Dimensional Emerging Core Equity Market

DFAE • ARCA

Dimensional Emerging Core Equity Market is an exchange-traded fund on ARCA. As of Q3 2025, 566 institutional investors hold shares in this ETF, with total holdings valued at $5.7B. Retirement Systems of Alabama is the largest holder with a position valued at $399.4M.

Overview

Overview of institutional ownership in DFAE as of Q3 2025

All Institutions

Institutions: 566
Value Held: $5.7B
Shares Held: 180.2M
Avg Position: $10.0M
Median Position: $1.9M

Hedge Funds

Hedge Funds: 4
Value Held: $56.0M
Shares Held: 1.8M
Avg Position: $14.0M
Median Position: $1.2M

Biggest Investors

Institutions with the largest positions in DFAE as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
R Retirement Systems of Alabama Institution	-	$399.4M 1.33% of portfolio	12.7M shares	Q2 2023 Held for 2y 5m	$30.1B
MATHER GROUP, INC. RIA/Wealth	Jennifer Alisa Des Groseilliers CEO	$383.2M 3.87% of portfolio	12.2M shares	Q2 2021 Held for 4y 5m	$9.9B
FMR LLC Institution	-	$297.5M 0.02% of portfolio	9.4M shares	Q2 2022 Held for 3y 5m	$1.92T
UBS Group AG Institution	Sergio P. Ermotti CEO	$203.4M 0.04% of portfolio	6.4M shares	Q2 2021 Held for 4y 5m	$511.54B
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$181.7M 0.01% of portfolio	5.8M shares	Q1 2022 Held for 3y 8m	$1.33T
COLDSTREAM CAPITAL MANAGEMENT INC RIA/Wealth	Kevin Michael Fitzwilson President	$141.5M 1.91% of portfolio	4.5M shares	Q2 2025 Held for 5 months	$7.4B
Foster Group, Inc. RIA/Wealth	Gregory John Olsen CEO	$126.8M 3.98% of portfolio	4.0M shares	Q1 2024 Held for 1y 8m	$3.2B
Mariner Wealth Advisors, LLC RIA/Wealth	Martin Christopher Bicknell CEO	$124.9M 0.16% of portfolio	4.0M shares	Q4 2021 Held for 3y 11m	$77.3B
F FACTORY MUTUAL INSURANCE CO Institution	-	$97.3M 0.95% of portfolio	3.1M shares	Q2 2024 Held for 1y 5m	$10.3B
R Root Financial Partners, LLC RIA/Wealth	James Matthew Conole Founder	$86.4M 5.32% of portfolio	2.7M shares	Q1 2023 Held for 2y 8m	$1.6B

Net Capital Flow

Institutional buying and selling activity for DFAE in Q3 2025

Traded: +$363.6M
Buyers: 317
Sellers: 188
Total Bought: +$561.7M
Total Sold: −$198.0M
Avg Position: $9.8M

Biggest Buyers

Institution	Net Bought	Current Position
W WASHINGTON TRUST BANK Institution	+$77.1M +2.4M shares	$77.1M 2.4M shares
COLDSTREAM CAPITAL MANAGEMENT INC RIA/Wealth	+$60.7M +1.9M shares	$141.5M 4.5M shares
Cetera Investment Advisers RIA/Wealth	+$58.4M +1.9M shares	$68.2M 2.2M shares
R Root Financial Partners, LLC RIA/Wealth	+$24.2M +768.2K shares	$86.4M 2.7M shares
BANK OF AMERICA CORP /DE/ Institution	+$21.7M +688.0K shares	$181.7M 5.8M shares
V Vise Technologies, Inc. Institution	+$21.4M +679.3K shares	$21.4M 679.3K shares
MONETA GROUP INVESTMENT ADVISORS LLC RIA/Wealth	+$19.7M +624.3K shares	$19.7M 624.3K shares
Beacon Pointe Advisors, LLC RIA/Wealth	+$13.9M +441.5K shares	$16.4M 521.1K shares
Foster Group, Inc. RIA/Wealth	+$12.8M +406.9K shares	$126.8M 4.0M shares
Nelson, Van Denburg & Campbell Wealth Management Group, LLC RIA/Wealth	+$11.8M +373.1K shares	$13.4M 424.2K shares

Biggest Sellers

Institution	Net Sold	Current Position
C CI Private Wealth, LLC RIA/Wealth	−$39.3M −1.2M shares	$14.6M 463.7K shares
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	−$38.5M −1.2M shares	$35.1M 1.1M shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	−$23.1M −797.0K shares	Sold Off 0 shares
F FLOW TRADERS U.S. LLC Institution	−$12.7M −438.3K shares	Sold Off 0 shares
Integrated Wealth Concepts LLC RIA/Wealth	−$6.7M −212.7K shares	$5.1M 161.6K shares
FIRST FINANCIAL HOLDINGS, INC. Institution	−$5.3M −168.0K shares	$4.0M 127.3K shares
Elser Financial Planning, Inc RIA/Wealth	−$5.2M −176.8K shares	Sold Off 0 shares
A ATRIA INVESTMENTS LLC Institution	−$4.7M −148.8K shares	$3.2M 102.0K shares
Colony Family Offices, LLC Family Office	−$4.2M −132.7K shares	$18.3M 580.3K shares
Security Financial Services, INC. RIA/Wealth	−$3.5M −111.8K shares	$12.4M 394.2K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited DFAE in Q3 2025

New Positions: 36
New Value: $153.6M
Exited Positions: 17
Exited Value: $49.9M

New Positions

Institution	Position Value
W WASHINGTON TRUST BANK Institution	$77.1M 2.4M shares
V Vise Technologies, Inc. Institution	$21.4M 679.3K shares
MONETA GROUP INVESTMENT ADVISORS LLC RIA/Wealth	$19.7M 624.3K shares
ROCKLAND TRUST CO Private Equity	$10.3M 325.3K shares
BAKER TILLY FINANCIAL, LLC RIA/Wealth	$6.4M 118.5K shares
PFG Private Wealth Management, LLC RIA/Wealth	$5.6M 178.8K shares
AlphaStar Capital Management, LLC RIA/Wealth	$2.5M 78.1K shares
Tandem Financial, LLC RIA/Wealth	$1.8M 58.5K shares
Clear Creek Financial Management, LLC RIA/Wealth	$1.3M 40.9K shares
INTL FCSTONE INC. Institution	$1.1M 36.4K shares

Exited Positions

Institution	Previous Position
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$23.1M 797.0K shares
F FLOW TRADERS U.S. LLC Institution	$12.7M 438.3K shares
Elser Financial Planning, Inc RIA/Wealth	$5.2M 176.8K shares
Kingstone Capital Partners Texas, LLC RIA/Wealth	$3.2M 110.9K shares
SRS Capital Advisors, Inc. RIA/Wealth	$2.7M 93.7K shares
SUMMIT WEALTH GROUP LLC / CO RIA/Wealth	$1.7M 60.3K shares
M MAIRS & POWER INC Institution	$285.2K 9.9K shares
Main Street Financial Solutions, LLC RIA/Wealth	$245.3K 8.5K shares
C Concord Asset Management, LLC/VA RIA/Wealth	$239.6K 8.3K shares
D DRIVE WEALTH MANAGEMENT, LLC RIA/Wealth	$227.9K 7.9K shares

Options Activity

Institutions with the largest Call and Put options positions in DFAE as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with DFAE as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Aquire Wealth Advisors, LLC RIA/Wealth	Reese J Harper Founder	8.81% $35.8M	1.1M shares	Q4 2021 Held for 3y 11m	$406.0M
C Chico Wealth RIA Institution	-	8.70% $12.8M	406.1K shares	Q1 2022 Held for 3y 8m	$147.1M
CPA Asset Management LLC RIA/Wealth	Mark Bradley Elhilow President	7.98% $20.3M	643.8K shares	Q4 2022 Held for 2y 11m	$254.4M
First Bancorp, Inc /ME/ Institution	Bruce Tindal CEO	7.82% $14.7M	465.8K shares	Q1 2025 Held for 8 months	$187.9M
Morling Financial Advisors, LLC RIA/Wealth	Matthew James Shibata Managing Partner	7.70% $23.2M	735.9K shares	Q2 2022 Held for 3y 5m	$301.3M
R RAM Investment Partners, LLC Institution	-	7.01% $37.4M	1.2M shares	Q4 2022 Held for 2y 11m	$533.1M
Great Point Wealth Advisors, LLC RIA/Wealth	Peter Vincent Disch Managing Partner	6.50% $34.6M	1.1M shares	Q3 2025 Held for 2 months	$532.2M
Envision Financial Planning, LLC RIA/Wealth	Stacey Stephenson Hyde President	6.44% $15.0M	476.3K shares	Q3 2023 Held for 2y 2m	$233.2M
Avondale Wealth Management RIA/Wealth	Justin Coy Jacobs CEO	6.32% $11.9M	376.2K shares	Q2 2023 Held for 2y 5m	$187.7M
Pioneer Wealth Management Group RIA/Wealth	Milad Taghehchian CEO	6.14% $19.0M	602.9K shares	Q1 2025 Held for 8 months	$309.8M

Hedge Fund Spotlight

Discover hedge funds investing in DFAE

Quent Capital, LLC

Hedge Fund • Long/Short

Portfolio ManagerWilliam Albert Jollie

Portfolio Value: $1.2B
Positions: 1,433
Last Reported: Q3 2025

Sector Allocation

Position in Dimensional Emerging Core Equity Market

Market Value: $694.0
Shares Held: 22.0
Portfolio Weight: 0.00%
Owned Since: 2025-Q3

Top Holding	Sector	Market Value	Weight
1 Vanguard Russell 1000 Growth VONG	ETF ETF	$129.0M	10.81%
2 SPDR Nuveen Bloomberg Short Term Municipal Bond SHM	ETF ETF	$79.3M	6.64%
3 iShares MSCI EAFE Growth EFG	ETF ETF	$59.0M	4.94%