Dimensional Emerging Core EqDFAEETF
13F holders, Q1 2026 (March 31)673holders +27
60new positions
25sold out
2famous investors
$33.91avg. 13F price*
At the end of Q1 2026, 673 institutions reported holding Dimensional Emerging Core Eq (DFAE) in their 13F filings, up 27 from Q4 2025. 60 opened new positions and 25 sold out. The largest holders were Retirement Systems of Alabama ($429.0M), Mather Group, Llc. ($409.3M) and FMR LLC ($333.0M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 60 | $202.6M |
| Exits | 25 | $13.8M |
All 13F filers, Q4 2025 → Q1 2026: 19,112,436 shares bought and 5,708,535 shares sold, net +13,403,901 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 673 holders
| Retirement Systems of Alabama | 1.43% | No change | 12,668,769 | $429.0M |
| Mather Group, Llc. | 4.08% | Reduce -0.7% | 12,087,652 | $409.3M |
| FMR LLC | 0.02% | Add +6.1% | 9,835,944 | $333.0M |
| Bank of America Corp. | 0.02% | Add +11.0% | 6,797,040 | $230.1M |
| UBS Group AG | 0.04% | Add +5.3% | 6,760,200 | $228.9M |
| Coldstream Capital Management Inc. | 1.81% | Add +0.4% | 4,308,904 | $145.9M |
| Mariner, LLC | 0.17% | Add +2.8% | 4,257,033 | $144.0M |
| Foster Group, Inc. | 3.82% | Reduce -3.5% | 3,795,256 | $128.5M |
| Root Financial Partners, LLC | 5.06% | Add +6.4% | 3,229,392 | $109.3M |
| Factory Mutual Insurance Co. | 1.18% | No change | 3,086,900 | $104.5M |
| Horizon Investments, LLC | 1.05% | Add +107.2% | 2,777,922 | $94.1M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Add +7.9% | 2,681,016 | $90.8M |
| Washington Trust Bank | 6.51% | Add +3.2% | 2,606,969 | $88.3M |
| Vise Technologies, Inc. | 1.71% | No change | 2,670,478 | $87.0M |
| Wealthspire Advisors, LLC | 0.65% | Reduce -4.6% | 2,436,299 | $82.5M |
| Cetera Investment Advisers | 0.08% | Reduce -1.5% | 2,351,377 | $79.6M |
| Cerity Partners LLC | 0.11% | Add +34.1% | 2,317,535 | $78.5M |
| McKinley Carter Wealth Services, Inc. | 4.26% | Add +316.4% | 2,179,072 | $73.8M |
| Focus Partners Wealth | 0.08% | Reduce -0.1% | 2,152,211 | $73.4M |
| Evoke Wealth, LLC | 1.33% | Add +5.5% | 2,129,704 | $72.1M |
| Annex Advisory Services, LLC | 1.33% | New | 2,099,668 | $71.1M |
| HighTower Advisors, LLC | 0.07% | Add +2.6% | 2,072,908 | $70.2M |
| TCI Wealth Advisors, Inc. | 3.70% | Add +5.5% | 2,056,150 | $69.6M |
| Royal Bank of Canada | 0.01% | Reduce -7.8% | 1,924,506 | $65.2M |
| True Link Financial Advisors, LLC | 3.80% | Add +2.3% | 1,819,051 | $61.6M |
| Millburn Ridgefield LLC | 1.24% | Add +8.7% | 1,706,676 | $57.8M |
| Catalyst Capital Advisors LLC | 1.08% | Add +8.7% | 1,706,676 | $57.8M |
| Corient Private Wealth LP | 0.08% | Reduce -2.4% | 1,646,838 | $55.8M |
| Founders Financial Securities LLC | 2.83% | Add +3.7% | 1,396,774 | $50.1M |
| Envestnet Asset Management Inc. | 0.01% | Add +33.9% | 1,468,867 | $49.7M |
| Creative Planning | 0.03% | Reduce -3.4% | 1,440,907 | $48.8M |
| Maseco LLP | 1.49% | Add +8.4% | 1,399,794 | $47.4M |
| Mercer Global Advisors Inc. | 0.07% | Add +13.0% | 1,342,067 | $45.4M |
| RAM Investment Partners, LLC | 7.88% | Add +2.9% | 1,325,462 | $44.9M |
| Petersen Hastings Wealth Advisors Inc. | 3.99% | Add +1.0% | 1,284,848 | $43.5M |
| Cwm, LLC | 0.11% | Add +1.4% | 1,265,472 | $42.8M |
| Focus Partners Advisor Solutions, LLC | 0.42% | Add +19.4% | 1,232,298 | $41.7M |
| LPL Financial LLC | 0.01% | Add +1.4% | 1,153,999 | $39.1M |
| Aquire Wealth Advisors, LLC | 9.74% | Add +1.1% | 1,093,683 | $37.0M |
| Klaas Financial Asset Advisors, LLC | 5.03% | Add +12659.0% | 1,075,966 | $36.4M |
| Great Point Wealth Advisors, LLC | 6.71% | Reduce -0.3% | 1,073,678 | $36.4M |
| OneDigital Investment Advisors LLC | 0.35% | Add +1.0% | 1,049,627 | $35.5M |
| Ledyard National Bank | 2.94% | Add +0.7% | 1,000,247 | $33.9M |
| Park Avenue Securities LLC | 0.25% | Add +5.0% | 945,379 | $32.0M |
| WPWealth LLP | 4.52% | Add +1.0% | 873,406 | $29.6M |
| West Financial Advisors, LLC | 4.96% | Reduce -3.1% | 862,196 | $29.2M |
| RVW Wealth, LLC | 2.26% | Reduce -3.0% | 858,565 | $29.1M |
| Prime Capital Investment Advisors, LLC | 0.33% | Reduce -1.2% | 850,754 | $28.8M |
| Perigon Wealth Management, LLC | 0.50% | Add +4.4% | 817,064 | $27.7M |
| Commonwealth Equity Services, LLC | 0.04% | Add +5.8% | 806,633 | $27.3M |
| Physician Wealth Advisors, Inc. | 3.67% | Add +4.9% | 779,259 | $26.4M |
| Bedel Financial Consulting, Inc. | 3.01% | Add +4.7% | 773,996 | $26.2M |
| Market Street Wealth Management Advisors LLC | 4.11% | Reduce -3.2% | 769,872 | $26.1M |
| Morling Financial Advisors, LLC | 8.03% | Add +1.3% | 769,272 | $26.0M |
| Fiduciary Financial Group, LLC | 3.44% | Add +7.3% | 765,800 | $25.9M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Reduce -39.3% | 763,514 | $25.8M |
| Stadion Money Management, LLC | 2.56% | Reduce -6.8% | 752,507 | $25.5M |
| Annandale Capital, LLC | 3.99% | Reduce -4.6% | 717,027 | $24.3M |
| Mission Wealth Management, LP | 0.51% | Reduce -7.7% | 714,267 | $24.2M |
| Diversified Portfolios, Inc. | 1.95% | Reduce -1.4% | 699,905 | $23.7M |
| Marquette Asset Management, LLC | 3.54% | Add +0.2% | 697,279 | $23.6M |
| CPA Asset Management Group, LLC | 7.77% | Add +1.9% | 683,939 | $23.2M |
| Apella Capital, LLC | 0.34% | Add +298.5% | 610,144 | $23.1M |
| Clearstead Advisors, LLC | 0.21% | Add +0.6% | 679,741 | $23.0M |
| Wealth Management Nebraska | 2.32% | Add +3.7% | 675,630 | $22.9M |
| Brighton Jones LLC | 0.50% | Add +3.3% | 672,686 | $22.8M |
| JFS Wealth Advisors, LLC | 1.27% | Reduce -0.1% | 671,726 | $22.7M |
| Pioneer Wealth Management Group | 6.29% | Add +8.3% | 662,686 | $22.4M |
| MCF Advisors LLC | 0.96% | New | 645,426 | $21.9M |
| Moneta Group Investment Advisors LLC | 0.16% | Reduce -0.4% | 627,078 | $21.2M |
| Beacon Pointe Advisors, LLC | 0.11% | Add +9.5% | 616,667 | $20.9M |
| Arista Wealth Management, LLC | 2.54% | Reduce -3.4% | 616,083 | $20.9M |
| Colony Family Offices, LLC | 5.08% | Add +1.6% | 608,449 | $20.6M |
| Modera Wealth Management, LLC | 0.25% | Reduce -1.5% | 606,150 | $20.5M |
| Raymond James Financial Inc. | 0.01% | Add +20.2% | 601,957 | $20.4M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.56% | Add +8.7% | 597,361 | $20.2M |
| Creative Capital Management Investments LLC | 5.76% | Reduce -1.6% | 592,892 | $20.1M |
| BlueSky Wealth Advisors, LLC | 2.58% | New | 592,361 | $20.1M |
| Everhart Financial Group, Inc. | 1.70% | Add +20.9% | 590,888 | $20.0M |
| Moisand Fitzgerald Tamayo, LLC | 2.14% | Reduce -1.6% | 587,776 | $19.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -7.2% | 606,357 | $19.8M |
| Pallas Capital Advisors LLC | 0.74% | Reduce -8.8% | 584,856 | $19.8M |
| Berger Financial Group, Inc | 1.09% | Reduce -18.6% | 574,782 | $19.5M |
| Evergreen Capital Management LLC | 0.42% | Add +7.5% | 572,970 | $19.4M |
| Index Fund Advisors, Inc. | 0.86% | Add +5.5% | 567,117 | $19.2M |
| Avior Wealth Management, LLC | 0.54% | Add +2.5% | 562,999 | $19.1M |
| Wealth Dimensions Group, Ltd. | 3.75% | Add +5.1% | 562,413 | $19.0M |
| Austin Wealth Management, LLC | 4.20% | Reduce -31.3% | 542,811 | $18.5M |
| Old Mission Capital LLC | 0.43% | New | 539,918 | $18.3M |
| Bank of Montreal | 0.01% | Reduce -8.5% | 529,415 | $17.9M |
| Eclectic Associates Inc. | 2.37% | Add +21.2% | 526,294 | $17.8M |
| Freedom Investment Management, Inc. | 5.18% | Reduce -5.0% | 515,358 | $17.5M |
| Bridgewater Advisors Inc. | 1.03% | Add +5.8% | 436,182 | $17.3M |
| EP Wealth Advisors, LLC | 0.08% | Reduce -1.3% | 500,273 | $16.9M |
| Private Advisor Group, LLC | 0.08% | Add +1.4% | 498,237 | $16.9M |
| Voisard Asset Management Group, Inc. | 3.60% | Add +1.1% | 497,958 | $16.9M |
| Sterling Wealth Management, Inc. | 4.54% | Add +1.3% | 488,126 | $16.5M |
| CFS Investment Advisory Services, LLC | 1.13% | Add +0.7% | 434,590 | $16.5M |
| Wescott Financial Advisory Group, LLC | 1.43% | Add +1.0% | 482,096 | $16.3M |
| Sequoia Financial Advisors, LLC | 0.09% | Reduce -4.4% | 478,572 | $16.2M |
"% of holder's portfolio" is DFAE's weight in each manager's 13F, not the share of Dimensional Emerging Core Eq the manager owns.