Dimensional Emerging Core EqDFAEETF
13F holders, Q3 2025 (September 30)580holders +25
44new positions
14sold out
1famous investor
$31.56avg. 13F price*
At the end of Q3 2025, 580 institutions reported holding Dimensional Emerging Core Eq (DFAE) in their 13F filings, up 25 from Q2 2025. 44 opened new positions and 14 sold out. The largest holders were Retirement Systems of Alabama ($399.4M), Mather Group, Llc. ($383.2M) and FMR LLC ($297.5M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 44 | $167.2M |
| Exits | 14 | $41.5M |
All 13F filers, Q2 2025 → Q3 2025: 17,854,655 shares bought and 6,171,195 shares sold, net +11,683,460 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 580 holders
| Retirement Systems of Alabama | 1.33% | No change | 12,668,769 | $399.4M |
| Mather Group, Llc. | 3.87% | Add +0.2% | 12,152,804 | $383.2M |
| FMR LLC | 0.02% | Reduce -0.9% | 9,435,535 | $297.5M |
| UBS Group AG | 0.04% | Add +5.3% | 6,449,669 | $203.4M |
| Bank of America Corp. | 0.01% | Add +13.6% | 5,763,021 | $181.7M |
| Coldstream Capital Management Inc. | 1.91% | Add +75.2% | 4,487,825 | $141.5M |
| Foster Group, Inc. | 3.98% | Add +11.3% | 4,020,549 | $126.8M |
| Mariner, LLC | 0.16% | Add +4.9% | 3,961,957 | $124.9M |
| Factory Mutual Insurance Co. | 0.95% | No change | 3,086,900 | $97.3M |
| Root Financial Partners, LLC | 5.32% | Add +39.0% | 2,739,217 | $86.4M |
| Wealthspire Advisors, LLC | 0.43% | Add +0.7% | 2,627,858 | $82.9M |
| Washington Trust Bank | 5.65% | New | 2,444,476 | $77.1M |
| Cetera Investment Advisers | 0.08% | Add +597.5% | 2,163,765 | $68.2M |
| HighTower Advisors, LLC | 0.08% | Add +2.1% | 2,122,727 | $66.9M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +3.8% | 1,943,629 | $61.3M |
| Evoke Wealth, LLC | 1.23% | Add +5.6% | 1,863,434 | $58.8M |
| Royal Bank of Canada | 0.01% | Add +1.0% | 1,811,280 | $57.1M |
| True Link Financial Advisors, LLC | 3.56% | Add +2.4% | 1,756,250 | $55.4M |
| Falcon Wealth Planning | 4.94% | Add +3.4% | 1,742,113 | $54.9M |
| Focus Partners Wealth | 0.09% | Add +4.0% | 1,725,309 | $54.4M |
| TCI Wealth Advisors, Inc. | 3.23% | Add +13.9% | 1,718,626 | $54.2M |
| Millburn Ridgefield LLC | 1.28% | No change | 1,697,608 | $53.5M |
| Catalyst Capital Advisors LLC | 1.08% | No change | 1,697,608 | $53.5M |
| Creative Planning | 0.04% | Reduce -1.9% | 1,505,896 | $47.5M |
| Cerity Partners LLC | 0.07% | Add +32.5% | 1,467,592 | $46.3M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Reduce -0.9% | 1,230,463 | $39.3M |
| Maseco LLP | 1.86% | Add +7.5% | 1,218,165 | $38.4M |
| Mercer Global Advisors Inc. | 0.06% | Reduce -6.9% | 1,215,209 | $38.3M |
| RAM Investment Partners, LLC | 7.01% | Add +6.3% | 1,185,291 | $37.4M |
| Cwm, LLC | 0.11% | Add +3.3% | 1,160,156 | $36.6M |
| Aquire Wealth Advisors, LLC | 8.81% | Add +3.7% | 1,134,204 | $35.8M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -52.3% | 1,111,905 | $35.1M |
| LPL Financial LLC | 0.01% | Add +5.7% | 1,111,005 | $35.0M |
| Great Point Wealth Advisors, LLC | 6.50% | — | 1,097,706 | $34.6M |
| Focus Partners Advisor Solutions, LLC | 0.37% | Add +5.2% | 1,013,879 | $32.3M |
| Ledyard National Bank | 2.82% | Reduce -0.0% | 998,821 | $31.5M |
| OneDigital Investment Advisors LLC | 0.32% | Add +5.6% | 977,983 | $30.8M |
| West Financial Advisors, LLC | 4.80% | Reduce -6.2% | 921,548 | $29.1M |
| RVW Wealth, LLC | 2.23% | Add +0.4% | 905,176 | $28.5M |
| Prime Capital Investment Advisors, LLC | 0.35% | Reduce -0.5% | 875,531 | $27.6M |
| WPWealth LLP | 4.48% | Add +3.4% | 868,620 | $27.4M |
| Mission Wealth Management, LP | 0.55% | Reduce -6.1% | 856,173 | $27.0M |
| Park Avenue Securities LLC | 0.21% | Add +9.3% | 844,759 | $26.6M |
| Market Street Wealth Management Advisors LLC | 4.01% | Reduce -2.1% | 800,445 | $25.2M |
| Jane Street Group, LLC | 0.03% | Add +7.3% | 800,000 | $25.2M |
| Perigon Wealth Management, LLC | 0.51% | Add +4.4% | 788,120 | $24.8M |
| Austin Wealth Management, LLC | 3.78% | Add +10.1% | 749,851 | $24.1M |
| Founders Financial Securities LLC | 1.62% | Add +7.9% | 754,424 | $23.8M |
| Horizon Investments, LLC | 0.31% | Add +7.9% | 753,239 | $23.7M |
| Morling Financial Advisors, LLC | 7.70% | Add +1.2% | 735,865 | $23.2M |
| Diversified Portfolios, Inc. | 2.03% | Reduce -0.5% | 730,848 | $23.0M |
| Annandale Capital, LLC | 3.97% | Add +6.5% | 708,203 | $22.3M |
| Berger Financial Group, Inc | 1.31% | Add +0.9% | 692,205 | $21.8M |
| Marquette Asset Management, LLC | 3.34% | Add +1.7% | 691,187 | $21.8M |
| Commonwealth Equity Services, LLC | 0.03% | Add +13.4% | 687,175 | $21.7M |
| Vise Technologies, Inc. | 0.80% | New | 679,344 | $21.4M |
| Clearstead Advisors, LLC | 0.31% | Add +0.1% | 670,116 | $21.1M |
| JFS Wealth Advisors, LLC | 1.23% | Reduce -0.4% | 667,411 | $21.0M |
| Fiduciary Financial Group, LLC | 3.32% | Add +5.3% | 666,821 | $21.0M |
| CPA Asset Management Group, LLC | 7.83% | Reduce -0.9% | 643,838 | $20.3M |
| Modera Wealth Management, LLC | 0.23% | Reduce -2.5% | 639,041 | $20.1M |
| Bedel Financial Consulting, Inc. | 2.55% | Add +8.6% | 634,028 | $20.0M |
| Moneta Group Investment Advisors LLC | 0.16% | New | 624,304 | $19.7M |
| Arista Wealth Management, LLC | 2.44% | Add +3.5% | 622,263 | $19.6M |
| Wealth Management Nebraska | 2.33% | Add +3.0% | 619,644 | $19.5M |
| Bank of Montreal | 0.01% | Reduce -4.2% | 609,615 | $19.2M |
| Brighton Jones LLC | 0.46% | Add +7.8% | 606,590 | $19.1M |
| Pioneer Wealth Management Group | 6.14% | Add +5.9% | 602,942 | $19.0M |
| Freedom Investment Management, Inc. | 5.02% | Reduce -3.6% | 602,517 | $19.0M |
| Moisand Fitzgerald Tamayo, LLC | 2.24% | Reduce -0.7% | 602,109 | $19.0M |
| Pallas Capital Advisors LLC | 0.70% | Add +3.9% | 600,534 | $18.9M |
| Creative Capital Management Investments LLC | 5.91% | Add +3.9% | 586,515 | $18.5M |
| Physician Wealth Advisors, Inc. | 2.62% | Add +29.1% | 584,093 | $18.4M |
| Colony Family Offices, LLC | 4.74% | Reduce -18.6% | 580,300 | $18.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -14.6% | 577,727 | $18.2M |
| Sequoia Financial Advisors, LLC | 0.10% | Add +51.5% | 536,567 | $16.9M |
| Dynamic Advisor Solutions LLC | 0.49% | Add +0.2% | 536,241 | $16.9M |
| Beacon Pointe Advisors, LLC | 0.14% | Add +554.1% | 521,118 | $16.4M |
| Index Fund Advisors, Inc. | 0.79% | Reduce -2.5% | 513,691 | $16.2M |
| Wealth Dimensions Group, Ltd. | 3.30% | Add +5.4% | 509,241 | $16.1M |
| Efficient Advisors, LLC | 0.88% | Add +4.4% | 497,509 | $15.7M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.39% | Add +15.3% | 494,880 | $15.6M |
| Avantax Planning Partners, Inc. | 0.44% | Reduce -2.9% | 492,014 | $15.5M |
| Voisard Asset Management Group, Inc. | 3.54% | Reduce -2.1% | 485,034 | $15.3M |
| Envision Financial Planning, LLC | 6.37% | Add +1.1% | 476,250 | $15.0M |
| Raymond James Financial Inc. | 0.00% | Add +6.1% | 475,700 | $15.0M |
| Wescott Financial Advisory Group, LLC | 1.34% | Add +2.5% | 474,837 | $15.0M |
| First Bancorp, Inc | 7.82% | Add +2.5% | 465,794 | $14.7M |
| Corient Private Wealth LP | 0.02% | Reduce -72.9% | 463,729 | $14.6M |
| Sterling Wealth Management, Inc. | 4.32% | Add +10.0% | 452,511 | $14.3M |
| Private Advisor Group, LLC | 0.07% | Reduce -4.5% | 446,112 | $14.1M |
| NorthCoast Asset Management LLC | 0.05% | Add +3.0% | 443,333 | $14.0M |
| Collective Family Office LLC | 3.35% | Reduce -0.9% | 442,614 | $14.0M |
| DiNuzzo Private Wealth, Inc. | 1.56% | Reduce -1.1% | 458,370 | $13.8M |
| Confluence Wealth Services, Inc. | 0.68% | Add +8.2% | 436,310 | $13.8M |
| Awm Capital, LLC | 1.23% | Reduce -3.4% | 429,950 | $13.6M |
| CFS Investment Advisory Services, LLC | 1.01% | Reduce -2.6% | 416,308 | $13.5M |
| Avior Wealth Management, LLC | 0.43% | Add +729.9% | 424,171 | $13.4M |
| Evergreen Capital Management LLC | 0.32% | Add +5.5% | 420,052 | $13.2M |
| TCP Asset Management, LLC | 2.35% | Add +2.4% | 417,943 | $13.2M |
"% of holder's portfolio" is DFAE's weight in each manager's 13F, not the share of Dimensional Emerging Core Eq the manager owns.