Who owns DFA Emerging Markets Core Equity Portfolio?
Institutional ownership of DFCEX from SEC Form 13F filings across 6 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
6
13F holders
$1.5M
value, 2026 filers
0%
of shares outstanding (70,924 sh)
2
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of DFCEX's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | KELLEHER FINANCIAL ADVISORS | 35,189 | $1.2M | 0.2% | 0% | +94.6% |
| 2 | Coston, McIsaac & Partners | 27,827 | $975 | 0.0% | 0% | -0.3% |
| 3 | OAKWORTH CAPITAL, INC. | 2,764 | $94,780 | 0.0% | 0% | +0.6% |
| 4 | Vermillion Wealth Management, Inc.NEW | 2,510 | $88,023 | 0.0% | 0% | new |
| 5 | Westside Investment Management, Inc. | 2,065 | $72,406 | 0.0% | 0% | 0.0% |
| 6 | NBT BANK, N.A.NEW | 569 | $19,953 | 0.0% | 0% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.