Dimensional Emerging Core EqDFAEETF
13F holders, Q4 2024 (December 31)514holders +63
34new positions
22sold out
1famous investor
$25.46avg. 13F price*
At the end of Q4 2024, 514 institutions reported holding Dimensional Emerging Core Eq (DFAE) in their 13F filings, up 63 from Q3 2024. 34 opened new positions and 22 sold out. The largest holders were Essential Planning, LLC. ($411.5M), FMR LLC ($324.4M) and Retirement Systems of Alabama ($321.4M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Dimensional Emerging Core Eq
- CUSIP
- 25434V302
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $22.0M |
| Exits | 22 | $34.8M |
All 13F filers, Q3 2024 → Q4 2024: 28,697,043 shares bought and 3,681,402 shares sold, net +25,015,641 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 514 holders
| Essential Planning, LLC. | 2.68% | Add +6263.9% | 15,544,324 | $411.5M |
| FMR LLC | 0.02% | Add +31.0% | 12,788,483 | $324.4M |
| Retirement Systems of Alabama | 1.19% | No change | 12,668,769 | $321.4M |
| Mather Group, Llc. | 2.94% | Add +45.8% | 8,944,939 | $226.9M |
| UBS Group AG | 0.03% | Add +0.4% | 5,280,064 | $134.0M |
| Bank of America Corp. | 0.01% | Add +1.0% | 4,583,599 | $116.3M |
| Foster Group, Inc. | 3.44% | Add +1.6% | 3,553,632 | $90.2M |
| Mariner, LLC | 0.15% | Add +3.5% | 3,413,922 | $86.6M |
| Factory Mutual Insurance Co. | 0.85% | No change | 3,086,900 | $78.3M |
| Wealthspire Advisors, LLC | 0.64% | Add +11.0% | 2,530,427 | $64.2M |
| Cable Hill Partners, LLC | 6.30% | Add +1.1% | 2,463,057 | $62.5M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -0.1% | 2,419,945 | $61.4M |
| Corient Private Wealth LP | 0.09% | Add +1.6% | 2,175,806 | $55.2M |
| Millburn Ridgefield LLC | 1.19% | Add +13.1% | 1,869,821 | $47.4M |
| Catalyst Capital Advisors LLC | 1.01% | Add +13.1% | 1,869,821 | $47.4M |
| Root Financial Partners, LLC | 5.73% | Add +23.9% | 1,820,815 | $46.2M |
| Creative Planning | 0.04% | Reduce -4.1% | 1,618,182 | $41.1M |
| Falcon Wealth Planning | 4.28% | Add +2.6% | 1,511,576 | $38.3M |
| Focus Partners Wealth | 0.10% | Add +4.0% | 1,461,652 | $37.1M |
| True Link Financial Advisors, LLC | 3.05% | Reduce -7.9% | 1,430,900 | $36.3M |
| Royal Bank of Canada | 0.01% | Add +7.2% | 1,386,580 | $35.2M |
| Evoke Wealth, LLC | 0.94% | Add +2.4% | 1,336,359 | $33.9M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +37.5% | 1,300,312 | $33.0M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Add +16.7% | 1,283,197 | $32.6M |
| Mercer Global Advisors Inc. | 0.08% | Reduce -19.9% | 1,282,333 | $32.5M |
| Aquire Wealth Advisors, LLC | 9.36% | Add +5.5% | 1,191,617 | $30.2M |
| Cwm, LLC | 0.12% | Add +4.8% | 1,141,847 | $29.0M |
| TCI Wealth Advisors, Inc. | 2.36% | Add +24.3% | 1,115,590 | $28.3M |
| Great Point Wealth Advisors, LLC | 5.98% | Add +2.9% | 1,077,471 | $27.3M |
| Mission Wealth Management, LP | 0.64% | Reduce -10.9% | 1,053,641 | $26.7M |
| RVW Wealth, LLC | 2.48% | Add +0.9% | 1,046,024 | $26.5M |
| RAM Investment Partners, LLC | 6.39% | Add +9.6% | 1,025,293 | $26.0M |
| West Financial Advisors, LLC | 4.54% | Add +1.8% | 927,328 | $23.5M |
| Ledyard National Bank | 2.20% | Add +15.8% | 922,884 | $23.4M |
| Prime Capital Investment Advisors, LLC | 0.34% | Add +3.5% | 914,556 | $23.2M |
| Cerity Partners LLC | 0.05% | Add +57.3% | 895,123 | $22.7M |
| WPWealth LLP | 4.42% | Add +4.9% | 852,842 | $21.6M |
| Raymond James Financial Inc. | 0.01% | — | 840,586 | $21.3M |
| OneDigital Investment Advisors LLC | 0.24% | Add +16.8% | 803,080 | $20.4M |
| Market Street Wealth Management Advisors LLC | 3.39% | Add +1.6% | 796,884 | $20.2M |
| Aveo Capital Partners, LLC | 2.00% | Reduce -3.0% | 718,425 | $18.2M |
| Diversified Portfolios, Inc. | 1.96% | Add +3.7% | 706,798 | $17.9M |
| HighTower Advisors, LLC | 0.02% | Add +11.3% | 698,001 | $17.7M |
| Founders Financial Securities LLC | 1.59% | Reduce -3.9% | 694,055 | $17.6M |
| Horizon Investments, LLC | 0.50% | Reduce -3.3% | 690,013 | $17.5M |
| Freedom Investment Management, Inc. | 1.45% | Add +0.6% | 687,078 | $17.4M |
| Perigon Wealth Management, LLC | 0.43% | Add +12.2% | 691,617 | $17.4M |
| Avantax Advisory Services, Inc. | 0.11% | Add +1.9% | 674,452 | $17.1M |
| JFS Wealth Advisors, LLC | 1.17% | Reduce -1.2% | 673,699 | $17.1M |
| Morling Financial Advisors, LLC | 5.92% | Add +8.4% | 669,853 | $17.0M |
| Bank of Montreal | 0.01% | Reduce -1.4% | 669,501 | $17.0M |
| Marquette Asset Management, LLC | 2.77% | Add +0.7% | 668,387 | $17.0M |
| Modera Wealth Management, LLC | 0.20% | Add +12.7% | 655,125 | $16.6M |
| Park Avenue Securities LLC | 0.17% | Add +9.7% | 654,372 | $16.6M |
| CPA Asset Management Group, LLC | 7.60% | Add +2.1% | 644,286 | $16.3M |
| Annandale Capital, LLC | 3.05% | Reduce -0.2% | 607,403 | $15.4M |
| Focus Partners Advisor Solutions, LLC | 0.26% | Add +8.0% | 605,365 | $15.4M |
| Clearstead Advisors, LLC | 0.23% | Add +7.4% | 598,061 | $15.2M |
| Moisand Fitzgerald Tamayo, LLC | 2.12% | Add +0.6% | 590,919 | $15.0M |
| Fiduciary Financial Group, LLC | 3.21% | Add +2.9% | 589,437 | $14.6M |
| Bedel Financial Consulting, Inc. | 2.03% | Add +2.4% | 564,450 | $14.6M |
| Arista Wealth Management, LLC | 3.43% | Add +2.6% | 563,145 | $14.3M |
| Wealth Management Nebraska | 2.30% | — | 558,488 | $14.2M |
| Dynamic Advisor Solutions LLC | 0.60% | Add +3.2% | 545,405 | $13.8M |
| Creative Capital Management Investments LLC | 5.73% | Add +3.3% | 540,030 | $13.7M |
| Pallas Capital Advisors LLC | 0.57% | Reduce -0.4% | 525,840 | $13.3M |
| Cetera Investment Advisers | 0.03% | Reduce -0.3% | 515,489 | $13.1M |
| Colony Family Offices, LLC | 4.07% | Add +1.3% | 510,254 | $12.9M |
| EP Wealth Advisors, LLC | 0.10% | Reduce -52.1% | 501,220 | $12.7M |
| Brighton Jones LLC | 0.36% | Add +17.9% | 487,353 | $12.4M |
| Envision Financial Planning, LLC | 6.38% | Add +1.9% | 486,813 | $12.4M |
| Voisard Asset Management Group, Inc. | 4.08% | Add +2.7% | 481,234 | $12.2M |
| DDFG, Inc | 3.50% | Add +3.2% | 478,249 | $12.1M |
| Collective Family Office LLC | 3.31% | Add +3.0% | 476,094 | $12.1M |
| Efficient Advisors, LLC | 0.78% | Add +8.6% | 475,552 | $12.1M |
| Index Fund Advisors, Inc. | 0.65% | Add +8.1% | 473,470 | $12.0M |
| Physician Wealth Advisors, Inc. | 2.02% | Add +1.8% | 471,923 | $12.0M |
| DiNuzzo Private Wealth, Inc. | 1.48% | Add +1.0% | 461,634 | $11.7M |
| Wescott Financial Advisory Group, LLC | 1.20% | Add +0.6% | 458,170 | $11.6M |
| MML Investors Services, LLC | 0.04% | Reduce -3.1% | 454,936 | $11.5M |
| Great Waters Wealth Management | 1.43% | Reduce -14.7% | 438,615 | $11.1M |
| CFS Investment Advisory Services, LLC | 0.98% | Reduce -0.3% | 432,390 | $11.0M |
| Wealth Dimensions Group, Ltd. | 2.62% | Add +10.5% | 421,326 | $10.7M |
| Avondale Wealth Management | 6.78% | Add +6.8% | 417,118 | $10.6M |
| PBMares Wealth Management LLC | 2.15% | Add +8.5% | 414,112 | $10.5M |
| Private Capital Management LLC | 2.05% | Add +4.5% | 405,676 | $10.3M |
| TCP Asset Management, LLC | 2.18% | Add +4.9% | 389,584 | $9.9M |
| BWM Planning, LLC | 4.29% | Reduce -1.3% | 388,458 | $9.9M |
| Sterling Wealth Management, Inc. | 3.64% | Add +9.6% | 388,160 | $9.8M |
| Chico Wealth RIA | 8.60% | Add +3.1% | 387,873 | $9.8M |
| NorthCoast Asset Management LLC | 0.05% | Add +39.5% | 383,899 | $9.7M |
| Betterment LLC | 0.02% | Add +10.1% | 371,348 | $9.4M |
| LPL Financial LLC | 0.00% | Add +19.6% | 371,249 | $9.4M |
| Evergreen Capital Management LLC | 0.31% | Add +0.7% | 369,590 | $9.4M |
| Integrated Wealth Concepts LLC | 0.11% | Reduce -16.1% | 367,958 | $9.3M |
| Commonwealth Equity Services, LLC | 0.01% | Add +24.3% | 367,801 | $9.3M |
| Keyes, Stange & Wooten Wealth Management, LLC | 5.46% | Add +1.9% | 365,391 | $9.3M |
| Sequoia Financial Advisors, LLC | 0.09% | Reduce -1.5% | 365,249 | $9.3M |
| Austin Wealth Management, LLC | 1.92% | Add +14.0% | 364,445 | $9.3M |
| Awm Capital, LLC | 1.13% | Reduce -0.5% | 364,771 | $9.3M |
"% of holder's portfolio" is DFAE's weight in each manager's 13F, not the share of Dimensional Emerging Core Eq the manager owns.