Dimensional Emerging Core EqDFAEETF
13F holders, Q2 2024 (June 30)435holders +23
30new positions
14sold out
2famous investors
$25.87avg. 13F price*
At the end of Q2 2024, 435 institutions reported holding Dimensional Emerging Core Eq (DFAE) in their 13F filings, up 23 from Q1 2024. 30 opened new positions and 14 sold out. The largest holders were Retirement Systems of Alabama ($327.7M), FMR LLC ($191.1M) and UBS Group AG ($133.5M). 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $59.5M |
| Exits | 14 | $61.1M |
All 13F filers, Q1 2024 → Q2 2024: 16,981,310 shares bought and 8,197,436 shares sold, net +8,783,874 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 435 holders
| Retirement Systems of Alabama | 1.27% | No change | 12,668,769 | $327.7M |
| FMR LLC | 0.01% | Add +28.7% | 7,386,408 | $191.1M |
| UBS Group AG | 0.04% | Add +0.8% | 5,159,949 | $133.5M |
| Bank of America Corp. | 0.01% | Add +9.2% | 4,259,747 | $110.2M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -14.3% | 3,706,335 | $95.9M |
| Foster Group, Inc. | 3.54% | Add +24946.2% | 3,475,413 | $89.9M |
| Mariner, LLC | 0.16% | Add +5.6% | 3,156,258 | $81.7M |
| Mercer Global Advisors Inc. | 0.21% | Reduce -19.7% | 2,939,378 | $76.0M |
| Cable Hill Partners, LLC | 7.60% | Add +4.7% | 2,708,801 | $70.1M |
| Private Ocean, LLC | 4.96% | Add +5.2% | 2,172,254 | $56.2M |
| Corient Private Wealth LP | 0.09% | Add +7.8% | 2,080,942 | $53.8M |
| Millburn Ridgefield LLC | 1.22% | Reduce -0.6% | 1,767,305 | $45.7M |
| Catalyst Capital Advisors LLC | 1.06% | Reduce -0.6% | 1,767,305 | $45.7M |
| Creative Planning | 0.05% | Add +5.5% | 1,741,134 | $45.0M |
| Falcon Wealth Planning | 5.31% | Add +7.4% | 1,579,069 | $40.9M |
| True Link Financial Advisors, LLC | 3.49% | Add +1.7% | 1,455,898 | $37.7M |
| Factory Mutual Insurance Co. | 0.40% | New | 1,357,100 | $35.1M |
| Mission Wealth Management, LP | 0.92% | Reduce -16.3% | 1,316,899 | $34.1M |
| Cwm, LLC | 0.15% | Add +6.4% | 1,222,634 | $31.6M |
| EP Wealth Advisors, LLC | 0.33% | Add +8838.2% | 1,213,452 | $31.4M |
| Root Financial Partners, LLC | 6.74% | Add +24.8% | 1,113,404 | $28.8M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | Add +4.3% | 1,099,489 | $28.4M |
| Aquire Wealth Advisors, LLC | 9.25% | Add +5.1% | 1,064,769 | $27.5M |
| Great Point Wealth Advisors, LLC | 6.07% | Add +2.6% | 1,025,500 | $26.5M |
| RVW Wealth, LLC | 2.63% | Add +6.3% | 1,016,803 | $26.3M |
| Buckingham Strategic Wealth, LLC | 0.27% | Reduce -0.4% | 993,107 | $25.7M |
| West Financial Advisors, LLC | 4.83% | Add +2.8% | 898,719 | $23.2M |
| Royal Bank of Canada | 0.01% | Add +7.5% | 883,014 | $22.8M |
| RAM Investment Partners, LLC | 6.62% | Add +9.2% | 882,350 | $22.8M |
| Prime Capital Investment Advisors, LLC | 0.33% | Reduce -1.4% | 849,180 | $22.0M |
| Financial Planning & Information Services, Inc. | 3.17% | Reduce -3.4% | 801,708 | $20.7M |
| Ledyard National Bank | 1.97% | Add +1.4% | 786,152 | $20.3M |
| Market Street Wealth Management Advisors LLC | 3.40% | Add +3.0% | 766,756 | $19.8M |
| WPWealth LLP | 4.75% | Add +6.2% | 759,681 | $19.7M |
| Aveo Capital Partners, LLC | 2.13% | Reduce -0.3% | 724,573 | $18.7M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Reduce -5.1% | 714,013 | $18.5M |
| Founders Financial Securities LLC | 1.71% | Add +66.7% | 700,332 | $18.1M |
| Bank of Montreal | 0.01% | Reduce -53.0% | 690,230 | $17.9M |
| Horizon Investments, LLC | 0.49% | Add +67.3% | 691,360 | $17.9M |
| Diversified Portfolios, Inc. | 2.26% | Reduce -0.9% | 663,647 | $17.2M |
| Freedom Investment Management, Inc. | 1.40% | Reduce -0.2% | 660,021 | $17.1M |
| Marquette Asset Management, LLC | 2.90% | Add +1.9% | 659,519 | $17.1M |
| Avantax Advisory Services, Inc. | 0.12% | Add +63.1% | 657,430 | $17.0M |
| JFS Wealth Advisors, LLC | 1.34% | Reduce -0.5% | 655,236 | $17.0M |
| TCI Wealth Advisors, Inc. | 1.59% | Add +45.0% | 651,003 | $16.8M |
| Stifel Financial Corp. | 0.02% | Add +296.3% | 647,413 | $16.7M |
| CPA Asset Management Group, LLC | 8.66% | Add +1.0% | 625,255 | $16.2M |
| Modera Wealth Management, LLC | 0.23% | Add +18.8% | 596,007 | $15.4M |
| OneDigital Investment Advisors LLC | 0.19% | Add +47.8% | 587,357 | $15.2M |
| Perigon Wealth Management, LLC | 0.43% | Add +6.6% | 578,647 | $15.0M |
| Great Waters Wealth Management | 2.29% | Reduce -7.0% | 578,386 | $15.0M |
| Moisand Fitzgerald Tamayo, LLC | 2.22% | Add +2.6% | 572,965 | $14.8M |
| Annandale Capital, LLC | 3.01% | Add +17.4% | 559,603 | $14.5M |
| HighTower Advisors, LLC | 0.02% | Add +24.3% | 553,111 | $14.3M |
| Jane Street Group, LLC | 0.02% | Reduce -64.1% | 552,700 | $14.3M |
| Bedel Financial Consulting, Inc. | 2.07% | Add +0.7% | 546,253 | $14.1M |
| Colony Family Offices, LLC | 4.53% | Add +4.9% | 545,826 | $14.1M |
| Park Avenue Securities LLC | 0.17% | Add +11.9% | 545,694 | $14.1M |
| Fiduciary Financial Group, LLC | 3.39% | — | 523,986 | $14.1M |
| Morling Financial Advisors, LLC | 6.10% | Add +6.4% | 540,995 | $14.0M |
| Arista Wealth Management, LLC | 3.64% | Add +184.6% | 534,663 | $13.8M |
| Pallas Capital Advisors LLC | 0.61% | Add +1.1% | 515,942 | $13.5M |
| Dynamic Advisor Solutions LLC | 0.42% | Add +49.8% | 511,126 | $13.2M |
| Clearstead Advisors, LLC | 0.23% | Add +7770.0% | 510,291 | $13.2M |
| MML Investors Services, LLC | 0.05% | Reduce -1.8% | 487,963 | $12.6M |
| Physician Wealth Advisors, Inc. | 2.32% | Add +3.2% | 469,193 | $12.6M |
| Focus Partners Advisor Solutions, LLC | 0.33% | Add +10.7% | 485,753 | $12.6M |
| Creative Capital Management Investments LLC | 5.94% | Add +3.1% | 472,797 | $12.2M |
| Mather Group, Llc. | 0.15% | Add +8.1% | 482,695 | $11.9M |
| Collective Family Office LLC | 3.50% | Add +36.3% | 459,965 | $11.9M |
| DiNuzzo Private Wealth, Inc. | 1.60% | Reduce -0.2% | 457,393 | $11.8M |
| Cetera Investment Advisers | 0.03% | Add +44.7% | 452,434 | $11.7M |
| Wescott Financial Advisory Group, LLC | 1.34% | Add +27.0% | 447,118 | $11.6M |
| Brighton Jones LLC | 0.37% | Add +11.2% | 437,956 | $11.3M |
| CFS Investment Advisory Services, LLC | 0.91% | Add +0.4% | 434,213 | $11.2M |
| Integrated Wealth Concepts LLC | 0.15% | Reduce -62.3% | 433,276 | $11.2M |
| Voisard Asset Management Group, Inc. | 5.47% | Add +154816.9% | 432,218 | $11.2M |
| Envision Financial Planning, LLC | 8.48% | Add +5.0% | 428,370 | $11.1M |
| Efficient Advisors, LLC | 0.70% | Reduce -0.9% | 416,875 | $10.8M |
| Private Capital Management LLC | 2.13% | Add +12.0% | 414,322 | $10.7M |
| Pioneer Wealth Management Group | 5.67% | Add +12.2% | 413,003 | $10.7M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +19.5% | 387,812 | $10.0M |
| Avondale Wealth Management | 6.61% | Reduce -3.0% | 374,091 | $9.7M |
| Cerity Partners LLC | 0.03% | Add +49.0% | 372,361 | $9.6M |
| Index Fund Advisors, Inc. | 0.54% | Add +18.4% | 371,445 | $9.6M |
| Awm Capital, LLC | 1.46% | Reduce -1.6% | 371,052 | $9.6M |
| Chico Wealth RIA | 8.71% | Add +4.5% | 367,495 | $9.5M |
| TCP Asset Management, LLC | 2.37% | Add +4.3% | 361,785 | $9.4M |
| Keyes, Stange & Wooten Wealth Management, LLC | 6.28% | Add +6.4% | 348,649 | $9.0M |
| Evergreen Capital Management LLC | 0.32% | Add +0.5% | 344,535 | $8.9M |
| PBMares Wealth Management LLC | 2.18% | Add +10.5% | 343,633 | $8.9M |
| SOL Capital Management CO | 1.06% | Reduce -7.2% | 339,904 | $8.8M |
| Sequoia Financial Advisors, LLC | 0.10% | Add +457.1% | 324,883 | $8.4M |
| Bridgewater Advisors Inc. | 1.04% | Add +4.4% | 328,916 | $8.4M |
| DDFG, Inc | 2.57% | Reduce -0.8% | 321,170 | $8.3M |
| SC&H Financial Advisors, Inc. | 2.03% | Add +5.8% | 319,977 | $8.3M |
| Wealth Dimensions Group, Ltd. | 2.35% | Add +11.3% | 318,945 | $8.3M |
| Exencial Wealth Advisors, LLC | 0.31% | Reduce -5.3% | 313,645 | $8.1M |
| Diversify Wealth Management, LLC | 1.00% | — | 330,008 | $8.1M |
| Newman Dignan & Sheerar, Inc. | 2.07% | Add +8.3% | 309,945 | $8.0M |
"% of holder's portfolio" is DFAE's weight in each manager's 13F, not the share of Dimensional Emerging Core Eq the manager owns.