Dimensional Emrg MRKT CoreDFEMETF
13F holders, Q1 2025 (March 31)429holders +21
35new positions
13sold out
1famous investor
$26.43avg. 13F price*
At the end of Q1 2025, 429 institutions reported holding Dimensional Emrg MRKT Core (DFEM) in their 13F filings, up 21 from Q4 2024. 35 opened new positions and 13 sold out. The largest holders were Forum Financial Management, LP ($438.7M), Corient Private Wealth LP ($171.9M) and Focus Partners Wealth ($168.3M). One famous investor held it 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 35 | $64.1M |
| Exits | 13 | $42.1M |
All 13F filers, Q4 2024 → Q1 2025: 16,298,624 shares bought and 1,020,997,773 shares sold, net −1,004,699,149 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 429 holders
| Forum Financial Management, LP | 7.26% | Add +1.6% | 16,581,359 | $438.7M |
| Corient Private Wealth LP | 0.28% | Add +9.5% | 6,487,627 | $171.9M |
| Focus Partners Wealth | 0.42% | Add +11.7% | 6,359,192 | $168.3M |
| Focus Partners Advisor Solutions, LLC | 2.46% | Add +18.8% | 6,109,641 | $161.7M |
| Truepoint, Inc. | 3.52% | Add +3.4% | 4,908,258 | $129.9M |
| HighTower Advisors, LLC | 0.16% | Add +7.5% | 4,475,530 | $118.4M |
| Sequoia Financial Advisors, LLC | 0.86% | Add +185.7% | 4,207,753 | $111.3M |
| Parcion Private Wealth LLC | 6.24% | Add +4.5% | 2,890,675 | $76.5M |
| Asset Dedication, LLC | 5.37% | Add +1.9% | 2,502,409 | $66.2M |
| Evensky & Katz LLC | 4.32% | Add +4.3% | 2,436,220 | $64.5M |
| JMG Financial Group, Ltd. | 1.74% | Add +12.1% | 1,954,026 | $51.7M |
| Heritage Financial Services, LLC | 4.88% | Reduce -23.1% | 1,861,920 | $49.3M |
| LPL Financial LLC | 0.02% | Add +13.2% | 1,787,265 | $47.3M |
| RW Investment Management LLC | 5.79% | Reduce -1.1% | 1,780,739 | $47.1M |
| Total Wealth Planning, LLC | 7.08% | Add +6.4% | 1,748,539 | $46.3M |
| Mercer Global Advisors Inc. | 0.10% | Add +77.6% | 1,708,521 | $45.2M |
| Rockwood Wealth Management, LLC | 4.41% | Add +26.3% | 1,636,424 | $43.3M |
| Hill Investment Group Partners, LLC | 5.85% | Reduce -1.7% | 1,609,193 | $42.6M |
| Wealthstream Advisors, Inc. | 7.34% | Add +3.6% | 1,482,039 | $39.2M |
| Jane Street Group, LLC | 0.07% | New | 1,420,387 | $37.6M |
| Awm Capital, LLC | 4.12% | Add +1.3% | 1,335,874 | $35.3M |
| Bank of Montreal | 0.02% | Add +10.6% | 1,302,929 | $34.5M |
| Forvis Mazars Wealth Advisors, LLC | 0.82% | Reduce -22.6% | 1,292,491 | $34.2M |
| Apella Capital, LLC | 1.16% | Reduce -2.9% | 1,358,092 | $33.9M |
| EnRich Financial Partners LLC | 11.13% | Add +6.1% | 1,252,990 | $33.2M |
| Envestnet Asset Management Inc. | 0.01% | Add +0.4% | 1,188,488 | $31.4M |
| Phillips Financial Management, LLC | 2.21% | Add +10.6% | 1,082,926 | $28.7M |
| Mosaic Family Wealth Partners, LLC | 4.04% | Add +5.9% | 1,073,214 | $28.4M |
| Burton Enright Welch | 5.72% | Add +0.3% | 1,063,815 | $28.1M |
| Miramar Fiduciary Corp | 24.99% | Add +6.8% | 1,049,355 | $27.8M |
| Savant Capital, LLC | 0.23% | Reduce -1.5% | 1,030,253 | $27.3M |
| OneDigital Investment Advisors LLC | 0.32% | Add +4.8% | 1,026,009 | $27.1M |
| Klaas Financial Asset Advisors, LLC | 4.67% | Add +1.7% | 1,023,953 | $27.1M |
| Great Oak Capital Partners, LLC | 8.71% | No change | 1,028,189 | $26.1M |
| Kooman & Associates | 9.46% | Add +3.4% | 975,029 | $25.8M |
| Oakwell Private Wealth Management, LLC | 6.74% | Reduce -0.3% | 922,083 | $24.4M |
| Brighton Jones LLC | 0.78% | Add +8.8% | 917,363 | $24.3M |
| Seaside Wealth Management, Inc. | 8.55% | Add +4.9% | 906,190 | $24.0M |
| Rather & Kittrell, Inc. | 5.18% | Add +11.2% | 902,077 | $23.9M |
| Your Advocates Ltd., LLP | 9.14% | Add +3.6% | 899,749 | $23.8M |
| Betterment LLC | 0.06% | Add +6.5% | 877,048 | $23.2M |
| Rockbridge Investment Management, LCC | 2.68% | Add +31.4% | 857,351 | $22.7M |
| Willow Creek Wealth Management Inc. | 2.18% | Add +3.8% | 844,175 | $22.3M |
| DiNuzzo Private Wealth, Inc. | 2.58% | Add +0.5% | 775,807 | $20.5M |
| Hemington Wealth Management | 3.02% | Add +203.5% | 734,519 | $19.4M |
| Jackson Thornton Wealth Management, LLC | 2.56% | Add +16.2% | 753,473 | $19.3M |
| Pinnacle Financial Group, LLC / IL | 6.85% | Add +4.6% | 712,538 | $18.9M |
| Stordahl Capital Management, Inc. | 4.45% | Add +2.9% | 709,921 | $18.8M |
| Leading Edge Financial Planning LLC | 5.85% | Add +9.3% | 707,720 | $18.7M |
| Sachem Hill LLC | 3.66% | Add +13.1% | 704,524 | $18.6M |
| Bank of America Corp. | 0.00% | Reduce -5.8% | 671,135 | $17.8M |
| Syverson Strege & Co | 5.60% | Add +3.3% | 659,237 | $17.4M |
| Integris Wealth Management, LLC | 4.83% | Add +2.3% | 639,673 | $16.9M |
| Sensible Money, LLC | 7.23% | Add +10.2% | 637,927 | $16.9M |
| RS Crum Inc. | 4.48% | Reduce -1.2% | 629,266 | $16.7M |
| Stratos Investment Management, LLC | 0.89% | Add +4.6% | 627,949 | $16.6M |
| Monograph Wealth Advisors, LLC | 2.09% | Reduce -15.3% | 579,412 | $15.3M |
| Arax Advisory Partners | 0.97% | Add +1.4% | 570,919 | $15.1M |
| Commonwealth Equity Services, LLC | 0.02% | Add +2.6% | 567,171 | $15.0M |
| Eaton-Cambridge Inc. | 6.42% | Add +5.1% | 564,655 | $14.9M |
| Jentner Corp | 4.46% | Add +0.7% | 563,158 | $14.9M |
| AdvisorNet Financial, Inc | 1.08% | Add +10.4% | 551,372 | $14.6M |
| BCR Wealth Strategies, LLC | 6.26% | Add +4.4% | 538,480 | $14.2M |
| Sageworth Trust Co | 0.88% | Add +10.1% | 534,103 | $14.1M |
| Planning Center, Inc. | 1.67% | Add +4.9% | 533,153 | $14.1M |
| Heritage Investment Group, Inc. | 2.65% | Add +11.3% | 532,518 | $14.1M |
| Ballentine Capital Advisors, Inc | 7.08% | Add +2.5% | 527,091 | $13.9M |
| Flagstone Financial Management | 4.45% | Add +3.5% | 521,562 | $13.8M |
| Capstone Capital LLC | 11.00% | Add +3.7% | 518,041 | $13.7M |
| Evanson Asset Management, LLC | 0.97% | Add +10.0% | 517,544 | $13.7M |
| NewEdge Advisors, LLC | 0.08% | Reduce -6.4% | 509,358 | $13.5M |
| Cambridge Financial Group, LLC | 5.65% | Add +2.9% | 503,199 | $13.3M |
| von Borstel & Associates, Inc. | 3.95% | Add +30.3% | 499,397 | $13.2M |
| Equita Financial Network, Inc. | 4.59% | Add +8.8% | 496,329 | $13.1M |
| Private Wealth Management Group, LLC | 4.80% | Add +12.9% | 491,989 | $13.0M |
| Peirce Capital Management, LLC | 6.42% | Add +9.7% | 490,156 | $13.0M |
| Vestmark Advisory Solutions, Inc. | 0.32% | Add +10.7% | 467,579 | $12.4M |
| Leonard Rickey Investment Advisors P.L.L.C. | 2.66% | Add +143.7% | 481,154 | $12.3M |
| Emprise Bank | 6.57% | Add +32.6% | 463,737 | $12.3M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.96% | Add +8.8% | 457,858 | $12.2M |
| Verisail Partners, LLC | 5.57% | Add +2.8% | 456,724 | $12.1M |
| Aspen Capital Management, LLC | 3.82% | — | 451,901 | $12.0M |
| Financial Engines Advisors L.L.C. | 0.03% | Reduce -0.8% | 451,519 | $11.9M |
| Keb Asset Management, LLC | 3.35% | Add +15.2% | 445,314 | $11.8M |
| Bfsg, LLC | 1.40% | Reduce -2.3% | 434,275 | $11.5M |
| Mattern Wealth Management LLC | 2.51% | Add +4.8% | 428,925 | $11.3M |
| Guardian Partners Inc. | 1.11% | Add +5.4% | 421,428 | $10.8M |
| Austin Wealth Management, LLC | 2.15% | Reduce -5.5% | 404,119 | $10.7M |
| MML Investors Services, LLC | 0.04% | Reduce -24.3% | 404,811 | $10.7M |
| Kondo Wealth Advisors, Inc. | 5.15% | Add +8.1% | 395,115 | $10.5M |
| Squire Investment Management Company, LLC | 4.28% | Add +12.7% | 388,385 | $10.3M |
| New Dimensions Wealth Management, LLC | 10.15% | — | 383,760 | $10.2M |
| Hassell Wealth Management, LLC | 4.32% | Add +5.7% | 395,561 | $10.1M |
| Peapack Gladstone Financial Corp. | 0.15% | Add +8.8% | 381,801 | $10.1M |
| Physician Wealth Solutions Inc. | 5.07% | Add +0.3% | 381,458 | $10.1M |
| Cravens & Co Advisors, LLC | 7.65% | Add +4.7% | 372,222 | $9.8M |
| Causey Wealth LLC | 5.43% | Reduce -17.8% | 367,039 | $9.7M |
| Aerodigm Wealth, LLC | 5.36% | Add +20.0% | 363,419 | $9.6M |
| Bridge Generations Wealth Management LLC | 5.88% | Reduce -1.6% | 353,779 | $9.4M |
| Straight Path Wealth Management | 3.75% | Add +10.5% | 350,484 | $9.3M |
"% of holder's portfolio" is DFEM's weight in each manager's 13F, not the share of Dimensional Emrg MRKT Core the manager owns.