Dimensional Emrg MRKT CoreDFEMETF
13F holders, Q3 2024 (September 30)335holders +20
25new positions
6sold out
2famous investors
$28.14avg. 13F price*
At the end of Q3 2024, 335 institutions reported holding Dimensional Emrg MRKT Core (DFEM) in their 13F filings, up 20 from Q2 2024. 25 opened new positions and 6 sold out. The largest holders were Forum Financial Management, LP ($438.2M), Corient Private Wealth LP ($162.3M) and Focus Partners Wealth ($131.7M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $144.9M |
| Exits | 6 | $875K |
All 13F filers, Q2 2024 → Q3 2024: 14,971,649 shares bought and 3,530,519 shares sold, net +11,441,130 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 335 holders
| Forum Financial Management, LP | 7.30% | Add +3.3% | 15,566,049 | $438.2M |
| Corient Private Wealth LP | 0.26% | Add +5.5% | 5,764,376 | $162.3M |
| Focus Partners Wealth | 0.42% | New | 4,678,596 | $131.7M |
| Truepoint, Inc. | 3.36% | Add +4.8% | 4,437,796 | $124.9M |
| HighTower Advisors, LLC | 0.17% | Add +0.7% | 3,993,410 | $112.4M |
| Focus Partners Advisor Solutions, LLC | 2.34% | Add +15.0% | 3,950,987 | $111.2M |
| Parcion Private Wealth LLC | 6.13% | Add +6.8% | 2,618,772 | $73.7M |
| Asset Dedication, LLC | 4.52% | Add +8.0% | 2,379,152 | $67.0M |
| Heritage Financial Services, LLC | 8.71% | Add +3.8% | 2,328,335 | $65.5M |
| Evensky & Katz LLC | 4.18% | Add +3.8% | 2,279,423 | $64.2M |
| Carlson Capital Management | 2.67% | Add +10.8% | 2,234,055 | $62.9M |
| Forvis Mazars Wealth Advisors, LLC | 1.20% | Reduce -2.4% | 1,847,156 | $52.0M |
| RW Investment Management LLC | 6.08% | Add +3.3% | 1,734,657 | $48.8M |
| JMG Financial Group, Ltd. | 1.49% | Add +17.1% | 1,549,584 | $43.6M |
| Total Wealth Planning, LLC | 6.76% | Add +7.8% | 1,538,586 | $43.3M |
| Hill Investment Group Partners, LLC | 5.88% | Add +0.1% | 1,577,993 | $42.3M |
| LPL Financial LLC | 0.02% | Add +8.7% | 1,399,245 | $39.4M |
| Wealthstream Advisors, Inc. | 6.99% | Add +113.2% | 1,366,672 | $38.5M |
| Awm Capital, LLC | 4.36% | Add +8.1% | 1,284,040 | $36.1M |
| Sequoia Financial Advisors, LLC | 0.36% | Add +9.3% | 1,186,364 | $33.4M |
| Savant Capital, LLC | 0.28% | Reduce -9.3% | 1,179,181 | $33.2M |
| EnRich Financial Partners LLC | 10.72% | Add +4.7% | 1,139,946 | $32.1M |
| Oakwell Private Wealth Management, LLC | 9.16% | Reduce -4.8% | 1,131,252 | $31.8M |
| Apella Capital, LLC | 1.30% | Add +7.6% | 1,103,000 | $31.7M |
| Bank of Montreal | 0.01% | Add +11.5% | 1,081,210 | $30.7M |
| Jane Street Group, LLC | 0.05% | Reduce -41.5% | 1,083,038 | $30.5M |
| Miramar Fiduciary Corp | 25.79% | No change | 1,082,356 | $30.5M |
| Envestnet Asset Management Inc. | 0.01% | Add +70.5% | 1,032,714 | $29.1M |
| Great Oak Capital Partners, LLC | 9.76% | Add +3.7% | 987,871 | $28.2M |
| Burton Enright Welch | 5.95% | Add +6.4% | 985,491 | $27.7M |
| Rockwood Wealth Management, LLC | 3.04% | Add +17.1% | 980,464 | $27.6M |
| Mosaic Family Wealth Partners, LLC | 4.05% | Add +5.0% | 969,906 | $27.3M |
| Klaas Financial Asset Advisors, LLC | 4.71% | Add +3.1% | 965,863 | $27.2M |
| OneDigital Investment Advisors LLC | 0.30% | Add +74.8% | 939,770 | $26.5M |
| Kooman & Associates | 9.31% | Add +5.3% | 895,330 | $25.2M |
| Your Advocates Ltd., LLP | 9.44% | Add +3.4% | 853,110 | $24.0M |
| Seaside Wealth Management, Inc. | 8.61% | Add +4.6% | 809,493 | $22.8M |
| Monograph Wealth Advisors, LLC | 2.91% | Add +5.2% | 795,439 | $22.4M |
| Betterment LLC | 0.05% | Add +8.3% | 758,949 | $21.4M |
| DiNuzzo Private Wealth, Inc. | 2.63% | Add +0.7% | 756,462 | $21.3M |
| Rather & Kittrell, Inc. | 5.00% | Add +9.2% | 724,436 | $20.4M |
| Brighton Jones LLC | 0.75% | Add +2.6% | 707,492 | $19.9M |
| Willow Creek Wealth Management Inc. | 2.03% | Add +8.8% | 685,324 | $19.3M |
| Phillips Financial Management, LLC | 1.49% | Add +11.2% | 680,988 | $19.2M |
| Pinnacle Financial Group, LLC / IL | 7.50% | Reduce -0.9% | 679,646 | $19.1M |
| Stordahl Capital Management, Inc. | 4.50% | Add +0.4% | 669,040 | $18.9M |
| Stratos Investment Management, LLC | 1.28% | Add +17.6% | 649,808 | $18.3M |
| Syverson Strege & Co | 5.89% | Reduce -5.2% | 623,895 | $17.6M |
| Leading Edge Financial Planning LLC | 5.81% | Add +14.9% | 616,388 | $17.4M |
| RS Crum Inc. | 3.99% | Add +9.0% | 605,574 | $17.0M |
| Sachem Hill LLC | 3.46% | Add +11.8% | 605,023 | $17.0M |
| BetterWealth, LLC | 4.96% | Add +3.0% | 595,796 | $16.8M |
| Bank of America Corp. | 0.00% | Add +13.9% | 595,307 | $16.8M |
| Integris Wealth Management, LLC | 4.67% | Add +2.5% | 593,964 | $16.7M |
| Old Mission Capital LLC | 0.36% | Add +528.3% | 588,007 | $16.6M |
| Jackson Thornton Wealth Management, LLC | 2.06% | Add +51.1% | 553,183 | $15.6M |
| Arax Advisory Partners | 1.39% | Add +1.6% | 552,006 | $15.5M |
| Rockbridge Investment Management, LCC | 1.98% | Add +133.1% | 541,921 | $15.3M |
| Sensible Money, LLC | 6.64% | Add +8.3% | 540,129 | $15.2M |
| Commonwealth Equity Services, LLC | 0.02% | Add +1.3% | 534,403 | $15.0M |
| Jentner Corp | 4.48% | Add +3.3% | 520,285 | $14.6M |
| NewEdge Advisors, LLC | 0.09% | Add +21.6% | 515,737 | $14.5M |
| Ballentine Capital Advisors, Inc | 7.20% | Add +0.8% | 510,306 | $14.4M |
| Planning Center, Inc. | 1.75% | Add +0.8% | 505,663 | $14.2M |
| AdvisorNet Financial, Inc | 1.02% | Add +14.0% | 484,080 | $13.6M |
| Flagstone Financial Management | 4.55% | Add +8.0% | 481,955 | $13.6M |
| Eaton-Cambridge Inc. | 6.43% | Add +4.0% | 481,918 | $13.6M |
| BCR Wealth Strategies, LLC | 6.37% | Add +6.4% | 479,650 | $13.5M |
| Capstone Capital LLC | 11.20% | Add +0.5% | 479,393 | $13.5M |
| MML Investors Services, LLC | 0.05% | Add +18.3% | 474,771 | $13.4M |
| Cambridge Financial Group, LLC | 5.55% | Add +7.1% | 473,452 | $13.3M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -1.4% | 462,055 | $13.1M |
| Austin Wealth Management, LLC | 2.83% | Reduce -4.0% | 455,640 | $12.9M |
| Mariner, LLC | 0.02% | Add +4.7% | 454,737 | $12.8M |
| Bfsg, LLC | 1.46% | Reduce -0.7% | 447,796 | $12.6M |
| Sageworth Trust Co | 0.75% | Add +4.5% | 446,191 | $12.6M |
| Equita Financial Network, Inc. | 4.52% | Add +12.9% | 439,171 | $12.4M |
| Heritage Investment Group, Inc. | 2.33% | Add +7.7% | 434,253 | $12.2M |
| Evanson Asset Management, LLC | 0.86% | Add +1.4% | 433,411 | $12.2M |
| Peirce Capital Management, LLC | 6.10% | Add +2.2% | 431,734 | $12.2M |
| Waypoint Capital Advisors, LLC | 2.48% | Add +88.1% | 413,149 | $11.6M |
| Private Wealth Management Group, LLC | 4.58% | Add +7.0% | 411,658 | $11.6M |
| Guardian Capital Advisors LP | 1.11% | Add +51.2% | 399,815 | $11.3M |
| Advisory Services & Investments, LLC | 7.39% | Reduce -5.5% | 385,392 | $10.8M |
| Vestmark Advisory Solutions, Inc. | 0.40% | Add +9.6% | 382,135 | $10.8M |
| JGP Wealth Management, LLC | 1.38% | Add +2.2% | 380,580 | $10.7M |
| Physician Wealth Solutions Inc. | 5.15% | Add +9.5% | 379,198 | $10.3M |
| Watchman Group, Inc. | 2.66% | Add +1.1% | 361,946 | $10.2M |
| Hassell Wealth Management, LLC | 4.24% | Add +10.0% | 372,330 | $10.1M |
| Cravens & Co Advisors, LLC | 7.58% | Reduce -1.6% | 348,663 | $9.8M |
| Mattern Wealth Management LLC | 2.16% | Add +215.6% | 348,355 | $9.8M |
| Keb Asset Management, LLC | 2.87% | Add +9.7% | 338,655 | $9.5M |
| Greenspring Advisors, LLC | 2.06% | Add +7.5% | 335,592 | $9.4M |
| Emprise Bank | 5.34% | Add +12.4% | 329,517 | $9.3M |
| Vannoy Advisory Group, Inc. | 6.62% | Add +1.3% | 323,609 | $9.1M |
| Peapack Gladstone Financial Corp. | 0.13% | Add +11.1% | 318,746 | $9.0M |
| Financial Engines Advisors L.L.C. | 0.02% | Reduce -37.6% | 315,378 | $8.9M |
| Financial Symmetry Inc | 5.98% | Add +4.8% | 304,127 | $8.6M |
| Straight Path Wealth Management | 3.67% | Add +8.7% | 302,966 | $8.5M |
| Blume Capital Management, Inc. | 1.92% | Add +1.1% | 301,722 | $8.5M |
"% of holder's portfolio" is DFEM's weight in each manager's 13F, not the share of Dimensional Emrg MRKT Core the manager owns.