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 |
| Aerodigm Wealth, LLC | 5.13% | Reduce -45.8% | 288,025 | $8.1M |
| Squire Investment Management Company, LLC | 3.76% | Add +24.9% | 280,669 | $7.9M |
| Cardiff Park Advisors, LLC | 0.70% | Add +2.7% | 276,205 | $7.8M |
| HTG Investment Advisors, Inc. | 3.66% | Add +4.7% | 275,926 | $7.8M |
| Tillman Hartley LLC | 2.28% | Add +18.8% | 272,499 | $7.7M |
| Krilogy Financial LLC | 0.52% | Add +3.0% | 268,425 | $7.6M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +8.1% | 266,170 | $7.5M |
| Henrickson Nauta Wealth Advisors, Inc. | 2.97% | Add +5.0% | 265,664 | $7.5M |
| Ruedi Wealth Management, Inc. | 2.45% | Add +10.4% | 253,362 | $7.1M |
| ARK & TLK Investments, LLC | 2.53% | Add +0.1% | 252,607 | $7.1M |
| Discipline Wealth Solutions, LLC | 3.70% | Add +17.1% | 248,791 | $7.0M |
| von Borstel & Associates, Inc. | 3.91% | — | 245,328 | $6.9M |
| Liberty Wealth Management LLC | 1.16% | Reduce -43.5% | 242,436 | $6.8M |
| DecisionPoint Financial, LLC | 2.10% | Add +14.6% | 236,213 | $6.6M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.56% | Add +263.3% | 233,071 | $6.6M |
| Client 1ST Advisory Group, LLC | 2.56% | Add +3.6% | 228,890 | $6.4M |
| Family Wealth Partners, LLC | 3.29% | Add +3.3% | 228,755 | $6.4M |
| American Investment Services, Inc. | 1.07% | Reduce -1.0% | 226,769 | $6.4M |
| Mills Wealth Advisors LLC | 4.15% | Add +12.7% | 214,008 | $6.0M |
| Studio Investment Management LLC | 1.26% | Add +10.0% | 212,673 | $6.0M |
| Fortitude Family Office, LLC | 2.33% | Add +11.0% | 208,994 | $5.9M |
| O'Connor Financial Group LLC | 3.02% | Add +6.6% | 203,981 | $5.7M |
| BCU Wealth Advisors, LLC | 3.40% | Add +18.5% | 202,875 | $5.7M |
| Gradient Capital Advisors, LLC | 1.87% | Add +7.8% | 201,075 | $5.7M |
| Hiley Hunt Wealth Management | 3.18% | Add +3.6% | 197,263 | $5.6M |
| Quarry Hill Advisors, LLC | 3.70% | Reduce -12.5% | 196,502 | $5.5M |
| VeraBank, N.A. | 1.60% | Add +1.3% | 194,059 | $5.5M |
| Flputnam Investment Management Co. | 0.10% | Reduce -51.2% | 193,586 | $5.4M |
| Hemington Wealth Management | 1.43% | Add +69.3% | 195,084 | $5.3M |
| Enzi Wealth | 2.02% | Add +6.4% | 183,853 | $5.2M |
| Level Financial Advisors | 1.95% | Add +22.6% | 181,576 | $5.1M |
| Lutz Financial Services LLC | 0.41% | Add +5.0% | 180,512 | $5.1M |
| Tilson Financial Group, Inc. | 2.20% | Add +8.2% | 180,352 | $5.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -77.9% | 176,000 | $5.0M |
| North Ridge Wealth Advisors, Inc. | 3.32% | Add +8.6% | 173,463 | $4.9M |
| Truist Financial Corp. | 0.01% | Add +6.0% | 167,355 | $4.7M |
| Morgan Stanley | 0.00% | Add +1.1% | 166,979 | $4.7M |
| SC&H Financial Advisors, Inc. | 1.01% | Add +6.7% | 164,473 | $4.6M |
| One Degree Advisors Inc | 1.90% | Add +5.1% | 158,617 | $4.5M |
| JNBA Financial Advisors | 0.45% | Reduce -15.5% | 159,192 | $4.5M |
| Rehmann Capital Advisory Group | 0.29% | Add +1.7% | 157,300 | $4.5M |
| PBMares Wealth Management LLC | 0.93% | Add +8.8% | 158,048 | $4.4M |
| Versant Capital Management, Inc | 0.96% | Reduce -20.9% | 149,501 | $4.2M |
| Creative Planning | 0.00% | Add +6.0% | 149,344 | $4.2M |
| Passive Capital Management, LLC. | 1.44% | Add +4.8% | 146,223 | $4.1M |
| Simplicity Wealth,LLC | 0.37% | Reduce -73.3% | 141,818 | $4.0M |
| Waypoint Wealth Partners Inc. | 1.02% | Add +3.9% | 136,575 | $3.8M |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.87% | Add +1.5% | 136,114 | $3.8M |
| Hutchens & Kramer Investment Management Group, LLC | 2.07% | Add +79.2% | 131,614 | $3.7M |
| DAVENPORT & Co LLC | 0.02% | Add +6.3% | 131,003 | $3.7M |
| Savvy Advisors, Inc. | 0.71% | New | 124,422 | $3.5M |
| SJS Investment Consulting Inc. | 0.61% | Reduce -1.2% | 122,097 | $3.4M |
| Claris Advisors, LLC / Mo / | 1.47% | Add +23.0% | 120,240 | $3.4M |
| Porter White Investment Advisors, Inc. | 1.68% | Add +2.8% | 119,073 | $3.4M |
| LifeGuide Financial Advisors, LLC | 1.42% | Add +10.1% | 118,592 | $3.3M |
| Financial Counselors Inc. | 0.05% | Add +128.6% | 116,438 | $3.3M |
| KFG Wealth Management, LLC | 0.70% | Add +847.3% | 114,116 | $3.2M |
| Apollon Wealth Management, LLC | 0.09% | Reduce -0.9% | 113,582 | $3.2M |
| Bridgewater Advisors Inc. | 0.33% | Add +6.2% | 115,819 | $3.2M |
| Waterfront Wealth Inc. | 0.74% | Add +0.4% | 110,616 | $3.0M |
| Vestia Personal Wealth Advisors | 2.79% | Add +6.6% | 104,930 | $3.0M |
| RCS Financial Planning, LLC | 1.60% | Add +2.0% | 102,280 | $2.9M |
| Trust Co of the South | 0.61% | Add +16.3% | 102,166 | $2.9M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -12.7% | 102,118 | $2.9M |
| Osaic Holdings, Inc. | 0.01% | Add +13.8% | 100,121 | $2.8M |
| Grand Wealth Management, LLC | 1.58% | Reduce -18.3% | 99,714 | $2.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +2.8% | 97,672 | $2.7M |
| Signature Resources Capital Management, LLC | 2.51% | Reduce -31.1% | 97,426 | $2.7M |
| Northwest Wealth Management, LLC | 0.64% | Add +55.1% | 97,089 | $2.7M |
| Symmetry Partners, LLC | 0.63% | New | 94,734 | $2.7M |
| CFS Investment Advisory Services, LLC | 0.22% | Reduce -2.8% | 93,171 | $2.6M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +1.4% | 93,082 | $2.6M |
| Orion Portfolio Solutions, LLC | 0.03% | Add +1.4% | 93,082 | $2.6M |
| Five Oceans Advisors | 1.21% | Add +3.5% | 89,693 | $2.5M |
| Modera Wealth Management, LLC | 0.03% | Reduce -1.1% | 89,616 | $2.5M |
| Sowell Financial Services LLC | 0.12% | Reduce -3.1% | 88,176 | $2.5M |
| Captrust Financial Advisors | 0.01% | Add +7.6% | 87,727 | $2.5M |
| Flow Traders U.S. LLC | 0.12% | Reduce -59.0% | 84,845 | $2.4M |
| Austin Asset Management Co Inc | 0.48% | Add +45.4% | 84,308 | $2.4M |
| Legacy Financial Group, Inc. | 0.78% | Add +17.6% | 84,955 | $2.3M |
| Shearwater Capital LLC | 1.59% | Add +0.1% | 81,663 | $2.3M |
| Avior Wealth Management, LLC | 0.09% | Add +8.2% | 80,043 | $2.3M |
| ShankerValleau Wealth Advisors, Inc. | 0.74% | Add +5.5% | 76,853 | $2.2M |
| WMS Partners, LLC | 0.12% | Add +17.1% | 75,738 | $2.1M |
| Abel Hall, LLC | 1.39% | Reduce -5.3% | 75,179 | $2.1M |
| Keyes, Stange & Wooten Wealth Management, LLC | 1.24% | Reduce -1.8% | 74,363 | $2.1M |
| Strengthening Families & Communities, LLC | 0.53% | Add +12.2% | 73,837 | $2.1M |
| Edge Financial Advisors LLC | 1.83% | Add +28.0% | 73,429 | $2.1M |
| Peterson Wealth Advisors, LLC | 0.38% | Add +179.7% | 70,614 | $2.0M |
| Shore Point Advisors, LLC | 1.06% | Add +6.5% | 70,219 | $2.0M |
| Aveo Capital Partners, LLC | 0.21% | No change | 69,923 | $2.0M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +1.4% | 69,401 | $2.0M |
| Sageworth Trust Co of South Dakota | 2.40% | Add +4.2% | 66,466 | $1.9M |
| Applied Capital LLC | 0.94% | Reduce -9.5% | 65,159 | $1.8M |
| W.H. Cornerstone Investments Inc. | 1.22% | Add +67.4% | 64,190 | $1.8M |
| American Capital Advisory, LLC | 1.04% | Add +4.8% | 63,863 | $1.8M |
| EverSource Wealth Advisors, LLC | 0.11% | Add +3.0% | 61,809 | $1.7M |
| Cahill Wealth Management, LLC | 0.88% | Add +13.3% | 60,871 | $1.7M |
| Aspen Wealth Management LLC | 0.50% | Add +7.5% | 58,614 | $1.6M |
| Financial Alternatives, Inc | 1.15% | Reduce -3.6% | 57,815 | $1.6M |
| Hurlow Wealth Management Group, Inc. | 0.50% | Add +52.5% | 56,398 | $1.6M |
| Smartleaf Asset Management LLC | 0.19% | Add +8.0% | 54,576 | $1.6M |
| Kathleen S. Wright Associates Inc. | 0.63% | Add +0.0% | 54,419 | $1.5M |
| Criterion Capital Advisors, LLC | 0.89% | No change | 52,880 | $1.4M |
| Perigon Wealth Management, LLC | 0.04% | Add +18.5% | 49,431 | $1.4M |
| Parallel Advisors, LLC | 0.03% | No change | 49,171 | $1.4M |
| Meritas Wealth Management, LLC | 0.83% | Add +6.6% | 47,774 | $1.3M |
| Core Wealth Management, Inc. | 0.50% | No change | 46,107 | $1.2M |
| Liberty Capital Management, Inc. | 0.27% | Add +3.0% | 43,199 | $1.2M |
| Morris Financial Concepts, Inc. | 0.52% | Add +20.5% | 42,816 | $1.2M |
| Cwm, LLC | 0.01% | Reduce -46.7% | 42,755 | $1.2M |
| Asset Planning Corporation | 0.77% | Add +3.2% | 41,797 | $1.2M |
| Citadel Advisors | 0.00% | New | 41,388 | $1.2M |
| Live Oak Private Wealth LLC | 0.19% | No change | 41,135 | $1.2M |
| JFS Wealth Advisors, LLC | 0.08% | Add +26.2% | 40,989 | $1.2M |
| SageView Advisory Group, LLC | 0.06% | Add +2.1% | 39,796 | $1.1M |
| Signet Financial Management, LLC | 0.14% | Reduce -2.4% | 39,114 | $1.1M |
| Patriot Financial Group Insurance Agency, LLC | 0.14% | Add +0.1% | 38,296 | $1.1M |
| Copperleaf Capital, LLC | 0.76% | Add +3.2% | 35,459 | $998K |
| FMB Wealth Management | 0.56% | Add +63.9% | 35,098 | $988K |
| Red Lighthouse Investment Management, LLC | 0.37% | Add +5.5% | 33,830 | $952K |
| Sprinkle Financial Consultants LLC | 0.68% | Add +5.1% | 33,762 | $950K |
| HBK Sorce Advisory LLC | 0.03% | Add +7.7% | 33,050 | $930K |
| Altiora Financial Group, LLC | 0.20% | No change | 32,683 | $920K |
| Root Financial Partners, LLC | 0.14% | Reduce -0.0% | 30,573 | $861K |
| Park Avenue Securities LLC | 0.01% | Add +28.7% | 29,458 | $829K |
| Firethorn Wealth Partners, LLC | 0.42% | Add +7.6% | 29,066 | $818K |
| Advisory Services Network, LLC | 0.02% | No change | 29,693 | $794K |
| RFG Advisory, LLC | 0.02% | Add +18.6% | 27,739 | $781K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +0.1% | 27,556 | $776K |
| Natixis Advisors, LLC | 0.00% | Add +0.1% | 27,303 | $769K |
| Farther Finance Advisors, LLC | 0.03% | Add +34.0% | 26,791 | $754K |
| AQR Capital Management | 0.00% | Add +43.5% | 26,584 | $748K |
| 25 LLC | 0.32% | Add +0.2% | 26,539 | $747K |
| Nwam LLC | 0.05% | New | 26,410 | $743K |
| Gemmer Asset Management LLC | 0.07% | Add +6.8% | 26,271 | $740K |
| NorthCrest Asset Manangement, LLC | 0.02% | Reduce -1.3% | 26,019 | $732K |
| Integrated Wealth Concepts LLC | 0.01% | Add +15.5% | 25,899 | $729K |
| Royal Bank of Canada | 0.00% | Add +4.2% | 25,521 | $719K |
| EP Wealth Advisors, LLC | 0.01% | Reduce -2.0% | 25,461 | $717K |
| Fiduciary Financial Group, LLC | 0.16% | Add +0.6% | 25,354 | $712K |
| Brown Advisory Inc. | 0.00% | New | 24,856 | $700K |
| Cresset Asset Management, LLC | 0.00% | Add +0.3% | 24,689 | $695K |
| Two West Capital Advisors LLC | 0.55% | Add +9.6% | 24,142 | $680K |
| Tortoise Investment Management, LLC | 0.07% | Add +1.6% | 24,093 | $678K |
| Wealthcare Advisory Partners LLC | 0.02% | Add +18.5% | 22,988 | $647K |
| Vista Capital Partners, Inc. | 0.07% | New | 22,766 | $641K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 22,708 | $639K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +102.7% | 22,656 | $638K |
| Disciplined Investments, LLC | 0.31% | No change | 22,350 | $629K |
| Townsquare Capital LLC | 0.01% | Add +6.0% | 21,371 | $602K |
| Visionary Wealth Advisors | 0.04% | Add +2.4% | 21,045 | $592K |
| GEM Asset Management, LLC | 0.32% | Add +12.9% | 19,527 | $563K |
| Chicago Partners Investment Group LLC | 0.02% | Reduce -17.6% | 19,922 | $548K |
| Grunden Financial Advisory, Inc. | 0.27% | Add +2.7% | 19,349 | $545K |
| Private Advisor Group, LLC | 0.00% | Reduce -0.3% | 18,771 | $528K |
| Wedmont Private Capital | 0.03% | No change | 18,230 | $525K |
| Blossom Wealth Management | 1.06% | Add +7.2% | 18,653 | $525K |
| Rf&l Wealth Management, LLC | 0.36% | Add +3.4% | 18,260 | $514K |
| Hoxton Planning & Management, LLC | 0.20% | New | 18,211 | $513K |
| True Wealth Design, LLC | 0.20% | Reduce -90.2% | 18,199 | $512K |
| CreativeOne Wealth, LLC | 0.02% | Add +101.3% | 18,167 | $511K |
| Pathstone Holdings, LLC | 0.00% | Add +0.6% | 18,162 | $511K |
| Clear Creek Financial Management, LLC | 0.06% | Add +0.2% | 17,721 | $499K |
| Chico Wealth RIA | 0.41% | No change | 17,228 | $485K |
| Caprock Group, LLC | 0.02% | Add +118.4% | 16,401 | $462K |
| Quad-Cities Investment Group, LLC | 0.23% | Reduce -9.3% | 16,307 | $459K |
| Oceanside Advisors LLC | 0.34% | Reduce -0.8% | 16,068 | $452K |
| Geometric Wealth Advisors | 0.08% | Reduce -5.1% | 15,709 | $442K |
| First Manhattan Co. Llc. | 0.00% | New | 15,625 | $440K |
| Schulz Wealth, LTD. | 0.33% | No change | 15,336 | $432K |
| Clearstead Advisors, LLC | 0.01% | Reduce -0.1% | 15,259 | $430K |
| Abacus Planning Group, Inc. | 0.08% | Add +0.1% | 15,194 | $428K |
| Morling Financial Advisors, LLC | 0.16% | Reduce -4.2% | 15,093 | $425K |
| Gordian Advisors LLC | 0.34% | Add +49.7% | 14,990 | $422K |
| Seven Mile Advisory | 0.28% | No change | 14,820 | $417K |
| Bessemer Group Inc. | 0.00% | No change | 14,600 | $411K |
| Blue Trust, Inc. | 0.01% | Reduce -19.4% | 14,958 | $400K |
| Pine Harbor Wealth Management, LLC | 0.20% | Reduce -46.9% | 14,164 | $399K |
| Andrews, Lucia Wealth Management LLC | 0.27% | Add +7.4% | 14,282 | $382K |
| SOL Capital Management CO | 0.04% | Reduce -46.4% | 12,840 | $361K |
| Mustard Seed Financial, LLC | 0.29% | Reduce -2.0% | 12,405 | $349K |
| Earned Wealth Advisors, LLC | 0.10% | New | 11,642 | $328K |
| TCFG Wealth Management, LLC | 0.17% | — | 11,627 | $327K |
| Lakeridge Wealth Management LLC | 0.18% | Reduce -14.3% | 11,551 | $325K |
| Raymond James & Associates | 0.00% | New | 11,340 | $319K |
| Lauterbach Financial Advisors, LLC | 0.19% | New | 11,043 | $311K |
| Lifeworks Advisors, LLC | 0.06% | Reduce -0.7% | 11,027 | $310K |
| Kraft Asset Management, LLC | 0.24% | Add +0.1% | 10,748 | $303K |
| Solutions 4 Wealth, Ltd | 0.57% | New | 10,359 | $292K |
| Burney Co./ | 0.01% | Add +2.6% | 10,268 | $289K |
| Foster & Motley Inc. | 0.02% | No change | 9,969 | $281K |
| IFP Advisors, Inc | 0.01% | Add +145.5% | 9,615 | $271K |
| Tru Independence Asset Management 2, LLC | 0.23% | — | 9,510 | $268K |
| Angeles Wealth Management, LLC | 0.02% | Reduce -25.6% | 9,505 | $268K |
| Kaye Capital Management | 0.11% | Add +20.5% | 9,439 | $266K |
| Allworth Financial LP | 0.00% | Add +0.1% | 9,427 | $265K |
| GeoWealth Management, LLC | 0.01% | Add +106.0% | 9,297 | $262K |
| Naples Global Advisors, LLC | 0.02% | No change | 8,700 | $245K |
| Arkadios Wealth Advisors | 0.01% | Reduce -5.2% | 8,612 | $242K |
| Freedom Investment Management, Inc. | 0.02% | Add +9.5% | 8,472 | $238K |
| SYM FINANCIAL Corp | 0.03% | Add +10.5% | 8,374 | $236K |
| Colonial Trust Co / SC | 0.04% | Add +3.4% | 8,208 | $231K |
| C M Bidwell & Associates Ltd. | 0.14% | Add +20.7% | 8,174 | $230K |
| Valeo Financial Advisors, LLC | 0.01% | New | 7,899 | $222K |
| Disciplined Equity Management, Inc. | 0.14% | No change | 7,830 | $220K |
| Citizens & Northern Corp. | 0.06% | Reduce -2.3% | 7,560 | $213K |
| FMR LLC | 0.00% | Add +12.8% | 6,483 | $183K |
| Wells Fargo & Company | 0.00% | New | 5,862 | $165K |
| Maryland Capital Advisors Inc. | 0.07% | No change | 5,401 | $152K |
| Citigroup Inc. | 0.00% | New | 4,918 | $138K |
| Principal Securities, Inc. | 0.00% | New | 4,701 | $132K |
| Hobbs Group Advisors, LLC | 0.05% | New | 4,500 | $127K |
| Aspire Private Capital, LLC | 0.03% | Add +10.6% | 3,944 | $111K |
| Elevation Wealth Partners, LLC | 0.04% | No change | 3,691 | $104K |
| Aspire Wealth Management Corp | 0.04% | Add +5.8% | 2,552 | $72K |
| Glass Jacobson Investment Advisors llc | 0.02% | Add +98.1% | 1,939 | $55K |
| Qube Research & Technologies Ltd | 0.00% | New | 1,603 | $45K |
| Quadrant Capital Group LLC | 0.00% | New | 1,077 | $30K |
| Vermillion & White Wealth Management Group, LLC | 0.02% | Reduce -2.9% | 911 | $26K |
| Aptus Capital Advisors, LLC | 0.00% | New | 846 | $24K |
| CIBC Private Wealth Group LLC | 0.00% | New | 832 | $23K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 553 | $16K |
| Parkside Financial Bank & Trust | 0.00% | No change | 538 | $15K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -64.8% | 481 | $14K |
| Aspect Partners, LLC | 0.01% | Add +18.7% | 318 | $9K |
| Jones Financial Companies LLLP | 0.00% | Reduce -12.3% | 300 | $9K |
| Comerica Bank | 0.00% | Reduce -2.1% | 238 | $7K |
| Evermay Wealth Management LLC | 0.00% | No change | 177 | $5K |
| US Bancorp \de | 0.00% | Add +138.0% | 169 | $5K |
| Global Trust Asset Management, LLC | 0.00% | No change | 160 | $5K |
| Proffitt & Goodson Inc. | 0.00% | New | 153 | $4K |
| Optimum Investment Advisors | 0.00% | No change | 120 | $3K |
| Harbour Investments, Inc. | 0.00% | New | 38 | $1K |
| Elevate Wealth Advisory, Inc. | 0.00% | No change | 34 | $957 |
"% of holder's portfolio" is DFEM's weight in each manager's 13F, not the share of Dimensional Emrg MRKT Core the manager owns.