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 |
| Newman Dignan & Sheerar, Inc. | 1.89% | Add +18.1% | 286,114 | $7.1M |
| Towneley Capital Management, Inc / DE | 1.73% | Add +0.6% | 284,743 | $7.0M |
| Larson Financial Group LLC | 0.54% | Reduce -7.7% | 282,575 | $7.0M |
| Plan Group Financial, LLC | 4.56% | Add +15.4% | 281,197 | $7.0M |
| Perritt Capital Management Inc | 3.67% | Reduce -0.1% | 274,782 | $6.8M |
| Betterment LLC | 0.02% | Reduce -8.5% | 268,440 | $6.6M |
| LPL Financial LLC | 0.00% | Reduce -8.9% | 259,996 | $6.4M |
| Advisory Alpha, LLC | 0.26% | Add +5.3% | 251,228 | $6.2M |
| Cerity Partners LLC | 0.02% | Add +47.9% | 249,998 | $6.2M |
| Legacy Financial Group, Inc. | 2.37% | Reduce -2.2% | 243,913 | $6.0M |
| Aptus Capital Advisors, LLC | 0.13% | Add +10.2% | 242,337 | $6.0M |
| Austin Wealth Management, LLC | 1.46% | Add +17.8% | 226,279 | $5.9M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.18% | New | 237,185 | $5.9M |
| FinDec Wealth Services, Inc. | 3.64% | Add +0.4% | 234,008 | $5.8M |
| UMB Bank, n.a. | 0.09% | No change | 233,237 | $5.8M |
| Monument Group Wealth Advisors, LLC | 4.26% | Add +14.0% | 232,391 | $5.7M |
| Financial Alternatives, Inc | 4.43% | Add +4.6% | 231,496 | $5.7M |
| Forum Private Client Group LLC | 2.74% | Add +7.6% | 229,299 | $5.7M |
| Private Advisor Group, LLC | 0.04% | Add +4.0% | 228,766 | $5.7M |
| MAI Capital Management | 0.06% | Add +12.6% | 226,060 | $5.6M |
| One Capital Management, LLC | 0.20% | Add +1.9% | 225,492 | $5.6M |
| Sterling Wealth Management, Inc. | 2.69% | Add +13.1% | 218,346 | $5.4M |
| Pinnacle Associates Ltd. | 0.08% | Reduce -0.7% | 214,085 | $5.3M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.57% | Reduce -0.7% | 213,980 | $5.3M |
| Jackson Thornton Wealth Management, LLC | 0.88% | Add +12.8% | 210,857 | $5.2M |
| Wealthquest Corp | 0.56% | Add +7.9% | 209,573 | $5.2M |
| tru Independence LLC | 1.52% | Reduce -19.7% | 209,419 | $5.2M |
| DecisionPoint Financial, LLC | 2.06% | Add +2.3% | 207,910 | $5.2M |
| Essential Planning, LLC. | 2.55% | Add +0.2% | 211,260 | $5.1M |
| Catalyst Private Wealth, LLC | 2.65% | Add +35.9% | 204,851 | $5.1M |
| Kure Advisory, LLC | 4.20% | Add +7.3% | 199,096 | $4.9M |
| Oceanside Advisors LLC | 3.85% | Add +2.6% | 188,002 | $4.6M |
| Arista Wealth Management, LLC | 3.55% | Reduce -61.6% | 187,847 | $4.6M |
| AE Wealth Management LLC | 0.05% | Add +11.3% | 186,783 | $4.6M |
| Relative Value Partners Group, LLC | 0.28% | Add +4.5% | 190,929 | $4.4M |
| Sageworth Trust Co | 0.28% | No change | 174,668 | $4.3M |
| Midwest Heritage Bank, FSB | 2.26% | Add +77.5% | 173,583 | $4.3M |
| Archford Capital Strategies, LLC | 0.72% | New | 172,988 | $4.3M |
| Rappaport Reiches Capital Management, LLC | 1.32% | Add +11.6% | 170,295 | $4.2M |
| Willow Creek Wealth Management Inc. | 0.48% | Reduce -8.6% | 165,399 | $4.1M |
| Stifel Financial Corp. | 0.00% | Reduce -9.9% | 163,374 | $4.0M |
| Tortoise Investment Management, LLC | 0.48% | Add +14.4% | 158,655 | $3.9M |
| Quantum Financial Advisors, LLC | 0.72% | Reduce -8.3% | 157,842 | $3.9M |
| Integrity Wealth Solutions LLC | 2.44% | Add +0.7% | 150,982 | $3.7M |
| Disciplined Investments, LLC | 2.03% | Add +15.4% | 150,421 | $3.7M |
| ML & R Wealth Management LLC | 0.85% | Reduce -13.8% | 149,621 | $3.7M |
| Sutton Place Investors LLC | 1.81% | Add +26.5% | 148,059 | $3.7M |
| Seven Mile Advisory | 2.71% | Add +1.5% | 144,409 | $3.6M |
| Apella Capital, LLC | 0.18% | Reduce -12.0% | 140,829 | $3.6M |
| Fort Henry Capital, LLC | 2.61% | Add +11.4% | 142,949 | $3.5M |
| Keb Asset Management, LLC | 1.21% | Add +1.6% | 142,869 | $3.5M |
| Heritage Wealth Management, Inc./Texas | 2.25% | Add +2.0% | 140,214 | $3.5M |
| Level Financial Advisors | 1.55% | Reduce -7.5% | 138,417 | $3.4M |
| Osaic Holdings, Inc. | 0.01% | Add +26.5% | 136,471 | $3.4M |
| Ledgewood Wealth Advisors, LLC | 3.10% | Add +1.4% | 134,824 | $3.3M |
| Builder Investment Group Inc. | 0.97% | Add +14.9% | 134,365 | $3.3M |
| AA Financial Advisors, LLC | 1.33% | Add +35.8% | 133,809 | $3.3M |
| Andrews, Lucia Wealth Management LLC | 2.31% | Add +6.7% | 131,289 | $3.2M |
| 1900 Wealth Management LLC | 0.29% | Reduce -47.1% | 127,850 | $3.2M |
| FMB Wealth Management | 2.49% | Add +0.0% | 126,193 | $3.1M |
| Sax Wealth Advisors, LLC | 0.35% | Reduce -32.4% | 119,629 | $3.0M |
| Burton Enright Welch | 0.71% | Reduce -0.3% | 118,585 | $2.9M |
| HFG Wealth Management, LLC | 1.72% | Add +4.4% | 118,306 | $2.9M |
| Stadion Money Management, LLC | 0.19% | Reduce -2.0% | 115,637 | $2.9M |
| Glass Jacobson Investment Advisors llc | 1.04% | Add +10.7% | 112,367 | $2.8M |
| CreativeOne Wealth, LLC | 0.11% | Add +137.8% | 111,454 | $2.8M |
| Pettinga Financial Advisors LLC | 0.70% | Add +546.7% | 111,326 | $2.8M |
| Cassady Schiller Wealth Management, LLC | 1.23% | Add +26.5% | 111,166 | $2.7M |
| PFG Advisors | 0.20% | Add +8.1% | 110,302 | $2.7M |
| CVA Family Office, LLC | 0.48% | Reduce -13.6% | 109,610 | $2.7M |
| Waypoint Wealth Partners Inc. | 0.76% | Reduce -4.5% | 107,425 | $2.7M |
| IFP Advisors, Inc | 0.11% | Add +1.1% | 103,022 | $2.5M |
| Baker Boyer National Bank | 0.87% | Add +4.6% | 102,403 | $2.5M |
| RCS Financial Planning, LLC | 1.55% | Reduce -3.5% | 102,202 | $2.5M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +3.9% | 96,707 | $2.4M |
| Heritage Wealth Management, Inc. | 2.37% | Reduce -2.7% | 96,524 | $2.4M |
| Waterfront Wealth Inc. | 0.66% | New | 95,487 | $2.4M |
| Annapolis Financial Services, LLC | 0.78% | Reduce -64.1% | 95,521 | $2.4M |
| Saxony Capital Management, LLC | 2.84% | Add +5.2% | 95,160 | $2.4M |
| Raymond James & Associates | 0.00% | Add +2.8% | 94,685 | $2.3M |
| Adero Partners, LLC | 0.17% | Reduce -1.4% | 89,952 | $2.2M |
| Lodestone Wealth Management LLC | 1.13% | Add +0.1% | 87,498 | $2.2M |
| RFG Advisory, LLC | 0.07% | Add +3.9% | 84,377 | $2.1M |
| Financial Symmetry Inc | 1.80% | Add +15.1% | 83,409 | $2.1M |
| Cardiff Park Advisors, LLC | 0.19% | Add +20.6% | 78,961 | $2.0M |
| Keebeck Wealth Management | 0.27% | Add +1.1% | 75,497 | $1.9M |
| Security Financial Services, INC. | 0.42% | Add +5.0% | 74,785 | $1.8M |
| Tillman Hartley LLC | 0.63% | Add +1.8% | 74,596 | $1.8M |
| Allworth Financial LP | 0.01% | Add +7.0% | 73,448 | $1.8M |
| Claris Advisors, LLC / Mo / | 0.91% | Add +18.7% | 72,709 | $1.8M |
| Northwest Wealth Management, LLC | 0.49% | Add +127.5% | 71,663 | $1.8M |
| Total Wealth Planning, LLC | 0.30% | Reduce -0.5% | 71,476 | $1.8M |
| Versant Capital Management, Inc | 0.50% | Reduce -9.8% | 71,334 | $1.8M |
| Zhang Financial LLC | 0.13% | Add +0.1% | 70,976 | $1.8M |
| CGN Advisors LLC | 0.22% | Reduce -4.1% | 70,453 | $1.7M |
| GEM Asset Management, LLC | 1.16% | Add +5.1% | 71,734 | $1.7M |
| Penobscot Wealth Management | 1.09% | Add +35.7% | 69,597 | $1.7M |
| Equitable Holdings, Inc. | 0.02% | Add +15.6% | 67,945 | $1.7M |
| Lauer Wealth, LLC | 1.46% | Add +2.9% | 67,085 | $1.7M |
| Meritas Wealth Management, LLC | 1.16% | Add +0.1% | 67,487 | $1.7M |
| Linscomb Wealth, Inc. | 0.09% | New | 67,319 | $1.7M |
| Yoder Wealth Management, Inc. | 1.08% | Add +9.1% | 67,055 | $1.7M |
| City State Bank | 0.72% | Add +9.6% | 65,734 | $1.6M |
| Aviance Capital Partners, LLC | 0.24% | Add +21.1% | 64,820 | $1.6M |
| Blue Trust, Inc. | 0.02% | Add +25.8% | 64,727 | $1.6M |
| Gradient Capital Advisors, LLC | 0.58% | Reduce -1.1% | 64,443 | $1.6M |
| Breakwater Capital Group | 0.40% | Reduce -0.5% | 64,243 | $1.6M |
| Peapack Gladstone Financial Corp. | 0.02% | No change | 63,620 | $1.6M |
| Beta Wealth Group, Inc. | 0.76% | Add +4.4% | 63,193 | $1.6M |
| Pathstone Holdings, LLC | 0.01% | Reduce -28.5% | 63,142 | $1.6M |
| American Investment Services, Inc. | 0.27% | Reduce -28.5% | 62,576 | $1.5M |
| Pinnacle Financial Group, LLC / IL | 0.68% | Add +27.0% | 62,509 | $1.5M |
| Okabena Investment Services Inc. | 0.51% | Reduce -40.6% | 62,241 | $1.5M |
| Porter White Investment Advisors, Inc. | 0.80% | Add +23.3% | 60,689 | $1.5M |
| Heritage Financial Services, LLC | 0.22% | Add +12.6% | 60,687 | $1.5M |
| LaSalle St. Investment Advisors, LLC | 0.84% | Add +13.3% | 60,855 | $1.5M |
| Krilogy Financial LLC | 0.11% | No change | 60,285 | $1.5M |
| Wealthspire Advisors, LLC | 0.02% | Add +4.3% | 60,048 | $1.5M |
| Waddell & Associates, LLC | 0.20% | Reduce -34.1% | 59,022 | $1.5M |
| Sequoia Financial Advisors, LLC | 0.02% | Reduce -25.9% | 58,317 | $1.4M |
| Hutchinson Capital Management | 0.29% | Add +6.3% | 58,222 | $1.4M |
| Chicago Partners Investment Group LLC | 0.06% | Reduce -17.4% | 58,493 | $1.4M |
| Evanson Asset Management, LLC | 0.11% | Reduce -4.7% | 57,439 | $1.4M |
| PrairieView Partners, LLC | 0.16% | Reduce -0.0% | 57,359 | $1.4M |
| Bay Harbor Wealth Management, LLC | 0.50% | Add +16.1% | 56,759 | $1.4M |
| AdvisorNet Financial, Inc | 0.13% | Reduce -40.3% | 56,661 | $1.4M |
| MBA Advisors LLC | 0.72% | Add +9.7% | 56,205 | $1.4M |
| Avior Wealth Management, LLC | 0.06% | Reduce -32.5% | 55,915 | $1.4M |
| Syverson Strege & Co | 0.49% | Add +5.3% | 55,370 | $1.4M |
| Kestra Advisory Services, LLC | 0.01% | Add +6.0% | 54,964 | $1.4M |
| Quad-Cities Investment Group, LLC | 0.78% | Add +3.4% | 54,281 | $1.3M |
| Clarity Capital Advisors, LLC | 1.06% | Add +6.1% | 53,723 | $1.3M |
| Birchcreek Wealth Management, LLC | 0.69% | Add +0.5% | 53,231 | $1.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +16.5% | 52,985 | $1.3M |
| Plancorp, LLC | 0.06% | Add +48.9% | 52,755 | $1.3M |
| Seven Springs Wealth Group, LLC | 0.51% | Reduce -3.4% | 52,548 | $1.3M |
| Valued Wealth Advisors LLC | 0.91% | Reduce -81.1% | 52,229 | $1.3M |
| Cahill Wealth Management, LLC | 0.74% | Reduce -0.3% | 51,704 | $1.3M |
| Investmark Advisory Group LLC | 0.68% | Add +6.0% | 50,224 | $1.2M |
| Mills Wealth Advisors LLC | 0.90% | Reduce -21.1% | 49,411 | $1.2M |
| Citadel Advisors | 0.00% | New | 48,895 | $1.2M |
| AlTi Global, Inc. | 0.03% | Reduce -46.3% | 47,500 | $1.2M |
| Vermillion & White Wealth Management Group, LLC | 0.94% | Add +1.7% | 47,472 | $1.2M |
| 180 Wealth Advisors, LLC | 0.21% | Add +31.6% | 47,143 | $1.2M |
| Cannon Financial Strategists, Inc. | 0.23% | Reduce -10.4% | 47,108 | $1.2M |
| Foster & Motley Inc. | 0.08% | Reduce -0.7% | 45,134 | $1.1M |
| Werba Rubin Papier Wealth Management | 0.31% | Add +0.0% | 43,765 | $1.1M |
| Jacobi Capital Management LLC | 0.10% | Add +192.1% | 43,447 | $1.1M |
| First Command Advisory Services, Inc. | 0.01% | Reduce -29.8% | 42,887 | $1.1M |
| Sollinda Capital Management LLC | 0.33% | Add +13.2% | 42,478 | $1.1M |
| Retirement Guys Formula LLC | 0.50% | Reduce -0.4% | 41,880 | $1.0M |
| Mustard Seed Financial, LLC | 1.01% | Add +107.1% | 41,000 | $1.0M |
| Capital Investment Advisory Services, LLC | 0.11% | Add +6.0% | 40,115 | $992K |
| Walden Wealth Partners LLC | 0.57% | Reduce -3.7% | 39,252 | $975K |
| Financial Advocates Investment Management | 0.06% | Reduce -80.9% | 39,386 | $974K |
| Cypress Point Wealth Management, LLC | 0.50% | New | 39,305 | $972K |
| Morton Capital Management LLC | 0.26% | Reduce -10.7% | 38,768 | $958K |
| Soundmark Wealth Management, LLC | 0.42% | Reduce -2.2% | 38,531 | $952K |
| Sprinkle Financial Consultants LLC | 0.78% | Add +0.1% | 37,015 | $915K |
| L & S Advisors Inc | 0.11% | Add +1.4% | 36,331 | $898K |
| Shearwater Capital LLC | 0.66% | Reduce -4.0% | 36,135 | $893K |
| Bridge Advisory, LLC | 0.43% | Add +0.0% | 34,797 | $860K |
| Presidio Capital Management, LLC | 0.61% | Add +0.6% | 33,943 | $839K |
| AQR Capital Management | 0.00% | Add +23.1% | 32,545 | $805K |
| Tanager Wealth Management LLP | 0.13% | Add +12.4% | 32,057 | $792K |
| DDD Partners, LLC | 0.10% | Add +8.1% | 31,811 | $786K |
| ARK & TLK Investments, LLC | 0.31% | Reduce -3.4% | 31,798 | $786K |
| Flagstone Financial Management | 0.30% | Add +0.3% | 31,663 | $783K |
| Cordant, Inc. | 0.45% | Reduce -5.3% | 31,584 | $781K |
| American Capital Advisory, LLC | 0.66% | Reduce -39.7% | 33,026 | $760K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +3.1% | 30,705 | $759K |
| Orion Portfolio Solutions, LLC | 0.01% | Add +3.1% | 30,705 | $759K |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.0% | 30,242 | $748K |
| Cambridge Financial Group, LLC | 0.35% | Add +1.2% | 29,768 | $736K |
| Mutual Advisors, LLC | 0.02% | Reduce -91.3% | 29,186 | $721K |
| CarsonAllaria Wealth Management, Ltd. | 0.44% | Add +3.8% | 28,501 | $705K |
| WMS Partners, LLC | 0.05% | Reduce -1.4% | 28,200 | $697K |
| Lam Group, Inc. | 0.57% | Add +0.0% | 28,100 | $695K |
| BCU Wealth Advisors, LLC | 0.58% | Add +51.5% | 27,696 | $685K |
| Total Clarity Wealth Management, Inc. | 0.22% | Add +3.9% | 25,962 | $642K |
| Patriot Financial Group Insurance Agency, LLC | 0.10% | Add +3.0% | 24,350 | $602K |
| Drive Wealth Management, LLC | 0.17% | Reduce -12.8% | 23,856 | $590K |
| Baird Financial Group, Inc. | 0.00% | Reduce -10.9% | 23,795 | $588K |
| Signature Resources Capital Management, LLC | 0.55% | Reduce -6.7% | 24,350 | $587K |
| Ameritas Advisory Services, LLC | 0.02% | New | 23,296 | $585K |
| Naples Global Advisors, LLC | 0.06% | No change | 23,485 | $581K |
| Valeo Financial Advisors, LLC | 0.02% | Add +57.4% | 23,624 | $579K |
| Highland Financial Advisors, LLC | 0.23% | Reduce -29.8% | 23,143 | $572K |
| Lauterbach Financial Advisors, LLC | 0.37% | Add +17.0% | 22,928 | $567K |
| Savant Capital, LLC | 0.01% | Reduce -73.3% | 22,716 | $562K |
| Hoylecohen, LLC | 0.04% | Add +1.4% | 22,684 | $561K |
| Bristlecone Advisors, LLC | 0.05% | Reduce -3.0% | 22,649 | $560K |
| VanderPol Investments L.L.C. | 1.54% | Reduce -3.5% | 21,686 | $536K |
| Farther Finance Advisors, LLC | 0.03% | Add +0.4% | 21,534 | $533K |
| Eaton-Cambridge Inc. | 0.28% | Add +33.3% | 21,333 | $527K |
| Principal Securities, Inc. | 0.02% | Add +53.4% | 21,288 | $526K |
| Samalin Investment Counsel, LLC | 0.25% | Add +5.9% | 20,987 | $519K |
| Rehmann Capital Advisory Group | 0.04% | Reduce -2.7% | 20,564 | $508K |
| Tranquility Partners, LLC | 0.20% | Add +8.4% | 20,445 | $505K |
| USAdvisors Wealth Management, LLC | 0.19% | Add +6.4% | 20,307 | $500K |
| Comerica Bank | 0.00% | Add +13.7% | 19,672 | $486K |
| Alkeme Wealth, LLC | 0.22% | Add +3.4% | 19,340 | $480K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -14.6% | 19,150 | $473K |
| DBK Financial Counsel, LLC | 0.49% | Add +12.6% | 19,000 | $470K |
| Investment Advisory Group, LLC | 0.19% | Reduce -18.4% | 18,891 | $467K |
| Wealthfront Advisers LLC | 0.00% | Add +63.2% | 18,783 | $464K |
| WMG Financial Advisors, LLC | 0.26% | Reduce -8.4% | 18,492 | $457K |
| Spire Wealth Management | 0.01% | Add +5.3% | 18,146 | $449K |
| Rather & Kittrell, Inc. | 0.13% | Reduce -12.7% | 18,039 | $446K |
| IFG Advisors, LLC | 0.11% | Add +0.3% | 17,816 | $440K |
| Prosperity Planning, Inc. | 0.20% | Reduce -0.1% | 17,064 | $422K |
| Abel Hall, LLC | 0.31% | Add +0.2% | 16,889 | $417K |
| Ruedi Wealth Management, Inc. | 0.17% | Add +1.0% | 16,789 | $415K |
| Eastover Investment Advisors LLC | 0.20% | No change | 16,745 | $414K |
| Cherry Tree Wealth Management, LLC | 0.10% | Reduce -4.6% | 16,558 | $409K |
| Texas Capital Bank Wealth Management Services Inc | 0.04% | New | 16,532 | $409K |
| Fortress Wealth Management, Inc. | 0.21% | Add +0.1% | 16,452 | $407K |
| Parsons Capital Management Inc. | 0.03% | Reduce -16.4% | 16,391 | $405K |
| Quarry Hill Advisors, LLC | 0.29% | No change | 16,183 | $400K |
| SJS Investment Consulting Inc. | 0.08% | No change | 16,000 | $396K |
| Acorn Wealth Advisors, LLC | 0.18% | Add +35.7% | 14,223 | $352K |
| Marshall Financial Group, LLC | 0.10% | Reduce -40.6% | 14,155 | $350K |
| Aire Advisors, LLC | 0.08% | No change | 14,075 | $348K |
| Foster Group, Inc. | 0.02% | New | 13,876 | $343K |
| Townsquare Capital LLC | 0.01% | Reduce -0.1% | 13,715 | $339K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -16.9% | 13,576 | $336K |
| Dopkins Wealth Management, LLC | 0.20% | New | 13,328 | $329K |
| Canopy Partners, LLC | 0.16% | New | 13,170 | $326K |
| Hill Investment Group Partners, LLC | 0.05% | Reduce -10.8% | 13,074 | $323K |
| D.A. Davidson & Co. | 0.00% | Reduce -11.3% | 12,885 | $319K |
| Elevate Wealth Advisory, Inc. | 0.27% | Reduce -19.1% | 12,355 | $305K |
| Great Valley Advisor Group, Inc. | 0.01% | No change | 12,313 | $304K |
| Maryland Capital Advisors Inc. | 0.19% | Add +0.1% | 12,298 | $304K |
| Abacus Planning Group, Inc. | 0.06% | New | 11,878 | $294K |
| Apollon Wealth Management, LLC | 0.01% | New | 11,824 | $292K |
| REDW Wealth LLC | 0.08% | No change | 11,547 | $285K |
| Websterrogers Financial Advisors, LLC | 0.10% | Add +0.0% | 11,395 | $282K |
| Parcion Private Wealth LLC | 0.02% | Reduce -43.9% | 11,392 | $282K |
| Truist Financial Corp. | 0.00% | Add +1.3% | 11,328 | $280K |
| Wedmont Private Capital | 0.02% | No change | 11,075 | $279K |
| Cowa, LLC | 0.16% | New | 11,213 | $277K |
| Lifeworks Advisors, LLC | 0.07% | New | 10,623 | $263K |
| Raymond James Trust N.A. | 0.01% | Add +18.8% | 10,310 | $255K |
| Pinnacle Family Advisors, LLC | 0.13% | Add +3.1% | 10,175 | $252K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -5.0% | 10,041 | $248K |
| Leading Edge Financial Planning LLC | 0.11% | Reduce -20.7% | 9,950 | $246K |
| C M Bidwell & Associates Ltd. | 0.17% | Reduce -3.4% | 9,908 | $245K |
| Tanglewood Legacy Advisors, LLC | 0.12% | No change | 9,876 | $244K |
| Matisse Capital | 0.12% | Add +1.2% | 9,867 | $244K |
| Caprock Group, LLC | 0.01% | No change | 9,675 | $239K |
| Burney Co./ | 0.01% | Reduce -25.6% | 9,441 | $233K |
| G2 Capital Management, LLC / Oh | 0.07% | Add +7.7% | 9,264 | $229K |
| Greenspring Advisors, LLC | 0.05% | No change | 8,662 | $214K |
| Stratos Wealth Partners, LTD. | 0.00% | No change | 8,622 | $213K |
| Private Trust Co. NA | 0.02% | Add +0.1% | 8,607 | $213K |
| Passive Capital Management, LLC. | 0.08% | New | 8,235 | $204K |
| Trinity Financial Advisors LLC | 0.09% | New | 8,225 | $203K |
| Lakeridge Wealth Management LLC | 0.13% | Reduce -10.2% | 8,209 | $203K |
| Morgan Stanley | 0.00% | Reduce -23.1% | 8,049 | $199K |
| Clearstead Advisors, LLC | 0.01% | Add +5.1% | 6,484 | $166K |
| Blume Capital Management, Inc. | 0.04% | Add +59.8% | 5,800 | $143K |
| Morris Financial Concepts, Inc. | 0.07% | Add +17.2% | 5,774 | $143K |
| NewEdge Advisors, LLC | 0.00% | Add +90.5% | 5,703 | $141K |
| Red Lighthouse Investment Management, LLC | 0.06% | No change | 5,581 | $138K |
| Bromfield Sneider Wealth Advisors | 0.08% | Add +0.1% | 5,167 | $128K |
| US Bancorp \de | 0.00% | Reduce -62.6% | 4,560 | $113K |
| Sanctuary Wealth Management, L.L.C. | 0.09% | Reduce -26.6% | 4,394 | $109K |
| Financial Synergies Wealth Advisors, Inc. | 0.01% | Add +4983.8% | 3,762 | $93K |
| North Star Investment Management Corp. | 0.01% | New | 3,504 | $87K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Reduce -8.8% | 2,347 | $58K |
| Financial Gravity Asset Management, Inc. | 0.02% | Reduce -98.0% | 2,371 | $57K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -9.7% | 2,287 | $56K |
| St Germain D J Co. Inc. | 0.00% | No change | 2,234 | $55K |
| Aspire Private Capital, LLC | 0.01% | Add +0.8% | 1,939 | $48K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 1,742 | $43K |
| Global Retirement Partners, LLC | 0.00% | No change | 1,542 | $38K |
| Glassman Wealth Services | 0.01% | No change | 1,340 | $33K |
| Pinnacle Bancorp, Inc. | 0.01% | Add +7.2% | 1,335 | $33K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | Add +396.3% | 1,335 | $33K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 1,080 | $27K |
| Eagle Bay Advisors LLC | 0.02% | No change | 1,078 | $27K |
| Parallel Advisors, LLC | 0.00% | Add +285.2% | 1,013 | $25K |
| First Manhattan Co. Llc. | 0.00% | No change | 932 | $23K |
| Washington Trust Advisors, Inc. | 0.00% | Add +0.9% | 884 | $22K |
| Heck Capital Advisors, LLC | 0.00% | No change | 807 | $20K |
| Geneos Wealth Management Inc. | 0.00% | No change | 730 | $18K |
| Qube Research & Technologies Ltd | 0.00% | Add +335.5% | 723 | $18K |
| Raffa Wealth Management, LLC | 0.01% | No change | 681 | $17K |
| Howe & Rusling Inc. | 0.00% | New | 558 | $14K |
| Parkside Financial Bank & Trust | 0.00% | Add +17.5% | 383 | $9K |
| TruNorth Capital Management, LLC | 0.00% | — | 368 | $9K |
| Financial Connections Group, Inc. | 0.01% | No change | 350 | $9K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 363 | $9K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +8.1% | 293 | $7K |
| Voisard Asset Management Group, Inc. | 0.00% | Add +30.4% | 279 | $7K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | Reduce -54.9% | 231 | $6K |
| JNBA Financial Advisors | 0.00% | New | 215 | $5K |
| McIlrath & Eck, LLC | 0.00% | No change | 204 | $5K |
| Asset Dedication, LLC | 0.00% | Add +179.7% | 207 | $5K |
| Tucker Asset Management LLC | 0.00% | No change | 193 | $5K |
| Castleview Partners, LLC | 0.00% | No change | 172 | $4K |
| Kathleen S. Wright Associates Inc. | 0.00% | New | 170 | $4K |
| CIBC Private Wealth Group LLC | 0.00% | New | 159 | $4K |
| Salem Investment Counselors Inc. | 0.00% | Add +113.2% | 145 | $4K |
| Orion Capital Management LLC | 0.00% | Reduce -22.7% | 136 | $3K |
| Frazier Financial Advisors, LLC | 0.00% | Reduce -63.8% | 125 | $3K |
| NorthRock Partners, LLC | 0.00% | No change | 74 | $2K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +34.1% | 59 | $1K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 31 | $760 |
| Ancora Advisors LLC | 0.00% | No change | 10 | $247 |
| Creative Financial Designs Inc. | 0.00% | No change | 5 | $126 |
| Jamison Private Wealth Management, Inc. | 0.00% | New | 2,962 | $0 |
"% of holder's portfolio" is DFAE's weight in each manager's 13F, not the share of Dimensional Emerging Core Eq the manager owns.