Dimensional Emerging Core EqDFAEETF
13F holders, Q1 2025 (March 31)527holders +13
43new positions
29sold out
1famous investor
$25.92avg. 13F price*
At the end of Q1 2025, 527 institutions reported holding Dimensional Emerging Core Eq (DFAE) in their 13F filings, up 13 from Q4 2024. 43 opened new positions and 29 sold out. The largest holders were Retirement Systems of Alabama ($328.0M), Mather Group, Llc. ($275.7M) and FMR LLC ($274.9M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 43 | $72.9M |
| Exits | 29 | $16.3M |
All 13F filers, Q4 2024 → Q1 2025: 13,648,367 shares bought and 21,380,652 shares sold, net −7,732,285 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 527 holders
| Retirement Systems of Alabama | 1.28% | No change | 12,668,769 | $328.0M |
| Mather Group, Llc. | 3.19% | Add +19.1% | 10,648,826 | $275.7M |
| FMR LLC | 0.02% | Reduce -17.0% | 10,619,595 | $274.9M |
| UBS Group AG | 0.04% | Add +16.2% | 6,135,145 | $158.8M |
| Bank of America Corp. | 0.01% | Add +3.2% | 4,729,474 | $122.4M |
| Mariner, LLC | 0.16% | Add +10.3% | 3,764,583 | $97.5M |
| Foster Group, Inc. | 3.49% | Add +1.5% | 3,606,350 | $93.4M |
| Factory Mutual Insurance Co. | 0.93% | No change | 3,086,900 | $79.9M |
| Wealthspire Advisors, LLC | 0.40% | Add +2.7% | 2,597,661 | $67.3M |
| Cable Hill Partners, LLC | 6.39% | Add +2.3% | 2,519,591 | $65.5M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -5.1% | 2,296,008 | $59.4M |
| Root Financial Partners, LLC | 5.74% | Add +14.2% | 2,078,756 | $53.8M |
| Corient Private Wealth LP | 0.08% | Reduce -9.7% | 1,964,910 | $50.9M |
| Millburn Ridgefield LLC | 1.23% | Add +5.0% | 1,964,116 | $50.9M |
| Catalyst Capital Advisors LLC | 1.04% | Add +5.0% | 1,964,116 | $50.9M |
| HighTower Advisors, LLC | 0.07% | Add +176.4% | 1,929,590 | $50.0M |
| Falcon Wealth Planning | 4.88% | Add +12.3% | 1,696,753 | $43.9M |
| True Link Financial Advisors, LLC | 3.19% | Add +15.3% | 1,649,675 | $42.7M |
| Evoke Wealth, LLC | 1.08% | Add +19.6% | 1,598,619 | $41.4M |
| Creative Planning | 0.04% | Reduce -2.6% | 1,576,314 | $40.8M |
| Focus Partners Wealth | 0.10% | Add +4.3% | 1,524,733 | $39.5M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +15.1% | 1,496,613 | $38.7M |
| Royal Bank of Canada | 0.01% | Add +6.3% | 1,473,346 | $38.1M |
| TCI Wealth Advisors, Inc. | 2.83% | Add +22.5% | 1,366,603 | $35.4M |
| Mercer Global Advisors Inc. | 0.08% | Add +1.4% | 1,300,303 | $33.7M |
| Aquire Wealth Advisors, LLC | 10.01% | Add +5.4% | 1,255,794 | $32.5M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Reduce -5.5% | 1,212,516 | $31.4M |
| Cwm, LLC | 0.12% | Add +1.0% | 1,153,729 | $29.9M |
| Great Point Wealth Advisors, LLC | 6.08% | Add +0.8% | 1,085,740 | $28.1M |
| RAM Investment Partners, LLC | 6.90% | Add +5.3% | 1,079,634 | $28.0M |
| Ledyard National Bank | 2.53% | Add +7.0% | 987,359 | $25.6M |
| West Financial Advisors, LLC | 4.69% | Add +2.8% | 953,368 | $24.7M |
| Mission Wealth Management, LP | 0.61% | Reduce -11.0% | 937,580 | $24.3M |
| Prime Capital Investment Advisors, LLC | 0.28% | Add +0.3% | 917,767 | $23.8M |
| RVW Wealth, LLC | 2.22% | Reduce -12.9% | 911,129 | $23.6M |
| Cerity Partners LLC | 0.05% | Reduce -0.5% | 890,536 | $23.1M |
| WPWealth LLP | 4.41% | Add +1.1% | 862,166 | $22.3M |
| OneDigital Investment Advisors LLC | 0.26% | Add +6.4% | 854,312 | $22.1M |
| LPL Financial LLC | 0.01% | Add +120.9% | 819,963 | $21.2M |
| Market Street Wealth Management Advisors LLC | 3.58% | Add +2.2% | 814,257 | $21.1M |
| Perigon Wealth Management, LLC | 0.49% | Add +7.1% | 740,411 | $19.2M |
| Aveo Capital Partners, LLC | 3.16% | Reduce -0.3% | 716,141 | $19.0M |
| Morling Financial Advisors, LLC | 6.48% | Add +8.4% | 726,123 | $18.8M |
| Focus Partners Advisor Solutions, LLC | 0.28% | Add +18.2% | 715,493 | $18.5M |
| Diversified Portfolios, Inc. | 1.92% | Reduce -0.1% | 706,140 | $18.3M |
| Park Avenue Securities LLC | 0.22% | Add +7.1% | 701,051 | $18.1M |
| Avantax Advisory Services, Inc. | 0.11% | Add +3.5% | 697,754 | $18.1M |
| Freedom Investment Management, Inc. | 1.48% | Reduce -0.7% | 682,072 | $17.7M |
| Horizon Investments, LLC | 0.52% | Reduce -2.0% | 676,047 | $17.5M |
| JFS Wealth Advisors, LLC | 1.18% | Add +0.3% | 675,808 | $17.5M |
| Founders Financial Securities LLC | 1.48% | Reduce -2.5% | 676,361 | $17.5M |
| Marquette Asset Management, LLC | 3.05% | Reduce -0.1% | 667,525 | $17.3M |
| Clearstead Advisors, LLC | 0.27% | Add +11.5% | 667,102 | $17.3M |
| Berger Financial Group, Inc | 1.20% | New | 667,067 | $17.3M |
| Modera Wealth Management, LLC | 0.23% | Add +0.9% | 661,056 | $17.1M |
| CPA Asset Management Group, LLC | 7.40% | Add +0.8% | 649,677 | $16.8M |
| Bank of Montreal | 0.01% | Reduce -4.1% | 641,873 | $16.6M |
| Annandale Capital, LLC | 3.06% | Add +4.0% | 631,775 | $16.4M |
| Moisand Fitzgerald Tamayo, LLC | 2.18% | Add +2.9% | 608,244 | $15.7M |
| Bedel Financial Consulting, Inc. | 2.25% | Add +3.7% | 585,366 | $15.7M |
| Commonwealth Equity Services, LLC | 0.02% | Add +63.6% | 601,675 | $15.6M |
| Arista Wealth Management, LLC | 3.67% | Add +3.8% | 584,322 | $15.1M |
| Wealth Management Nebraska | 2.26% | Add +2.8% | 574,285 | $14.9M |
| Creative Capital Management Investments LLC | 5.60% | Add +3.7% | 559,994 | $14.5M |
| Dynamic Advisor Solutions LLC | 0.47% | Add +1.9% | 555,516 | $14.4M |
| Fiduciary Financial Group, LLC | 3.12% | Add +0.9% | 594,954 | $14.3M |
| Pioneer Wealth Management Group | 6.15% | — | 551,976 | $14.3M |
| Colony Family Offices, LLC | 4.36% | Add +5.7% | 539,537 | $14.0M |
| Pallas Capital Advisors LLC | 0.57% | Add +1.4% | 533,026 | $13.8M |
| Raymond James Financial Inc. | 0.01% | Reduce -37.0% | 529,637 | $13.7M |
| Brighton Jones LLC | 0.42% | Add +4.9% | 511,128 | $13.2M |
| Collective Family Office LLC | 3.53% | Add +5.9% | 504,021 | $13.0M |
| Envision Financial Planning, LLC | 6.62% | Add +3.0% | 501,578 | $13.0M |
| Voisard Asset Management Group, Inc. | 3.79% | Add +4.0% | 500,668 | $13.0M |
| Index Fund Advisors, Inc. | 0.78% | Add +2.4% | 484,898 | $12.6M |
| Efficient Advisors, LLC | 0.80% | Reduce -0.8% | 471,540 | $12.2M |
| Wealth Dimensions Group, Ltd. | 2.89% | Add +11.2% | 468,365 | $12.1M |
| DiNuzzo Private Wealth, Inc. | 1.50% | Reduce 0.0% | 461,629 | $12.0M |
| Physician Wealth Advisors, Inc. | 2.04% | Reduce -3.2% | 457,024 | $11.8M |
| Wescott Financial Advisory Group, LLC | 1.22% | Reduce -0.5% | 455,684 | $11.8M |
| JPMorgan Chase & Co. | 0.00% | Add +58.3% | 451,463 | $11.7M |
| MML Investors Services, LLC | 0.04% | Reduce -2.6% | 443,120 | $11.5M |
| SouthState Bank Corp | 0.52% | New | 439,248 | $11.4M |
| Avondale Wealth Management | 7.12% | Add +4.8% | 436,950 | $11.3M |
| Austin Wealth Management, LLC | 2.20% | Add +16.3% | 423,797 | $11.0M |
| CFS Investment Advisory Services, LLC | 0.98% | Reduce -2.0% | 423,699 | $11.0M |
| NorthCoast Asset Management LLC | 0.05% | Add +6.9% | 410,300 | $10.6M |
| Chico Wealth RIA | 9.02% | Add +3.5% | 401,516 | $10.4M |
| TCP Asset Management, LLC | 2.32% | Add +2.7% | 400,217 | $10.4M |
| Private Advisor Group, LLC | 0.06% | Add +55.8% | 399,004 | $10.3M |
| Plan Group Financial, LLC | 3.58% | Add +23.0% | 387,218 | $10.0M |
| BWM Planning, LLC | 4.24% | Reduce -0.4% | 386,807 | $10.0M |
| Keyes, Stange & Wooten Wealth Management, LLC | 5.65% | Add +5.1% | 384,010 | $9.9M |
| PBMares Wealth Management LLC | 1.98% | Reduce -7.6% | 382,606 | $9.9M |
| SC&H Financial Advisors, Inc. | 1.93% | Add +6.8% | 379,534 | $9.8M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.30% | Add +21.3% | 378,657 | $9.8M |
| Great Waters Wealth Management | 1.35% | Reduce -14.3% | 375,671 | $9.7M |
| Wealthquest Corp | 0.81% | Add +21.9% | 373,410 | $9.7M |
| Confluence Wealth Services, Inc. | 0.61% | Add +7.2% | 377,811 | $9.7M |
| Integrated Wealth Concepts LLC | 0.11% | Add +0.3% | 369,241 | $9.6M |
"% of holder's portfolio" is DFAE's weight in each manager's 13F, not the share of Dimensional Emerging Core Eq the manager owns.