Who Owns DFA DIMENSIONAL EMERGING CORE (DFAE)? -- Institutional Holders (2026-06-30)

744 institutions reported holding $8.42B of DFA DIMENSIONAL EMERGING CORE (DFAE) in SEC 13F filings for 2026-06-30. Largest institutional holders: Retirement Systems of Alabama ($509.4M), MATHER GROUP, LLC. ($501.6M), FMR LLC ($388.2M), BANK OF AMERICA CORP /DE/ ($321.1M), UBS Group AG ($279.9M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Retirement Systems of Alabama$509.4M12.7MHold
2MATHER GROUP, LLC.$501.6M12.5MAdded
3FMR LLC$388.2M9.7MTrimmed
4BANK OF AMERICA CORP /DE/$321.1M8.0MAdded
5UBS Group AG$279.9M7.0MAdded
6Mariner, LLC$175.2M4.4MAdded
7Foster Group, Inc.$143.5M3.6MTrimmed
8Root Financial Partners, LLC$123.9M3.1MTrimmed
9Vise Technologies, Inc.$119.2M3.0MAdded
10NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$112.7M2.8MAdded
11MAI Capital Management$104.0M2.6MAdded
12Cerity Partners LLC$102.7M2.6MAdded
13Washington Trust Bank$101.1M2.5MTrimmed
14HighTower Advisors, LLC$99.5M2.5MAdded
15TCI Wealth Advisors, Inc.$98.0M2.4MAdded
16Wealthspire Advisors, LLC$95.5M2.4MTrimmed
17Royal Bank of Canada$93.6M2.3MAdded
18McKinley Carter Wealth Services, Inc.$92.5M2.3MAdded
19Annex Advisory Services, LLC$91.2M2.3MAdded
20Cetera Investment Advisers$89.9M2.2MTrimmed
21Focus Partners Wealth$87.2M2.2MAdded
22COLDSTREAM CAPITAL MANAGEMENT INC$85.3M2.1MTrimmed
23True Link Financial Advisors, LLC$74.5M1.9MAdded
24ENVESTNET ASSET MANAGEMENT INC$67.1M1.7MAdded
25Corient Private Wealth LLC$64.0M1.6MTrimmed

Source: SEC Form 13F filings · as of 2026-06-30