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 |
| Shore Point Advisors, LLC | 4.54% | Reduce -0.3% | 308,968 | $8.0M |
| Vawter Financial, Ltd. | 5.43% | Add +5.2% | 305,607 | $7.9M |
| Kestra Advisory Services, LLC | 0.04% | Add +455.8% | 305,500 | $7.9M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -1.2% | 301,531 | $7.8M |
| Plan Group Financial, LLC | 4.70% | Add +5.7% | 297,101 | $7.7M |
| Beaird Harris Wealth Management, LLC | 0.71% | Reduce -11.7% | 292,038 | $7.6M |
| Captrust Financial Advisors | 0.02% | Add +0.8% | 289,464 | $7.5M |
| Betterment LLC | 0.02% | Add +6.1% | 284,703 | $7.4M |
| Stadion Money Management, LLC | 0.60% | Add +143.6% | 281,666 | $7.3M |
| LPL Financial LLC | 0.00% | Add +7.4% | 279,234 | $7.2M |
| Perritt Capital Management Inc | 3.94% | Add +1.4% | 278,496 | $7.2M |
| Towneley Capital Management, Inc / DE | 1.68% | Reduce -2.5% | 277,533 | $7.2M |
| Larson Financial Group LLC | 0.47% | Reduce -4.8% | 269,062 | $7.0M |
| Austin Wealth Management, LLC | 1.58% | Add +11.3% | 251,912 | $6.8M |
| Cresset Asset Management, LLC | 0.03% | New | 258,615 | $6.7M |
| Sterling Wealth Management, Inc. | 3.11% | Add +16.2% | 253,624 | $6.6M |
| Private Advisor Group, LLC | 0.04% | Add +10.4% | 252,523 | $6.5M |
| Monument Group Wealth Advisors, LLC | 4.36% | Add +7.8% | 250,430 | $6.5M |
| Aptus Capital Advisors, LLC | 0.12% | Add +2.5% | 248,394 | $6.4M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.19% | Add +2.7% | 243,646 | $6.3M |
| Essential Planning, LLC. | 2.72% | Add +12.9% | 238,605 | $6.2M |
| Financial Alternatives, Inc | 4.61% | Add +2.4% | 236,949 | $6.1M |
| Legacy Financial Group, Inc. | 2.30% | Reduce -3.6% | 235,051 | $6.1M |
| FinDec Wealth Services, Inc. | 3.82% | Add +0.0% | 234,039 | $6.1M |
| MAI Capital Management | 0.06% | Add +3.4% | 233,813 | $6.0M |
| UMB Bank, n.a. | 0.10% | No change | 233,237 | $6.0M |
| Forum Private Client Group LLC | 2.84% | Add +0.7% | 230,848 | $6.0M |
| Wealthquest Corp | 0.63% | Add +9.4% | 229,360 | $5.9M |
| One Capital Management, LLC | 0.20% | Reduce -0.5% | 224,400 | $5.8M |
| Catalyst Private Wealth, LLC | 2.94% | Add +4.8% | 214,719 | $5.6M |
| DecisionPoint Financial, LLC | 1.86% | Add +2.0% | 212,146 | $5.5M |
| Jackson Thornton Wealth Management, LLC | 0.85% | Add +1.3% | 213,651 | $5.5M |
| tru Independence LLC | 1.67% | Add +1.8% | 213,213 | $5.5M |
| Pinnacle Associates Ltd. | 0.08% | Reduce -2.5% | 208,710 | $5.4M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.56% | Reduce -2.5% | 208,605 | $5.4M |
| Kure Advisory, LLC | 4.42% | Add +4.6% | 208,199 | $5.4M |
| AE Wealth Management LLC | 0.05% | Add +8.1% | 201,842 | $5.2M |
| Oceanside Advisors LLC | 4.10% | Add +4.2% | 195,942 | $5.1M |
| Advisory Alpha, LLC | 0.20% | Reduce -22.1% | 195,760 | $5.1M |
| PCA Investment Advisory Services Inc. | 2.56% | New | 189,053 | $4.9M |
| GEM Asset Management, LLC | 3.01% | Add +160.5% | 186,880 | $4.8M |
| Flow Traders U.S. LLC | 0.24% | New | 185,422 | $4.8M |
| Rappaport Reiches Capital Management, LLC | 1.40% | Add +8.1% | 184,065 | $4.8M |
| Archford Capital Strategies, LLC | 0.76% | Add +5.0% | 181,617 | $4.7M |
| AA Financial Advisors, LLC | 1.65% | Add +34.8% | 180,374 | $4.7M |
| Sageworth Trust Co | 0.28% | Reduce -0.5% | 173,858 | $4.5M |
| Willow Creek Wealth Management Inc. | 0.50% | Add +3.3% | 170,915 | $4.4M |
| Tortoise Investment Management, LLC | 0.50% | Add +7.3% | 170,252 | $4.4M |
| Midwest Heritage Bank, FSB | 2.22% | Reduce -2.1% | 169,904 | $4.4M |
| Cassady Schiller Wealth Management, LLC | 1.69% | Add +44.8% | 160,997 | $4.2M |
| Heritage Wealth Management, Inc./Texas | 2.58% | Add +14.3% | 160,317 | $4.1M |
| Disciplined Investments, LLC | 2.20% | Add +6.2% | 159,705 | $4.1M |
| Pettinga Financial Advisors LLC | 1.01% | Add +39.8% | 155,581 | $4.0M |
| Keb Asset Management, LLC | 1.34% | Add +8.1% | 154,408 | $4.0M |
| Quantum Financial Advisors, LLC | 0.70% | Reduce -2.2% | 154,332 | $4.0M |
| Integrity Wealth Solutions LLC | 2.59% | Add +1.8% | 153,674 | $4.0M |
| Sutton Place Investors LLC | 2.60% | Add +2.0% | 151,074 | $3.9M |
| Fort Henry Capital, LLC | 2.79% | Add +4.8% | 149,889 | $3.9M |
| Ledgewood Wealth Advisors, LLC | 3.31% | Add +10.2% | 148,507 | $3.8M |
| Seven Mile Advisory | 2.80% | Add +2.0% | 147,276 | $3.8M |
| SIMA Wealth Partners, LLC | 3.54% | — | 143,336 | $3.7M |
| Two West Capital Advisors LLC | 3.49% | — | 141,206 | $3.7M |
| GeoWealth Management, LLC | 0.16% | Reduce -67.0% | 138,331 | $3.6M |
| Apella Capital, LLC | 0.16% | Reduce -4.4% | 134,633 | $3.6M |
| Builder Investment Group Inc. | 0.95% | Add +0.5% | 135,001 | $3.5M |
| Level Financial Advisors | 1.46% | Reduce -5.6% | 130,642 | $3.4M |
| FMB Wealth Management | 2.54% | Add +2.4% | 129,164 | $3.3M |
| Andrews, Lucia Wealth Management LLC | 2.27% | No change | 131,289 | $3.2M |
| Osaic Holdings, Inc. | 0.01% | Reduce -8.6% | 124,809 | $3.2M |
| Burton Enright Welch | 0.70% | Reduce -0.4% | 118,138 | $3.1M |
| Sax Wealth Advisors, LLC | 0.29% | Reduce -1.4% | 117,981 | $3.1M |
| Glass Jacobson Investment Advisors llc | 1.11% | Add +4.4% | 117,271 | $3.0M |
| PFG Advisors | 0.20% | Add +5.0% | 115,851 | $3.0M |
| IFP Advisors, Inc | 0.11% | Add +6.0% | 109,250 | $2.8M |
| Baker Boyer National Bank | 0.95% | Add +2.4% | 104,836 | $2.7M |
| RCS Financial Planning, LLC | 1.58% | Add +1.4% | 103,622 | $2.7M |
| Heritage Wealth Management, Inc. | 2.50% | Add +4.0% | 100,342 | $2.6M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +1.5% | 98,154 | $2.5M |
| Northwest Wealth Management, LLC | 0.65% | Add +35.2% | 96,906 | $2.5M |
| Waterfront Wealth Inc. | 0.67% | Reduce -0.1% | 95,397 | $2.5M |
| Financial Symmetry Inc | 1.86% | Add +10.9% | 92,480 | $2.4M |
| 1900 Wealth Management LLC | 0.22% | Reduce -28.2% | 91,815 | $2.4M |
| RFG Advisory, LLC | 0.08% | Add +8.4% | 91,475 | $2.4M |
| Raymond James & Associates | 0.00% | Reduce -3.9% | 90,995 | $2.4M |
| Tillman Hartley LLC | 0.80% | Add +21.7% | 90,814 | $2.3M |
| Waypoint Wealth Partners Inc. | 0.66% | Reduce -18.2% | 87,876 | $2.3M |
| Annapolis Financial Services, LLC | 0.72% | Reduce -9.7% | 86,298 | $2.2M |
| Lodestone Wealth Management LLC | 1.15% | Reduce -3.3% | 84,645 | $2.2M |
| Security Financial Services, INC. | 0.47% | Add +11.4% | 83,314 | $2.2M |
| Adero Partners, LLC | 0.16% | Reduce -8.1% | 82,657 | $2.1M |
| Versant Capital Management, Inc | 0.50% | Add +7.8% | 76,861 | $2.0M |
| Penobscot Wealth Management | 1.15% | Add +4.8% | 72,969 | $1.9M |
| Keebeck Wealth Management | 0.28% | Reduce -1.4% | 74,472 | $1.9M |
| Linscomb Wealth, Inc. | 0.10% | Add +9.0% | 73,376 | $1.9M |
| Bay Harbor Wealth Management, LLC | 0.66% | Add +28.9% | 73,160 | $1.9M |
| Total Wealth Planning, LLC | 0.31% | Reduce -2.2% | 69,904 | $1.9M |
| City State Bank | 0.76% | Add +9.9% | 72,219 | $1.9M |
| Equitable Holdings, Inc. | 0.02% | Add +5.5% | 71,688 | $1.9M |
| CreativeOne Wealth, LLC | 0.09% | Reduce -36.1% | 71,208 | $1.8M |
| Breakwater Capital Group | 0.41% | Add +9.4% | 70,283 | $1.8M |
| Elser Financial Planning, Inc | 0.30% | — | 70,277 | $1.8M |
| Claris Advisors, LLC / Mo / | 0.93% | Reduce -4.1% | 69,705 | $1.8M |
| CGN Advisors LLC | 0.21% | Reduce -1.6% | 69,315 | $1.8M |
| Allworth Financial LP | 0.01% | Reduce -7.0% | 68,326 | $1.8M |
| Yoder Wealth Management, Inc. | 1.14% | Add +1.4% | 68,005 | $1.8M |
| Peapack Gladstone Financial Corp. | 0.03% | Add +6.0% | 67,459 | $1.7M |
| Gradient Capital Advisors, LLC | 0.60% | Add +1.1% | 65,187 | $1.7M |
| Beta Wealth Group, Inc. | 0.80% | Add +3.0% | 65,085 | $1.7M |
| MBA Advisors LLC | 0.86% | Add +15.7% | 65,049 | $1.7M |
| Zhang Financial LLC | 0.12% | Reduce -9.0% | 64,579 | $1.7M |
| American Investment Services, Inc. | 0.29% | Add +2.4% | 64,078 | $1.7M |
| Heritage Financial Services, LLC | 0.24% | Add +5.2% | 63,842 | $1.7M |
| Hutchinson Capital Management | 0.34% | Add +9.5% | 63,763 | $1.6M |
| HFG Wealth Management, LLC | 1.05% | Reduce -46.2% | 63,658 | $1.6M |
| Plancorp, LLC | 0.07% | Add +20.0% | 63,309 | $1.6M |
| Lauer Wealth, LLC | 1.29% | Reduce -9.5% | 60,692 | $1.6M |
| Cardiff Park Advisors, LLC | 0.16% | Reduce -20.5% | 62,808 | $1.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -87.5% | 62,769 | $1.6M |
| Blue Trust, Inc. | 0.02% | No change | 64,727 | $1.6M |
| Meritas Wealth Management, LLC | 1.11% | Reduce -9.5% | 61,076 | $1.6M |
| Porter White Investment Advisors, Inc. | 0.84% | Add +0.0% | 60,692 | $1.6M |
| Krilogy Financial LLC | 0.12% | Add +0.7% | 60,688 | $1.6M |
| Wealthspire Advisors, LLC | 0.02% | Add +0.5% | 60,363 | $1.6M |
| Pinnacle Financial Group, LLC / IL | 0.66% | Reduce -4.2% | 59,867 | $1.5M |
| Saxony Capital Management, LLC | 1.69% | Reduce -37.4% | 59,555 | $1.5M |
| Pathstone Holdings, LLC | 0.01% | Reduce -7.0% | 58,729 | $1.5M |
| Waddell & Associates, LLC | 0.20% | Reduce -0.7% | 58,612 | $1.5M |
| Evanson Asset Management, LLC | 0.11% | Add +2.0% | 58,605 | $1.5M |
| Syverson Strege & Co | 0.51% | Add +5.3% | 58,276 | $1.5M |
| Aviance Capital Partners, LLC | 0.21% | Reduce -10.6% | 57,974 | $1.5M |
| PrairieView Partners, LLC | 0.17% | Add +0.3% | 57,520 | $1.5M |
| Cahill Wealth Management, LLC | 0.88% | Add +10.7% | 57,258 | $1.5M |
| Clarity Capital Advisors, LLC | 1.14% | Add +6.2% | 57,053 | $1.5M |
| AdvisorNet Financial, Inc | 0.13% | Add +0.6% | 56,983 | $1.5M |
| Quad-Cities Investment Group, LLC | 0.81% | Add +3.8% | 56,323 | $1.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +6.1% | 56,239 | $1.5M |
| Jacobi Capital Management LLC | 0.12% | Add +27.4% | 55,338 | $1.4M |
| 180 Wealth Advisors, LLC | 0.23% | Add +12.9% | 53,227 | $1.4M |
| Valued Wealth Advisors LLC | 0.98% | Add +5.5% | 55,128 | $1.4M |
| LaSalle St. Investment Advisors, LLC | 0.71% | Reduce -10.0% | 54,780 | $1.4M |
| CVA Family Office, LLC | 0.25% | Reduce -50.4% | 54,402 | $1.4M |
| Sollinda Capital Management LLC | 0.42% | Add +25.4% | 53,257 | $1.4M |
| Okabena Investment Services Inc. | 0.44% | Reduce -14.8% | 53,018 | $1.4M |
| Vance Wealth, LLC | 0.56% | New | 52,814 | $1.4M |
| Seven Springs Wealth Group, LLC | 0.54% | No change | 52,548 | $1.4M |
| Investmark Advisory Group LLC | 0.71% | Add +2.7% | 51,591 | $1.3M |
| Baird Financial Group, Inc. | 0.00% | Add +115.3% | 51,226 | $1.3M |
| American Capital Advisory, LLC | 0.94% | Add +65.9% | 54,798 | $1.3M |
| Chicago Partners Investment Group LLC | 0.05% | Reduce -12.7% | 51,064 | $1.3M |
| Citadel Advisors | 0.00% | Add +1.6% | 49,685 | $1.3M |
| Mills Wealth Advisors LLC | 0.91% | Add +0.0% | 49,423 | $1.3M |
| Mustard Seed Financial, LLC | 1.20% | Add +18.3% | 48,492 | $1.3M |
| AlTi Global, Inc. | 0.03% | No change | 47,500 | $1.2M |
| Cannon Financial Strategists, Inc. | 0.23% | Reduce -0.3% | 46,992 | $1.2M |
| Landmark Wealth Management, Inc. | 0.67% | New | 46,969 | $1.2M |
| Colorado Capital Management, Inc. | 0.68% | New | 46,873 | $1.2M |
| Avior Wealth Management, LLC | 0.05% | Reduce -17.2% | 46,280 | $1.2M |
| Vermillion & White Wealth Management Group, LLC | 0.90% | Reduce -2.6% | 46,255 | $1.2M |
| Werba Rubin Papier Wealth Management | 0.31% | Add +0.1% | 43,790 | $1.1M |
| Trinity Financial Advisors LLC | 0.49% | Add +417.1% | 42,535 | $1.1M |
| Capital Investment Advisory Services, LLC | 0.11% | Add +3.6% | 41,544 | $1.1M |
| Walden Wealth Partners LLC | 0.57% | Add +0.9% | 39,610 | $1.0M |
| Cypress Point Wealth Management, LLC | 0.48% | Add +0.1% | 39,331 | $1.0M |
| First Command Advisory Services, Inc. | 0.01% | Reduce -8.8% | 39,114 | $1.0M |
| Foster & Motley Inc. | 0.07% | Reduce -13.6% | 39,014 | $1.0M |
| Cambridge Financial Group, LLC | 0.46% | Add +30.6% | 38,870 | $1.0M |
| Principal Securities, Inc. | 0.03% | Add +81.5% | 38,641 | $1000K |
| Retirement Guys Formula LLC | 0.47% | Reduce -8.6% | 38,289 | $991K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +98.8% | 38,060 | $985K |
| Morton Capital Management LLC | 0.23% | Reduce -3.2% | 37,537 | $971K |
| Sprinkle Financial Consultants LLC | 0.76% | Add +0.7% | 37,271 | $964K |
| AQR Capital Management | 0.00% | Add +14.4% | 37,249 | $964K |
| L & S Advisors Inc | 0.12% | Add +1.2% | 36,761 | $951K |
| Shearwater Capital LLC | 0.68% | Reduce -0.8% | 35,835 | $927K |
| Gemmer Asset Management LLC | 0.10% | New | 35,585 | $921K |
| Bridge Advisory, LLC | 0.45% | Add +2.0% | 35,483 | $918K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +14.6% | 35,197 | $911K |
| Orion Portfolio Solutions, LLC | 0.01% | Add +14.6% | 35,197 | $911K |
| ARK & TLK Investments, LLC | 0.34% | Add +9.6% | 34,835 | $901K |
| BCU Wealth Advisors, LLC | 0.63% | Add +19.8% | 33,180 | $858K |
| Flagstone Financial Management | 0.30% | No change | 31,663 | $819K |
| Mutual Advisors, LLC | 0.02% | Add +3.8% | 30,302 | $777K |
| Tanager Wealth Management LLP | 0.12% | Reduce -6.6% | 29,946 | $775K |
| Birchcreek Wealth Management, LLC | 0.42% | Reduce -46.0% | 28,741 | $744K |
| CarsonAllaria Wealth Management, Ltd. | 0.45% | Add +0.8% | 28,718 | $743K |
| Lam Group, Inc. | 0.61% | Reduce -0.0% | 28,090 | $727K |
| Cordant, Inc. | 0.40% | Reduce -13.0% | 27,491 | $711K |
| WMS Partners, LLC | 0.05% | Reduce -2.6% | 27,472 | $711K |
| Total Clarity Wealth Management, Inc. | 0.24% | Add +1.0% | 26,218 | $678K |
| Highland Financial Advisors, LLC | 0.25% | Add +10.8% | 25,636 | $663K |
| Arcadia Wealth Management, LLC | 0.38% | New | 25,447 | $658K |
| Ameritas Advisory Services, LLC | 0.02% | Add +5.0% | 24,465 | $633K |
| Patriot Financial Group Insurance Agency, LLC | 0.09% | Reduce -0.2% | 24,291 | $628K |
| Valeo Financial Advisors, LLC | 0.02% | Add +2.8% | 24,286 | $628K |
| Lauterbach Financial Advisors, LLC | 0.41% | Add +6.2% | 24,345 | $615K |
| Naples Global Advisors, LLC | 0.06% | No change | 23,485 | $608K |
| Fort Vancouver Investment Management, LLC | 0.56% | — | 22,750 | $589K |
| VanderPol Investments L.L.C. | 1.78% | Add +4.3% | 22,617 | $585K |
| Hoylecohen, LLC | 0.04% | Reduce -0.9% | 22,474 | $581K |
| Eaton-Cambridge Inc. | 0.29% | Add +3.9% | 22,163 | $573K |
| Tranquility Partners, LLC | 0.22% | Add +7.0% | 21,882 | $566K |
| Signature Resources Capital Management, LLC | 0.47% | Reduce -10.7% | 21,751 | $563K |
| Wealthfront Advisers LLC | 0.00% | Add +15.1% | 21,619 | $559K |
| Farther Finance Advisors, LLC | 0.03% | Reduce -1.4% | 21,223 | $550K |
| Samalin Investment Counsel, LLC | 0.25% | Reduce -0.9% | 20,789 | $538K |
| Drive Wealth Management, LLC | 0.14% | Reduce -13.2% | 20,716 | $536K |
| Rehmann Capital Advisory Group | 0.04% | Add +0.7% | 20,701 | $536K |
| DBK Financial Counsel, LLC | 0.58% | Add +8.5% | 20,612 | $533K |
| USAdvisors Wealth Management, LLC | 0.18% | Reduce -1.3% | 20,035 | $518K |
| Private Trust Co. NA | 0.06% | Add +129.9% | 19,789 | $512K |
| Comerica Bank | 0.00% | Reduce -0.0% | 19,669 | $509K |
| Alkeme Wealth, LLC | 0.24% | Add +0.6% | 19,446 | $503K |
| Savant Capital, LLC | 0.00% | Reduce -17.1% | 18,837 | $487K |
| Rather & Kittrell, Inc. | 0.13% | Add +2.1% | 18,418 | $476K |
| Investment Advisory Group, LLC | 0.18% | Reduce -6.7% | 17,623 | $456K |
| IFG Advisors, LLC | 0.11% | Reduce -2.6% | 17,360 | $449K |
| Cherry Tree Wealth Management, LLC | 0.11% | Add +4.3% | 17,274 | $447K |
| Abel Hall, LLC | 0.31% | Reduce -0.0% | 16,886 | $437K |
| Eastover Investment Advisors LLC | 0.21% | No change | 16,745 | $435K |
| Ruedi Wealth Management, Inc. | 0.17% | Reduce -0.6% | 16,693 | $432K |
| Bristlecone Advisors, LLC | 0.04% | Reduce -26.4% | 16,664 | $431K |
| Apollon Wealth Management, LLC | 0.01% | Add +40.9% | 16,654 | $431K |
| Fortress Wealth Management, Inc. | 0.22% | Add +0.7% | 16,562 | $428K |
| Cowa, LLC | 0.23% | Add +47.5% | 16,534 | $428K |
| Texas Capital Bank Wealth Management Services Inc | 0.04% | No change | 16,532 | $428K |
| Presidio Capital Management, LLC | 0.30% | Reduce -51.8% | 16,358 | $423K |
| Quarry Hill Advisors, LLC | 0.28% | No change | 16,183 | $419K |
| SJS Investment Consulting Inc. | 0.08% | No change | 16,000 | $414K |
| Prosperity Planning, Inc. | 0.14% | Reduce -7.6% | 15,760 | $408K |
| Ascentis Independent Advisors | 0.08% | — | 15,694 | $406K |
| Lifeworks Advisors, LLC | 0.11% | Add +47.0% | 15,618 | $404K |
| NewEdge Advisors, LLC | 0.00% | Add +167.6% | 15,263 | $395K |
| B.O.S.S. Retirement Advisors, LLC | 0.10% | New | 14,816 | $383K |
| Raymond James Trust N.A. | 0.01% | Add +42.1% | 14,651 | $379K |
| Acorn Wealth Advisors, LLC | 0.19% | Add +1.8% | 14,483 | $375K |
| Aire Advisors, LLC | 0.08% | Add +1.4% | 14,278 | $369K |
| Townsquare Capital LLC | 0.01% | Add +3.3% | 14,164 | $366K |
| Dopkins Wealth Management, LLC | 0.21% | Reduce -1.8% | 13,086 | $339K |
| Canopy Partners, LLC | 0.16% | Reduce -0.8% | 13,068 | $338K |
| Spire Wealth Management | 0.01% | Reduce -28.9% | 12,901 | $334K |
| Maryland Capital Advisors Inc. | 0.17% | Reduce -1.7% | 12,092 | $313K |
| Lynx Investment Advisory | 0.23% | — | 11,970 | $310K |
| Truist Financial Corp. | 0.00% | Add +5.6% | 11,961 | $309K |
| Abacus Planning Group, Inc. | 0.06% | Add +0.3% | 11,914 | $308K |
| Pinnacle Family Advisors, LLC | 0.17% | Add +14.0% | 11,602 | $300K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -6.3% | 11,542 | $299K |
| Wedmont Private Capital | 0.02% | No change | 11,075 | $298K |
| REDW Wealth LLC | 0.08% | Reduce -0.9% | 11,447 | $296K |
| Parcion Private Wealth LLC | 0.03% | Add +0.1% | 11,409 | $295K |
| Hill Investment Group Partners, LLC | 0.04% | Reduce -13.4% | 11,326 | $293K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +12.2% | 11,267 | $291K |
| Websterrogers Financial Advisors, LLC | 0.10% | Reduce -1.4% | 11,239 | $291K |
| D.A. Davidson & Co. | 0.00% | Reduce -13.8% | 11,113 | $287K |
| G2 Capital Management, LLC / Oh | 0.09% | Add +14.8% | 10,639 | $275K |
| Marshall Financial Group, LLC | 0.07% | Reduce -27.3% | 10,287 | $266K |
| Elevate Wealth Advisory, Inc. | 0.22% | Reduce -16.9% | 10,266 | $266K |
| Caprock Group, LLC | 0.01% | Add +3.1% | 9,971 | $258K |
| Parsons Capital Management Inc. | 0.02% | Reduce -39.3% | 9,953 | $257K |
| Tanglewood Legacy Advisors, LLC | 0.12% | No change | 9,876 | $255K |
| Matisse Capital | 0.13% | No change | 9,867 | $255K |
| WMG Financial Advisors, LLC | 0.14% | Reduce -46.6% | 9,867 | $255K |
| Leading Edge Financial Planning LLC | 0.10% | Reduce -3.4% | 9,611 | $249K |
| Montis Financial, LLC | 0.11% | New | 9,559 | $247K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +9.6% | 9,450 | $244K |
| C M Bidwell & Associates Ltd. | 0.16% | Reduce -4.6% | 9,449 | $244K |
| Vestia Personal Wealth Advisors | 0.26% | — | 9,432 | $244K |
| IFG Advisory, LLC | 0.02% | New | 9,418 | $244K |
| Bank of New York Mellon Corp | 0.00% | Reduce -71.2% | 8,705 | $225K |
| Greenspring Advisors, LLC | 0.05% | No change | 8,662 | $224K |
| Passive Capital Management, LLC. | 0.08% | Add +0.5% | 8,274 | $214K |
| Morgan Stanley | 0.00% | Add +0.9% | 8,123 | $210K |
| Firethorn Wealth Partners, LLC | 0.12% | New | 8,083 | $209K |
| Main Street Financial Solutions, LLC | 0.02% | New | 8,042 | $208K |
| Burney Co./ | 0.01% | Reduce -15.7% | 7,960 | $206K |
| Williams & Novak, LLC | 0.19% | New | 7,952 | $206K |
| Janney Montgomery Scott LLC | 0.00% | New | 7,930 | $205K |
| Garrison Point Advisors, LLC | 0.14% | New | 7,905 | $205K |
| Good Life Advisors, LLC | 0.02% | New | 7,835 | $203K |
| Signet Financial Management, LLC | 0.03% | New | 7,787 | $201K |
| Morris Financial Concepts, Inc. | 0.09% | Add +21.2% | 6,996 | $181K |
| Blume Capital Management, Inc. | 0.04% | No change | 5,800 | $150K |
| Red Lighthouse Investment Management, LLC | 0.06% | No change | 5,581 | $144K |
| Sanctuary Wealth Management, L.L.C. | 0.08% | Reduce -10.4% | 3,939 | $102K |
| Strategic Investment Solutions, Inc. | 0.03% | — | 3,789 | $99K |
| US Bancorp \de | 0.00% | Reduce -18.3% | 3,727 | $96K |
| North Star Investment Management Corp. | 0.01% | Add +0.7% | 3,528 | $91K |
| Denver PWM, LLC | 0.03% | New | 3,172 | $82K |
| Washington Trust Advisors, Inc. | 0.01% | Add +252.0% | 3,112 | $81K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +51.2% | 2,634 | $68K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 2,455 | $64K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Add +4.3% | 2,447 | $63K |
| PNC Financial Services Group, Inc. | 0.00% | New | 2,297 | $59K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -0.9% | 2,266 | $58K |
| Concord Wealth Partners | 0.01% | New | 2,079 | $54K |
| Pinnacle Bancorp, Inc. | 0.01% | Add +18.0% | 1,575 | $41K |
| Qube Research & Technologies Ltd | 0.00% | Add +107.0% | 1,497 | $39K |
| Aspire Private Capital, LLC | 0.01% | Reduce -24.9% | 1,456 | $38K |
| Wells Fargo & Company | 0.00% | New | 1,387 | $36K |
| Financial Gravity Asset Management, Inc. | 0.01% | Reduce -43.5% | 1,340 | $35K |
| Glassman Wealth Services | 0.01% | No change | 1,340 | $35K |
| Geneos Wealth Management Inc. | 0.00% | Add +78.8% | 1,305 | $34K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | Reduce -5.8% | 1,258 | $32K |
| Global Retirement Partners, LLC | 0.00% | Reduce -23.7% | 1,177 | $30K |
| Innealta Capital, LLC | 0.01% | New | 1,129 | $29K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 1,080 | $28K |
| Eagle Bay Advisors LLC | 0.02% | No change | 1,078 | $28K |
| Coppell Advisory Solutions LLC | 0.00% | — | 857 | $22K |
| Heck Capital Advisors, LLC | 0.00% | No change | 807 | $21K |
| Anfield Capital Management, LLC | 0.01% | New | 739 | $19K |
| Raffa Wealth Management, LLC | 0.01% | Add +0.4% | 684 | $18K |
| Howe & Rusling Inc. | 0.00% | No change | 558 | $14K |
| GHP Investment Advisors, Inc. | 0.00% | New | 533 | $14K |
| Parkside Financial Bank & Trust | 0.00% | Add +0.8% | 386 | $10K |
| TruNorth Capital Management, LLC | 0.00% | No change | 368 | $10K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 363 | $9K |
| Financial Connections Group, Inc. | 0.00% | No change | 350 | $9K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | Add +45.0% | 335 | $9K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 293 | $8K |
| McIlrath & Eck, LLC | 0.00% | Add +5.9% | 216 | $6K |
| Castleview Partners, LLC | 0.00% | Add +20.9% | 208 | $5K |
| Asset Dedication, LLC | 0.00% | No change | 207 | $5K |
| Tucker Asset Management LLC | 0.00% | No change | 193 | $5K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 159 | $4K |
| Orion Capital Management LLC | 0.00% | Add +3.7% | 141 | $4K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -4.1% | 139 | $4K |
| Frazier Financial Advisors, LLC | 0.00% | Add +0.8% | 126 | $3K |
| Evolution Advisers, Inc. | 0.00% | New | 105 | $2K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 59 | $2K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 31 | $795 |
| Kings Path Partners LLC | 0.00% | — | 29 | $750 |
| Phillips Financial Management, LLC | 0.00% | New | 21 | $543 |
| Ancora Advisors LLC | 0.00% | No change | 10 | $259 |
| Creative Financial Designs Inc. | 0.00% | No change | 5 | $133 |
| Bell Investment Advisors, Inc | 0.00% | New | 2 | $52 |
| Jamison Private Wealth Management, Inc. | 0.00% | No change | 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.