Dimensional Emrg MRKT CoreDFEMETF
13F holders, Q1 2024 (March 31)300holders
1famous investor
$25.50avg. 13F price*
At the end of Q1 2024, 300 institutions reported holding Dimensional Emrg MRKT Core (DFEM) in their 13F filings. The largest holders were Forum Financial Management, LP ($403.3M), Corient Private Wealth LP ($129.1M) and Truepoint, Inc. ($103.9M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Dimensional Emrg MRKT Core
- CUSIP
- 25434V732
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $115.1M |
| Exits | 8 | $888K |
Ownership 300 holders
| Forum Financial Management, LP | 6.89% | Add +1.7% | 15,822,576 | $403.3M |
| Corient Private Wealth LP | 0.23% | Add +8.8% | 5,063,757 | $129.1M |
| Truepoint, Inc. | 2.95% | Add +21.1% | 4,077,766 | $103.9M |
| HighTower Advisors, LLC | 0.16% | Reduce -2.9% | 3,889,958 | $99.1M |
| Parcion Private Wealth LLC | 7.81% | Add +3.7% | 3,479,330 | $88.7M |
| Buckingham Strategic Wealth, LLC | 0.85% | Add +69.9% | 3,176,612 | $81.0M |
| Focus Partners Advisor Solutions, LLC | 1.99% | Add +120.8% | 2,706,785 | $69.0M |
| Heritage Financial Services, LLC | 8.28% | New | 2,182,550 | $55.6M |
| Evensky & Katz LLC | 3.82% | Add +4.3% | 2,125,518 | $54.2M |
| Asset Dedication, LLC | 3.90% | Add +7.6% | 2,046,510 | $52.2M |
| Carlson Capital Management | 2.34% | Reduce -32.0% | 1,947,016 | $49.6M |
| Forvis Mazars Wealth Advisors, LLC | 1.20% | Add +3.6% | 1,851,072 | $47.2M |
| Jane Street Group, LLC | 0.06% | Add +365.2% | 1,723,162 | $43.9M |
| RW Investment Management LLC | 5.80% | Add +3.5% | 1,633,318 | $41.6M |
| Hill Investment Group Partners, LLC | 5.52% | Add +0.2% | 1,534,366 | $39.1M |
| Total Wealth Planning, LLC | 5.84% | Add +5.8% | 1,333,939 | $34.0M |
| Miramar Fiduciary Corp | 23.85% | Add +3.8% | 1,278,606 | $32.6M |
| JMG Financial Group, Ltd. | 1.15% | Add +17.5% | 1,180,238 | $30.1M |
| Awm Capital, LLC | 4.80% | Add +1.9% | 1,128,892 | $28.8M |
| Oakwell Private Wealth Management, LLC | 8.47% | Add +15.4% | 1,093,489 | $27.9M |
| EnRich Financial Partners LLC | 10.17% | Add +8.4% | 1,065,586 | $27.2M |
| Your Advocates Ltd., LLP | 11.25% | Reduce -7.6% | 1,045,377 | $26.6M |
| LPL Financial LLC | 0.01% | Add +6.0% | 984,133 | $25.1M |
| Sequoia Financial Advisors, LLC | 0.31% | Add +8.3% | 966,614 | $24.6M |
| Apella Capital, LLC | 1.21% | Add +14.2% | 919,369 | $23.9M |
| Empowered Funds, LLC | 0.41% | New | 885,534 | $22.6M |
| Mosaic Family Wealth Partners, LLC | 3.68% | Add +12.9% | 877,660 | $22.4M |
| Burton Enright Welch | 5.38% | Add +15.5% | 877,009 | $22.4M |
| Kooman & Associates | 8.84% | Add +4.5% | 831,927 | $21.2M |
| Great Oak Capital Partners, LLC | 9.34% | Add +16.6% | 825,423 | $21.0M |
| Bank of Montreal | 0.01% | Add +41.4% | 813,595 | $20.7M |
| DiNuzzo Private Wealth, Inc. | 2.59% | Add +1.1% | 752,218 | $19.2M |
| Seaside Wealth Management, Inc. | 8.18% | Add +3.0% | 752,081 | $19.2M |
| Rockwood Wealth Management, LLC | 2.33% | Add +43.5% | 706,623 | $18.0M |
| Pinnacle Financial Group, LLC / IL | 7.40% | Add +30.7% | 661,162 | $16.9M |
| Stordahl Capital Management, Inc. | 4.20% | Add +5.2% | 657,857 | $16.8M |
| Savant Capital, LLC | 0.19% | Reduce -18.0% | 637,652 | $16.3M |
| Integris Wealth Management, LLC | 4.49% | Add +8.8% | 637,056 | $16.2M |
| Wealthstream Advisors, Inc. | 6.13% | Add +0.0% | 633,347 | $16.1M |
| Brighton Jones LLC | 0.56% | Add +1.7% | 609,979 | $15.5M |
| Betterment LLC | 0.04% | Add +254.5% | 603,988 | $15.4M |
| Rather & Kittrell, Inc. | 4.58% | Add +13.3% | 601,394 | $15.3M |
| Syverson Strege & Co | 5.22% | Add +3.8% | 567,863 | $14.5M |
| Willow Creek Wealth Management Inc. | 1.69% | Add +15.8% | 566,494 | $14.4M |
| BetterWealth, LLC | 4.66% | Add +2.1% | 560,776 | $14.3M |
| Phillips Financial Management, LLC | 1.16% | Add +21.5% | 555,267 | $14.2M |
| Monograph Wealth Advisors, LLC | 2.07% | Add +13.3% | 553,174 | $14.1M |
| Arax Advisory Partners | 1.48% | Add +1.8% | 549,449 | $14.0M |
| Envestnet Asset Management Inc. | 0.01% | Add +56.2% | 535,686 | $13.7M |
| Mercer Global Advisors Inc. | 0.04% | Reduce -3.1% | 535,041 | $13.6M |
| Leading Edge Financial Planning LLC | 5.95% | Add +24.9% | 526,857 | $13.4M |
| Commonwealth Equity Services, LLC | 0.02% | Add +4.9% | 522,992 | $13.3M |
| Austin Wealth Management, LLC | 3.22% | Reduce -2.0% | 482,947 | $13.0M |
| OneDigital Investment Advisors LLC | 0.20% | Add +7.1% | 508,636 | $13.0M |
| Financial Engines Advisors L.L.C. | 0.03% | New | 507,542 | $12.9M |
| Planning Center, Inc. | 2.72% | Add +7.4% | 490,239 | $12.5M |
| Ballentine Capital Advisors, Inc | 6.81% | Add +3.6% | 484,325 | $12.4M |
| Jentner Corp | 4.29% | Add +6.1% | 479,141 | $12.2M |
| Capstone Capital LLC | 10.45% | Add +6.0% | 474,642 | $12.1M |
| RS Crum Inc. | 3.29% | Add +31.5% | 472,620 | $12.0M |
| Bfsg, LLC | 1.59% | Reduce -1.3% | 471,784 | $12.0M |
| NewEdge Advisors, LLC | 0.10% | Add +6.3% | 450,054 | $11.5M |
| Eaton-Cambridge Inc. | 6.04% | Add +22.5% | 444,693 | $11.3M |
| Cambridge Financial Group, LLC | 5.20% | Add +8.5% | 429,267 | $10.9M |
| Sachem Hill LLC | 2.56% | Add +11.5% | 428,294 | $10.9M |
| Bank of America Corp. | 0.00% | Add +73.1% | 423,983 | $10.8M |
| Mariner, LLC | 0.02% | Add +5.9% | 422,188 | $10.8M |
| BCR Wealth Strategies, LLC | 7.25% | Add +3.0% | 420,299 | $10.7M |
| AdvisorNet Financial, Inc | 1.02% | Add +38.0% | 417,170 | $10.6M |
| Sensible Money, LLC | 5.66% | Add +9.8% | 412,660 | $10.5M |
| Stratos Investment Management, LLC | 0.99% | New | 399,305 | $10.2M |
| Advisory Services & Investments, LLC | 7.02% | Add +5.2% | 399,058 | $10.2M |
| Flagstone Financial Management | 3.90% | Add +27.9% | 396,250 | $10.1M |
| Evanson Asset Management, LLC | 0.73% | Add +6.2% | 384,858 | $9.8M |
| Sageworth Trust Co | 0.63% | Add +11.4% | 382,869 | $9.8M |
| Peirce Capital Management, LLC | 5.33% | Add +21.0% | 380,628 | $9.7M |
| Heritage Investment Group, Inc. | 1.30% | Add +14.1% | 376,011 | $9.6M |
| JGP Wealth Management, LLC | 1.36% | Reduce -0.1% | 367,322 | $9.4M |
| Equita Financial Network, Inc. | 4.06% | Add +129.8% | 354,694 | $9.0M |
| Watchman Group, Inc. | 2.71% | Add +6.2% | 351,726 | $9.0M |
| Private Wealth Management Group, LLC | 4.06% | Add +17.5% | 351,224 | $9.0M |
| MML Investors Services, LLC | 0.04% | Add +54.1% | 342,991 | $8.7M |
| Cravens & Co Advisors, LLC | 7.13% | Add +1.2% | 337,007 | $8.6M |
| Vannoy Advisory Group, Inc. | 6.33% | Add +2.3% | 318,507 | $8.1M |
| Hassell Wealth Management, LLC | 5.02% | Add +2.9% | 312,688 | $7.9M |
| Royal Bank of Canada | 0.00% | Add +82.5% | 305,116 | $7.8M |
| Vestmark Advisory Solutions, Inc. | 0.33% | Add +15.0% | 302,640 | $7.7M |
| Blume Capital Management, Inc. | 1.86% | Add +0.7% | 299,122 | $7.6M |
| Keb Asset Management, LLC | 2.57% | Add +7.4% | 294,890 | $7.5M |
| Physician Wealth Solutions Inc. | 6.24% | Add +29.0% | 291,517 | $7.4M |
| Greenspring Advisors, LLC | 1.81% | Add +34.6% | 284,338 | $7.2M |
| Financial Symmetry Inc | 5.92% | Add +5.3% | 265,486 | $6.8M |
| Cardiff Park Advisors, LLC | 0.64% | Add +0.6% | 264,849 | $6.8M |
| Guardian Capital Advisors LP | 0.72% | Add +1178.6% | 264,437 | $6.7M |
| Emprise Bank | 4.50% | — | 262,432 | $6.7M |
| Peapack Gladstone Financial Corp. | 0.10% | Add +20.1% | 259,081 | $6.6M |
| HTG Investment Advisors, Inc. | 3.79% | Add +10.5% | 256,620 | $6.5M |
| Aerodigm Wealth, LLC | 2.64% | Add +9.8% | 256,587 | $6.5M |
| Straight Path Wealth Management | 3.54% | Add +10.4% | 247,378 | $6.3M |
| Henrickson Nauta Wealth Advisors, Inc. | 2.71% | Add +16.5% | 239,298 | $6.1M |
"% of holder's portfolio" is DFEM's weight in each manager's 13F, not the share of Dimensional Emrg MRKT Core the manager owns.