Dimensional Emerging Core EqDFAEETF

13F holders, Q2 2026 (June 30)
716holders +43
68new positions
25sold out
2famous investors
$40.15avg. 13F price*

At the end of Q2 2026, 716 institutions reported holding Dimensional Emerging Core Eq (DFAE) in their 13F filings, up 43 from Q1 2026. 68 opened new positions and 25 sold out. The largest holders were Retirement Systems of Alabama ($509.4M), Mather Group, Llc. ($501.6M) and FMR LLC ($388.2M). 2 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
Dimensional Emerging Core Eq
CUSIP
25434V302
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 412Q1 2024Q2 2024: 435Q2 2024Q3 2024: 451Q3 2024Q4 2024: 514Q4 2024Q1 2025: 527Q1 2025Q2 2025: 555Q2 2025Q3 2025: 580Q3 2025Q4 2025: 646Q4 2025Q1 2026: 673Q1 2026Q2 2026: 716Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions68$98.3M
Exits25$24.1M

All 13F filers, Q1 2026 → Q2 2026: 14,904,355 shares bought and 10,654,019 shares sold, net +4,250,336 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 716 holders

Retirement Systems of Alabama 1.53% No change 12,668,769 $509.4M
Mather Group, Llc. 4.38% Add +3.2% 12,473,477 $501.6M
FMR LLC 0.02% Reduce -1.8% 9,655,546 $388.2M
Bank of America Corp. 0.02% Add +17.5% 7,986,445 $321.1M
UBS Group AG 0.04% Add +3.0% 6,959,996 $279.9M
Mariner, LLC 0.18% Add +2.4% 4,358,277 $175.2M
Foster Group, Inc. 3.81% Reduce -6.0% 3,569,348 $143.5M
Root Financial Partners, LLC 4.81% Reduce -4.6% 3,080,099 $123.9M
Vise Technologies, Inc. 1.35% Add +11.0% 2,965,059 $119.2M
Northwestern Mutual Wealth Management Co. 0.06% Add +4.6% 2,803,185 $112.7M
MAI Capital Management 0.40% Add +553.7% 2,587,135 $104.0M
Cerity Partners LLC 0.12% Add +10.2% 2,553,687 $102.7M
Washington Trust Bank 7.07% Reduce -3.5% 2,515,047 $101.1M
HighTower Advisors, LLC 0.10% Add +19.3% 2,473,379 $99.5M
TCI Wealth Advisors, Inc. 4.24% Add +18.5% 2,436,573 $98.0M
Wealthspire Advisors, LLC 0.53% Reduce -2.6% 2,373,919 $95.5M
Royal Bank of Canada 0.02% Add +20.9% 2,327,473 $93.6M
McKinley Carter Wealth Services, Inc. 4.77% Add +5.5% 2,299,652 $92.5M
Annex Advisory Services, LLC 1.56% Add +8.0% 2,267,929 $91.2M
Cetera Investment Advisers 0.08% Reduce -4.9% 2,236,440 $89.9M
Focus Partners Wealth 0.09% Add +0.8% 2,169,299 $87.2M
Coldstream Capital Management Inc. 1.08% Reduce -50.8% 2,121,551 $85.3M
True Link Financial Advisors, LLC 4.31% Add +1.8% 1,851,959 $74.5M
Envestnet Asset Management Inc. 0.02% Add +13.7% 1,669,301 $67.1M
Corient Private Wealth LP 0.09% Reduce -3.4% 1,591,105 $64.0M
Millburn Ridgefield LLC 1.19% Reduce -8.1% 1,568,138 $63.1M
Catalyst Capital Advisors LLC 1.05% Reduce -8.1% 1,568,138 $63.1M
Maseco LLP 1.63% Add +3.0% 1,441,537 $58.0M
Mercer Global Advisors Inc. 0.07% Add +6.2% 1,425,068 $57.3M
Creative Planning 0.03% Reduce -2.3% 1,407,715 $56.6M
Founders Financial Securities LLC 2.83% Reduce -1.5% 1,375,931 $55.3M
Horizon Investments, LLC 0.60% Reduce -50.6% 1,371,311 $55.1M
RAM Investment Partners, LLC 8.55% Add +0.3% 1,329,439 $53.5M
Focus Partners Advisor Solutions, LLC 0.44% Add +5.5% 1,300,402 $52.3M
Petersen Hastings Wealth Advisors Inc. 4.11% Reduce -5.1% 1,219,322 $49.0M
Assetmark, Inc. 0.08% Add +45759.8% 1,168,966 $47.0M
LPL Financial LLC 0.01% Reduce -0.9% 1,143,800 $46.0M
Aquire Wealth Advisors, LLC 10.46% Add +3.7% 1,134,603 $45.6M
Klaas Financial Asset Advisors, LLC 5.58% Add +3.5% 1,113,097 $44.8M
Great Point Wealth Advisors, LLC 7.01% Add +0.6% 1,080,125 $43.4M
OneDigital Investment Advisors LLC 0.36% Add +0.6% 1,055,561 $42.4M
Park Avenue Securities LLC 0.25% Add +7.2% 1,013,493 $40.8M
Savant Capital, LLC 0.12% Add +334.0% 1,009,811 $40.2M
West Financial Advisors, LLC 6.03% Add +14.5% 986,974 $39.7M
Ledyard National Bank 3.14% Reduce -2.7% 973,037 $39.1M
Factory Mutual Insurance Co. 0.35% Reduce -70.0% 924,700 $37.2M
RVW Wealth, LLC 2.36% Add +3.9% 892,305 $35.9M
Commonwealth Equity Services, LLC 0.04% Add +4.0% 838,859 $33.7M
Perigon Wealth Management, LLC 0.53% Add +2.5% 837,660 $33.7M
WPWealth LLP 4.92% Reduce -5.6% 824,717 $33.2M
Prime Capital Investment Advisors, LLC 0.32% Reduce -4.0% 817,044 $32.9M
Fiduciary Financial Group, LLC 3.69% Add +5.6% 808,884 $32.5M
Bedel Financial Consulting, Inc. 3.09% Add +3.6% 801,558 $32.2M
Mission Wealth Management, LP 0.39% Add +8.7% 776,286 $31.2M
Wealth Enhancement Advisory Services, LLC 0.05% Add +1.4% 773,891 $30.5M
Market Street Wealth Management Advisors LLC 4.26% Reduce -3.2% 745,037 $30.0M
Morling Financial Advisors, LLC 8.25% Reduce -4.2% 736,803 $29.6M
Financial Management Professionals, Inc. 2.79% New 732,886 $29.5M
Wealth Management Nebraska 2.52% Add +4.0% 702,365 $28.2M
Brighton Jones LLC 0.52% Add +3.9% 698,559 $28.1M
Annandale Capital, LLC 4.15% Reduce -2.8% 697,284 $28.0M
Diversified Portfolios, Inc. 2.03% Reduce -0.5% 696,657 $28.0M
Marquette Asset Management, LLC 3.60% Reduce -0.3% 695,550 $28.0M
JFS Wealth Advisors, LLC 1.39% Add +3.1% 692,698 $27.9M
Clearstead Advisors, LLC 0.26% Add +1.0% 686,310 $27.6M
CPA Asset Management Group, LLC 7.82% Reduce -1.2% 675,582 $27.2M
Pioneer Wealth Management Group 6.52% Add +1.3% 671,538 $27.0M
Stadion Money Management, LLC 2.29% Reduce -12.1% 661,418 $26.6M
Raymond James Financial Inc. 0.01% Add +9.6% 659,595 $26.5M
Evergreen Capital Management LLC 0.46% Add +14.6% 656,713 $26.4M
Everhart Financial Group, Inc. 1.69% Add +11.1% 656,464 $26.4M
BlueSky Wealth Advisors, LLC 3.03% Add +9.9% 651,220 $26.2M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.56% Add +7.9% 644,554 $25.9M
Beacon Pointe Advisors, LLC 0.12% Add +4.5% 644,490 $25.9M
Physician Wealth Advisors, Inc. 3.08% Reduce -17.8% 640,767 $25.8M
Arista Wealth Management, LLC 2.77% Add +3.6% 638,179 $25.7M
MCF Advisors LLC 0.91% Reduce -1.4% 636,720 $25.6M
Pallas Capital Advisors LLC 0.77% Add +6.7% 623,861 $25.1M
Berger Financial Group, Inc 1.28% Add +8.5% 623,436 $25.1M
Creative Capital Management Investments LLC 5.78% Add +5.2% 623,432 $25.1M
Moneta Group Investment Advisors LLC 0.18% Reduce -3.2% 606,993 $24.4M
Modera Wealth Management, LLC 0.26% Reduce -0.8% 601,461 $24.2M
Colony Family Offices, LLC 5.26% Reduce -2.1% 595,810 $24.0M
Moisand Fitzgerald Tamayo, LLC 2.32% Add +0.4% 590,139 $23.7M
Apella Capital, LLC 0.33% Reduce -0.3% 608,037 $23.5M
JPMorgan Chase & Co. 0.00% Reduce -2.1% 593,601 $23.5M
Index Fund Advisors, Inc. 0.93% Add +2.4% 580,565 $23.3M
Wealth Dimensions Group, Ltd. 4.13% Add +2.0% 573,500 $23.1M
Confluence Wealth Services, Inc. 0.65% Add +21.3% 566,077 $22.8M
Eclectic Associates Inc. 2.38% Reduce -1.2% 519,832 $20.9M
Austin Wealth Management, LLC 4.35% Add +1.6% 551,255 $20.6M
Avior Wealth Management, LLC 0.54% Reduce -9.5% 509,605 $20.5M
Atria Investments, Inc 0.20% New 504,576 $20.3M
EP Wealth Advisors, LLC 0.08% Add +0.0% 500,328 $20.1M
Bank of Montreal 0.01% Reduce -5.7% 499,518 $20.1M
Wescott Financial Advisory Group, LLC 1.55% Add +3.1% 496,979 $20.0M
Voisard Asset Management Group, Inc. 3.75% Reduce -0.9% 493,433 $19.8M
Sterling Wealth Management, Inc. 4.84% Reduce -0.9% 483,895 $19.5M
Freedom Investment Management, Inc. 5.35% Reduce -7.2% 478,127 $19.2M
Chico Wealth RIA 9.78% Add +0.1% 466,601 $18.8M

"% of holder's portfolio" is DFAE's weight in each manager's 13F, not the share of Dimensional Emerging Core Eq the manager owns.

Show all 716 holders