| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| FMR LLC | 5.3% | -21% | $256,463,226 | -$52,378,452 | 10,619,595 | -17% | FMR LLC | 31 Mar 2025 |
As of 30 Sep 2025, 572 institutional investors reported holding 181,827,093 shares of Dimensional Emerging Core Equity Market ETF - COMMON STOCK (DFAE). This represents 97% of the company’s total 188,065,806 outstanding shares.
The largest institutional shareholders of Dimensional Emerging Core Equity Market ETF - COMMON STOCK (DFAE) together control 49% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Retirement Systems of Alabama | 6.7% | 12,668,769 | 0% | 1.3% | $399,446,287 |
| MATHER GROUP, LLC. | 6.5% | 12,152,804 | +0.19% | 3.9% | $383,177,917 |
| FMR LLC | 5% | 9,435,535 | -0.91% | 0.02% | $297,502,449 |
| UBS Group AG | 3.4% | 6,449,669 | +5.3% | 0.04% | $203,358,064 |
| BANK OF AMERICA CORP /DE/ | 3.1% | 5,763,021 | +14% | 0.01% | $181,708,042 |
| COLDSTREAM CAPITAL MANAGEMENT INC | 2.4% | 4,487,825 | +75% | 1.9% | $141,501,122 |
| Foster Group, Inc. | 2.1% | 4,020,549 | +11% | 4% | $126,767,904 |
| Mariner, LLC | 2.1% | 3,961,957 | +4.9% | 0.16% | $124,920,508 |
| FACTORY MUTUAL INSURANCE CO | 1.6% | 3,086,900 | 0% | 0.95% | $97,329,957 |
| Root Financial Partners, LLC | 1.5% | 2,739,217 | +39% | 5.3% | $86,367,515 |
| Wealthspire Advisors, LLC | 1.4% | 2,627,858 | +0.65% | 0.43% | $82,856,369 |
| Washington Trust Bank | 1.3% | 2,444,476 | 5.6% | $77,074,329 | |
| Cetera Investment Advisers | 1.2% | 2,163,765 | +598% | 0.08% | $68,223,540 |
| HighTower Advisors, LLC | 1.1% | 2,122,727 | +2.1% | 0.08% | $66,929,680 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1% | 1,943,629 | +3.8% | 0.04% | $61,282,622 |
| EVOKE WEALTH, LLC | 0.99% | 1,863,434 | +5.6% | 1.2% | $58,754,076 |
| ROYAL BANK OF CANADA | 0.96% | 1,811,280 | +1% | 0.01% | $57,109,000 |
| True Link Financial Advisors, LLC | 0.93% | 1,756,250 | +2.4% | 3.6% | $55,374,549 |
| Falcon Wealth Planning | 0.93% | 1,742,113 | +3.4% | 4.9% | $54,928,822 |
| Focus Partners Wealth | 0.92% | 1,725,309 | +4% | 0.09% | $54,399,018 |
| TCI Wealth Advisors, Inc. | 0.91% | 1,718,626 | +14% | 3.2% | $54,188,272 |
| Millburn Ridgefield LLC /DE/ | 0.9% | 1,697,608 | 0% | 1.3% | $53,525,580 |
| Catalyst Capital Advisors LLC | 0.9% | 1,697,608 | 0% | 1.1% | $53,525,580 |
| Creative Planning | 0.8% | 1,505,896 | -1.9% | 0.04% | $47,480,895 |
| Cerity Partners LLC | 0.78% | 1,467,592 | +32% | 0.08% | $46,273,184 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 49,658,452 | $1,619,370,677 | -$2,458,727 | $32.57 | 106 |
| 2025 Q3 | 181,827,093 | $5,734,148,720 | +$367,041,380 | $31.53 | 572 |
| 2025 Q2 | 172,089,081 | $4,982,505,074 | +$273,431,927 | $28.95 | 550 |
| 2025 Q1 | 164,762,722 | $4,265,250,953 | -$190,355,619 | $25.89 | 522 |
| 2024 Q4 | 172,247,917 | $4,387,702,684 | +$646,439,878 | $25.37 | 504 |
| 2024 Q3 | 144,844,004 | $3,967,576,297 | +$457,150,610 | $27.41 | 440 |
| 2024 Q2 | 130,677,212 | $3,380,885,038 | +$228,542,304 | $25.87 | 424 |
| 2024 Q1 | 121,767,831 | $3,006,749,755 | +$191,546,685 | $24.72 | 402 |
| 2023 Q4 | 648,408 | $15,633,128 | +$1,364,361 | $24.11 | 6 |
| 2023 Q3 | 105,943,568 | $2,392,677,278 | +$489,512,711 | $22.57 | 352 |
| 2023 Q2 | 82,083,171 | $1,927,172,898 | +$130,845,037 | $23.46 | 336 |
| 2023 Q1 | 76,976,045 | $1,775,133,268 | +$151,153,563 | $23.02 | 325 |
| 2022 Q4 | 69,397,518 | $1,527,850,699 | +$303,959,155 | $21.95 | 299 |
| 2022 Q3 | 50,256,954 | $1,011,980,177 | +$281,166,786 | $20.09 | 223 |
| 2022 Q2 | 36,143,989 | $836,366,562 | +$398,638,055 | $23.16 | 215 |
| 2022 Q1 | 16,104,541 | $422,247,978 | +$162,416,014 | $26.24 | 172 |
| 2021 Q4 | 9,477,521 | $259,388,347 | +$119,351,982 | $27.36 | 149 |
| 2021 Q3 | 3,804,854 | $104,104,752 | +$10,927,097 | $27.25 | 90 |
| 2021 Q2 | 2,913,770 | $85,881,218 | +$29,029,176 | $29.63 | 78 |
| 2021 Q1 | 1,862,644 | $52,345,646 | +$8,850,413 | $28.07 | 55 |
| 2020 Q4 | 1,549,623 | $41,473,000 | +$40,448,009 | $26.87 | 18 |