Dimensional Emerging Core EqDFAEETF
13F holders, Q2 2025 (June 30)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
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 50 | $131.6M |
| Exits | 22 | $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.