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 |
| Guardian Capital Advisors LP | 0.75% | No change | 264,437 | $7.1M |
| HTG Investment Advisors, Inc. | 3.80% | Add +2.6% | 263,429 | $7.0M |
| Krilogy Financial LLC | 0.51% | Add +15.3% | 260,532 | $7.0M |
| Henrickson Nauta Wealth Advisors, Inc. | 2.89% | Add +5.7% | 252,995 | $6.8M |
| ARK & TLK Investments, LLC | 2.52% | Add +5.2% | 252,491 | $6.7M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +6.3% | 246,200 | $6.6M |
| Liberty Wealth Management LLC | 1.15% | Add +81.7% | 429,137 | $6.3M |
| Rockbridge Investment Management, LCC | 0.88% | Add +7.1% | 232,484 | $6.2M |
| Ruedi Wealth Management, Inc. | 2.42% | Add +15.2% | 229,477 | $6.1M |
| Tillman Hartley LLC | 2.10% | Reduce -0.2% | 229,386 | $6.1M |
| American Investment Services, Inc. | 1.08% | Reduce -0.8% | 229,023 | $6.1M |
| Squire Investment Management Company, LLC | 3.41% | Add +39.5% | 224,742 | $6.0M |
| Quarry Hill Advisors, LLC | 4.01% | Add +10.9% | 224,523 | $6.0M |
| Family Wealth Partners, LLC | 3.07% | Add +14.0% | 221,441 | $5.9M |
| Client 1ST Advisory Group, LLC | 2.54% | Add +6.5% | 220,959 | $5.9M |
| Waypoint Capital Advisors, LLC | 1.47% | Add +80.1% | 219,650 | $5.9M |
| Discipline Wealth Solutions, LLC | 4.48% | Add +9.3% | 212,462 | $5.7M |
| DecisionPoint Financial, LLC | 1.86% | Add +53.3% | 206,075 | $5.5M |
| Flow Traders U.S. LLC | 0.27% | Add +1475.4% | 207,075 | $5.5M |
| Studio Investment Management LLC | 1.18% | Add +6.4% | 193,418 | $5.2M |
| VeraBank, N.A. | 1.59% | Add +3.6% | 191,657 | $5.1M |
| O'Connor Financial Group LLC | 2.97% | Add +2.1% | 191,305 | $5.1M |
| Hiley Hunt Wealth Management | 3.14% | Add +6.4% | 190,374 | $5.1M |
| Mills Wealth Advisors LLC | 3.63% | Add +6.7% | 189,963 | $5.1M |
| Versant Capital Management, Inc | 1.28% | Add +482.3% | 189,054 | $5.1M |
| JNBA Financial Advisors | 0.53% | Reduce -11.6% | 188,385 | $5.0M |
| Fortitude Family Office, LLC | 2.85% | Add +65.7% | 188,333 | $5.0M |
| Gradient Capital Advisors, LLC | 1.78% | Add +3.9% | 186,600 | $5.0M |
| True Wealth Design, LLC | 1.23% | Reduce -0.8% | 186,229 | $5.0M |
| Enzi Wealth | 2.08% | Add +3.6% | 172,846 | $4.7M |
| Lutz Financial Services LLC | 0.40% | Add +4.9% | 171,921 | $4.6M |
| BCU Wealth Advisors, LLC | 3.38% | Add +14.8% | 171,180 | $4.6M |
| Tilson Financial Group, Inc. | 4.50% | Add +21.7% | 166,727 | $4.5M |
| Morgan Stanley | 0.00% | Add +13.9% | 165,171 | $4.4M |
| North Ridge Wealth Advisors, Inc. | 3.24% | Add +2.3% | 159,727 | $4.3M |
| Truist Financial Corp. | 0.01% | Add +5.3% | 157,939 | $4.2M |
| Rehmann Capital Advisory Group | 0.30% | Add +1.6% | 154,680 | $4.1M |
| SC&H Financial Advisors, Inc. | 1.01% | Add +5.4% | 154,147 | $4.1M |
| One Degree Advisors Inc | 1.95% | Add +7.4% | 150,978 | $4.0M |
| Level Financial Advisors | 1.72% | Add +31.5% | 148,122 | $4.0M |
| PBMares Wealth Management LLC | 0.95% | Add +17.2% | 145,271 | $3.9M |
| Signature Resources Capital Management, LLC | 3.14% | Add +3.3% | 141,292 | $3.8M |
| Creative Planning | 0.00% | Add +4.9% | 140,825 | $3.8M |
| Passive Capital Management, LLC. | 1.38% | Add +21.8% | 139,584 | $3.7M |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.86% | Add +1.2% | 134,119 | $3.6M |
| Waypoint Wealth Partners Inc. | 1.03% | Reduce -23.8% | 131,457 | $3.5M |
| SJS Investment Consulting Inc. | 0.64% | Add +2.2% | 123,615 | $3.3M |
| DAVENPORT & Co LLC | 0.02% | Add +77.7% | 123,211 | $3.3M |
| Grand Wealth Management, LLC | 1.94% | Reduce -25.9% | 122,104 | $3.3M |
| Kestra Advisory Services, LLC | 0.02% | Add +1.5% | 116,920 | $3.1M |
| Porter White Investment Advisors, Inc. | 1.66% | Add +1.7% | 115,887 | $3.1M |
| Hemington Wealth Management | 1.04% | Add +179.3% | 115,252 | $3.1M |
| Apollon Wealth Management, LLC | 0.09% | Reduce -5.0% | 114,582 | $3.1M |
| Mattern Wealth Management LLC | 0.71% | Add +19.8% | 110,392 | $3.0M |
| Waterfront Wealth Inc. | 0.80% | Reduce -2.9% | 110,162 | $2.9M |
| LifeGuide Financial Advisors, LLC | 1.40% | Add +1.6% | 107,724 | $2.9M |
| Bridgewater Advisors Inc. | 0.35% | Reduce -2.6% | 109,033 | $2.9M |
| RCS Financial Planning, LLC | 1.58% | Add +107.3% | 100,243 | $2.7M |
| Vestia Personal Wealth Advisors | 2.81% | — | 98,411 | $2.6M |
| Claris Advisors, LLC / Mo / | 1.35% | Add +3.8% | 97,739 | $2.6M |
| CFS Investment Advisory Services, LLC | 0.21% | Reduce -0.1% | 95,846 | $2.6M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -3.6% | 94,979 | $2.5M |
| Old Mission Capital LLC | 0.07% | Add +137.6% | 93,586 | $2.5M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +10.7% | 91,818 | $2.5M |
| Orion Portfolio Solutions, LLC | 0.03% | Add +10.7% | 91,818 | $2.5M |
| Sowell Financial Services LLC | 0.12% | Add +0.3% | 91,026 | $2.4M |
| Modera Wealth Management, LLC | 0.04% | Reduce -1.8% | 90,648 | $2.4M |
| Osaic Holdings, Inc. | 0.01% | Add +407.7% | 88,016 | $2.4M |
| Trust Co of the South | 0.56% | Add +6.0% | 87,823 | $2.3M |
| Five Oceans Advisors | 1.21% | Reduce -3.7% | 86,648 | $2.3M |
| Shearwater Capital LLC | 1.60% | Add +0.3% | 81,624 | $2.2M |
| Captrust Financial Advisors | 0.01% | Add +7.3% | 81,512 | $2.2M |
| Cwm, LLC | 0.01% | New | 80,259 | $2.1M |
| Abel Hall, LLC | 1.50% | Add +3.6% | 79,428 | $2.1M |
| Keyes, Stange & Wooten Wealth Management, LLC | 1.41% | Reduce -2.8% | 75,689 | $2.0M |
| Avior Wealth Management, LLC | 0.09% | Add +6.5% | 73,971 | $2.0M |
| Hutchens & Kramer Investment Management Group, LLC | 1.09% | Add +5.1% | 73,454 | $2.0M |
| ShankerValleau Wealth Advisors, Inc. | 0.83% | Reduce -0.6% | 72,847 | $1.9M |
| Legacy Financial Group, Inc. | 0.73% | Add +5.3% | 72,246 | $1.9M |
| Applied Capital LLC | 1.10% | Reduce -13.0% | 71,972 | $1.9M |
| Aveo Capital Partners, LLC | 0.21% | No change | 69,923 | $1.9M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -40.8% | 68,422 | $1.8M |
| Shore Point Advisors, LLC | 1.00% | Add +19.0% | 65,905 | $1.8M |
| Strengthening Families & Communities, LLC | 0.50% | Add +4.0% | 65,838 | $1.8M |
| WMS Partners, LLC | 0.11% | Reduce -17.8% | 64,687 | $1.7M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.19% | New | 64,152 | $1.7M |
| Sageworth Trust Co of South Dakota | 2.50% | Add +58.6% | 63,800 | $1.7M |
| Northwest Wealth Management, LLC | 0.43% | Add +56.7% | 62,581 | $1.7M |
| EverSource Wealth Advisors, LLC | 0.11% | Add +5.7% | 60,023 | $1.6M |
| Financial Alternatives, Inc | 1.20% | Reduce -1.2% | 59,959 | $1.6M |
| Austin Asset Management Co Inc | 0.33% | New | 57,990 | $1.6M |
| Edge Financial Advisors LLC | 1.59% | Add +72.5% | 57,352 | $1.5M |
| American Capital Advisory, LLC | 1.09% | Add +64.5% | 60,947 | $1.5M |
| Cahill Wealth Management, LLC | 0.88% | Add +5.9% | 53,712 | $1.5M |
| Aspen Wealth Management LLC | 0.50% | Reduce -0.1% | 54,519 | $1.5M |
| Kathleen S. Wright Associates Inc. | 0.67% | Add +12.4% | 54,412 | $1.5M |
| Criterion Capital Advisors, LLC | 0.89% | Add +89.7% | 52,880 | $1.4M |
| Financial Counselors Inc. | 0.02% | Add +25.4% | 50,928 | $1.4M |
| Smartleaf Asset Management LLC | 0.22% | Reduce -2.5% | 50,535 | $1.3M |
| Parallel Advisors, LLC | 0.03% | Add +18.9% | 49,171 | $1.3M |
| Core Wealth Management, Inc. | 0.50% | Add +0.5% | 46,107 | $1.2M |
| Meritas Wealth Management, LLC | 0.84% | Add +2.1% | 44,800 | $1.2M |
| Liberty Capital Management, Inc. | 0.27% | Add +2.3% | 41,950 | $1.1M |
| Perigon Wealth Management, LLC | 0.03% | Add +13.0% | 41,720 | $1.1M |
| Live Oak Private Wealth LLC | 0.19% | Reduce -5.5% | 41,135 | $1.1M |
| Asset Planning Corporation | 0.81% | Add +6.7% | 40,502 | $1.1M |
| Signet Financial Management, LLC | 0.14% | Reduce -3.0% | 40,091 | $1.1M |
| SageView Advisory Group, LLC | 0.06% | Reduce -0.3% | 38,963 | $1.0M |
| W.H. Cornerstone Investments Inc. | 0.73% | Add +10.7% | 38,348 | $1.0M |
| Patriot Financial Group Insurance Agency, LLC | 0.15% | Reduce -0.8% | 38,278 | $1.0M |
| Hurlow Wealth Management Group, Inc. | 0.34% | Add +204.1% | 36,980 | $988K |
| Morris Financial Concepts, Inc. | 0.45% | Add +78.8% | 35,536 | $950K |
| Copperleaf Capital, LLC | 0.73% | Reduce -2.2% | 34,354 | $918K |
| Altiora Financial Group, LLC | 0.21% | No change | 32,683 | $874K |
| JFS Wealth Advisors, LLC | 0.07% | No change | 32,489 | $868K |
| Sprinkle Financial Consultants LLC | 0.68% | Add +23.3% | 32,129 | $859K |
| Red Lighthouse Investment Management, LLC | 0.36% | No change | 32,069 | $857K |
| HBK Sorce Advisory LLC | 0.03% | Add +0.3% | 30,700 | $821K |
| Root Financial Partners, LLC | 0.19% | Add +2.8% | 30,581 | $817K |
| Advisory Services Network, LLC | 0.02% | Add +3.7% | 29,693 | $794K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +19.1% | 27,533 | $736K |
| Natixis Advisors, LLC | 0.00% | Add +0.5% | 27,263 | $729K |
| Firethorn Wealth Partners, LLC | 0.41% | Add +23.2% | 27,021 | $722K |
| Pine Harbor Wealth Management, LLC | 0.42% | Reduce -11.1% | 26,687 | $713K |
| 25 LLC | 0.34% | Reduce -6.3% | 26,496 | $708K |
| NorthCrest Asset Manangement, LLC | 0.02% | Add +1.8% | 26,354 | $704K |
| Fiduciary Financial Group, LLC | 0.17% | — | 25,202 | $696K |
| EP Wealth Advisors, LLC | 0.01% | Add +0.3% | 25,971 | $694K |
| Peterson Wealth Advisors, LLC | 0.14% | New | 25,251 | $675K |
| Cresset Asset Management, LLC | 0.00% | Add +0.4% | 24,623 | $658K |
| Gemmer Asset Management LLC | 0.07% | Add +27.0% | 24,587 | $657K |
| Royal Bank of Canada | 0.00% | Reduce -92.0% | 24,485 | $654K |
| SOL Capital Management CO | 0.08% | Reduce -3.0% | 23,940 | $640K |
| Chicago Partners Investment Group LLC | 0.02% | Reduce -55.2% | 24,177 | $638K |
| Tortoise Investment Management, LLC | 0.07% | No change | 23,718 | $634K |
| RFG Advisory, LLC | 0.02% | Add +13.2% | 23,382 | $625K |
| Park Avenue Securities LLC | 0.01% | Add +21.8% | 22,891 | $612K |
| Integrated Wealth Concepts LLC | 0.01% | New | 22,423 | $599K |
| Disciplined Investments, LLC | 0.32% | No change | 22,350 | $597K |
| Two West Capital Advisors LLC | 0.56% | — | 22,027 | $589K |
| FMB Wealth Management | 0.44% | Add +26.9% | 21,413 | $572K |
| Visionary Wealth Advisors | 0.04% | Add +9.0% | 20,561 | $550K |
| Townsquare Capital LLC | 0.01% | Add +12.4% | 20,167 | $539K |
| Farther Finance Advisors, LLC | 0.03% | Add +353.4% | 19,994 | $536K |
| Wealthcare Advisory Partners LLC | 0.02% | Add +68.4% | 19,398 | $519K |
| Wedmont Private Capital | 0.03% | New | 18,230 | $504K |
| Grunden Financial Advisory, Inc. | 0.26% | Add +16.0% | 18,845 | $504K |
| Private Advisor Group, LLC | 0.00% | Add +1.6% | 18,822 | $503K |
| AQR Capital Management | 0.00% | Add +103.6% | 18,529 | $495K |
| Pathstone Holdings, LLC | 0.00% | Add +0.4% | 18,062 | $483K |
| Quad-Cities Investment Group, LLC | 0.27% | Reduce -0.6% | 17,969 | $480K |
| Blue Trust, Inc. | 0.01% | No change | 18,569 | $473K |
| Clear Creek Financial Management, LLC | 0.06% | New | 17,692 | $473K |
| Rf&l Wealth Management, LLC | 0.36% | Add +2.3% | 17,660 | $472K |
| Blossom Wealth Management | 1.01% | Add +9.7% | 17,408 | $465K |
| GEM Asset Management, LLC | 0.29% | Add +8.4% | 17,290 | $462K |
| Chico Wealth RIA | 0.42% | No change | 17,228 | $461K |
| Geometric Wealth Advisors | 0.09% | No change | 16,554 | $442K |
| Oceanside Advisors LLC | 0.35% | Reduce -8.8% | 16,191 | $433K |
| Morling Financial Advisors, LLC | 0.18% | No change | 15,759 | $421K |
| Fisher Asset Management | 0.00% | New | 15,705 | $420K |
| Schulz Wealth, LTD. | 0.35% | No change | 15,336 | $410K |
| Clearstead Advisors, LLC | 0.01% | New | 15,268 | $408K |
| Abacus Planning Group, Inc. | 0.08% | Add +34.3% | 15,180 | $406K |
| Seven Mile Advisory | 0.29% | No change | 14,820 | $396K |
| Bessemer Group Inc. | 0.00% | No change | 14,600 | $390K |
| Lakeridge Wealth Management LLC | 0.22% | Reduce -2.0% | 13,477 | $360K |
| Dopkins Wealth Management, LLC | 0.21% | New | 13,081 | $350K |
| Angeles Wealth Management, LLC | 0.03% | Reduce -50.1% | 12,773 | $341K |
| Andrews, Lucia Wealth Management LLC | 0.24% | No change | 13,302 | $339K |
| Mustard Seed Financial, LLC | 0.32% | Add +2.3% | 12,657 | $338K |
| KFG Wealth Management, LLC | 0.13% | Add +37.4% | 12,046 | $322K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -1.3% | 11,179 | $299K |
| Lifeworks Advisors, LLC | 0.08% | Reduce -2.0% | 11,100 | $297K |
| Kraft Asset Management, LLC | 0.24% | Add +0.1% | 10,732 | $287K |
| Gordian Advisors LLC | 0.26% | New | 10,014 | $268K |
| Burney Co./ | 0.01% | Add +10.9% | 10,007 | $267K |
| Foster & Motley Inc. | 0.02% | Reduce -17.1% | 9,969 | $266K |
| Allworth Financial LP | 0.00% | New | 9,422 | $252K |
| Arkadios Wealth Advisors | 0.02% | New | 9,085 | $243K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -18.5% | 9,023 | $241K |
| Naples Global Advisors, LLC | 0.02% | Reduce -12.1% | 8,700 | $233K |
| Colonial Trust Co / SC | 0.04% | No change | 7,936 | $212K |
| Kaye Capital Management | 0.09% | New | 7,836 | $209K |
| Disciplined Equity Management, Inc. | 0.14% | Add +0.6% | 7,830 | $209K |
| Citizens & Northern Corp. | 0.06% | New | 7,736 | $207K |
| Freedom Investment Management, Inc. | 0.02% | New | 7,736 | $207K |
| SYM FINANCIAL Corp | 0.03% | Add +0.0% | 7,577 | $203K |
| Caprock Group, LLC | 0.01% | New | 7,510 | $201K |
| C M Bidwell & Associates Ltd. | 0.12% | Reduce -53.2% | 6,772 | $181K |
| FMR LLC | 0.00% | Add +58.9% | 5,750 | $154K |
| Maryland Capital Advisors Inc. | 0.08% | No change | 5,401 | $144K |
| GeoWealth Management, LLC | 0.01% | Add +158.4% | 4,512 | $121K |
| IFP Advisors, Inc | 0.00% | Add +25.9% | 3,916 | $105K |
| Elevation Wealth Partners, LLC | 0.05% | No change | 3,691 | $99K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 3,660 | $98K |
| Aspire Private Capital, LLC | 0.02% | Add +5.5% | 3,565 | $95K |
| Aspire Wealth Management Corp | 0.04% | No change | 2,411 | $64K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 1,367 | $37K |
| Glass Jacobson Investment Advisors llc | 0.01% | New | 979 | $26K |
| Vermillion & White Wealth Management Group, LLC | 0.02% | Add +71.2% | 938 | $25K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +69.6% | 553 | $15K |
| Parkside Financial Bank & Trust | 0.00% | No change | 538 | $14K |
| Jones Financial Companies LLLP | 0.00% | New | 342 | $9K |
| Aspect Partners, LLC | 0.00% | No change | 268 | $7K |
| Comerica Bank | 0.00% | Reduce -99.1% | 243 | $6K |
| Evermay Wealth Management LLC | 0.00% | No change | 177 | $5K |
| Global Trust Asset Management, LLC | 0.00% | No change | 160 | $4K |
| Optimum Investment Advisors | 0.00% | No change | 120 | $3K |
| Fifth Third Bancorp | 0.00% | New | 108 | $3K |
| Valued Wealth Advisors LLC | 0.00% | No change | 107 | $3K |
| US Bancorp \de | 0.00% | New | 71 | $2K |
| Innealta Capital, LLC | 0.00% | New | 64 | $2K |
| Elevate Wealth Advisory, Inc. | 0.00% | No change | 34 | $909 |
| Hershey Financial Advisers, LLC | 0.00% | — | 25 | $668 |
"% of holder's portfolio" is DFEM's weight in each manager's 13F, not the share of Dimensional Emrg MRKT Core the manager owns.