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 |
| Bridgewater Advisors Inc. | 0.94% | Add +2.0% | 335,355 | $9.0M |
| Kestra Advisory Services, LLC | 0.05% | Add +6.2% | 324,512 | $8.9M |
| Austin Wealth Management, LLC | 1.94% | Add +26.9% | 319,628 | $8.8M |
| Stadion Money Management, LLC | 0.66% | Add +13.1% | 318,491 | $8.7M |
| Plan Group Financial, LLC | 4.55% | Add +5.8% | 314,200 | $8.6M |
| Vawter Financial, Ltd. | 5.24% | Add +2.3% | 312,703 | $8.6M |
| Shore Point Advisors, LLC | 4.57% | Add +0.7% | 311,163 | $8.5M |
| LPL Financial LLC | 0.00% | Add +11.1% | 310,312 | $8.5M |
| Exencial Wealth Advisors, LLC | 0.31% | Reduce -1.3% | 309,518 | $8.5M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -1.9% | 295,890 | $8.1M |
| Captrust Financial Advisors | 0.02% | Add +1.4% | 293,567 | $8.0M |
| SOL Capital Management CO | 0.86% | Reduce -16.6% | 283,409 | $7.8M |
| Perritt Capital Management Inc | 3.98% | Add +1.3% | 282,174 | $7.7M |
| Beaird Harris Wealth Management, LLC | 0.67% | Reduce -3.5% | 281,790 | $7.7M |
| Wealthquest Corp | 0.68% | Add +21.3% | 278,128 | $7.7M |
| Towneley Capital Management, Inc / DE | 1.71% | Reduce -0.8% | 275,391 | $7.5M |
| NorthCoast Asset Management LLC | 0.05% | New | 275,261 | $7.5M |
| Confluence Wealth Services, Inc. | 0.54% | New | 269,900 | $7.4M |
| Monument Group Wealth Advisors, LLC | 4.43% | Add +7.4% | 268,973 | $7.4M |
| Cresset Asset Management, LLC | 0.03% | Add +2.3% | 264,441 | $7.2M |
| Aptus Capital Advisors, LLC | 0.11% | Add +4.4% | 259,229 | $7.1M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.19% | Add +4.7% | 255,179 | $7.0M |
| Larson Financial Group LLC | 0.39% | Reduce -8.1% | 247,225 | $6.8M |
| FinDec Wealth Services, Inc. | 3.90% | Add +4.8% | 245,322 | $6.7M |
| Essential Planning, LLC. | 2.75% | Add +2.4% | 244,258 | $6.7M |
| Forum Private Client Group LLC | 2.88% | Add +2.6% | 236,833 | $6.5M |
| AA Financial Advisors, LLC | 1.88% | Add +31.0% | 236,248 | $6.5M |
| Financial Alternatives, Inc | 4.50% | Reduce -1.4% | 233,566 | $6.4M |
| Catalyst Private Wealth, LLC | 3.14% | Add +8.7% | 233,388 | $6.4M |
| UMB Bank, n.a. | 0.10% | Reduce -0.2% | 232,858 | $6.4M |
| tru Independence LLC | 1.87% | Add +9.1% | 232,561 | $6.4M |
| AE Wealth Management LLC | 0.06% | Add +14.4% | 230,926 | $6.3M |
| MAI Capital Management | 0.06% | Reduce -2.4% | 228,130 | $6.3M |
| JPMorgan Chase & Co. | 0.00% | Add +254.1% | 222,291 | $6.1M |
| Legacy Financial Group, Inc. | 2.06% | Reduce -2.6% | 228,869 | $6.1M |
| GEM Asset Management, LLC | 3.40% | Add +13.2% | 211,460 | $6.0M |
| Kure Advisory, LLC | 5.24% | Add +2.5% | 213,356 | $5.8M |
| Tortoise Investment Management, LLC | 0.61% | Add +24.9% | 212,584 | $5.8M |
| Jackson Thornton Wealth Management, LLC | 0.76% | Reduce -1.9% | 209,493 | $5.7M |
| PCA Investment Advisory Services Inc. | 2.69% | Add +10.4% | 208,717 | $5.7M |
| DecisionPoint Financial, LLC | 1.79% | Reduce -2.6% | 206,584 | $5.7M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.54% | Reduce -1.0% | 206,442 | $5.7M |
| Oceanside Advisors LLC | 4.11% | Add +2.7% | 201,278 | $5.5M |
| Rappaport Reiches Capital Management, LLC | 1.46% | Add +8.8% | 200,268 | $5.5M |
| Osaic Holdings, Inc. | 0.01% | Add +60.1% | 199,823 | $5.5M |
| Advisory Alpha, LLC | 0.19% | Add +1.9% | 199,462 | $5.5M |
| Archford Capital Strategies, LLC | 0.79% | Add +4.7% | 190,097 | $5.2M |
| Pinnacle Associates Ltd. | 0.09% | Add +3.2% | 215,480 | $5.2M |
| Cassady Schiller Wealth Management, LLC | 1.85% | Add +14.6% | 184,529 | $5.1M |
| Disciplined Investments, LLC | 2.45% | Add +13.2% | 180,804 | $5.0M |
| Private Advisor Group, LLC | 0.03% | Reduce -31.2% | 173,687 | $4.8M |
| Sageworth Trust Co | 0.28% | Reduce -0.4% | 173,203 | $4.7M |
| Keb Asset Management, LLC | 1.40% | Add +10.2% | 170,158 | $4.7M |
| Midwest Heritage Bank, FSB | 2.18% | Reduce -0.1% | 169,745 | $4.7M |
| Heritage Wealth Management, Inc./Texas | 2.66% | Add +4.3% | 167,193 | $4.6M |
| Ledgewood Wealth Advisors, LLC | 3.05% | Add +11.3% | 165,312 | $4.5M |
| Willow Creek Wealth Management Inc. | 0.48% | Reduce -3.3% | 165,269 | $4.5M |
| Seven Mile Advisory | 2.98% | Add +11.8% | 164,618 | $4.5M |
| Integrity Wealth Solutions LLC | 2.59% | Add +5.5% | 162,110 | $4.4M |
| Two West Capital Advisors LLC | 3.58% | Add +14.2% | 161,262 | $4.4M |
| Fort Henry Capital, LLC | 2.99% | Add +7.1% | 160,504 | $4.4M |
| Pettinga Financial Advisors LLC | 1.02% | Add +1.4% | 157,748 | $4.3M |
| Pure Portfolios Holdings LLC | 1.61% | — | 155,874 | $4.3M |
| Sutton Place Investors LLC | 2.55% | Add +1.0% | 152,524 | $4.2M |
| SIMA Wealth Partners, LLC | 3.61% | Add +5.9% | 151,777 | $4.2M |
| GeoWealth Management, LLC | 0.15% | Add +8.6% | 150,208 | $4.1M |
| Quantum Financial Advisors, LLC | 0.63% | Reduce -4.2% | 147,807 | $4.1M |
| Stifel Financial Corp. | 0.00% | Reduce -77.8% | 143,714 | $3.9M |
| FMB Wealth Management | 2.16% | Add +7.9% | 139,366 | $3.8M |
| Builder Investment Group Inc. | 1.02% | Add +2.2% | 137,956 | $3.8M |
| One Capital Management, LLC | 0.12% | Reduce -40.5% | 133,529 | $3.7M |
| 1900 Wealth Management LLC | 0.30% | Add +39.1% | 127,694 | $3.5M |
| Level Financial Advisors | 1.33% | Reduce -2.6% | 127,193 | $3.5M |
| Andrews, Lucia Wealth Management LLC | 2.47% | Add +2.6% | 134,644 | $3.5M |
| PFG Advisors | 0.21% | Add +6.2% | 123,040 | $3.4M |
| Glass Jacobson Investment Advisors llc | 1.07% | Add +0.6% | 118,024 | $3.2M |
| Burton Enright Welch | 0.69% | Reduce -0.3% | 117,789 | $3.2M |
| MBA Advisors LLC | 1.55% | Add +80.6% | 117,481 | $3.2M |
| Sax Wealth Advisors, LLC | 0.29% | Reduce -0.8% | 117,002 | $3.2M |
| Tru Independence Asset Management 2, LLC | 2.66% | — | 115,173 | $3.2M |
| Northwest Wealth Management, LLC | 0.73% | Add +17.9% | 114,238 | $3.1M |
| Apella Capital, LLC | 0.13% | Reduce -19.3% | 108,631 | $3.0M |
| Colorado Capital Management, Inc. | 1.49% | Add +134.7% | 110,004 | $3.0M |
| IFP Advisors, Inc | 0.11% | Reduce -0.0% | 109,241 | $3.0M |
| CreativeOne Wealth, LLC | 0.10% | Add +47.5% | 105,026 | $2.9M |
| Baker Boyer National Bank | 0.96% | Reduce -0.4% | 104,441 | $2.9M |
| RCS Financial Planning, LLC | 1.58% | Add +0.3% | 103,988 | $2.9M |
| Flow Traders U.S. LLC | 0.14% | Reduce -45.2% | 101,647 | $2.8M |
| Heritage Wealth Management, Inc. | 2.49% | Add +0.3% | 100,667 | $2.8M |
| Beacon Pointe Advisors, LLC | 0.03% | Reduce -0.2% | 97,948 | $2.7M |
| Financial Symmetry Inc | 1.82% | Add +2.6% | 94,886 | $2.6M |
| Waterfront Wealth Inc. | 0.63% | Reduce -0.2% | 95,230 | $2.6M |
| RFG Advisory, LLC | 0.08% | Add +1.0% | 92,402 | $2.5M |
| Equitable Holdings, Inc. | 0.02% | Add +24.0% | 88,863 | $2.4M |
| Tillman Hartley LLC | 0.72% | Reduce -2.2% | 88,783 | $2.4M |
| Bay Harbor Wealth Management, LLC | 0.79% | Add +20.3% | 88,026 | $2.4M |
| Waypoint Wealth Partners Inc. | 0.64% | Add +0.0% | 87,877 | $2.4M |
| Security Financial Services, INC. | 0.49% | Add +4.4% | 86,959 | $2.4M |
| Raymond James & Associates | 0.00% | Reduce -6.8% | 84,787 | $2.3M |
| Lodestone Wealth Management LLC | 1.16% | Add +0.1% | 84,726 | $2.3M |
| Annapolis Financial Services, LLC | 0.68% | Reduce -2.8% | 83,847 | $2.3M |
| Linscomb Wealth, Inc. | 0.11% | Add +10.8% | 81,279 | $2.2M |
| Adero Partners, LLC | 0.14% | Reduce -4.8% | 78,661 | $2.2M |
| Breakwater Capital Group | 0.43% | Add +10.7% | 77,817 | $2.1M |
| Jacobi Capital Management LLC | 0.16% | Add +37.5% | 76,082 | $2.1M |
| Trinity Financial Advisors LLC | 0.92% | Add +146.1% | 104,676 | $2.1M |
| Penobscot Wealth Management | 1.10% | Add +1.7% | 74,196 | $2.0M |
| Versant Capital Management, Inc | 0.45% | Reduce -6.4% | 71,959 | $2.0M |
| Evanson Asset Management, LLC | 0.14% | Add +20.9% | 70,847 | $1.9M |
| Claris Advisors, LLC / Mo / | 0.84% | Add +1.3% | 70,587 | $1.9M |
| Total Wealth Planning, LLC | 0.30% | Reduce -0.4% | 69,624 | $1.9M |
| Peapack Gladstone Financial Corp. | 0.03% | Add +1.3% | 68,340 | $1.9M |
| CGN Advisors LLC | 0.19% | Reduce -1.4% | 68,323 | $1.9M |
| Cordgrass Capital Advisors, LLC | 0.54% | New | 68,139 | $1.9M |
| Heritage Financial Services, LLC | 0.25% | Add +6.5% | 67,965 | $1.9M |
| Yoder Wealth Management, Inc. | 1.12% | Reduce -0.1% | 67,930 | $1.9M |
| City State Bank | 0.68% | Reduce -6.0% | 67,879 | $1.9M |
| AQR Capital Management | 0.00% | Add +78.8% | 66,612 | $1.8M |
| Allworth Financial LP | 0.01% | Reduce -3.6% | 65,871 | $1.8M |
| Vance Wealth, LLC | 0.68% | Add +24.3% | 65,631 | $1.8M |
| Gradient Capital Advisors, LLC | 0.59% | Add +0.2% | 65,299 | $1.8M |
| Lauer Wealth, LLC | 1.38% | Add +9.4% | 66,410 | $1.8M |
| American Capital Advisory, LLC | 1.03% | Add +18.7% | 65,057 | $1.8M |
| Citadel Advisors | 0.00% | Add +30.2% | 64,688 | $1.8M |
| Beta Wealth Group, Inc. | 0.79% | Reduce -1.3% | 64,234 | $1.8M |
| Pinnacle Financial Group, LLC / IL | 0.69% | Add +7.2% | 64,185 | $1.8M |
| Hutchinson Capital Management | 0.33% | Add +0.2% | 63,879 | $1.8M |
| Aviance Capital Partners, LLC | 0.23% | Add +10.2% | 63,878 | $1.8M |
| Keebeck Wealth Management | 0.25% | Reduce -14.6% | 63,612 | $1.7M |
| Cardiff Park Advisors, LLC | 0.16% | Add +1.2% | 63,549 | $1.7M |
| AdvisorNet Financial, Inc | 0.13% | Add +11.5% | 63,519 | $1.7M |
| Plancorp, LLC | 0.07% | Add +0.1% | 63,338 | $1.7M |
| Blue Trust, Inc. | 0.02% | Add +1.9% | 65,952 | $1.7M |
| LaSalle St. Investment Advisors, LLC | 0.67% | Add +13.0% | 61,919 | $1.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +10.0% | 61,873 | $1.7M |
| Saxony Capital Management, LLC | 1.55% | Add +3.6% | 61,724 | $1.7M |
| Investmark Advisory Group LLC | 0.82% | Add +19.0% | 61,414 | $1.7M |
| Savant Capital, LLC | 0.01% | Add +222.5% | 60,743 | $1.7M |
| Syverson Strege & Co | 0.56% | Add +4.2% | 60,700 | $1.7M |
| Meritas Wealth Management, LLC | 1.02% | Reduce -1.4% | 60,251 | $1.7M |
| Clarity Capital Advisors, LLC | 1.18% | Add +5.6% | 60,232 | $1.7M |
| HFG Wealth Management, LLC | 1.05% | No change | 63,658 | $1.6M |
| Zhang Financial LLC | 0.10% | Reduce -7.2% | 59,921 | $1.6M |
| Mustard Seed Financial, LLC | 1.36% | Add +23.3% | 59,770 | $1.6M |
| Pathstone Holdings, LLC | 0.01% | Add +0.3% | 58,924 | $1.6M |
| 180 Wealth Advisors, LLC | 0.25% | Add +10.2% | 58,636 | $1.6M |
| Porter White Investment Advisors, Inc. | 0.80% | Reduce -4.0% | 58,279 | $1.6M |
| PrairieView Partners, LLC | 0.17% | Add +1.1% | 58,151 | $1.6M |
| CVA Family Office, LLC | 0.26% | Add +6.6% | 57,980 | $1.6M |
| Baird Financial Group, Inc. | 0.00% | Add +12.0% | 57,362 | $1.6M |
| Cahill Wealth Management, LLC | 0.81% | Add +0.1% | 57,338 | $1.6M |
| Quad-Cities Investment Group, LLC | 0.78% | Add +1.1% | 56,929 | $1.6M |
| Waddell & Associates, LLC | 0.19% | Reduce -3.2% | 56,747 | $1.6M |
| Valued Wealth Advisors LLC | 1.00% | Add +2.1% | 56,286 | $1.5M |
| AlTi Global, Inc. | 0.04% | Add +15.6% | 54,900 | $1.5M |
| Sollinda Capital Management LLC | 0.42% | Add +2.5% | 54,577 | $1.5M |
| American Investment Services, Inc. | 0.25% | Reduce -15.5% | 54,161 | $1.5M |
| Okabena Investment Services Inc. | 0.40% | Reduce -1.7% | 52,101 | $1.4M |
| Seven Springs Wealth Group, LLC | 0.53% | Reduce -1.3% | 51,863 | $1.4M |
| Farther Finance Advisors, LLC | 0.05% | Add +138.6% | 50,632 | $1.4M |
| Mills Wealth Advisors LLC | 0.94% | Add +0.8% | 49,819 | $1.4M |
| Chicago Partners Investment Group LLC | 0.05% | Reduce -0.6% | 50,774 | $1.4M |
| Cannon Financial Strategists, Inc. | 0.23% | Add +0.0% | 47,006 | $1.3M |
| Oder Investment Management, LLC | 1.06% | New | 44,957 | $1.2M |
| Beckerman Institutional, LLC | 1.03% | — | 44,790 | $1.2M |
| Vermillion & White Wealth Management Group, LLC | 0.90% | Reduce -3.6% | 44,599 | $1.2M |
| Werba Rubin Papier Wealth Management | 0.28% | Add +0.1% | 43,824 | $1.2M |
| Cambridge Financial Group, LLC | 0.49% | Add +11.3% | 43,271 | $1.2M |
| Atria Investments, Inc | 0.01% | New | 42,027 | $1.2M |
| Avior Wealth Management, LLC | 0.04% | Reduce -11.6% | 40,918 | $1.1M |
| BCU Wealth Advisors, LLC | 0.66% | Add +22.0% | 40,478 | $1.1M |
| Capital Investment Advisory Services, LLC | 0.10% | Reduce -3.6% | 40,059 | $1.1M |
| Cypress Point Wealth Management, LLC | 0.42% | Add +0.1% | 39,367 | $1.1M |
| Landmark Wealth Management, Inc. | 0.53% | Reduce -18.1% | 38,484 | $1.1M |
| Retirement Guys Formula LLC | 0.49% | Add +0.2% | 38,379 | $1.1M |
| Sprinkle Financial Consultants LLC | 0.74% | Add +0.9% | 37,614 | $1.0M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +5.3% | 37,058 | $1.0M |
| Orion Portfolio Solutions, LLC | 0.01% | Add +5.3% | 37,058 | $1.0M |
| L & S Advisors Inc | 0.12% | Reduce -0.6% | 36,534 | $1.0M |
| Morton Capital Management LLC | 0.20% | Reduce -3.7% | 36,141 | $991K |
| Shearwater Capital LLC | 0.68% | Add +0.1% | 35,856 | $983K |
| Bridge Advisory, LLC | 0.47% | Add +1.0% | 35,823 | $982K |
| Gemmer Asset Management LLC | 0.10% | Add +0.5% | 35,772 | $981K |
| Krilogy Financial LLC | 0.07% | Reduce -41.1% | 35,744 | $980K |
| First Command Advisory Services, Inc. | 0.01% | Reduce -10.5% | 34,992 | $959K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -9.9% | 34,284 | $940K |
| Foster & Motley Inc. | 0.06% | Reduce -12.9% | 33,994 | $932K |
| Comerica Bank | 0.00% | Add +72.6% | 33,940 | $930K |
| ARK & TLK Investments, LLC | 0.33% | Reduce -3.2% | 33,729 | $925K |
| Mutual Advisors, LLC | 0.03% | Add +11.0% | 33,626 | $901K |
| Flagstone Financial Management | 0.29% | No change | 31,663 | $868K |
| Wealthfront Advisers LLC | 0.00% | Add +42.0% | 30,698 | $841K |
| Tanager Wealth Management LLP | 0.11% | Reduce -4.0% | 28,763 | $788K |
| Lam Group, Inc. | 0.54% | Reduce -0.1% | 28,050 | $769K |
| CarsonAllaria Wealth Management, Ltd. | 0.44% | Reduce -2.4% | 28,042 | $769K |
| Lauterbach Financial Advisors, LLC | 0.46% | Add +13.8% | 27,706 | $759K |
| WMS Partners, LLC | 0.04% | Reduce -0.8% | 27,250 | $747K |
| Total Clarity Wealth Management, Inc. | 0.23% | Add +0.9% | 26,458 | $725K |
| Arcadia Wealth Management, LLC | 0.38% | Add +3.5% | 26,347 | $722K |
| Cordant, Inc. | 0.37% | Reduce -4.4% | 26,291 | $721K |
| Highland Financial Advisors, LLC | 0.24% | Reduce -2.4% | 25,014 | $686K |
| Ameritas Advisory Services, LLC | 0.03% | Add +1.4% | 24,809 | $680K |
| DBK Financial Counsel, LLC | 0.68% | Add +19.1% | 24,551 | $673K |
| Tranquility Partners, LLC | 0.24% | Add +11.9% | 24,496 | $671K |
| Patriot Financial Group Insurance Agency, LLC | 0.09% | Reduce -0.1% | 24,278 | $665K |
| VanderPol Investments L.L.C. | 1.48% | Add +7.0% | 24,203 | $663K |
| Montis Financial, LLC | 0.23% | Add +151.8% | 24,067 | $660K |
| Naples Global Advisors, LLC | 0.06% | No change | 23,485 | $644K |
| Private Trust Co. NA | 0.06% | Add +16.0% | 22,963 | $629K |
| Eaton-Cambridge Inc. | 0.29% | No change | 22,163 | $607K |
| Principal Securities, Inc. | 0.01% | Reduce -43.2% | 21,942 | $601K |
| Valeo Financial Advisors, LLC | 0.02% | Reduce -9.7% | 21,940 | $601K |
| Signature Resources Capital Management, LLC | 0.53% | Reduce -2.3% | 21,257 | $583K |
| D.A. Davidson & Co. | 0.00% | Add +90.7% | 21,193 | $581K |
| Rehmann Capital Advisory Group | 0.04% | Add +0.7% | 20,841 | $571K |
| Samalin Investment Counsel, LLC | 0.25% | Reduce -0.7% | 20,652 | $566K |
| Lynx Investment Advisory | 0.40% | Add +71.3% | 20,507 | $562K |
| Fort Vancouver Investment Management, LLC | 0.46% | Reduce -13.7% | 19,632 | $538K |
| USAdvisors Wealth Management, LLC | 0.19% | Reduce -3.7% | 19,301 | $535K |
| Alkeme Wealth, LLC | 0.24% | Add +0.1% | 19,469 | $534K |
| Eclectic Associates Inc. | 0.21% | New | 19,435 | $533K |
| Truist Financial Corp. | 0.00% | Add +61.3% | 19,289 | $529K |
| Eastover Investment Advisors LLC | 0.25% | Add +14.0% | 19,095 | $523K |
| Parkwoods Wealth Partners, LLC | 0.42% | — | 18,578 | $509K |
| Cowa, LLC | 0.24% | Add +10.7% | 18,301 | $502K |
| Investment Advisory Group, LLC | 0.17% | Add +0.3% | 17,685 | $485K |
| Cherry Tree Wealth Management, LLC | 0.11% | No change | 17,274 | $473K |
| B.O.S.S. Retirement Advisors, LLC | 0.09% | Add +14.4% | 16,944 | $464K |
| NewEdge Advisors, LLC | 0.00% | Add +10.7% | 16,899 | $463K |
| Abel Hall, LLC | 0.30% | Reduce -0.1% | 16,866 | $462K |
| Fortress Wealth Management, Inc. | 0.23% | Add +0.9% | 16,708 | $458K |
| Bristlecone Advisors, LLC | 0.04% | Reduce -0.4% | 16,599 | $455K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -0.3% | 16,596 | $455K |
| Texas Capital Bank Wealth Management Services Inc | 0.04% | No change | 16,532 | $453K |
| Firethorn Wealth Partners, LLC | 0.23% | Add +103.1% | 16,418 | $450K |
| Ruedi Wealth Management, Inc. | 0.15% | Reduce -2.0% | 16,353 | $448K |
| Quarry Hill Advisors, LLC | 0.30% | No change | 16,183 | $444K |
| SJS Investment Consulting Inc. | 0.08% | Add +0.1% | 16,010 | $439K |
| Rather & Kittrell, Inc. | 0.11% | Reduce -13.7% | 15,893 | $436K |
| Prosperity Planning, Inc. | 0.19% | Reduce -0.2% | 15,733 | $431K |
| Ascentis Independent Advisors | 0.07% | Add +0.0% | 15,695 | $430K |
| Ariadne Wealth Management, LP | 0.23% | New | 15,687 | $428K |
| IFG Advisors, LLC | 0.09% | Reduce -11.8% | 15,309 | $420K |
| Aire Advisors, LLC | 0.09% | Add +5.5% | 15,056 | $413K |
| Presidio Capital Management, LLC | 0.26% | Reduce -8.2% | 15,018 | $412K |
| Acorn Wealth Advisors, LLC | 0.17% | Reduce -0.2% | 14,451 | $396K |
| Townsquare Capital LLC | 0.00% | Add +1.5% | 14,378 | $394K |
| Drive Wealth Management, LLC | 0.10% | Reduce -31.1% | 14,278 | $391K |
| Morgan Stanley | 0.00% | Add +74.6% | 14,185 | $389K |
| Raymond James Trust N.A. | 0.01% | Reduce -4.1% | 14,044 | $385K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +44.6% | 13,667 | $375K |
| Lifeworks Advisors, LLC | 0.07% | Reduce -13.3% | 13,539 | $371K |
| Canopy Partners, LLC | 0.15% | Add +0.5% | 13,134 | $360K |
| Invst, LLC | 0.04% | New | 12,248 | $336K |
| Abacus Planning Group, Inc. | 0.06% | Add +0.4% | 11,964 | $328K |
| Inscription Capital, LLC | 0.05% | New | 11,907 | $326K |
| Maryland Capital Advisors Inc. | 0.16% | Reduce -1.6% | 11,903 | $326K |
| Marshall Wace, LLP | 0.00% | New | 11,780 | $323K |
| Websterrogers Financial Advisors, LLC | 0.11% | Add +4.5% | 11,749 | $322K |
| G2 Capital Management, LLC / Oh | 0.09% | Add +10.0% | 11,701 | $321K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +0.6% | 11,613 | $318K |
| Pinnacle Family Advisors, LLC | 0.16% | Reduce -1.4% | 11,442 | $314K |
| Dopkins Wealth Management, LLC | 0.25% | Reduce -12.6% | 11,436 | $313K |
| Wedmont Private Capital | 0.02% | No change | 11,075 | $312K |
| HRT Financial LP | 0.00% | New | 11,328 | $310K |
| RHS Financial, LLC | 0.15% | New | 11,050 | $303K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -2.8% | 10,950 | $300K |
| REDW Wealth LLC | 0.08% | Reduce -5.2% | 10,847 | $297K |
| Hill Investment Group Partners, LLC | 0.04% | Reduce -0.0% | 11,325 | $293K |
| Parcion Private Wealth LLC | 0.02% | Reduce -7.6% | 10,544 | $289K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | New | 10,403 | $285K |
| Earned Wealth Advisors, LLC | 0.09% | New | 10,401 | $285K |
| Compass Ion Advisors, LLC | 0.03% | New | 10,367 | $284K |
| Matisse Capital | 0.14% | Add +3.9% | 10,252 | $281K |
| Corrigan Financial, Inc. | 0.06% | New | 10,094 | $277K |
| Elevate Wealth Advisory, Inc. | 0.20% | Reduce -2.9% | 9,966 | $273K |
| Tanglewood Legacy Advisors, LLC | 0.12% | No change | 9,876 | $271K |
| Marshall Financial Group, LLC | 0.06% | Reduce -6.0% | 9,675 | $265K |
| Vestia Personal Wealth Advisors | 0.25% | Add +0.9% | 9,518 | $261K |
| C M Bidwell & Associates Ltd. | 0.16% | No change | 9,449 | $259K |
| Leading Edge Financial Planning LLC | 0.08% | Reduce -7.0% | 8,940 | $245K |
| Caprock Group, LLC | 0.01% | Reduce -11.1% | 8,861 | $243K |
| Passive Capital Management, LLC. | 0.08% | Add +6.6% | 8,821 | $242K |
| Greenspring Advisors, LLC | 0.05% | No change | 8,662 | $237K |
| Burney Co./ | 0.01% | Add +5.2% | 8,376 | $230K |
| Stewardship Advisors, LLC | 0.06% | New | 8,346 | $229K |
| Garrison Point Advisors, LLC | 0.14% | Add +4.7% | 8,280 | $227K |
| WMG Financial Advisors, LLC | 0.10% | Reduce -16.8% | 8,206 | $225K |
| Kraft Asset Management, LLC | 0.17% | New | 8,077 | $221K |
| Main Street Financial Solutions, LLC | 0.02% | No change | 8,042 | $220K |
| Janney Montgomery Scott LLC | 0.00% | Add +0.9% | 8,002 | $219K |
| Williams & Novak, LLC | 0.20% | Add +0.3% | 7,975 | $219K |
| Good Life Advisors, LLC | 0.01% | Reduce -0.2% | 7,816 | $214K |
| UNIVEST FINANCIAL Corp | 0.01% | New | 7,553 | $207K |
| Morris Financial Concepts, Inc. | 0.08% | Reduce -0.5% | 6,963 | $191K |
| HM Payson & Co. | 0.00% | New | 6,229 | $171K |
| US Bancorp \de | 0.00% | Add +56.9% | 5,847 | $160K |
| Blume Capital Management, Inc. | 0.04% | No change | 5,800 | $159K |
| Red Lighthouse Investment Management, LLC | 0.06% | No change | 5,581 | $153K |
| Wells Fargo & Company | 0.00% | Add +284.1% | 5,327 | $146K |
| Washington Trust Advisors, Inc. | 0.01% | Add +31.1% | 4,080 | $112K |
| Strategic Investment Solutions, Inc. | 0.03% | Add +5.0% | 3,980 | $109K |
| North Star Investment Management Corp. | 0.01% | No change | 3,528 | $97K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +32.6% | 3,493 | $96K |
| Qube Research & Technologies Ltd | 0.00% | Add +123.2% | 3,341 | $92K |
| Sanctuary Wealth Management, L.L.C. | 0.06% | Reduce -17.6% | 3,246 | $89K |
| Denver PWM, LLC | 0.03% | No change | 3,172 | $87K |
| Householder Group Estate & Retirement Specialist, LLC | 0.02% | Add +135.1% | 2,957 | $81K |
| Asset Dedication, LLC | 0.01% | Add +1207.7% | 2,707 | $74K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 2,455 | $67K |
| Smartleaf Asset Management LLC | 0.01% | No change | 2,266 | $63K |
| Concord Wealth Partners | 0.01% | Add +1.0% | 2,099 | $58K |
| Glassman Wealth Services | 0.01% | No change | 1,340 | $37K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,305 | $36K |
| Global Retirement Partners, LLC | 0.00% | No change | 1,177 | $32K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 1,080 | $30K |
| Eagle Bay Advisors LLC | 0.01% | No change | 1,078 | $30K |
| Financial Gravity Companies, Inc. | 0.01% | — | 879 | $24K |
| Coppell Advisory Solutions LLC | 0.00% | Reduce -3.1% | 830 | $23K |
| Heck Capital Advisors, LLC | 0.00% | No change | 807 | $22K |
| Anfield Capital Management, LLC | 0.01% | No change | 739 | $20K |
| Raffa Wealth Management, LLC | 0.00% | Reduce -7.5% | 633 | $17K |
| Spire Wealth Management | 0.00% | Reduce -95.3% | 600 | $16K |
| Howe & Rusling Inc. | 0.00% | No change | 558 | $15K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | Add +19.1% | 399 | $11K |
| Parkside Financial Bank & Trust | 0.00% | Add +0.8% | 389 | $11K |
| TruNorth Capital Management, LLC | 0.00% | No change | 368 | $10K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 363 | $10K |
| Legacy Investment Solutions, LLC | 0.01% | — | 361 | $9K |
| Legacy Wealth Managment, LLC | 0.01% | — | 361 | $9K |
| Pinnacle Bancorp, Inc. | 0.00% | Reduce -79.0% | 330 | $9K |
| Financial Connections Group, Inc. | 0.00% | No change | 350 | $9K |
| Painted Porch Advisors LLC | 0.00% | New | 320 | $9K |
| Assetmark, Inc. | 0.00% | New | 299 | $8K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 293 | $8K |
| CIBC Private Wealth Group LLC | 0.00% | Add +37.7% | 219 | $6K |
| Tucker Asset Management LLC | 0.00% | No change | 193 | $5K |
| Frazier Financial Advisors, LLC | 0.00% | Add +0.8% | 127 | $3K |
| West Branch Capital LLC | 0.00% | New | 125 | $3K |
| Aspire Private Capital, LLC | 0.00% | Reduce -93.1% | 100 | $3K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 100 | $3K |
| McIlrath & Eck, LLC | 0.00% | Reduce -55.6% | 96 | $3K |
| Evolution Advisers, Inc. | 0.00% | No change | 105 | $2K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -55.4% | 62 | $2K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 59 | $2K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 31 | $843 |
| Ancora Advisors LLC | 0.00% | No change | 10 | $274 |
| Creative Financial Designs Inc. | 0.00% | No change | 5 | $142 |
| Kings Path Partners LLC | 0.00% | Reduce -93.1% | 2 | $55 |
| Raleigh Capital Management Inc. | 0.00% | New | 1 | $33 |
| 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.