Dimensional Emrg MRKT CoreDFEMETF
13F holders, Q4 2024 (December 31)408holders +73
32new positions
15sold out
2famous investors
$3.28avg. 13F price*
At the end of Q4 2024, 408 institutions reported holding Dimensional Emrg MRKT Core (DFEM) in their 13F filings, up 73 from Q3 2024. 32 opened new positions and 15 sold out. The largest holders were Forum Financial Management, LP ($427.6M), Corient Private Wealth LP ($155.4M) and Focus Partners Wealth ($149.1M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Dimensional Emrg MRKT Core
- CUSIP
- 25434V732
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $55.5M |
| Exits | 15 | $56.3M |
All 13F filers, Q3 2024 → Q4 2024: 1,030,880,417 shares bought and 3,889,413 shares sold, net +1,026,991,004 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 408 holders
| Forum Financial Management, LP | 7.09% | Add +4.9% | 16,327,878 | $427.6M |
| Corient Private Wealth LP | 0.26% | Add +2.8% | 5,923,838 | $155.4M |
| Focus Partners Wealth | 0.39% | Add +21.6% | 5,691,547 | $149.1M |
| Focus Partners Advisor Solutions, LLC | 2.27% | Add +30.1% | 5,141,465 | $134.7M |
| Truepoint, Inc. | 3.33% | Add +6.9% | 4,745,109 | $124.3M |
| HighTower Advisors, LLC | 0.15% | Add +4.2% | 4,161,326 | $109.0M |
| Parcion Private Wealth LLC | 5.54% | Add +5.6% | 2,765,275 | $72.4M |
| Asset Dedication, LLC | 5.06% | Add +3.2% | 2,456,117 | $64.3M |
| Heritage Financial Services, LLC | 8.42% | Add +4.0% | 2,421,903 | $63.4M |
| Evensky & Katz LLC | 4.00% | Add +2.5% | 2,336,522 | $61.2M |
| Carlson Capital Management | 2.56% | Add +0.1% | 2,235,787 | $58.6M |
| RW Investment Management LLC | 5.74% | Add +3.8% | 1,799,716 | $47.1M |
| JMG Financial Group, Ltd. | 1.56% | Add +12.5% | 1,743,671 | $45.7M |
| Forvis Mazars Wealth Advisors, LLC | 1.01% | Reduce -9.6% | 1,669,149 | $43.7M |
| Total Wealth Planning, LLC | 6.70% | Add +6.8% | 1,643,155 | $43.0M |
| Hill Investment Group Partners, LLC | 5.75% | Add +3.7% | 1,636,879 | $42.9M |
| LPL Financial LLC | 0.02% | Add +12.9% | 1,579,210 | $41.4M |
| Sequoia Financial Advisors, LLC | 0.37% | Add +24.1% | 1,472,650 | $38.6M |
| Wealthstream Advisors, Inc. | 6.92% | Add +4.7% | 1,431,103 | $37.5M |
| Apella Capital, LLC | 1.40% | Add +26.8% | 1,398,252 | $36.6M |
| Awm Capital, LLC | 4.23% | Add +2.7% | 1,319,047 | $34.5M |
| Rockwood Wealth Management, LLC | 3.66% | Add +32.1% | 1,295,263 | $33.9M |
| Envestnet Asset Management Inc. | 0.01% | Add +14.7% | 1,184,261 | $31.0M |
| EnRich Financial Partners LLC | 10.30% | Add +3.6% | 1,180,936 | $30.9M |
| Bank of Montreal | 0.02% | Add +9.0% | 1,178,182 | $30.9M |
| Burton Enright Welch | 5.83% | Add +7.7% | 1,060,877 | $27.8M |
| Savant Capital, LLC | 0.22% | Reduce -11.3% | 1,045,846 | $27.4M |
| Elser Financial Planning, Inc | 1.60% | New | 1,018,165,805 | $26.7M |
| Mosaic Family Wealth Partners, LLC | 3.83% | Add +4.5% | 1,013,817 | $26.6M |
| Klaas Financial Asset Advisors, LLC | 4.64% | Add +4.3% | 1,006,992 | $26.4M |
| Great Oak Capital Partners, LLC | 8.71% | Add +4.1% | 1,028,189 | $26.1M |
| Miramar Fiduciary Corp | 25.96% | Reduce -9.2% | 982,671 | $25.7M |
| Phillips Financial Management, LLC | 2.02% | Add +43.9% | 979,620 | $25.7M |
| OneDigital Investment Advisors LLC | 0.30% | Add +4.2% | 979,484 | $25.7M |
| Mercer Global Advisors Inc. | 0.06% | Add +108.2% | 962,109 | $25.2M |
| Kooman & Associates | 8.93% | Add +5.3% | 942,787 | $24.7M |
| Oakwell Private Wealth Management, LLC | 6.79% | Reduce -18.2% | 925,281 | $24.2M |
| Your Advocates Ltd., LLP | 9.04% | Add +1.8% | 868,548 | $22.7M |
| Seaside Wealth Management, Inc. | 8.28% | Add +6.7% | 863,666 | $22.6M |
| Brighton Jones LLC | 0.64% | Add +19.2% | 843,054 | $22.1M |
| Betterment LLC | 0.05% | Add +8.6% | 823,919 | $21.6M |
| Willow Creek Wealth Management Inc. | 2.17% | Add +18.7% | 813,616 | $21.3M |
| Rather & Kittrell, Inc. | 4.99% | Add +12.0% | 811,234 | $21.2M |
| DiNuzzo Private Wealth, Inc. | 2.56% | Add +2.1% | 772,254 | $20.2M |
| Bank of America Corp. | 0.00% | Add +19.7% | 712,618 | $18.7M |
| Stordahl Capital Management, Inc. | 4.27% | Add +3.1% | 689,730 | $18.1M |
| Monograph Wealth Advisors, LLC | 2.37% | Reduce -14.0% | 684,021 | $17.9M |
| Pinnacle Financial Group, LLC / IL | 6.99% | Add +0.3% | 681,433 | $17.8M |
| Rockbridge Investment Management, LCC | 2.19% | Add +20.4% | 652,254 | $17.1M |
| Jackson Thornton Wealth Management, LLC | 2.15% | Add +17.2% | 648,310 | $17.0M |
| Leading Edge Financial Planning LLC | 5.56% | Add +5.1% | 647,547 | $17.0M |
| Syverson Strege & Co | 5.57% | Add +2.3% | 638,188 | $16.7M |
| RS Crum Inc. | 4.12% | Add +5.1% | 636,682 | $16.7M |
| Integris Wealth Management, LLC | 4.62% | Add +5.3% | 625,192 | $16.4M |
| Sachem Hill LLC | 3.40% | Add +3.0% | 623,009 | $16.3M |
| Stratos Investment Management, LLC | 0.94% | Reduce -7.6% | 600,157 | $15.7M |
| Sensible Money, LLC | 6.65% | Add +7.2% | 579,030 | $15.2M |
| Arax Advisory Partners | 0.93% | Add +1.9% | 562,793 | $14.7M |
| Jentner Corp | 4.27% | Add +7.5% | 559,491 | $14.7M |
| Commonwealth Equity Services, LLC | 0.02% | Add +3.4% | 552,530 | $14.5M |
| NewEdge Advisors, LLC | 0.09% | Add +5.5% | 544,099 | $14.2M |
| Eaton-Cambridge Inc. | 6.28% | Add +11.5% | 537,287 | $14.1M |
| MML Investors Services, LLC | 0.05% | Add +12.7% | 535,074 | $14.0M |
| BCR Wealth Strategies, LLC | 6.32% | Add +7.5% | 515,583 | $13.5M |
| Ballentine Capital Advisors, Inc | 6.97% | Add +0.8% | 514,133 | $13.5M |
| Planning Center, Inc. | 1.69% | Add +0.5% | 508,156 | $13.3M |
| Flagstone Financial Management | 4.38% | Add +4.5% | 503,771 | $13.2M |
| Capstone Capital LLC | 10.70% | Add +4.2% | 499,505 | $13.1M |
| AdvisorNet Financial, Inc | 1.10% | Add +3.2% | 499,410 | $13.1M |
| Cambridge Financial Group, LLC | 5.48% | Add +3.3% | 489,279 | $12.8M |
| Sageworth Trust Co | 0.79% | Add +8.7% | 485,033 | $12.7M |
| Heritage Investment Group, Inc. | 2.34% | Add +10.2% | 478,619 | $12.5M |
| Evanson Asset Management, LLC | 0.84% | Add +8.6% | 470,601 | $12.3M |
| Equita Financial Network, Inc. | 4.32% | Add +3.9% | 456,199 | $11.9M |
| Financial Engines Advisors L.L.C. | 0.03% | Add +44.4% | 455,308 | $11.9M |
| Peirce Capital Management, LLC | 6.00% | Add +3.5% | 446,817 | $11.7M |
| Causey Wealth LLC | 6.81% | — | 446,481 | $11.7M |
| Bfsg, LLC | 1.36% | Reduce -0.8% | 444,334 | $11.6M |
| Verisail Partners, LLC | 5.45% | — | 444,302 | $11.6M |
| Private Wealth Management Group, LLC | 4.37% | Add +5.8% | 435,592 | $11.4M |
| Austin Wealth Management, LLC | 2.31% | Reduce -6.2% | 427,515 | $11.1M |
| Vestmark Advisory Solutions, Inc. | 0.38% | Add +10.5% | 422,391 | $11.1M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.90% | Add +80.6% | 420,912 | $11.0M |
| Mattern Wealth Management LLC | 2.36% | Add +17.4% | 409,114 | $10.7M |
| Guardian Partners Inc. | 1.07% | — | 399,815 | $10.5M |
| Keb Asset Management, LLC | 2.91% | Add +14.1% | 386,538 | $10.1M |
| von Borstel & Associates, Inc. | 3.93% | Add +56.2% | 383,310 | $10.0M |
| JGP Wealth Management, LLC | 1.29% | Add +0.5% | 382,538 | $10.0M |
| Physician Wealth Solutions Inc. | 4.99% | Add +0.3% | 380,388 | $10.0M |
| Hassell Wealth Management, LLC | 3.94% | Add +0.5% | 374,354 | $9.8M |
| Kondo Wealth Advisors, Inc. | 4.86% | — | 365,463 | $9.6M |
| Bridge Generations Wealth Management LLC | 6.22% | — | 359,380 | $9.4M |
| Watchman Group, Inc. | 2.47% | Reduce -0.8% | 359,034 | $9.4M |
| Cravens & Co Advisors, LLC | 7.09% | Add +2.0% | 355,632 | $9.3M |
| Peapack Gladstone Financial Corp. | 0.13% | Add +10.1% | 350,837 | $9.2M |
| Emprise Bank | 5.17% | Add +6.1% | 349,739 | $9.2M |
| Essential Planning, LLC. | 0.06% | New | 337,001 | $9.1M |
| Squire Investment Management Company, LLC | 3.97% | Add +22.7% | 344,499 | $9.0M |
| Financial Symmetry Inc | 5.95% | Add +10.2% | 335,173 | $8.8M |
| Mariner, LLC | 0.01% | Reduce -26.8% | 332,700 | $8.7M |
"% of holder's portfolio" is DFEM's weight in each manager's 13F, not the share of Dimensional Emrg MRKT Core the manager owns.