Dimensional Emrg MRKT CoreDFEMETF
13F holders, Q2 2024 (June 30)315holders +15
26new positions
14sold out
2famous investors
$26.70avg. 13F price*
At the end of Q2 2024, 315 institutions reported holding Dimensional Emrg MRKT Core (DFEM) in their 13F filings, up 15 from Q1 2024. 26 opened new positions and 14 sold out. The largest holders were Forum Financial Management, LP ($402.9M), Corient Private Wealth LP ($146.0M) and Truepoint, Inc. ($113.2M). 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 Emrg MRKT Core
- CUSIP
- 25434V732
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $60.4M |
| Exits | 14 | $28.6M |
All 13F filers, Q1 2024 → Q2 2024: 12,559,939 shares bought and 4,090,210 shares sold, net +8,469,729 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 315 holders
| Forum Financial Management, LP | 7.29% | Reduce -4.7% | 15,072,710 | $402.9M |
| Corient Private Wealth LP | 0.25% | Add +7.9% | 5,462,732 | $146.0M |
| Truepoint, Inc. | 3.23% | Add +3.8% | 4,233,699 | $113.2M |
| HighTower Advisors, LLC | 0.16% | Add +1.9% | 3,965,449 | $106.0M |
| Buckingham Strategic Wealth, LLC | 1.10% | Add +24.7% | 3,959,902 | $105.8M |
| Focus Partners Advisor Solutions, LLC | 2.41% | Add +27.0% | 3,436,789 | $91.9M |
| Parcion Private Wealth LLC | 5.99% | Reduce -29.5% | 2,452,251 | $65.5M |
| Heritage Financial Services, LLC | 8.60% | Add +2.8% | 2,243,881 | $60.0M |
| Asset Dedication, LLC | 4.08% | Add +7.7% | 2,203,297 | $58.9M |
| Evensky & Katz LLC | 4.09% | Add +3.3% | 2,196,466 | $58.7M |
| Carlson Capital Management | 2.54% | Add +3.5% | 2,016,008 | $53.9M |
| Forvis Mazars Wealth Advisors, LLC | 1.26% | Add +2.3% | 1,892,969 | $50.6M |
| Jane Street Group, LLC | 0.05% | Add +7.4% | 1,850,110 | $49.5M |
| RW Investment Management LLC | 6.07% | Add +2.8% | 1,679,410 | $44.9M |
| Hill Investment Group Partners, LLC | 5.65% | Add +2.7% | 1,576,460 | $42.0M |
| Total Wealth Planning, LLC | 6.47% | Add +7.0% | 1,427,299 | $39.4M |
| JMG Financial Group, Ltd. | 1.32% | Add +12.1% | 1,323,293 | $35.4M |
| Savant Capital, LLC | 0.35% | Add +103.9% | 1,300,107 | $34.8M |
| LPL Financial LLC | 0.02% | Add +30.9% | 1,287,874 | $34.4M |
| Oakwell Private Wealth Management, LLC | 8.97% | Add +8.7% | 1,188,346 | $31.8M |
| Awm Capital, LLC | 4.83% | Add +5.2% | 1,187,885 | $31.8M |
| EnRich Financial Partners LLC | 10.67% | Add +2.2% | 1,088,680 | $29.1M |
| Sequoia Financial Advisors, LLC | 0.35% | Add +12.3% | 1,085,285 | $29.0M |
| Miramar Fiduciary Corp | 26.00% | Reduce -15.3% | 1,082,356 | $28.9M |
| Apella Capital, LLC | 1.25% | Add +11.5% | 1,025,218 | $28.0M |
| Bank of Montreal | 0.01% | Add +19.1% | 969,383 | $25.9M |
| Klaas Financial Asset Advisors, LLC | 4.59% | New | 936,750 | $25.0M |
| Great Oak Capital Partners, LLC | 9.38% | Add +15.4% | 952,233 | $24.9M |
| Burton Enright Welch | 5.71% | Add +5.6% | 926,138 | $24.8M |
| Mosaic Family Wealth Partners, LLC | 3.97% | Add +5.2% | 923,561 | $24.7M |
| Kooman & Associates | 9.14% | Add +2.2% | 850,136 | $22.7M |
| Rockwood Wealth Management, LLC | 2.73% | Add +18.5% | 837,459 | $22.4M |
| Your Advocates Ltd., LLP | 9.26% | Reduce -21.1% | 825,255 | $22.1M |
| JPMorgan Chase & Co. | 0.00% | Add +913.3% | 797,430 | $21.3M |
| Seaside Wealth Management, Inc. | 8.57% | Add +2.9% | 773,922 | $20.7M |
| Monograph Wealth Advisors, LLC | 2.95% | Add +36.8% | 756,442 | $20.2M |
| DiNuzzo Private Wealth, Inc. | 2.71% | Reduce -0.1% | 751,122 | $20.1M |
| Betterment LLC | 0.05% | Add +16.0% | 700,507 | $18.7M |
| Brighton Jones LLC | 0.61% | Add +13.0% | 689,273 | $18.4M |
| Pinnacle Financial Group, LLC / IL | 7.84% | Add +3.8% | 686,138 | $18.3M |
| Stordahl Capital Management, Inc. | 4.46% | Add +1.3% | 666,236 | $17.8M |
| Rather & Kittrell, Inc. | 4.88% | Add +10.3% | 663,610 | $17.7M |
| Syverson Strege & Co | 6.00% | Add +15.9% | 658,241 | $17.6M |
| Wealthstream Advisors, Inc. | 6.27% | Add +1.2% | 640,914 | $17.1M |
| Willow Creek Wealth Management Inc. | 1.91% | Add +11.1% | 629,603 | $16.8M |
| Phillips Financial Management, LLC | 1.35% | Add +10.3% | 612,208 | $16.4M |
| Envestnet Asset Management Inc. | 0.01% | Add +13.1% | 605,833 | $16.2M |
| Integris Wealth Management, LLC | 4.47% | Reduce -9.1% | 579,297 | $15.5M |
| BetterWealth, LLC | 4.93% | Add +3.2% | 578,676 | $15.5M |
| RS Crum Inc. | 3.89% | Add +17.5% | 555,432 | $14.8M |
| Stratos Investment Management, LLC | 1.22% | Add +38.3% | 552,412 | $14.8M |
| Arax Advisory Partners | 1.42% | Reduce -1.1% | 543,221 | $14.5M |
| Sachem Hill LLC | 3.10% | Add +26.3% | 541,120 | $14.5M |
| OneDigital Investment Advisors LLC | 0.18% | Add +5.7% | 537,715 | $14.4M |
| Leading Edge Financial Planning LLC | 5.75% | Add +1.8% | 536,272 | $14.3M |
| Aerodigm Wealth, LLC | 6.54% | Add +107.2% | 531,533 | $14.2M |
| Simplicity Wealth,LLC | 0.32% | New | 531,274 | $14.2M |
| Commonwealth Equity Services, LLC | 0.02% | Add +0.9% | 527,474 | $14.1M |
| Bank of America Corp. | 0.00% | Add +23.3% | 522,856 | $14.0M |
| Ballentine Capital Advisors, Inc | 7.20% | Add +4.6% | 506,492 | $13.5M |
| Financial Engines Advisors L.L.C. | 0.03% | Reduce -0.4% | 505,349 | $13.5M |
| Jentner Corp | 4.47% | Add +5.1% | 503,663 | $13.5M |
| Planning Center, Inc. | 1.75% | Add +2.4% | 501,771 | $13.4M |
| Sensible Money, LLC | 6.50% | Add +20.9% | 498,922 | $13.3M |
| Austin Wealth Management, LLC | 3.07% | Reduce -1.7% | 474,550 | $13.1M |
| Capstone Capital LLC | 11.40% | Add +0.6% | 477,250 | $12.8M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -12.5% | 468,373 | $12.5M |
| Eaton-Cambridge Inc. | 6.34% | Add +4.2% | 463,254 | $12.4M |
| Bfsg, LLC | 1.53% | Reduce -4.4% | 451,154 | $12.1M |
| BCR Wealth Strategies, LLC | 7.84% | Add +7.3% | 450,826 | $12.1M |
| Flagstone Financial Management | 4.44% | Add +12.6% | 446,176 | $11.9M |
| Cambridge Financial Group, LLC | 5.40% | Add +2.9% | 441,880 | $11.8M |
| Mariner, LLC | 0.02% | Add +2.9% | 434,261 | $11.6M |
| Evanson Asset Management, LLC | 0.84% | Add +11.1% | 427,635 | $11.4M |
| Sageworth Trust Co | 0.72% | Add +11.5% | 426,936 | $11.4M |
| AdvisorNet Financial, Inc | 1.03% | Add +1.8% | 424,791 | $11.4M |
| NewEdge Advisors, LLC | 0.08% | Reduce -5.7% | 424,213 | $11.3M |
| Peirce Capital Management, LLC | 5.98% | Add +11.0% | 422,603 | $11.3M |
| Advisory Services & Investments, LLC | 7.58% | Add +2.2% | 407,984 | $10.9M |
| Heritage Investment Group, Inc. | 1.48% | Add +7.2% | 403,132 | $10.8M |
| MML Investors Services, LLC | 0.04% | Add +17.0% | 401,236 | $10.7M |
| Flputnam Investment Management Co. | 0.20% | New | 396,627 | $10.6M |
| Equita Financial Network, Inc. | 4.35% | Add +9.7% | 389,072 | $10.4M |
| Private Wealth Management Group, LLC | 4.45% | Add +9.5% | 384,700 | $10.3M |
| JGP Wealth Management, LLC | 1.42% | Add +1.4% | 372,405 | $10.0M |
| Jackson Thornton Wealth Management, LLC | 1.50% | Add +160.9% | 366,188 | $9.8M |
| Watchman Group, Inc. | 3.05% | Add +1.7% | 357,839 | $9.6M |
| Cravens & Co Advisors, LLC | 7.03% | Add +5.1% | 354,176 | $9.5M |
| Vestmark Advisory Solutions, Inc. | 0.39% | Add +15.3% | 348,823 | $9.3M |
| Physician Wealth Solutions Inc. | 6.61% | Add +18.8% | 346,277 | $9.3M |
| Hassell Wealth Management, LLC | 4.00% | Add +8.2% | 338,374 | $8.9M |
| Vannoy Advisory Group, Inc. | 6.62% | Add +0.3% | 319,611 | $8.5M |
| Greenspring Advisors, LLC | 2.01% | Add +9.8% | 312,273 | $8.3M |
| Keb Asset Management, LLC | 2.77% | Add +4.7% | 308,736 | $8.3M |
| Blume Capital Management, Inc. | 1.93% | Reduce -0.3% | 298,372 | $8.0M |
| Emprise Bank | 4.83% | Add +11.7% | 293,174 | $7.8M |
| Financial Symmetry Inc | 6.03% | Add +9.3% | 290,067 | $7.8M |
| Peapack Gladstone Financial Corp. | 0.12% | Add +10.8% | 287,004 | $7.7M |
| Straight Path Wealth Management | 3.83% | Add +12.7% | 278,772 | $7.5M |
| Cardiff Park Advisors, LLC | 0.69% | Add +1.5% | 268,887 | $7.2M |
"% of holder's portfolio" is DFEM's weight in each manager's 13F, not the share of Dimensional Emrg MRKT Core the manager owns.