Dimensional Emerging Core EqDFAEETF

13F holders, Q2 2025 (June 30)
555holders +28
50new positions
22sold out
2famous investors
$28.95avg. 13F price*

At the end of Q2 2025, 555 institutions reported holding Dimensional Emerging Core Eq (DFAE) in their 13F filings, up 28 from Q1 2025. 50 opened new positions and 22 sold out. The largest holders were Retirement Systems of Alabama ($366.8M), Mather Group, Llc. ($351.2M) and FMR LLC ($275.7M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and 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

0200400600800 Q1 2024: 412Q1 2024Q2 2024: 435Q2 2024Q3 2024: 451Q3 2024Q4 2024: 514Q4 2024Q1 2025: 527Q1 2025Q2 2025: 555Q2 2025Q3 2025: 580Q3 2025Q4 2025: 646Q4 2025Q1 2026: 673Q1 2026Q2 2026: 716Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions50$131.6M
Exits22$9.9M

All 13F filers, Q1 2025 → Q2 2025: 14,795,980 shares bought and 4,559,386 shares sold, net +10,236,594 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 555 holders

Retirement Systems of Alabama 1.31% No change 12,668,769 $366.8M
Mather Group, Llc. 3.75% Add +13.9% 12,129,964 $351.2M
FMR LLC 0.02% Reduce -10.3% 9,522,057 $275.7M
UBS Group AG 0.04% Reduce -0.1% 6,126,711 $177.4M
Bank of America Corp. 0.01% Add +7.3% 5,074,985 $146.9M
Mariner, LLC 0.16% Add +0.3% 3,777,597 $109.4M
Foster Group, Inc. 3.58% Add +0.2% 3,613,675 $104.6M
Factory Mutual Insurance Co. 0.98% No change 3,086,900 $89.4M
Wealthspire Advisors, LLC 0.42% Add +0.5% 2,610,903 $75.6M
Coldstream Capital Management Inc. 1.21% New 2,561,130 $74.1M
Envestnet Asset Management Inc. 0.02% Add +1.6% 2,332,326 $67.5M
HighTower Advisors, LLC 0.08% Add +7.8% 2,079,940 $60.2M
Root Financial Partners, LLC 5.52% Reduce -5.2% 1,971,067 $57.1M
Northwestern Mutual Wealth Management Co. 0.04% Add +25.1% 1,871,896 $54.2M
Royal Bank of Canada 0.01% Add +21.7% 1,793,035 $51.9M
Evoke Wealth, LLC 1.20% Add +10.4% 1,764,427 $51.1M
True Link Financial Advisors, LLC 3.43% Add +3.9% 1,714,470 $49.6M
Corient Private Wealth LP 0.07% Reduce -13.0% 1,709,565 $49.5M
Millburn Ridgefield LLC 1.18% Reduce -13.6% 1,697,608 $49.1M
Catalyst Capital Advisors LLC 0.99% Reduce -13.6% 1,697,608 $49.1M
Falcon Wealth Planning 4.93% Reduce -0.7% 1,684,331 $48.8M
Focus Partners Wealth 0.10% Add +8.8% 1,659,408 $48.0M
Creative Planning 0.04% Reduce -2.6% 1,535,545 $44.5M
TCI Wealth Advisors, Inc. 2.99% Add +10.4% 1,509,084 $43.7M
Avantax Advisory Services, Inc. 0.24% Add +115.9% 1,506,344 $43.6M
Mercer Global Advisors Inc. 0.08% Add +0.4% 1,305,684 $37.8M
Wealth Enhancement Advisory Services, LLC 0.06% Add +2.4% 1,241,762 $36.4M
Maseco LLP 1.25% — 1,132,988 $32.8M
Cwm, LLC 0.11% Reduce -2.6% 1,123,325 $32.5M
RAM Investment Partners, LLC 6.77% Add +3.2% 1,114,524 $32.3M
Cerity Partners LLC 0.06% Add +24.4% 1,107,843 $32.1M
Aquire Wealth Advisors, LLC 8.51% Reduce -12.9% 1,094,058 $31.7M
LPL Financial LLC 0.01% Add +28.2% 1,051,180 $30.4M
Ledyard National Bank 2.73% Add +1.2% 999,184 $28.9M
West Financial Advisors, LLC 4.95% Add +3.0% 982,286 $28.4M
Focus Partners Advisor Solutions, LLC 0.37% Add +34.7% 963,671 $27.9M
OneDigital Investment Advisors LLC 0.30% Add +8.4% 926,209 $26.8M
Mission Wealth Management, LP 0.58% Reduce -2.7% 911,962 $26.4M
RVW Wealth, LLC 2.22% Reduce -1.1% 901,424 $26.1M
Prime Capital Investment Advisors, LLC 0.34% Reduce -4.1% 879,739 $25.5M
WPWealth LLP 4.39% Reduce -2.5% 840,480 $24.3M
Market Street Wealth Management Advisors LLC 3.86% Add +0.4% 817,775 $23.7M
Citadel Advisors 0.02% New 796,983 $23.1M
Park Avenue Securities LLC 0.21% Add +10.2% 772,818 $22.4M
Perigon Wealth Management, LLC 0.51% Add +1.9% 754,682 $21.8M
Jane Street Group, LLC 0.04% Add +143.7% 745,829 $21.6M
Diversified Portfolios, Inc. 2.03% Add +4.0% 734,397 $21.3M
Morling Financial Advisors, LLC 6.90% Add +0.1% 727,083 $21.0M
Colony Family Offices, LLC 5.34% Add +32.1% 712,989 $20.6M
Founders Financial Securities LLC 1.54% Add +3.4% 699,313 $20.2M
Horizon Investments, LLC 0.32% Add +3.3% 698,320 $20.2M
Austin Wealth Management, LLC 3.54% Add +60.7% 681,032 $19.9M
Berger Financial Group, Inc 1.29% Add +2.9% 686,092 $19.9M
Marquette Asset Management, LLC 3.30% Add +1.8% 679,475 $19.7M
JPMorgan Chase & Co. 0.00% Add +49.8% 676,466 $19.6M
JFS Wealth Advisors, LLC 1.23% Reduce -0.8% 670,251 $19.4M
Clearstead Advisors, LLC 0.27% Add +0.3% 669,377 $19.4M
Annandale Capital, LLC 3.55% Add +5.3% 665,118 $19.3M
Modera Wealth Management, LLC 0.23% Reduce -0.8% 655,714 $19.0M
CPA Asset Management Group, LLC 7.91% Add +0.1% 650,034 $18.8M
Bank of Montreal 0.01% Reduce -0.8% 636,449 $18.4M
Fiduciary Financial Group, LLC 3.32% Add +6.4% 632,947 $18.4M
Freedom Investment Management, Inc. 1.44% Reduce -8.4% 624,910 $18.1M
Moisand Fitzgerald Tamayo, LLC 2.22% Reduce -0.3% 606,532 $17.6M
Commonwealth Equity Services, LLC 0.02% Add +0.7% 606,068 $17.5M
Arista Wealth Management, LLC 2.41% Add +2.9% 601,025 $17.4M
Wealth Management Nebraska 2.34% Add +4.8% 601,614 $17.3M
Bedel Financial Consulting, Inc. 2.31% Reduce -0.3% 583,847 $16.9M
Pallas Capital Advisors LLC 0.64% Add +8.5% 578,272 $16.7M
Pioneer Wealth Management Group 6.11% Add +3.1% 569,117 $16.5M
Creative Capital Management Investments LLC 5.84% Add +0.8% 564,701 $16.3M
Brighton Jones LLC 0.44% Add +10.1% 562,899 $16.3M
Dynamic Advisor Solutions LLC 0.48% Reduce -3.7% 534,959 $15.5M
Index Fund Advisors, Inc. 0.86% Add +8.7% 526,905 $15.3M
Avantax Planning Partners, Inc. 0.47% Add +78.3% 506,684 $14.7M
Security Financial Services, INC. 2.59% Add +80.5% 506,033 $14.6M
Voisard Asset Management Group, Inc. 3.70% Reduce -1.1% 495,410 $14.3M
Wealth Dimensions Group, Ltd. 3.08% Add +3.1% 483,005 $14.0M
Efficient Advisors, LLC 0.82% Add +1.1% 476,585 $13.8M
Envision Financial Planning, LLC 6.38% Reduce -6.1% 471,205 $13.6M
Private Advisor Group, LLC 0.07% Add +17.1% 467,152 $13.5M
DiNuzzo Private Wealth, Inc. 1.59% Add +0.4% 463,274 $13.4M
Wescott Financial Advisory Group, LLC 1.28% Add +1.7% 463,229 $13.4M
First Bancorp, Inc 7.55% Add +40.8% 454,237 $13.2M
Physician Wealth Advisors, Inc. 2.06% Reduce -1.0% 452,375 $13.1M
Raymond James Financial Inc. 0.00% Reduce -15.3% 448,410 $13.0M
Collective Family Office LLC 3.32% Reduce -11.4% 446,775 $12.9M
Awm Capital, LLC 1.35% Add +23.7% 444,832 $12.9M
Flow Traders U.S. LLC 0.47% New 438,329 $12.7M
NorthCoast Asset Management LLC 0.05% Add +4.9% 430,492 $12.5M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.34% Add +13.4% 429,356 $12.4M
CFS Investment Advisory Services, LLC 1.01% Add +0.9% 427,571 $12.4M
MML Investors Services, LLC 0.04% Reduce -5.4% 419,172 $12.1M
Sterling Wealth Management, Inc. 4.06% — 411,212 $11.9M
TCP Asset Management, LLC 2.34% Add +2.0% 408,224 $11.8M
Confluence Wealth Services, Inc. 0.64% Add +6.8% 403,358 $11.7M
Evergreen Capital Management LLC 0.35% Add +15.5% 398,186 $11.5M
Chico Wealth RIA 9.11% Reduce -0.9% 397,760 $11.5M
Wealthquest Corp 0.91% Add +6.2% 396,590 $11.5M
Keyes, Stange & Wooten Wealth Management, LLC 5.88% Add +1.8% 391,008 $11.3M

"% of holder's portfolio" is DFAE's weight in each manager's 13F, not the share of Dimensional Emerging Core Eq the manager owns.

Show all 555 holders