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 |
| Greenspring Advisors, LLC | 1.90% | Reduce -1.1% | 331,836 | $8.7M |
| Vannoy Advisory Group, Inc. | 6.37% | Add +1.0% | 326,963 | $8.6M |
| Straight Path Wealth Management | 3.29% | Add +4.7% | 317,224 | $8.3M |
| Blume Capital Management, Inc. | 1.79% | Add +0.6% | 303,597 | $8.0M |
| Aerodigm Wealth, LLC | 4.74% | Add +5.2% | 302,866 | $7.9M |
| Vestment Financial LLC | 6.01% | — | 302,109 | $7.9M |
| Henrickson Nauta Wealth Advisors, Inc. | 3.19% | Add +12.9% | 300,019 | $7.9M |
| Krilogy Financial LLC | 0.51% | Add +8.7% | 291,846 | $7.6M |
| Susquehanna International Group, LLP | 0.01% | New | 286,233 | $7.5M |
| Family Wealth Partners, LLC | 3.56% | Add +24.9% | 285,671 | $7.5M |
| Tillman Hartley LLC | 2.15% | Add +4.7% | 285,233 | $7.5M |
| Kaufman Rossin Wealth, LLC | 7.67% | — | 284,452 | $7.4M |
| Discipline Wealth Solutions, LLC | 3.45% | Add +14.3% | 284,337 | $7.4M |
| BCU Wealth Advisors, LLC | 4.25% | Add +40.1% | 284,258 | $7.4M |
| HTG Investment Advisors, Inc. | 3.40% | Add +3.0% | 284,059 | $7.4M |
| Cardiff Park Advisors, LLC | 0.71% | Add +2.6% | 283,487 | $7.4M |
| Ruedi Wealth Management, Inc. | 2.33% | Add +11.5% | 282,433 | $7.4M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +5.8% | 281,732 | $7.4M |
| DecisionPoint Financial, LLC | 2.25% | Add +19.2% | 281,466 | $7.4M |
| Allworth Financial LP | 0.04% | Add +2824.8% | 275,724 | $7.2M |
| Symmetry Partners, LLC | 1.01% | Add +186.8% | 271,685 | $7.1M |
| Fortitude Family Office, LLC | 2.47% | Add +26.4% | 264,080 | $6.9M |
| ARK & TLK Investments, LLC | 2.35% | Add +2.2% | 258,258 | $6.8M |
| Burk Holdings LLC | 5.44% | — | 257,097 | $6.7M |
| SwitchPoint Financial Planning, LLC | 6.31% | — | 251,745 | $6.6M |
| Liberty Wealth Management LLC | 1.07% | Add +1.0% | 244,958 | $6.4M |
| Hemington Wealth Management | 1.59% | Add +24.1% | 241,994 | $6.3M |
| United Wealth Management, LLC | 2.08% | — | 235,401 | $6.2M |
| Hippocratic Financial Advisors, LLC | 4.25% | — | 233,487 | $6.1M |
| Client 1ST Advisory Group, LLC | 2.33% | Add +1.1% | 231,342 | $6.1M |
| American Investment Services, Inc. | 1.07% | Add +2.0% | 231,333 | $6.1M |
| Level Financial Advisors | 2.18% | Add +25.1% | 227,227 | $6.0M |
| Foundation Wealth Management, LLC\PA | 2.87% | — | 225,804 | $5.9M |
| Studio Investment Management LLC | 1.22% | Add +3.0% | 218,999 | $5.7M |
| Tilson Financial Group, Inc. | 2.30% | Add +19.2% | 215,008 | $5.6M |
| Gradient Capital Advisors, LLC | 1.81% | Add +6.7% | 214,447 | $5.6M |
| Hiley Hunt Wealth Management | 3.09% | Add +7.8% | 212,641 | $5.6M |
| Mills Wealth Advisors LLC | 3.15% | Reduce -1.3% | 211,238 | $5.5M |
| O'Connor Financial Group LLC | 2.88% | Add +3.0% | 210,101 | $5.5M |
| Quarry Hill Advisors, LLC | 3.69% | Add +6.5% | 209,238 | $5.5M |
| Northwest Wealth Management, LLC | 1.16% | Add +114.9% | 208,618 | $5.5M |
| Morgan Stanley | 0.00% | Add +24.6% | 208,095 | $5.5M |
| BCO Wealth Management LLC | 4.32% | — | 198,514 | $5.2M |
| Leonard Rickey Investment Advisors P.L.L.C. | 1.19% | Add +45.1% | 197,443 | $5.2M |
| Lutz Financial Services LLC | 0.42% | Add +9.1% | 197,014 | $5.2M |
| Claris Advisors, LLC / Mo / | 1.93% | Add +62.8% | 195,801 | $5.1M |
| Enzi Wealth | 1.94% | Add +5.6% | 194,070 | $5.1M |
| EP Wealth Advisors, LLC | 0.04% | Add +644.0% | 189,436 | $5.0M |
| Pacific Asset Management, LLC | 4.50% | — | 182,721 | $4.8M |
| Prospect Financial Group LLC | 5.82% | — | 180,522 | $4.7M |
| Flputnam Investment Management Co. | 0.09% | Reduce -8.1% | 177,841 | $4.7M |
| SageOak Financial, LLC | 4.24% | — | 177,213 | $4.6M |
| SC&H Financial Advisors, Inc. | 0.95% | Add +7.3% | 176,492 | $4.6M |
| Longview Financial Advisors LLC | 3.08% | — | 174,849 | $4.6M |
| North Ridge Wealth Advisors, Inc. | 3.15% | Add +0.2% | 173,746 | $4.6M |
| Clarity Wealth Development LLC | 4.94% | — | 173,439 | $4.5M |
| Financial Harvest, LLC | 3.80% | — | 171,892 | $4.5M |
| Truist Financial Corp. | 0.01% | Add +2.4% | 171,321 | $4.5M |
| Timonier Family Office, LTD. | 2.30% | — | 171,295 | $4.5M |
| One Degree Advisors Inc | 1.79% | Add +4.2% | 165,322 | $4.4M |
| DAVENPORT & Co LLC | 0.03% | Add +25.9% | 164,928 | $4.3M |
| PBMares Wealth Management LLC | 0.86% | Add +1.8% | 160,902 | $4.2M |
| Passive Capital Management, LLC. | 1.45% | Add +7.8% | 157,651 | $4.1M |
| Creative Planning | 0.00% | Add +5.4% | 157,475 | $4.1M |
| KFG Wealth Management, LLC | 0.77% | Add +37.5% | 156,923 | $4.1M |
| Wealth Advisors Northwest LLC | 2.79% | — | 156,567 | $4.1M |
| Friday Financial | 2.82% | — | 156,414 | $4.1M |
| Versant Capital Management, Inc | 0.87% | Add +3.6% | 154,898 | $4.1M |
| Financial Counselors Inc. | 0.06% | Add +32.5% | 154,342 | $4.0M |
| Rehmann Capital Advisory Group | 0.25% | Reduce -3.7% | 151,484 | $4.0M |
| Vantage Point Financial LLC | 2.10% | — | 148,983 | $3.9M |
| BetterWealth, LLC | 1.07% | Reduce -75.2% | 147,640 | $3.9M |
| Geneos Wealth Management Inc. | 0.13% | New | 147,067 | $3.9M |
| Brady Martz Wealth Solutions, LLC | 0.90% | — | 145,610 | $3.7M |
| Hutchens & Kramer Investment Management Group, LLC | 1.99% | Add +6.2% | 139,787 | $3.7M |
| Waypoint Wealth Partners Inc. | 0.99% | Add +1.8% | 139,000 | $3.6M |
| Factor Wealth Management LTD | 1.19% | — | 137,070 | $3.6M |
| Kestra Advisory Services, LLC | 0.02% | Add +33.0% | 135,809 | $3.6M |
| JNBA Financial Advisors | 0.36% | Reduce -15.6% | 134,309 | $3.5M |
| Avant Financial Advisors LLC | 3.20% | — | 133,092 | $3.5M |
| SJS Investment Consulting Inc. | 0.60% | Add +8.4% | 132,342 | $3.5M |
| VeraBank, N.A. | 0.96% | Reduce -33.3% | 129,521 | $3.4M |
| Family Office Research LLC | 1.48% | — | 128,543 | $3.4M |
| Scratch Capital LLC | 4.08% | — | 127,552 | $3.3M |
| Vestia Personal Wealth Advisors | 2.72% | Add +20.2% | 126,145 | $3.3M |
| LifeGuide Financial Advisors, LLC | 1.39% | Add +4.6% | 124,074 | $3.2M |
| Integrated Wealth Concepts LLC | 0.04% | Add +377.6% | 123,698 | $3.2M |
| Porter White Investment Advisors, Inc. | 1.64% | Add +3.8% | 123,557 | $3.2M |
| Peterson Wealth Advisors, LLC | 0.58% | Add +73.7% | 122,665 | $3.2M |
| Trust Co of the South | 0.65% | Add +20.1% | 122,757 | $3.2M |
| Parkworth Wealth Management, Inc. | 2.58% | — | 118,316 | $3.1M |
| RCS Financial Planning, LLC | 1.65% | Add +15.6% | 118,271 | $3.1M |
| Pillar Financial Advisors, LLC | 2.37% | — | 118,019 | $3.1M |
| Riverchase Wealth Management, LLC | 2.30% | — | 117,453 | $3.1M |
| Apollon Wealth Management, LLC | 0.07% | Add +3.1% | 117,066 | $3.1M |
| Entrewealth, LLC | 2.75% | — | 105,370 | $3.0M |
| Osaic Holdings, Inc. | 0.01% | Add +12.3% | 112,423 | $2.9M |
| Waterfront Wealth Inc. | 0.71% | Add +0.9% | 111,663 | $2.9M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +18.4% | 110,163 | $2.9M |
| Orion Portfolio Solutions, LLC | 0.03% | Add +18.4% | 110,163 | $2.9M |
| Grand Wealth Management, LLC | 1.59% | Add +9.3% | 109,003 | $2.9M |
| JDH Wealth Management, LLC | 2.44% | — | 106,390 | $2.8M |
| Arcadia Wealth Management, Inc. | 2.36% | — | 106,019 | $2.8M |
| Bridgewater Advisors Inc. | 0.27% | Reduce -12.4% | 101,417 | $2.6M |
| Legacy Financial Group, Inc. | 0.81% | Add +13.3% | 96,258 | $2.5M |
| Savvy Advisors, Inc. | 0.30% | Reduce -23.0% | 95,820 | $2.5M |
| Signature Resources Capital Management, LLC | 2.21% | Reduce -3.0% | 94,457 | $2.5M |
| Captrust Financial Advisors | 0.01% | Add +7.3% | 94,143 | $2.5M |
| CogentBlue Wealth Advisors, LLC | 2.12% | — | 91,905 | $2.4M |
| Five Oceans Advisors | 1.10% | Add +2.2% | 91,656 | $2.4M |
| CFS Investment Advisory Services, LLC | 0.21% | Reduce -2.0% | 91,276 | $2.4M |
| Sowell Financial Services LLC | 0.12% | Add +1.1% | 89,147 | $2.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -51.9% | 84,673 | $2.2M |
| XY Planning Network, Inc. | 1.64% | — | 83,570 | $2.2M |
| Avior Wealth Management, LLC | 0.08% | Add +2.6% | 82,119 | $2.2M |
| ShankerValleau Wealth Advisors, Inc. | 0.69% | Add +6.3% | 81,727 | $2.1M |
| Shearwater Capital LLC | 1.45% | Reduce -0.2% | 81,505 | $2.1M |
| Abel Hall, LLC | 1.33% | Add +6.1% | 79,738 | $2.1M |
| HMV Wealth Advisors, LLC | 2.06% | — | 78,655 | $2.1M |
| Strengthening Families & Communities, LLC | 1.14% | Add +4.3% | 76,993 | $2.0M |
| Keyes, Stange & Wooten Wealth Management, LLC | 1.17% | Add +1.9% | 75,802 | $2.0M |
| Edge Financial Advisors LLC | 1.77% | Add +2.9% | 75,546 | $2.0M |
| EverSource Wealth Advisors, LLC | 0.10% | Add +14.8% | 70,940 | $1.9M |
| Hurlow Wealth Management Group, Inc. | 0.57% | Add +22.6% | 69,139 | $1.8M |
| Aveo Capital Partners, LLC | 0.20% | Reduce -1.1% | 69,116 | $1.8M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -29.3% | 69,101 | $1.8M |
| American Capital Advisory, LLC | 0.99% | Add +6.7% | 68,158 | $1.8M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -2.1% | 67,934 | $1.8M |
| W.H. Cornerstone Investments Inc. | 1.18% | Add +5.4% | 67,678 | $1.8M |
| Sageworth Trust Co of South Dakota | 2.24% | Add +1.8% | 67,646 | $1.8M |
| Applied Capital LLC | 0.88% | Add +0.2% | 65,265 | $1.7M |
| WMS Partners, LLC | 0.09% | Reduce -14.9% | 64,464 | $1.7M |
| Park Avenue Securities LLC | 0.02% | Add +114.9% | 63,315 | $1.7M |
| Cahill Wealth Management, LLC | 0.82% | Add +0.6% | 61,218 | $1.6M |
| Shore Point Advisors, LLC | 0.84% | Reduce -14.8% | 59,797 | $1.6M |
| Financial Alternatives, Inc | 1.07% | No change | 57,815 | $1.5M |
| Kathleen S. Wright Associates Inc. | 0.63% | Add +6.0% | 57,697 | $1.5M |
| Smartleaf Asset Management LLC | 0.15% | Add +3.7% | 56,595 | $1.5M |
| Aspen Wealth Management LLC | 0.43% | Reduce -6.5% | 54,793 | $1.4M |
| Criterion Capital Advisors, LLC | 0.89% | No change | 52,880 | $1.4M |
| Parallel Advisors, LLC | 0.03% | Add +0.2% | 49,285 | $1.3M |
| Lodestone Wealth Management LLC | 0.65% | New | 49,183 | $1.3M |
| Asset Planning Corporation | 0.80% | Add +17.1% | 48,941 | $1.3M |
| Perigon Wealth Management, LLC | 0.03% | Reduce -0.4% | 49,248 | $1.3M |
| JFS Wealth Advisors, LLC | 0.09% | Add +18.6% | 48,605 | $1.3M |
| Meritas Wealth Management, LLC | 0.76% | Add +1.3% | 48,375 | $1.3M |
| GEM Asset Management, LLC | 0.70% | Add +145.7% | 47,971 | $1.3M |
| Signature Estate & Investment Advisors LLC | 0.03% | New | 47,569 | $1.2M |
| Core Wealth Management, Inc. | 0.47% | Add +0.0% | 46,116 | $1.2M |
| Liberty Capital Management, Inc. | 0.26% | Add +2.6% | 44,324 | $1.2M |
| Capstone Wealth Management, LLC | 1.13% | — | 44,020 | $1.2M |
| Altiora Financial Group, LLC | 0.24% | Add +29.3% | 42,245 | $1.1M |
| Aegis Wealth Management LLC | 0.75% | — | 42,132 | $1.1M |
| Visionary Wealth Advisors | 0.06% | Add +96.3% | 41,319 | $1.1M |
| Morris Financial Concepts, Inc. | 0.46% | Reduce -4.9% | 40,713 | $1.1M |
| SageView Advisory Group, LLC | 0.04% | Add +0.1% | 39,854 | $1.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +75.5% | 39,773 | $1.0M |
| Pinney & Scofield, Inc. | 0.78% | — | 39,222 | $1.0M |
| Signet Financial Management, LLC | 0.13% | Reduce -0.2% | 39,024 | $1.0M |
| Copperleaf Capital, LLC | 0.64% | Add +8.6% | 38,492 | $1.0M |
| Patriot Financial Group Insurance Agency, LLC | 0.13% | Add +0.0% | 38,308 | $1.0M |
| Live Oak Private Wealth LLC | 0.17% | Reduce -7.2% | 38,175 | $1000K |
| Sprinkle Financial Consultants LLC | 0.67% | Add +11.5% | 37,643 | $986K |
| Rialto Wealth Management, LLC | 0.32% | — | 36,799 | $964K |
| Austin Asset Management Co Inc | 0.20% | Reduce -56.5% | 36,643 | $960K |
| FMB Wealth Management | 0.53% | Add +1.9% | 35,759 | $937K |
| HBK Sorce Advisory LLC | 0.03% | Add +6.1% | 35,080 | $919K |
| Red Lighthouse Investment Management, LLC | 0.36% | Add +3.6% | 35,058 | $918K |
| Farther Finance Advisors, LLC | 0.03% | Add +30.6% | 34,998 | $917K |
| Millstone Evans Group, LLC | 0.59% | — | 32,797 | $859K |
| Raymond James Financial Inc. | 0.00% | — | 32,656 | $855K |
| AQR Capital Management | 0.00% | Add +22.6% | 32,579 | $853K |
| Root Financial Partners, LLC | 0.10% | Add +1.3% | 30,966 | $811K |
| Wealthcare Advisory Partners LLC | 0.02% | Add +32.5% | 30,449 | $797K |
| Brown Advisory Inc. | 0.00% | Add +21.6% | 30,226 | $792K |
| Advisory Services Network, LLC | 0.01% | Add +1.4% | 30,117 | $789K |
| Ridgeline Wealth, LLC | 0.64% | — | 29,799 | $780K |
| Firethorn Wealth Partners, LLC | 0.38% | Reduce -0.4% | 28,961 | $758K |
| Nwam LLC | 0.05% | Add +9.2% | 28,851 | $756K |
| Fiduciary Financial Group, LLC | 0.16% | Add +15.6% | 29,301 | $749K |
| Two West Capital Advisors LLC | 0.62% | Add +15.2% | 27,818 | $729K |
| Grunden Financial Advisory, Inc. | 0.35% | Add +43.1% | 27,699 | $725K |
| 25 LLC | 0.31% | Add +4.1% | 27,625 | $723K |
| Natixis Advisors, LLC | 0.00% | Add +0.9% | 27,549 | $722K |
| AssuredPartners Investment Advisors, LLC | 0.14% | — | 27,444 | $719K |
| Gemmer Asset Management LLC | 0.07% | Add +2.9% | 27,044 | $708K |
| NorthCrest Asset Manangement, LLC | 0.02% | Add +3.4% | 26,910 | $705K |
| Royal Bank of Canada | 0.00% | Add +3.7% | 26,474 | $693K |
| Sterling Wealth Advisors Inc | 0.51% | — | 24,636 | $645K |
| Tortoise Investment Management, LLC | 0.07% | No change | 24,093 | $631K |
| Vista Capital Partners, Inc. | 0.07% | Add +5.0% | 23,906 | $626K |
| Dopkins Wealth Management, LLC | 0.31% | New | 23,601 | $618K |
| Townsquare Capital LLC | 0.01% | Add +7.8% | 23,046 | $604K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -0.7% | 22,545 | $590K |
| Disciplined Investments, LLC | 0.29% | No change | 22,350 | $585K |
| Cresset Asset Management, LLC | 0.00% | Reduce -10.4% | 22,121 | $579K |
| Ariadne Wealth Management, LP | 0.26% | New | 21,369 | $573K |
| Kraft Asset Management, LLC | 0.44% | Add +105.1% | 22,045 | $571K |
| Tru Independence Asset Management 2, LLC | 0.44% | Add +112.2% | 20,177 | $528K |
| Daner Wealth Management, LLC | 0.39% | — | 19,904 | $528K |
| Blossom Wealth Management | 1.00% | Add +6.1% | 19,797 | $518K |
| Cwm, LLC | 0.00% | Reduce -54.1% | 19,628 | $514K |
| Abacus Planning Group, Inc. | 0.09% | Add +26.4% | 19,199 | $503K |
| Rf&l Wealth Management, LLC | 0.36% | Add +5.1% | 19,185 | $502K |
| CreativeOne Wealth, LLC | 0.02% | Add +4.7% | 19,024 | $498K |
| Private Advisor Group, LLC | 0.00% | Add +0.6% | 18,883 | $495K |
| Poinciana Advisors Group, LLC | 0.49% | — | 18,441 | $483K |
| Gordian Advisors LLC | 0.38% | Add +22.2% | 18,318 | $480K |
| Blue Trust, Inc. | 0.01% | Add +22.4% | 18,309 | $480K |
| True Wealth Design, LLC | 0.18% | No change | 18,199 | $477K |
| Wedmont Private Capital | 0.02% | No change | 18,230 | $466K |
| Clear Creek Financial Management, LLC | 0.05% | No change | 17,721 | $464K |
| Warburton Capital Management, LLC | 0.35% | — | 17,628 | $461K |
| First Financial Group Corp | 0.51% | — | 17,600 | $461K |
| Strathmore Capital Advisors, Inc. | 0.33% | — | 17,335 | $454K |
| Chico Wealth RIA | 0.39% | No change | 17,228 | $451K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -13.1% | 17,310 | $451K |
| Oceanside Advisors LLC | 0.34% | Add +6.9% | 17,171 | $450K |
| Wealthspire Advisors, LLC | 0.00% | New | 17,011 | $446K |
| Hoxton Planning & Management, LLC | 0.17% | Reduce -6.8% | 16,979 | $445K |
| Renaissance Technologies | 0.00% | New | 16,800 | $440K |
| Andrews, Lucia Wealth Management LLC | 0.29% | Add +8.1% | 15,432 | $434K |
| Caprock Group, LLC | 0.01% | No change | 16,401 | $430K |
| Quad-Cities Investment Group, LLC | 0.21% | Add +0.5% | 16,386 | $429K |
| Earned Wealth Advisors, LLC | 0.14% | Add +40.7% | 16,377 | $429K |
| Geometric Wealth Advisors | 0.07% | No change | 15,709 | $411K |
| RFG Advisory, LLC | 0.01% | Reduce -44.2% | 15,476 | $405K |
| Lam Group, Inc. | 0.28% | New | 15,000 | $393K |
| Seven Mile Advisory | 0.25% | No change | 14,820 | $388K |
| GeoWealth Management, LLC | 0.01% | Add +58.6% | 14,750 | $386K |
| Schulz Wealth, LTD. | 0.29% | Reduce -4.7% | 14,622 | $383K |
| Bessemer Group Inc. | 0.00% | No change | 14,600 | $382K |
| Morling Financial Advisors, LLC | 0.13% | Reduce -4.2% | 14,455 | $379K |
| Clearstead Advisors, LLC | 0.01% | Reduce -11.1% | 13,564 | $355K |
| Modera Wealth Management, LLC | 0.00% | Reduce -85.3% | 13,160 | $345K |
| Equitable Holdings, Inc. | 0.00% | New | 12,889 | $338K |
| Keyvantage Wealth, LLC | 0.24% | — | 12,781 | $335K |
| Austin Private Wealth, LLC | 0.03% | New | 12,555 | $329K |
| Lauterbach Financial Advisors, LLC | 0.20% | Add +12.3% | 12,396 | $325K |
| Mustard Seed Financial, LLC | 0.26% | Reduce -0.3% | 12,367 | $324K |
| SOL Capital Management CO | 0.03% | Reduce -7.0% | 11,940 | $313K |
| Main Street Financial Solutions, LLC | 0.03% | New | 11,700 | $306K |
| TCFG Wealth Management, LLC | 0.15% | Add +0.3% | 11,656 | $305K |
| Compass Ion Advisors, LLC | 0.04% | New | 11,359 | $297K |
| Burney Co./ | 0.01% | Add +9.1% | 11,199 | $293K |
| Citigroup Inc. | 0.00% | Add +125.3% | 11,078 | $290K |
| Lifeworks Advisors, LLC | 0.05% | Reduce -3.0% | 10,695 | $280K |
| IFP Advisors, Inc | 0.01% | Add +11.0% | 10,671 | $279K |
| Pine Harbor Wealth Management, LLC | 0.11% | Reduce -24.9% | 10,644 | $279K |
| Astra Wealth Partners LLC | 0.26% | — | 10,500 | $275K |
| Strategent Financial, LLC | 0.26% | — | 10,073 | $264K |
| Foster & Motley Inc. | 0.02% | No change | 9,969 | $261K |
| Davis R M Inc. | 0.01% | New | 9,753 | $255K |
| Naples Global Advisors, LLC | 0.02% | Add +7.9% | 9,384 | $246K |
| Angeles Wealth Management, LLC | 0.02% | Reduce -2.5% | 9,266 | $243K |
| Aurelius Family Office LLC | 0.12% | — | 9,129 | $239K |
| Arkadios Wealth Advisors | 0.01% | Add +4.8% | 9,022 | $236K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 9,002 | $236K |
| Freedom Investment Management, Inc. | 0.02% | Add +6.1% | 8,985 | $235K |
| Kaye Capital Management | 0.11% | Reduce -5.0% | 8,970 | $235K |
| HRT Financial LP | 0.00% | New | 8,893 | $232K |
| Thrivent Financial for Lutherans | 0.00% | New | 8,769 | $230K |
| VanderPol Investments L.L.C. | 0.47% | New | 8,266 | $216K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | New | 8,148 | $213K |
| Valeo Financial Advisors, LLC | 0.01% | No change | 7,899 | $207K |
| Disciplined Equity Management, Inc. | 0.13% | Add +0.6% | 7,880 | $206K |
| Lakeridge Wealth Management LLC | 0.10% | Reduce -32.9% | 7,747 | $203K |
| Boyce & Associates Wealth Consulting, Inc. | 0.20% | New | 7,688 | $201K |
| Beacon Financial Advisory LLC | 0.07% | New | 7,661 | $201K |
| McGrath & Associates, Inc. | 0.40% | — | 7,646 | $200K |
| SYM FINANCIAL Corp | 0.03% | Reduce -9.4% | 7,583 | $199K |
| C M Bidwell & Associates Ltd. | 0.11% | Reduce -12.3% | 7,173 | $188K |
| FMR LLC | 0.00% | Add +3.3% | 6,696 | $175K |
| Colonial Trust Co / SC | 0.03% | Reduce -20.4% | 6,537 | $171K |
| CIBC Private Wealth Group LLC | 0.00% | Add +655.6% | 6,287 | $164K |
| Maryland Capital Advisors Inc. | 0.07% | No change | 5,401 | $141K |
| Principal Securities, Inc. | 0.00% | Reduce -4.2% | 4,502 | $118K |
| Elevation Wealth Partners, LLC | 0.04% | No change | 3,691 | $97K |
| Vermillion Wealth Management, Inc. | 0.04% | — | 2,930 | $77K |
| Glass Jacobson Investment Advisors llc | 0.02% | Add +40.4% | 2,723 | $71K |
| AE Wealth Management LLC | 0.00% | New | 2,555 | $67K |
| Physician Wealth Advisors, Inc. | 0.01% | New | 2,414 | $63K |
| Wells Fargo & Company | 0.00% | Reduce -64.8% | 2,063 | $54K |
| Kennebec Savings Bank | 0.04% | New | 1,555 | $39K |
| Keystone Financial Group, Inc. | 0.03% | — | 1,499 | $39K |
| Curio Wealth, LLC | 0.02% | — | 1,380 | $36K |
| Kestra Investment Management, LLC | 0.00% | New | 1,275 | $33K |
| Quadrant Capital Group LLC | 0.00% | No change | 1,077 | $28K |
| Vermillion & White Wealth Management Group, LLC | 0.02% | Add +0.1% | 912 | $24K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +87.7% | 903 | $24K |
| Aspect Partners, LLC | 0.01% | Add +130.2% | 732 | $19K |
| TD Waterhouse Canada Inc. | 0.00% | New | 715 | $19K |
| Topsail Wealth Management, LLC | 0.00% | — | 711 | $19K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +19.4% | 660 | $17K |
| Parkside Financial Bank & Trust | 0.00% | No change | 538 | $14K |
| Hantz Financial Services, Inc. | 0.00% | New | 389 | $10K |
| Comerica Bank | 0.00% | Add +4.6% | 249 | $7K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -73.6% | 223 | $6K |
| Transce3nd, LLC | 0.00% | — | 216 | $6K |
| Evermay Wealth Management LLC | 0.00% | No change | 177 | $5K |
| Global Trust Asset Management, LLC | 0.00% | No change | 160 | $4K |
| Pension & Wealth Management Advisors, Inc. | 0.00% | New | 147 | $4K |
| Optimum Investment Advisors | 0.00% | No change | 120 | $3K |
| Assetmark, Inc. | 0.00% | New | 99 | $3K |
| Elevate Wealth Advisory, Inc. | 0.00% | Add +23.5% | 42 | $1K |
| Harbour Investments, Inc. | 0.00% | No change | 38 | $995 |
| Hurley Capital, LLC | 0.00% | — | 22 | $580 |
| MAI Capital Management | 0.00% | New | 20 | $524 |
"% of holder's portfolio" is DFEM's weight in each manager's 13F, not the share of Dimensional Emrg MRKT Core the manager owns.