Dimensional Emerging Core EqDFAEETF

13F holders, Q4 2025 (December 31)
646holders +66
44new positions
26sold out
2famous investors
$32.60avg. 13F price*

At the end of Q4 2025, 646 institutions reported holding Dimensional Emerging Core Eq (DFAE) in their 13F filings, up 66 from Q3 2025. 44 opened new positions and 26 sold out. The largest holders were Retirement Systems of Alabama ($412.6M), Mather Group, Llc. ($396.3M) and FMR LLC ($301.8M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Fisher (0.0% of Fisher Asset 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions44$49.3M
Exits26$81.0M

All 13F filers, Q3 2025 → Q4 2025: 14,002,239 shares bought and 5,576,746 shares sold, net +8,425,493 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 646 holders

Retirement Systems of Alabama 1.34% No change 12,668,769 $412.6M
Mather Group, Llc. 4.08% Add +0.1% 12,166,621 $396.3M
FMR LLC 0.02% Reduce -1.8% 9,266,581 $301.8M
UBS Group AG 0.04% Reduce -0.5% 6,420,967 $209.1M
Bank of America Corp. 0.01% Add +6.3% 6,125,729 $199.5M
Coldstream Capital Management Inc. 1.82% Reduce -4.3% 4,293,101 $139.8M
Mariner, LLC 0.16% Add +4.5% 4,142,087 $134.9M
Foster Group, Inc. 3.87% Reduce -2.2% 3,931,073 $128.0M
Factory Mutual Insurance Co. 1.02% No change 3,086,900 $100.5M
Root Financial Partners, LLC 5.11% Add +10.8% 3,034,490 $98.8M
Vise Technologies, Inc. 1.70% Add +293.1% 2,670,478 $87.0M
Wealthspire Advisors, LLC 0.66% Reduce -2.8% 2,554,612 $83.2M
Washington Trust Bank 5.76% Add +3.3% 2,525,999 $82.3M
Northwestern Mutual Wealth Management Co. 0.05% Add +27.9% 2,485,406 $80.9M
Cetera Investment Advisers 0.09% Add +10.3% 2,387,523 $77.8M
Focus Partners Wealth 0.08% Add +24.9% 2,154,416 $70.2M
Royal Bank of Canada 0.01% Add +15.3% 2,088,143 $68.0M
HighTower Advisors, LLC 0.07% Reduce -4.8% 2,021,112 $65.8M
Evoke Wealth, LLC 1.27% Add +8.4% 2,019,725 $65.8M
TCI Wealth Advisors, Inc. 3.50% Add +13.4% 1,949,400 $63.5M
True Link Financial Advisors, LLC 3.52% Add +1.3% 1,778,830 $57.9M
Falcon Wealth Planning 4.86% Add +1.7% 1,771,839 $57.7M
Cerity Partners LLC 0.08% Add +17.8% 1,728,541 $56.3M
Corient Private Wealth LP 0.07% Add +263.7% 1,686,644 $54.9M
Millburn Ridgefield LLC 1.22% Reduce -7.5% 1,569,653 $51.1M
Catalyst Capital Advisors LLC 1.05% Reduce -7.5% 1,569,653 $51.1M
Creative Planning 0.03% Reduce -1.0% 1,491,023 $48.6M
Founders Financial Securities LLC 2.58% Add +78.5% 1,346,667 $43.9M
Horizon Investments, LLC 0.55% Add +78.0% 1,340,917 $43.7M
Wealth Enhancement Advisory Services, LLC 0.06% Add +2.1% 1,256,826 $42.7M
Maseco LLP 1.83% Add +6.0% 1,291,691 $42.1M
RAM Investment Partners, LLC 7.59% Add +8.7% 1,288,728 $42.0M
Petersen Hastings Wealth Advisors Inc. 3.98% — 1,271,792 $41.4M
Cwm, LLC 0.11% Add +7.5% 1,247,591 $40.6M
Mercer Global Advisors Inc. 0.06% Reduce -2.3% 1,187,547 $38.7M
LPL Financial LLC 0.01% Add +2.5% 1,138,670 $37.1M
Envestnet Asset Management Inc. 0.01% Reduce -1.3% 1,097,299 $35.7M
Aquire Wealth Advisors, LLC 9.17% Reduce -4.6% 1,081,599 $35.2M
Great Point Wealth Advisors, LLC 6.40% Reduce -1.9% 1,077,320 $35.1M
OneDigital Investment Advisors LLC 0.33% Add +6.2% 1,038,772 $33.8M
Focus Partners Advisor Solutions, LLC 0.41% Add +1.8% 1,031,607 $33.6M
Ledyard National Bank 2.79% Reduce -0.5% 993,653 $32.4M
Park Avenue Securities LLC 0.25% Add +6.6% 900,442 $29.3M
West Financial Advisors, LLC 4.89% Reduce -3.4% 890,148 $29.0M
RVW Wealth, LLC 2.20% Reduce -2.2% 885,206 $28.8M
WPWealth LLP 4.41% Reduce -0.5% 864,534 $28.2M
Prime Capital Investment Advisors, LLC 0.34% Reduce -1.7% 860,897 $28.0M
Austin Wealth Management, LLC 3.94% Add +5.4% 790,284 $26.7M
Stadion Money Management, LLC 2.13% Add +204.5% 807,075 $26.3M
Market Street Wealth Management Advisors LLC 4.03% Reduce -0.7% 795,125 $25.9M
Perigon Wealth Management, LLC 0.46% Reduce -0.7% 782,838 $25.5M
Mission Wealth Management, LP 0.51% Reduce -9.7% 773,451 $25.2M
Commonwealth Equity Services, LLC 0.03% Add +10.9% 762,201 $24.8M
Morling Financial Advisors, LLC 7.80% Add +3.2% 759,127 $24.7M
Annandale Capital, LLC 3.99% Add +6.1% 751,675 $24.5M
Physician Wealth Advisors, Inc. 3.37% Add +27.2% 743,154 $24.2M
Bedel Financial Consulting, Inc. 2.59% Add +16.6% 739,164 $24.1M
Fiduciary Financial Group, LLC 3.28% Add +7.0% 713,808 $23.2M
Diversified Portfolios, Inc. 1.92% Reduce -2.9% 709,891 $23.1M
Berger Financial Group, Inc 1.33% Add +2.0% 706,343 $23.0M
Marquette Asset Management, LLC 3.35% Add +0.7% 695,851 $22.7M
Clearstead Advisors, LLC 0.28% Add +0.8% 675,633 $22.0M
JFS Wealth Advisors, LLC 1.23% Add +0.8% 672,473 $21.9M
CPA Asset Management Group, LLC 7.67% Add +4.2% 670,917 $21.9M
JPMorgan Chase & Co. 0.00% Add +13.1% 653,290 $21.3M
Brighton Jones LLC 0.78% Add +7.4% 651,493 $21.2M
Wealth Management Nebraska 2.43% Add +5.1% 651,422 $21.2M
Pallas Capital Advisors LLC 0.69% Add +6.7% 640,923 $20.9M
Arista Wealth Management, LLC 2.55% Add +2.5% 637,918 $20.8M
Moneta Group Investment Advisors LLC 0.16% Add +0.9% 629,761 $20.5M
Modera Wealth Management, LLC 0.23% Reduce -3.7% 615,473 $20.0M
Pioneer Wealth Management Group 6.05% Add +1.5% 611,819 $19.9M
Creative Capital Management Investments LLC 5.92% Add +2.8% 602,736 $19.6M
Colony Family Offices, LLC 4.87% Add +3.2% 599,090 $19.5M
Moisand Fitzgerald Tamayo, LLC 2.20% Reduce -0.8% 597,107 $19.4M
Bank of Montreal 0.01% Reduce -5.1% 578,533 $18.8M
Beacon Pointe Advisors, LLC 0.13% Add +8.1% 563,052 $18.3M
Avior Wealth Management, LLC 0.56% Add +29.6% 549,493 $17.9M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.43% Add +11.0% 549,450 $17.9M
Freedom Investment Management, Inc. 5.14% Reduce -10.0% 542,295 $17.7M
Index Fund Advisors, Inc. 0.82% Add +4.7% 537,666 $17.5M
Wealth Dimensions Group, Ltd. 3.46% Add +5.1% 535,156 $17.4M
Evergreen Capital Management LLC 0.39% Add +26.9% 533,261 $17.4M
McKinley Carter Wealth Services, Inc. 0.95% New 523,351 $17.0M
EP Wealth Advisors, LLC 0.09% — 506,982 $16.5M
Raymond James Financial Inc. 0.01% Add +5.3% 500,751 $16.3M
Orion Porfolio Solutions, LLC 0.12% Add +1290.3% 500,409 $16.3M
Sequoia Financial Advisors, LLC 0.09% Reduce -6.7% 500,402 $16.3M
Voisard Asset Management Group, Inc. 3.46% Add +1.5% 492,420 $16.0M
Private Advisor Group, LLC 0.08% Add +10.1% 491,362 $16.0M
Everhart Financial Group, Inc. 1.47% Add +34.9% 488,575 $15.9M
Sterling Wealth Management, Inc. 4.48% Add +6.5% 481,834 $15.7M
Wescott Financial Advisory Group, LLC 1.36% Add +0.5% 477,142 $15.5M
First Bancorp, Inc 8.12% Add +0.7% 469,113 $15.3M
Avantax Planning Partners, Inc. 0.43% Reduce -4.9% 467,819 $15.2M
Envision Financial Planning, LLC 5.70% Reduce -2.9% 462,688 $15.1M
Confluence Wealth Services, Inc. 0.61% Add +2.8% 448,560 $14.6M
Collective Family Office LLC 3.32% Add +0.3% 444,032 $14.5M
Chico Wealth RIA 9.36% Add +8.6% 441,195 $14.4M
Bridgewater Advisors Inc. 0.92% Add +5.6% 412,340 $14.2M

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

Show all 646 holders