Who owns DFA Emerging Markets Core Equity Portfolio?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of DFCEX from SEC Form 13F filings across 8 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.
As of the 2026-06-30 reporting period, 8 institutions disclosed 144,861 shares of DFA Emerging Markets Core Equity Portfolio worth $5.1M — about 0% of shares outstanding; the largest disclosed holder is FIRST MERCHANTS CORP. Source: SEC Form 13F filings, parsed by EvidInvest.
8
13F holders
$5.1M
value, 2026 filers
0%
of shares outstanding (144,861 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 | FIRST MERCHANTS CORP | 73,801 | $2.6M | 0.1% | 0% | -4.1% |
| 2 | KELLEHER FINANCIAL ADVISORS | 35,189 | $1.2M | 0.2% | 0% | +94.6% |
| 3 | Coston, McIsaac & Partners | 27,827 | $975,000 | 0.2% | 0% | -0.3% |
| 4 | OAKWORTH CAPITAL, INC. | 2,764 | $94,780 | 0.0% | 0% | +0.6% |
| 5 | Vermillion Wealth Management, Inc.NEW | 2,510 | $88,023 | 0.0% | 0% | new |
| 6 | Westside Investment Management, Inc. | 2,065 | $72,406 | 0.0% | 0% | 0.0% |
| 7 | NBT BANK, N.A.NEW | 569 | $19,953 | 0.0% | 0% | new |
| 8 | Transce3nd, LLC | 136 | $4,664 | 0.0% | 0% | +0.7% |
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. Research, not investment advice.