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 |
| ARK & TLK Investments, LLC | 2.39% | Reduce -4.8% | 239,963 | $6.1M |
| Liberty Wealth Management LLC | 1.17% | Reduce -0.0% | 236,162 | $6.0M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +16.6% | 231,511 | $5.9M |
| American Investment Services, Inc. | 1.04% | Add +61.3% | 230,749 | $5.9M |
| Tillman Hartley LLC | 2.02% | Add +1.0% | 229,853 | $5.9M |
| Krilogy Financial LLC | 0.44% | Add +6.4% | 225,861 | $5.8M |
| Rockbridge Investment Management, LCC | 0.81% | Add +12.1% | 217,076 | $5.5M |
| JNBA Financial Advisors | 0.57% | Reduce -9.3% | 213,063 | $5.4M |
| Client 1ST Advisory Group, LLC | 2.38% | Add +13.1% | 207,527 | $5.3M |
| Quarry Hill Advisors, LLC | 3.80% | Add +8.0% | 202,483 | $5.2M |
| Ruedi Wealth Management, Inc. | 2.14% | Add +10.4% | 199,232 | $5.1M |
| Discipline Wealth Solutions, LLC | 4.61% | Add +12.8% | 194,462 | $5.0M |
| Family Wealth Partners, LLC | 2.81% | Add +66.9% | 194,273 | $5.0M |
| True Wealth Design, LLC | 1.19% | Add +0.4% | 187,683 | $4.8M |
| O'Connor Financial Group LLC | 2.85% | New | 187,434 | $4.8M |
| VeraBank, N.A. | 1.47% | Add +8.6% | 184,993 | $4.7M |
| Studio Investment Management LLC | 1.10% | Add +19.3% | 181,763 | $4.6M |
| Gradient Capital Advisors, LLC | 1.68% | Add +5.2% | 179,592 | $4.6M |
| Hiley Hunt Wealth Management | 2.99% | Add +18.4% | 178,868 | $4.6M |
| Mills Wealth Advisors LLC | 3.33% | Add +5.7% | 177,989 | $4.5M |
| Waypoint Wealth Partners Inc. | 1.25% | Reduce -1.7% | 172,450 | $4.4M |
| Grand Wealth Management, LLC | 2.00% | Add +1.6% | 164,827 | $4.2M |
| Enzi Wealth | 1.97% | Add +3.1% | 166,783 | $4.2M |
| Lutz Financial Services LLC | 0.36% | Add +19.4% | 163,831 | $4.2M |
| Squire Investment Management Company, LLC | 2.59% | Add +138.6% | 161,151 | $4.1M |
| North Ridge Wealth Advisors, Inc. | 3.09% | Add +7.6% | 156,128 | $4.0M |
| Rehmann Capital Advisory Group | 0.29% | Add +3.8% | 152,242 | $3.9M |
| Truist Financial Corp. | 0.01% | Add +3.3% | 149,967 | $3.8M |
| BCU Wealth Advisors, LLC | 3.23% | Add +21.5% | 149,092 | $3.8M |
| SC&H Financial Advisors, Inc. | 0.97% | Add +5.6% | 146,199 | $3.7M |
| Morgan Stanley | 0.00% | Add +31.8% | 144,962 | $3.7M |
| One Degree Advisors Inc | 1.78% | Add +1.2% | 140,587 | $3.6M |
| Jackson Thornton Wealth Management, LLC | 0.61% | Add +77.6% | 140,365 | $3.6M |
| Tilson Financial Group, Inc. | 1.88% | Add +30.0% | 137,000 | $3.5M |
| DecisionPoint Financial, LLC | 1.38% | Add +62.8% | 134,405 | $3.5M |
| Creative Planning | 0.00% | Add +3.6% | 134,243 | $3.4M |
| Signature Resources Capital Management, LLC | 3.20% | Reduce -2.2% | 136,751 | $3.4M |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.87% | Add +1.0% | 132,577 | $3.4M |
| PBMares Wealth Management LLC | 0.82% | Add +43.8% | 123,949 | $3.2M |
| Waypoint Capital Advisors, LLC | 0.81% | No change | 121,954 | $3.1M |
| SJS Investment Consulting Inc. | 0.62% | Add +22.4% | 120,955 | $3.1M |
| Apollon Wealth Management, LLC | 0.10% | Add +1.4% | 120,581 | $3.1M |
| Beacon Pointe Advisors, LLC | 0.03% | Reduce -6.0% | 115,604 | $2.9M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -17.2% | 115,171 | $2.9M |
| Passive Capital Management, LLC. | 1.14% | Reduce -7.8% | 114,649 | $2.9M |
| Waterfront Wealth Inc. | 0.82% | Reduce -43.0% | 113,469 | $2.9M |
| Porter White Investment Advisors, Inc. | 1.54% | Add +47.2% | 113,922 | $2.9M |
| Fortitude Family Office, LLC | 1.95% | Add +55.9% | 113,691 | $2.9M |
| Level Financial Advisors | 1.30% | Add +193.0% | 112,654 | $2.9M |
| Bridgewater Advisors Inc. | 0.43% | Reduce -5.6% | 111,983 | $2.9M |
| LifeGuide Financial Advisors, LLC | 1.36% | Add +3.8% | 105,992 | $2.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -1.8% | 98,524 | $2.5M |
| CFS Investment Advisory Services, LLC | 0.41% | Reduce -0.5% | 95,895 | $2.4M |
| Claris Advisors, LLC / Mo / | 1.21% | Add +13.2% | 94,168 | $2.4M |
| Modera Wealth Management, LLC | 0.04% | Reduce -0.9% | 92,334 | $2.4M |
| Mattern Wealth Management LLC | 0.57% | Add +16.1% | 92,127 | $2.3M |
| Sowell Financial Services LLC | 0.11% | Add +3.7% | 90,726 | $2.3M |
| Five Oceans Advisors | 1.18% | Add +8.2% | 89,984 | $2.3M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +10.8% | 82,957 | $2.1M |
| Orion Portfolio Solutions, LLC | 0.02% | Add +10.8% | 82,957 | $2.1M |
| Trust Co of the South | 0.49% | Add +43.4% | 82,837 | $2.1M |
| Applied Capital LLC | 1.25% | Add +4.0% | 82,698 | $2.1M |
| Shearwater Capital LLC | 1.53% | Add +1.7% | 81,343 | $2.1M |
| JPMorgan Chase & Co. | 0.00% | Add +5.5% | 78,700 | $2.0M |
| WMS Partners, LLC | 0.14% | Reduce -0.9% | 78,671 | $2.0M |
| Keyes, Stange & Wooten Wealth Management, LLC | 1.75% | Reduce -0.9% | 77,848 | $2.0M |
| Abel Hall, LLC | 1.46% | Add +2.5% | 76,631 | $2.0M |
| Captrust Financial Advisors | 0.01% | New | 75,949 | $1.9M |
| ShankerValleau Wealth Advisors, Inc. | 0.86% | Add +2.1% | 73,317 | $1.9M |
| Aveo Capital Partners, LLC | 0.20% | Reduce -1.4% | 69,923 | $1.9M |
| Hutchens & Kramer Investment Management Group, LLC | 1.06% | Add +12.9% | 69,881 | $1.8M |
| Avior Wealth Management, LLC | 0.08% | Add +31.0% | 69,421 | $1.8M |
| DAVENPORT & Co LLC | 0.01% | Add +79.8% | 69,356 | $1.8M |
| Legacy Financial Group, Inc. | 0.69% | Add +2.6% | 68,616 | $1.7M |
| Lincoln National Corp. | 0.03% | Add +10.3% | 66,246 | $1.7M |
| Strengthening Families & Communities, LLC | 0.96% | Add +14.0% | 63,326 | $1.6M |
| Financial Alternatives, Inc | 1.20% | Reduce -1.8% | 60,703 | $1.5M |
| EverSource Wealth Advisors, LLC | 0.11% | Add +42.4% | 56,764 | $1.5M |
| Shore Point Advisors, LLC | 0.81% | Add +34.1% | 55,369 | $1.4M |
| Aspen Wealth Management LLC | 0.54% | Reduce -2.6% | 54,575 | $1.4M |
| Chicago Partners Investment Group LLC | 0.06% | Reduce -54.5% | 54,001 | $1.4M |
| Smartleaf Asset Management LLC | 0.25% | Add +15.2% | 51,834 | $1.3M |
| Cahill Wealth Management, LLC | 0.75% | Add +1.0% | 50,728 | $1.3M |
| Peninsula Wealth, LLC | 0.26% | Reduce -16.9% | 50,161 | $1.3M |
| Kathleen S. Wright Associates Inc. | 0.58% | Add +20.6% | 48,389 | $1.2M |
| RCS Financial Planning, LLC | 0.76% | New | 48,359 | $1.2M |
| Core Wealth Management, Inc. | 0.51% | Add +1.2% | 45,902 | $1.2M |
| Meritas Wealth Management, LLC | 0.78% | Add +27.8% | 43,861 | $1.1M |
| Live Oak Private Wealth LLC | 0.19% | No change | 43,515 | $1.1M |
| Signet Financial Management, LLC | 0.14% | Add +0.2% | 41,347 | $1.1M |
| Parallel Advisors, LLC | 0.03% | New | 41,343 | $1.1M |
| Hemington Wealth Management | 0.38% | New | 41,270 | $1.1M |
| Liberty Capital Management, Inc. | 0.26% | Add +19.5% | 41,025 | $1.0M |
| Financial Counselors Inc. | 0.02% | Reduce -81.1% | 40,626 | $1.0M |
| Sageworth Trust Co of South Dakota | 1.58% | Add +86.9% | 40,226 | $1.0M |
| Northwest Wealth Management, LLC | 0.28% | Add +9.4% | 39,937 | $1.0M |
| Old Mission Capital LLC | 0.02% | Reduce -94.3% | 39,383 | $1.0M |
| SageView Advisory Group, LLC | 0.05% | Reduce -0.6% | 39,066 | $996K |
| Patriot Financial Group Insurance Agency, LLC | 0.16% | Add +4.0% | 38,591 | $984K |
| Asset Planning Corporation | 0.71% | Add +14.8% | 37,950 | $967K |
| Perigon Wealth Management, LLC | 0.03% | Add +11.8% | 36,933 | $941K |
| Copperleaf Capital, LLC | 0.78% | Add +19.4% | 35,138 | $896K |
| W.H. Cornerstone Investments Inc. | 0.64% | Add +51.4% | 34,638 | $883K |
| American Capital Advisory, LLC | 0.76% | Reduce -39.2% | 37,046 | $874K |
| Edge Financial Advisors LLC | 0.75% | — | 33,254 | $850K |
| Altiora Financial Group, LLC | 0.23% | Add +30.3% | 32,683 | $833K |
| JFS Wealth Advisors, LLC | 0.07% | Reduce -2.1% | 32,489 | $828K |
| Versant Capital Management, Inc | 0.24% | Add +15.5% | 32,466 | $828K |
| Red Lighthouse Investment Management, LLC | 0.33% | Add +15.2% | 32,069 | $817K |
| HBK Sorce Advisory LLC | 0.03% | Add +0.5% | 30,610 | $780K |
| Pine Harbor Wealth Management, LLC | 0.48% | Add +2.6% | 30,018 | $765K |
| Root Financial Partners, LLC | 0.22% | Add +2.4% | 29,750 | $758K |
| Advisory Services Network, LLC | 0.02% | Reduce -17.0% | 28,629 | $730K |
| 25 LLC | 0.35% | Reduce -8.7% | 28,283 | $721K |
| Criterion Capital Advisors, LLC | 0.47% | Add +26.0% | 27,873 | $710K |
| Natixis Advisors, LLC | 0.00% | New | 27,128 | $691K |
| Nwam LLC | 0.06% | Reduce -8.3% | 26,505 | $687K |
| Comerica Bank | 0.00% | Add +0.0% | 26,690 | $680K |
| Sprinkle Financial Consultants LLC | 0.57% | Add +2.7% | 26,065 | $664K |
| EP Wealth Advisors, LLC | 0.01% | Reduce -12.3% | 25,889 | $660K |
| NorthCrest Asset Manangement, LLC | 0.02% | Add +3.1% | 25,879 | $660K |
| Angeles Wealth Management, LLC | 0.07% | Add +8.9% | 25,613 | $653K |
| SOL Capital Management CO | 0.08% | Add +1.7% | 24,690 | $629K |
| Cresset Asset Management, LLC | 0.00% | Add +7.4% | 24,519 | $625K |
| Goodman Financial Corp | 0.14% | New | 24,219 | $617K |
| Tortoise Investment Management, LLC | 0.07% | Add +91.5% | 23,718 | $605K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +0.9% | 23,126 | $589K |
| Disciplined Investments, LLC | 0.31% | Reduce -1.9% | 22,350 | $570K |
| Firethorn Wealth Partners, LLC | 0.33% | Add +58.4% | 21,938 | $559K |
| RFG Advisory, LLC | 0.02% | Add +87.4% | 20,650 | $526K |
| HRT Financial LP | 0.00% | Reduce -48.5% | 19,971 | $509K |
| Morris Financial Concepts, Inc. | 0.26% | Add +132.7% | 19,876 | $507K |
| Gemmer Asset Management LLC | 0.06% | Add +9.5% | 19,363 | $494K |
| Visionary Wealth Advisors | 0.03% | Add +2.3% | 18,857 | $481K |
| Park Avenue Securities LLC | 0.01% | New | 18,787 | $479K |
| Blue Trust, Inc. | 0.01% | Add +5.1% | 18,569 | $473K |
| Private Advisor Group, LLC | 0.00% | Add +10.9% | 18,517 | $472K |
| Keebeck Wealth Management | 0.07% | Reduce -45.1% | 18,345 | $468K |
| Quad-Cities Investment Group, LLC | 0.27% | Reduce -1.2% | 18,077 | $461K |
| Pathstone Holdings, LLC | 0.00% | Reduce -16.3% | 17,989 | $459K |
| Townsquare Capital LLC | 0.01% | Reduce -26.5% | 17,941 | $457K |
| Oceanside Advisors LLC | 0.37% | Add +1.9% | 17,750 | $452K |
| Osaic Holdings, Inc. | 0.00% | Reduce -63.2% | 17,337 | $442K |
| Rf&l Wealth Management, LLC | 0.34% | Add +23.7% | 17,260 | $440K |
| Chico Wealth RIA | 0.42% | No change | 17,228 | $439K |
| FMB Wealth Management | 0.34% | No change | 16,875 | $430K |
| Geometric Wealth Advisors | 0.10% | No change | 16,554 | $422K |
| Grunden Financial Advisory, Inc. | 0.22% | Add +10.8% | 16,245 | $414K |
| Blossom Wealth Management | 0.97% | Add +2.7% | 15,872 | $405K |
| Morling Financial Advisors, LLC | 0.23% | Reduce -1.9% | 15,759 | $402K |
| GEM Asset Management, LLC | 0.27% | Add +1.1% | 15,953 | $397K |
| Schulz Wealth, LTD. | 0.33% | Reduce -21.2% | 15,336 | $391K |
| Wilbanks Smith & Thomas Asset Management LLC | 0.01% | Reduce -3.2% | 15,289 | $390K |
| Seven Mile Advisory | 0.29% | Add +5.8% | 14,820 | $378K |
| Bessemer Group Inc. | 0.00% | New | 14,600 | $372K |
| C M Bidwell & Associates Ltd. | 0.25% | Add +44.7% | 14,459 | $369K |
| Lakeridge Wealth Management LLC | 0.23% | Reduce -1.4% | 13,752 | $351K |
| Andrews, Lucia Wealth Management LLC | 0.24% | No change | 13,302 | $339K |
| Flow Traders U.S. LLC | 0.02% | Reduce -96.1% | 13,144 | $335K |
| Mustard Seed Financial, LLC | 0.31% | Reduce -2.5% | 12,375 | $315K |
| Hurlow Wealth Management Group, Inc. | 0.11% | New | 12,161 | $310K |
| Foster & Motley Inc. | 0.02% | Reduce -2.2% | 12,019 | $306K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +8.1% | 11,522 | $294K |
| Lifeworks Advisors, LLC | 0.08% | Reduce -9.4% | 11,330 | $289K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +109.6% | 11,325 | $289K |
| Abacus Planning Group, Inc. | 0.06% | Add +15.2% | 11,302 | $288K |
| Squarepoint Ops LLC | 0.00% | New | 11,121 | $283K |
| CreativeOne Wealth, LLC | 0.01% | New | 11,076 | $282K |
| Kraft Asset Management, LLC | 0.22% | New | 10,719 | $273K |
| Naples Global Advisors, LLC | 0.03% | No change | 9,900 | $252K |
| VanderPol Investments L.L.C. | 0.71% | Reduce -11.5% | 9,750 | $249K |
| AQR Capital Management | 0.00% | No change | 9,102 | $232K |
| Burney Co./ | 0.01% | Add +1.7% | 9,019 | $230K |
| KFG Wealth Management, LLC | 0.09% | New | 8,768 | $223K |
| Colonial Trust Co / SC | 0.04% | Add +26.7% | 7,936 | $202K |
| Disciplined Equity Management, Inc. | 0.13% | Add +0.5% | 7,780 | $198K |
| SYM FINANCIAL Corp | 0.03% | Add +29.1% | 7,574 | $193K |
| Wells Fargo & Company | 0.00% | Reduce -6.5% | 6,977 | $178K |
| Maryland Capital Advisors Inc. | 0.09% | No change | 5,401 | $138K |
| Farther Finance Advisors, LLC | 0.01% | Add +337.5% | 4,410 | $113K |
| Elevation Wealth Partners, LLC | 0.05% | Reduce -34.7% | 3,691 | $94K |
| FMR LLC | 0.00% | Reduce -73.0% | 3,619 | $92K |
| Aspire Private Capital, LLC | 0.02% | Add +94.9% | 3,380 | $86K |
| IFP Advisors, Inc | 0.00% | New | 3,111 | $79K |
| Aspire Wealth Management Corp | 0.04% | Add +2.0% | 2,411 | $61K |
| GeoWealth Management, LLC | 0.00% | New | 1,746 | $45K |
| Lindbrook Capital, LLC | 0.00% | No change | 1,413 | $36K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 1,367 | $35K |
| Glassman Wealth Services | 0.00% | No change | 844 | $22K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | New | 548 | $14K |
| Parkside Financial Bank & Trust | 0.00% | No change | 538 | $14K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 479 | $12K |
| Aptus Capital Advisors, LLC | 0.00% | New | 479 | $12K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 326 | $8K |
| Aspect Partners, LLC | 0.01% | No change | 268 | $7K |
| Evermay Wealth Management LLC | 0.00% | New | 177 | $5K |
| Global Trust Asset Management, LLC | 0.00% | No change | 160 | $4K |
| Optimum Investment Advisors | 0.00% | No change | 120 | $3K |
| Valued Wealth Advisors LLC | 0.00% | New | 107 | $3K |
| Elevate Wealth Advisory, Inc. | 0.00% | No change | 34 | $867 |
"% of holder's portfolio" is DFEM's weight in each manager's 13F, not the share of Dimensional Emrg MRKT Core the manager owns.