Dimensional Emerging Core EqDFAEETF
13F holders, Q3 2024 (September 30)451holders +16
28new positions
14sold out
2famous investors
$27.39avg. 13F price*
At the end of Q3 2024, 451 institutions reported holding Dimensional Emerging Core Eq (DFAE) in their 13F filings, up 16 from Q2 2024. 28 opened new positions and 14 sold out. The largest holders were Retirement Systems of Alabama ($347.3M), FMR LLC ($267.5M) and Mather Group, Llc. ($168.2M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $116.9M |
| Exits | 14 | $17.9M |
All 13F filers, Q2 2024 → Q3 2024: 22,425,519 shares bought and 5,735,844 shares sold, net +16,689,675 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 451 holders
| Retirement Systems of Alabama | 1.30% | No change | 12,668,769 | $347.3M |
| FMR LLC | 0.02% | Add +32.1% | 9,759,474 | $267.5M |
| Mather Group, Llc. | 2.16% | Add +1171.1% | 6,135,344 | $168.2M |
| UBS Group AG | 0.04% | Add +1.9% | 5,258,295 | $144.1M |
| Bank of America Corp. | 0.01% | Add +6.5% | 4,538,156 | $124.4M |
| Foster Group, Inc. | 3.58% | Add +0.6% | 3,496,907 | $95.9M |
| Mariner, LLC | 0.16% | Add +4.5% | 3,299,451 | $90.4M |
| Factory Mutual Insurance Co. | 0.88% | Add +127.5% | 3,086,900 | $84.6M |
| Cable Hill Partners, LLC | 6.57% | Reduce -10.0% | 2,437,046 | $66.8M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -34.6% | 2,422,803 | $66.4M |
| Wealthspire Advisors, LLC | 0.64% | Add +3676.3% | 2,279,507 | $62.5M |
| Corient Private Wealth LP | 0.09% | Add +2.9% | 2,140,733 | $58.7M |
| Creative Planning | 0.05% | Reduce -3.1% | 1,686,876 | $46.2M |
| Millburn Ridgefield LLC | 1.19% | Reduce -6.4% | 1,653,738 | $45.3M |
| Catalyst Capital Advisors LLC | 1.02% | Reduce -6.4% | 1,653,738 | $45.3M |
| Mercer Global Advisors Inc. | 0.10% | Reduce -45.5% | 1,600,934 | $44.2M |
| True Link Financial Advisors, LLC | 3.62% | Add +6.7% | 1,553,947 | $42.6M |
| Falcon Wealth Planning | 4.74% | Reduce -6.7% | 1,473,832 | $40.4M |
| Root Financial Partners, LLC | 6.44% | Add +31.9% | 1,469,146 | $40.3M |
| Focus Partners Wealth | 0.12% | New | 1,405,623 | $38.5M |
| Evoke Wealth, LLC | 0.98% | New | 1,305,344 | $35.8M |
| Royal Bank of Canada | 0.01% | Add +46.5% | 1,293,142 | $35.4M |
| Mission Wealth Management, LP | 0.80% | Reduce -10.2% | 1,182,428 | $32.4M |
| Aquire Wealth Advisors, LLC | 9.72% | Add +6.1% | 1,129,702 | $31.0M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Add +0.0% | 1,099,981 | $30.2M |
| Cwm, LLC | 0.13% | Reduce -10.9% | 1,089,012 | $29.9M |
| Great Point Wealth Advisors, LLC | 6.13% | Add +2.1% | 1,047,363 | $28.7M |
| EP Wealth Advisors, LLC | 0.25% | Reduce -13.8% | 1,046,370 | $28.7M |
| RVW Wealth, LLC | 2.64% | Add +2.0% | 1,037,014 | $28.4M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +143.8% | 945,386 | $25.9M |
| RAM Investment Partners, LLC | 6.68% | Add +6.0% | 935,753 | $25.6M |
| West Financial Advisors, LLC | 4.82% | Add +1.4% | 911,339 | $25.0M |
| TCI Wealth Advisors, Inc. | 2.07% | Add +37.8% | 897,282 | $24.6M |
| Prime Capital Investment Advisors, LLC | 0.35% | Add +4.1% | 883,660 | $24.2M |
| Financial Planning & Information Services, Inc. | 3.16% | Add +4.5% | 837,622 | $23.0M |
| WPWealth LLP | 4.62% | Add +7.0% | 812,674 | $22.3M |
| Ledyard National Bank | 2.00% | Add +1.4% | 796,793 | $21.8M |
| Market Street Wealth Management Advisors LLC | 3.54% | Add +2.3% | 784,482 | $21.5M |
| Aveo Capital Partners, LLC | 2.16% | Add +2.2% | 740,579 | $20.3M |
| Founders Financial Securities LLC | 1.83% | Add +3.1% | 722,029 | $19.8M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Add +0.3% | 716,519 | $19.6M |
| Horizon Investments, LLC | 0.52% | Add +3.2% | 713,224 | $19.5M |
| Old Mission Capital LLC | 0.41% | New | 689,787 | $18.9M |
| OneDigital Investment Advisors LLC | 0.22% | Add +17.1% | 687,683 | $18.8M |
| Bank of Montreal | 0.01% | Reduce -1.6% | 678,875 | $18.8M |
| Freedom Investment Management, Inc. | 1.49% | Add +3.5% | 683,109 | $18.7M |
| JFS Wealth Advisors, LLC | 1.25% | Add +4.1% | 682,074 | $18.7M |
| Diversified Portfolios, Inc. | 1.95% | Add +2.7% | 681,396 | $18.7M |
| Marquette Asset Management, LLC | 2.89% | Add +0.7% | 663,871 | $18.2M |
| Avantax Advisory Services, Inc. | 0.12% | Add +0.7% | 662,031 | $18.1M |
| CPA Asset Management Group, LLC | 8.35% | Add +0.9% | 630,771 | $17.3M |
| HighTower Advisors, LLC | 0.03% | Add +13.3% | 626,845 | $17.2M |
| Morling Financial Advisors, LLC | 6.46% | Add +14.2% | 618,047 | $16.9M |
| Perigon Wealth Management, LLC | 0.45% | Add +6.5% | 616,320 | $16.9M |
| Annandale Capital, LLC | 3.34% | Add +8.8% | 608,843 | $16.7M |
| Park Avenue Securities LLC | 0.18% | Add +9.3% | 596,345 | $16.3M |
| Moisand Fitzgerald Tamayo, LLC | 2.21% | Add +2.5% | 587,572 | $16.1M |
| Modera Wealth Management, LLC | 0.20% | Reduce -2.5% | 581,307 | $15.9M |
| Fiduciary Financial Group, LLC | 3.61% | Add +9.3% | 572,793 | $15.7M |
| Cerity Partners LLC | 0.03% | Add +52.8% | 569,015 | $15.6M |
| Focus Partners Advisor Solutions, LLC | 0.32% | Add +15.4% | 560,618 | $15.4M |
| Clearstead Advisors, LLC | 0.24% | Add +9.1% | 556,939 | $15.3M |
| Bedel Financial Consulting, Inc. | 2.13% | Add +0.9% | 551,266 | $15.1M |
| Arista Wealth Management, LLC | 3.61% | Add +2.7% | 549,062 | $15.0M |
| Dynamic Advisor Solutions LLC | 0.43% | Add +3.4% | 528,377 | $14.5M |
| Creative Capital Management Investments LLC | 5.99% | Add +10.6% | 522,659 | $14.3M |
| Cetera Investment Advisers | 0.03% | Add +14.3% | 517,210 | $14.2M |
| Pallas Capital Advisors LLC | 0.60% | Add +2.3% | 527,720 | $14.1M |
| Great Waters Wealth Management | 1.90% | Reduce -11.1% | 514,064 | $14.1M |
| Colony Family Offices, LLC | 4.29% | Reduce -7.7% | 503,962 | $13.8M |
| Envision Financial Planning, LLC | 6.89% | Add +11.5% | 477,680 | $13.1M |
| MML Investors Services, LLC | 0.05% | Reduce -3.8% | 469,330 | $12.9M |
| Voisard Asset Management Group, Inc. | 5.35% | Add +8.4% | 468,445 | $12.8M |
| DDFG, Inc | 3.63% | Add +44.3% | 463,290 | $12.7M |
| Collective Family Office LLC | 3.44% | Add +0.5% | 462,017 | $12.7M |
| DiNuzzo Private Wealth, Inc. | 1.54% | Reduce -0.1% | 456,911 | $12.5M |
| Wescott Financial Advisory Group, LLC | 1.34% | Add +1.9% | 455,532 | $12.5M |
| Physician Wealth Advisors, Inc. | 2.25% | Reduce -1.2% | 463,483 | $12.5M |
| Pioneer Wealth Management Group | 5.79% | Add +7.3% | 443,120 | $12.1M |
| Integrated Wealth Concepts LLC | 0.15% | Add +1.2% | 438,613 | $12.0M |
| Efficient Advisors, LLC | 0.75% | Add +5.1% | 437,963 | $12.0M |
| Index Fund Advisors, Inc. | 0.64% | Add +17.9% | 437,860 | $12.0M |
| CFS Investment Advisory Services, LLC | 1.00% | Reduce -0.2% | 433,454 | $11.9M |
| Brighton Jones LLC | 0.43% | Reduce -5.6% | 413,447 | $11.3M |
| BWM Planning, LLC | 4.79% | — | 393,519 | $10.8M |
| Avondale Wealth Management | 6.96% | Add +4.4% | 390,658 | $10.7M |
| Private Capital Management LLC | 1.93% | Reduce -6.3% | 388,365 | $10.6M |
| PBMares Wealth Management LLC | 2.19% | Add +11.1% | 381,657 | $10.5M |
| Wealth Dimensions Group, Ltd. | 2.65% | Add +19.5% | 381,228 | $10.4M |
| Chico Wealth RIA | 8.82% | Add +2.4% | 376,258 | $10.3M |
| TCP Asset Management, LLC | 2.35% | Add +2.6% | 371,267 | $10.2M |
| Sequoia Financial Advisors, LLC | 0.11% | Add +14.2% | 370,906 | $10.2M |
| Evergreen Capital Management LLC | 0.34% | Add +6.5% | 366,960 | $10.1M |
| Awm Capital, LLC | 1.21% | Reduce -1.3% | 366,409 | $10.0M |
| Keyes, Stange & Wooten Wealth Management, LLC | 5.83% | Add +2.8% | 358,457 | $9.8M |
| Sterling Wealth Management, Inc. | 3.62% | Add +39.6% | 354,032 | $9.7M |
| Betterment LLC | 0.02% | Add +18.5% | 337,357 | $9.2M |
| SC&H Financial Advisors, Inc. | 2.01% | Add +4.7% | 335,093 | $9.2M |
| Newman Dignan & Sheerar, Inc. | 2.20% | Add +9.9% | 340,788 | $9.2M |
| Diversify Wealth Management, LLC | 0.88% | Add +2.7% | 338,824 | $9.1M |
"% of holder's portfolio" is DFAE's weight in each manager's 13F, not the share of Dimensional Emerging Core Eq the manager owns.