Dimensional Emerging Core EqDFAEETF
13F holders, Q1 2024 (March 31)412holders
2famous investors
$24.69avg. 13F price*
At the end of Q1 2024, 412 institutions reported holding Dimensional Emerging Core Eq (DFAE) in their 13F filings. The largest holders were Retirement Systems of Alabama ($313.2M), FMR LLC ($141.8M) and UBS Group AG ($126.5M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Dimensional Emerging Core Eq
- CUSIP
- 25434V302
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $59.8M |
| Exits | 20 | $7.2M |
Ownership 412 holders
| Retirement Systems of Alabama | 1.21% | No change | 12,668,769 | $313.2M |
| FMR LLC | 0.01% | Reduce -3.4% | 5,737,869 | $141.8M |
| UBS Group AG | 0.04% | Add +3.0% | 5,116,238 | $126.5M |
| Envestnet Asset Management Inc. | 0.04% | Reduce -0.2% | 4,326,013 | $106.9M |
| Bank of America Corp. | 0.01% | Add +14.3% | 3,899,583 | $96.4M |
| Mercer Global Advisors Inc. | 0.26% | Reduce -2.3% | 3,660,616 | $90.5M |
| Mariner, LLC | 0.15% | Add +4.3% | 2,987,923 | $73.9M |
| Cable Hill Partners, LLC | 7.44% | No change | 2,587,914 | $60.7M |
| Private Ocean, LLC | 5.41% | Add +14.2% | 2,064,259 | $51.0M |
| Corient Private Wealth LP | 0.09% | Add +7.7% | 1,931,336 | $47.7M |
| Millburn Ridgefield LLC | 1.22% | Add +11.5% | 1,778,007 | $44.0M |
| Catalyst Capital Advisors LLC | 1.06% | Add +11.5% | 1,778,007 | $44.0M |
| Creative Planning | 0.05% | Reduce -6.2% | 1,650,122 | $40.8M |
| Mission Wealth Management, LP | 1.04% | Add +13.4% | 1,573,081 | $38.9M |
| Jane Street Group, LLC | 0.05% | Add +174.7% | 1,538,886 | $38.0M |
| Falcon Wealth Planning | 5.76% | Add +8.5% | 1,470,022 | $36.3M |
| Bank of Montreal | 0.01% | Add +41.0% | 1,468,187 | $36.3M |
| True Link Financial Advisors, LLC | 3.39% | Add +4.0% | 1,431,811 | $35.4M |
| Evoke Wealth, LLC | 0.89% | New | 1,207,416 | $29.8M |
| Integrated Wealth Concepts LLC | 0.41% | Add +3.8% | 1,148,748 | $28.4M |
| Cwm, LLC | 0.14% | Add +14.7% | 1,148,674 | $28.4M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | Add +56.6% | 1,053,779 | $26.0M |
| Aquire Wealth Advisors, LLC | 8.75% | Add +4.8% | 1,013,074 | $25.0M |
| Great Point Wealth Advisors, LLC | 5.76% | Add +120.2% | 999,173 | $24.7M |
| Buckingham Strategic Wealth, LLC | 0.26% | Add +4.6% | 996,764 | $24.6M |
| RVW Wealth, LLC | 2.43% | Add +5.7% | 956,449 | $23.6M |
| Root Financial Partners, LLC | 6.54% | Add +19.1% | 892,200 | $22.1M |
| West Financial Advisors, LLC | 4.64% | Add +1.6% | 874,492 | $21.6M |
| Prime Capital Investment Advisors, LLC | 0.30% | Add +16.7% | 861,464 | $21.3M |
| Financial Planning & Information Services, Inc. | 3.08% | Add +0.6% | 830,015 | $20.5M |
| Royal Bank of Canada | 0.01% | Add +13.1% | 821,611 | $20.3M |
| RAM Investment Partners, LLC | 6.28% | Add +6.7% | 808,149 | $20.0M |
| Ledyard National Bank | 1.85% | Add +3.7% | 775,187 | $19.2M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Reduce -41.0% | 752,500 | $18.6M |
| Aveo Capital Partners, LLC | 2.02% | Add +3.8% | 726,588 | $18.6M |
| Market Street Wealth Management Advisors LLC | 3.23% | Add +7.9% | 744,802 | $18.4M |
| WPWealth LLP | 4.57% | Add +10.0% | 715,039 | $17.7M |
| Diversified Portfolios, Inc. | 2.33% | Add +0.4% | 669,782 | $16.6M |
| Freedom Investment Management, Inc. | 1.31% | Reduce -0.9% | 661,506 | $16.4M |
| JFS Wealth Advisors, LLC | 1.29% | Reduce -2.4% | 658,691 | $16.3M |
| Marquette Asset Management, LLC | 2.78% | Add +0.9% | 647,504 | $16.0M |
| Great Waters Wealth Management | 2.51% | Reduce -8.6% | 622,222 | $15.4M |
| CPA Asset Management Group, LLC | 8.57% | Reduce -0.4% | 619,085 | $15.3M |
| Moisand Fitzgerald Tamayo, LLC | 2.11% | Add +5.3% | 558,373 | $13.8M |
| Balyasny Asset Management L.P. | 0.04% | Add +166.3% | 548,062 | $13.5M |
| Perigon Wealth Management, LLC | 0.41% | Add +25.7% | 542,944 | $13.4M |
| Bedel Financial Consulting, Inc. | 2.10% | Add +2.0% | 542,600 | $13.4M |
| Colony Family Offices, LLC | 4.16% | Add +9.5% | 520,146 | $12.9M |
| Pallas Capital Advisors LLC | 0.53% | Add +4.7% | 510,172 | $12.6M |
| Morling Financial Advisors, LLC | 7.19% | Add +21.0% | 508,577 | $12.6M |
| Modera Wealth Management, LLC | 0.19% | Add +38.0% | 501,915 | $12.4M |
| JPMorgan Chase & Co. | 0.00% | Add +5.8% | 501,230 | $12.4M |
| MML Investors Services, LLC | 0.05% | Add +4.4% | 496,739 | $12.3M |
| Wilbanks Smith & Thomas Asset Management LLC | 0.34% | Add +2.0% | 490,963 | $12.1M |
| Park Avenue Securities LLC | 0.16% | Add +14.3% | 487,841 | $12.1M |
| Annandale Capital, LLC | 2.66% | Add +14.9% | 476,514 | $11.8M |
| Creative Capital Management Investments LLC | 5.86% | Add +7.9% | 458,440 | $11.3M |
| DiNuzzo Private Wealth, Inc. | 1.53% | Add +1.0% | 458,386 | $11.3M |
| Old Mission Capital LLC | 0.27% | Add +143.9% | 449,926 | $11.1M |
| TCI Wealth Advisors, Inc. | 1.09% | Add +20.5% | 448,942 | $11.1M |
| HighTower Advisors, LLC | 0.02% | Add +26.5% | 445,043 | $11.0M |
| Physician Wealth Advisors, Inc. | 2.30% | Add +2.4% | 454,567 | $10.9M |
| Focus Partners Advisor Solutions, LLC | 0.31% | Add +263.8% | 438,688 | $10.8M |
| Mather Group, Llc. | 0.17% | Reduce -0.1% | 446,398 | $10.8M |
| CFS Investment Advisory Services, LLC | 1.80% | Reduce -1.6% | 432,479 | $10.7M |
| Efficient Advisors, LLC | 0.67% | Add +8.1% | 420,802 | $10.4M |
| Founders Financial Securities LLC | 1.09% | Reduce -26.7% | 420,146 | $10.4M |
| GeoWealth Management, LLC | 0.40% | Add +6.9% | 419,294 | $10.4M |
| Horizon Investments, LLC | 0.27% | Reduce -26.8% | 413,228 | $10.2M |
| Envision Financial Planning, LLC | 8.16% | Add +15.8% | 407,999 | $10.1M |
| Avantax Advisory Services, Inc. | 0.09% | New | 403,053 | $10.0M |
| OneDigital Investment Advisors LLC | 0.15% | Add +131.4% | 397,475 | $9.8M |
| Brighton Jones LLC | 0.35% | Add +9.1% | 393,687 | $9.7M |
| Avondale Wealth Management | 6.69% | Add +5.2% | 385,851 | $9.5M |
| Awm Capital, LLC | 1.55% | Reduce -5.3% | 376,983 | $9.3M |
| Private Capital Management LLC | 2.01% | Add +10.2% | 370,074 | $9.1M |
| Pioneer Wealth Management Group | 5.20% | Add +13.1% | 368,000 | $9.1M |
| SOL Capital Management CO | 1.14% | Add +0.7% | 366,249 | $9.1M |
| Wescott Financial Advisory Group, LLC | 1.08% | Add +20.7% | 352,027 | $8.7M |
| Chico Wealth RIA | 8.22% | Add +6.0% | 351,820 | $8.7M |
| TCP Asset Management, LLC | 2.26% | Add +27.9% | 346,741 | $8.6M |
| Evergreen Capital Management LLC | 0.32% | Reduce -0.1% | 342,935 | $8.5M |
| Dynamic Advisor Solutions LLC | 0.28% | Reduce -4.6% | 341,325 | $8.4M |
| Collective Family Office LLC | 2.71% | Add +5.8% | 337,403 | $8.3M |
| Exencial Wealth Advisors, LLC | 0.31% | Add +1.9% | 331,285 | $8.2M |
| Beaird Harris Wealth Management, LLC | 0.80% | Add +0.3% | 330,770 | $8.2M |
| Keyes, Stange & Wooten Wealth Management, LLC | 7.13% | Add +13.0% | 327,562 | $8.1M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +141.0% | 324,606 | $8.0M |
| DDFG, Inc | 2.54% | Reduce -20.6% | 323,899 | $8.0M |
| Bridgewater Advisors Inc. | 1.17% | Add +11.4% | 314,919 | $7.8M |
| Index Fund Advisors, Inc. | 0.43% | Add +13.2% | 313,585 | $7.8M |
| Cetera Investment Advisers | 0.02% | Add +103.9% | 312,708 | $7.7M |
| PBMares Wealth Management LLC | 2.00% | Add +18.1% | 311,026 | $7.7M |
| Shore Point Advisors, LLC | 4.37% | Reduce -1.1% | 309,909 | $7.7M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -50.5% | 305,303 | $7.5M |
| SC&H Financial Advisors, Inc. | 1.95% | Add +2.3% | 302,509 | $7.5M |
| Vawter Financial, Ltd. | 5.21% | Add +3.1% | 290,510 | $7.2M |
| FirstPurpose Wealth LLC | 2.58% | Add +5.1% | 286,133 | $7.1M |
| Captrust Financial Advisors | 0.03% | Add +10.9% | 287,107 | $7.1M |
| Wealth Dimensions Group, Ltd. | 2.09% | Add +13.5% | 286,513 | $7.1M |
"% of holder's portfolio" is DFAE's weight in each manager's 13F, not the share of Dimensional Emerging Core Eq the manager owns.