Dimensional Emrg MRKT CoreDFEMETF

13F holders, Q2 2026 (June 30)
597holders +36
52new positions
15sold out
2famous investors
$40.54avg. 13F price*

At the end of Q2 2026, 597 institutions reported holding Dimensional Emrg MRKT Core (DFEM) in their 13F filings, up 36 from Q1 2026. 52 opened new positions and 15 sold out. The largest holders were Forum Financial Management, LP ($640.8M), Focus Partners Wealth ($402.3M) and Focus Partners Advisor Solutions, LLC ($358.6M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Dimensional Emrg MRKT Core
CUSIP
25434V732
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600 Q1 2024: 300Q1 2024Q2 2024: 315Q2 2024Q3 2024: 335Q3 2024Q4 2024: 408Q4 2024Q1 2025: 429Q1 2025Q2 2025: 453Q2 2025Q3 2025: 473Q3 2025Q4 2025: 528Q4 2025Q1 2026: 561Q1 2026Q2 2026: 597Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions52$48.2M
Exits15$3.4M

All 13F filers, Q1 2026 → Q2 2026: 11,782,364 shares bought and 10,194,623 shares sold, net +1,587,741 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 597 holders

Forum Financial Management, LP 8.23% Reduce -3.9% 15,767,639 $640.8M
Focus Partners Wealth 0.41% Add +9.8% 9,899,602 $402.3M
Focus Partners Advisor Solutions, LLC 3.04% Add +14.6% 8,824,359 $358.6M
Sequoia Financial Advisors, LLC 1.08% Reduce -0.9% 5,299,151 $215.4M
Truepoint, Inc. 4.21% Reduce -6.1% 4,964,110 $201.7M
Savant Capital, LLC 0.52% Add +3.5% 4,375,866 $177.8M
HBK Sorce Advisory LLC 2.56% Add +3.2% 3,354,929 $131.2M
Forvis Mazars Wealth Advisors, LLC 2.18% Add +3.9% 3,210,847 $130.5M
HighTower Advisors, LLC 0.12% Reduce -0.9% 3,192,252 $129.7M
Parcion Private Wealth LLC 5.87% Reduce -2.8% 2,602,795 $105.8M
Asset Dedication, LLC 6.30% Reduce -0.9% 2,462,535 $100.1M
Corient Private Wealth LP 0.13% Reduce -66.7% 2,340,768 $95.1M
JMG Financial Group, Ltd. 2.29% Add +0.9% 2,333,403 $94.8M
Maseco LLP 2.64% Add +2.7% 2,307,093 $93.8M
Evensky & Katz LLC 4.80% Reduce -3.2% 2,286,699 $92.9M
Greenspring Advisors, LLC 5.12% Reduce -1.7% 2,275,109 $92.5M
LPL Financial LLC 0.02% Add +10.2% 2,265,466 $92.1M
Rockwood Wealth Management, LLC 5.54% Reduce -4.3% 2,156,982 $87.7M
RW Investment Management LLC 6.97% Reduce -1.0% 1,953,688 $79.4M
Awm Capital, LLC 6.21% Add +5.5% 1,907,601 $77.5M
Bank of Montreal 0.03% Add +3.2% 1,792,948 $72.9M
Beacon Pointe Advisors, LLC 0.34% Add +1.8% 1,777,623 $72.2M
Apella Capital, LLC 0.92% Add +0.6% 1,666,664 $65.3M
Sageworth Trust Co 2.52% Reduce -4.5% 1,575,383 $64.0M
Symmetry Partners, LLC 3.08% Add +1.1% 1,487,895 $60.5M
Mariner, LLC 0.06% Add +9.9% 1,476,229 $60.0M
Envestnet Asset Management Inc. 0.01% Reduce -1.8% 1,467,866 $59.7M
Hill Investment Group Partners, LLC 5.76% Reduce -3.4% 1,389,339 $56.5M
EnRich Financial Partners LLC 11.60% Reduce -5.6% 1,201,493 $48.8M
Brighton Jones LLC 0.88% Add +2.9% 1,160,159 $47.1M
Plancorp, LLC 1.12% Add +8.2% 1,191,181 $46.0M
Mosaic Family Wealth Partners, LLC 3.08% Add +5.3% 1,118,058 $45.4M
OneDigital Investment Advisors LLC 0.38% Add +3.1% 1,114,346 $45.3M
Mercer Global Advisors Inc. 0.05% Add +2.8% 1,083,236 $44.0M
Burton Enright Welch 5.12% Add +4.0% 1,073,188 $43.6M
Elser Financial Planning, Inc 1.83% Reduce -0.5% 1,038,515 $42.2M
Oakwell Private Wealth Management, LLC 6.99% Reduce -7.3% 1,036,887 $42.1M
Great Oak Capital Partners, LLC 9.09% Reduce -1.3% 1,087,715 $42.0M
Phillips Financial Management, LLC 3.07% Reduce -7.0% 1,030,632 $41.9M
Rather & Kittrell, Inc. 5.80% Reduce -0.9% 1,021,198 $41.5M
Rockbridge Investment Management, LCC 3.25% Add +4.7% 985,390 $40.0M
Seaside Wealth Management, Inc. 9.62% Reduce -0.8% 957,955 $38.9M
Kooman & Associates 10.42% Reduce -4.5% 954,934 $38.8M
Northern Trust Corp. 0.00% Add +1558.0% 953,835 $38.8M
Old Mission Capital LLC 0.98% Add +117.4% 947,716 $38.5M
Betterment LLC 0.06% Add +0.9% 933,438 $37.9M
Monograph Wealth Advisors, LLC 3.04% Add +1.1% 912,431 $37.1M
Leading Edge Financial Planning LLC 6.57% Add +4.6% 908,460 $36.9M
Your Advocates Ltd., LLP 9.73% Reduce -4.5% 837,466 $34.0M
First Financial Bank - Trust Division 2.37% Reduce -9.7% 817,938 $33.2M
Vestmark Advisory Solutions, Inc. 0.30% Reduce -21.2% 787,822 $32.0M
Bank of America Corp. 0.00% Reduce -2.4% 785,076 $31.9M
Financial Plan, Inc. 2.95% Add +4.6% 763,903 $31.0M
Peapack Gladstone Financial Corp. 0.35% Add +7.3% 757,737 $30.8M
Sensible Money, LLC 8.10% Reduce -0.2% 751,422 $30.5M
Peterson Wealth Advisors, LLC 3.46% Add +3.0% 721,033 $29.3M
DiNuzzo Private Wealth, Inc. 2.88% Reduce -3.1% 716,843 $29.1M
Stratos Investment Management, LLC 1.05% Reduce -0.7% 711,907 $28.9M
Syverson Strege & Co 6.28% Reduce -5.1% 709,279 $28.8M
AdvisorNet Financial, Inc 1.30% Add +1.8% 700,959 $28.5M
Financial Engines Advisors L.L.C. 0.05% Add +4.8% 685,305 $27.9M
RS Crum Inc. 5.10% Reduce -1.2% 669,821 $27.2M
Keb Asset Management, LLC 4.27% Add +10.1% 649,273 $26.4M
Integris Wealth Management, LLC 5.29% Reduce -4.7% 644,883 $26.2M
Tencap Wealth Coaching, LLC 8.26% Add +6.7% 640,307 $26.1M
Eaton-Cambridge Inc. 7.30% Reduce -2.6% 638,713 $26.0M
Choreo, LLC 0.28% Add +3923.7% 632,244 $25.7M
BCR Wealth Strategies, LLC 6.98% Add +4.0% 611,157 $24.8M
Miramar Fiduciary Corp 24.54% Reduce -32.3% 610,769 $24.8M
Goldman Sachs Group Inc. 0.00% Add +129.5% 608,711 $24.7M
RFG Advisory, LLC 0.38% Reduce -5.6% 602,160 $24.5M
Premier Financial Group 4.91% Reduce -1.2% 601,280 $24.4M
Evanson Financial, LLC 1.19% — 599,751 $24.4M
Commonwealth Equity Services, LLC 0.03% Reduce -0.6% 594,664 $24.2M
Pinnacle Financial Group, LLC / IL 5.87% Add +1.9% 591,602 $24.0M
Stordahl Capital Management, Inc. 4.32% Reduce -5.7% 579,855 $23.6M
Heritage Investment Group, Inc. 3.12% Add +0.5% 571,797 $23.2M
Northwestern Mutual Wealth Management Co. 0.01% Add +151.3% 571,292 $23.2M
Woodward Financial Advisors, Inc. 7.66% — 563,555 $22.9M
Emprise Bank 8.41% Add +3.1% 561,470 $22.8M
Aspen Capital Management, LLC 5.00% Add +4.4% 557,707 $22.7M
Creative Planning 0.01% Add +2.4% 553,746 $22.5M
Discipline Wealth Solutions, LLC 1.96% Add +17.0% 553,073 $22.5M
Private Wealth Management Group, LLC 5.19% Reduce -1.9% 550,557 $22.4M
Cambridge Financial Group, LLC 6.96% Add +0.5% 544,360 $22.1M
Cambridge Investment Research Advisors, Inc. 0.05% Add +18.1% 537,607 $21.8M
Concurrent Investment Advisors, LLC 0.18% Add +4.3% 529,512 $21.5M
Capstone Capital LLC 12.13% Reduce -0.4% 522,387 $21.2M
Henrickson Nauta Wealth Advisors, Inc. 5.10% Add +3.9% 515,022 $20.9M
Ballentine Capital Advisors, Inc 7.88% Reduce -5.3% 514,824 $20.9M
Curated Wealth Partners LLC 2.42% New 514,473 $20.9M
Leonard Rickey Investment Advisors P.L.L.C. 3.21% Reduce -0.5% 503,491 $20.5M
Versant Capital Management, Inc 1.83% Add +63.6% 501,593 $20.4M
Sachem Hill LLC 3.58% Reduce -3.8% 495,103 $20.1M
Squire Investment Management Company, LLC 4.78% Add +1.7% 488,613 $19.9M
Arax Advisory Partners 0.13% Reduce -10.7% 478,612 $19.5M
Flagstone Financial Management 4.34% Reduce -2.1% 477,389 $19.4M
von Borstel & Associates, Inc. 3.94% Reduce -2.1% 473,286 $19.2M
Kondo Wealth Advisors, Inc. 6.31% Add +1.3% 464,509 $18.9M
DecisionPoint Financial, LLC 3.49% Add +8.8% 474,963 $18.9M

"% of holder's portfolio" is DFEM's weight in each manager's 13F, not the share of Dimensional Emrg MRKT Core the manager owns.

Show all 597 holders