% | 2,553,687 |
| ENVESTNET ASSET MANAGEMENT INC | +200,434 | +13.6% | 1,669,301 |
| UBS Group AG | +199,796 | +3.0% | 6,959,996 |
| FIDUCIARY FINANCIAL ADVISORS | +198,984 | +709.4% | 227,032 |
| Annex Advisory Services, LLC | +168,261 | +8.0% | 2,267,929 |
| Kestra Advisory Services, LLC | +158,913 | +151.9% | 263,551 |
| West Financial Advisors, LLC | +124,778 | +14.5% | 986,974 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +122,169 | +4.6% | 2,803,185 |
| McKinley Carter Wealth Services, In | +120,580 | +5.5% | 2,299,652 |
| MML INVESTORS SERVICES, LLC | +110,953 | +37.5% | 406,849 |
| OSAIC HOLDINGS, INC. | +109,522 | +35.4% | 419,214 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| COLDSTREAM CAPITAL MANAGEMENT INC | -2,187,353 | -50.8% | 2,121,551 |
| FACTORY MUTUAL INSURANCE CO | -2,162,200 | -70.0% | 924,700 |
| Horizon Investments, LLC | -1,406,611 | -50.6% | 1,371,311 |
| OLD MISSION CAPITAL LLC | -417,925 | -77.4% | 121,993 |
| Foster Group, Inc. | -225,908 | -6.0% | 3,569,348 |
| Bridgewater Advisors Inc. | -186,968 | -42.9% | 249,214 |
| FMR LLC | -180,398 | -1.8% | 9,655,546 |
| Efficient Advisors, LLC | -161,904 | -39.3% | 250,564 |
| Root Financial Partners, LLC | -149,293 | -4.6% | 3,080,099 |
| Catalyst Capital Advisors LLC | -138,538 | -8.1% | 1,568,138 |
| Millburn Ridgefield LLC /DE | -138,538 | -8.1% | 1,568,138 |
| Physician Wealth Advisors, Inc. | -138,492 | -17.8% | 640,767 |
| Private Advisor Group, LLC | -121,219 | -24.3% | 377,018 |
| Cetera Investment Advisers | -114,937 | -4.9% | 2,236,440 |
| Monument Group Wealth Advisors, LLC | -113,012 | -44.7% | 139,822 |
| DDFG, Inc | -110,290 | -33.6% | 218,271 |
| Washington Trust Bank | -91,922 | -3.5% | 2,515,047 |
| Stadion Money Management, LLC | -91,089 | -12.1% | 661,418 |
| Petersen Hastings Wealth Advisors I | -65,526 | -5.1% | 1,219,322 |
| Wealthspire Advisors, LLC | -62,380 | -2.6% | 2,373,919 |