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 |
| Watchman Group, Inc. | 2.60% | Reduce -2.5% | 350,030 | $9.3M |
| Greenspring Advisors, LLC | 2.19% | Add +5.1% | 348,782 | $9.2M |
| Fortitude Family Office, LLC | 3.28% | Add +31.1% | 346,267 | $9.2M |
| DecisionPoint Financial, LLC | 2.66% | Add +22.9% | 346,070 | $9.2M |
| JGP Wealth Management, LLC | 1.20% | Reduce -9.9% | 344,490 | $9.1M |
| Financial Symmetry Inc | 5.59% | Add +2.6% | 343,853 | $9.1M |
| Vannoy Advisory Group, Inc. | 6.64% | Add +3.5% | 338,573 | $9.0M |
| Symmetry Partners, LLC | 1.24% | Add +24.3% | 337,638 | $8.9M |
| Vestment Financial LLC | 6.20% | Add +7.2% | 323,821 | $8.6M |
| Mariner, LLC | 0.01% | Reduce -2.5% | 324,393 | $8.6M |
| Allworth Financial LP | 0.05% | Add +16.8% | 322,149 | $8.6M |
| Krilogy Financial LLC | 0.55% | Add +9.8% | 320,556 | $8.5M |
| Cardiff Park Advisors, LLC | 0.81% | Add +11.3% | 315,632 | $8.4M |
| BCU Wealth Advisors, LLC | 4.32% | Add +10.5% | 314,051 | $8.3M |
| Henrickson Nauta Wealth Advisors, Inc. | 3.39% | Add +12.1% | 336,373 | $8.3M |
| Blume Capital Management, Inc. | 1.86% | Add +3.1% | 313,111 | $8.3M |
| Family Wealth Partners, LLC | 3.70% | Add +7.3% | 306,617 | $8.1M |
| Kaufman Rossin Wealth, LLC | 5.65% | Add +5.0% | 298,519 | $7.9M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +4.9% | 295,424 | $7.8M |
| HTG Investment Advisors, Inc. | 3.26% | Add +3.9% | 295,218 | $7.8M |
| Ruedi Wealth Management, Inc. | 2.40% | Add +2.7% | 290,032 | $7.7M |
| Discipline Wealth Solutions, LLC | 3.63% | Add +1.1% | 287,523 | $7.6M |
| Tillman Hartley LLC | 2.20% | Add +0.5% | 286,559 | $7.6M |
| Mills Wealth Advisors LLC | 3.87% | Add +30.4% | 275,525 | $7.3M |
| Northwest Wealth Management, LLC | 1.40% | Add +27.3% | 265,476 | $7.0M |
| Burk Holdings LLC | 5.28% | Add +2.8% | 264,269 | $7.0M |
| United Wealth Management, LLC | 2.16% | Add +10.7% | 260,530 | $6.9M |
| SwitchPoint Financial Planning, LLC | 6.36% | Add +0.7% | 253,579 | $6.7M |
| Level Financial Advisors | 2.27% | Add +10.9% | 251,899 | $6.7M |
| Hippocratic Financial Advisors, LLC | 3.96% | Add +7.6% | 251,211 | $6.6M |
| Integrity Alliance, Llc. | 0.26% | New | 250,435 | $6.6M |
| Keyvantage Wealth, LLC | 3.20% | Add +1846.4% | 248,774 | $6.6M |
| Liberty Wealth Management LLC | 1.24% | Add +0.2% | 245,388 | $6.5M |
| ARK & TLK Investments, LLC | 2.25% | Reduce -6.5% | 241,593 | $6.4M |
| Brady Martz Wealth Solutions, LLC | 1.44% | Add +65.6% | 241,095 | $6.4M |
| American Investment Services, Inc. | 1.12% | Add +3.6% | 239,599 | $6.3M |
| Foundation Wealth Management, LLC\PA | 3.01% | Add +5.9% | 239,114 | $6.3M |
| Tilson Financial Group, Inc. | 2.44% | Add +8.5% | 233,347 | $6.2M |
| Quarry Hill Advisors, LLC | 3.98% | Add +10.5% | 231,252 | $6.1M |
| Hiley Hunt Wealth Management | 3.33% | Add +7.9% | 229,362 | $6.1M |
| Gradient Capital Advisors, LLC | 1.99% | Add +7.5% | 230,507 | $6.1M |
| Trust Co of the South | 1.27% | Add +87.7% | 230,401 | $6.1M |
| Timonier Family Office, LTD. | 2.67% | Add +33.4% | 228,559 | $6.0M |
| BCO Wealth Management LLC | 4.73% | Add +14.9% | 228,014 | $6.0M |
| Client 1ST Advisory Group, LLC | 2.31% | Reduce -2.9% | 224,627 | $5.9M |
| Studio Investment Management LLC | 1.23% | Add +2.5% | 224,541 | $5.9M |
| Lutz Financial Services LLC | 0.47% | Add +9.3% | 215,342 | $5.7M |
| O'Connor Financial Group LLC | 2.95% | Add +2.0% | 214,327 | $5.7M |
| Financial Counselors Inc. | 0.09% | Add +37.4% | 212,015 | $5.6M |
| EP Wealth Advisors, LLC | 0.04% | Add +10.9% | 210,119 | $5.6M |
| Prospect Financial Group LLC | 7.05% | Add +15.6% | 208,757 | $5.5M |
| Friday Financial | 3.25% | Add +30.1% | 203,434 | $5.4M |
| Morgan Stanley | 0.00% | Reduce -3.1% | 201,644 | $5.3M |
| Enzi Wealth | 2.15% | Add +3.0% | 199,855 | $5.3M |
| Pacific Asset Management, LLC | 4.73% | Add +9.3% | 199,687 | $5.3M |
| Wealth Advisors Northwest LLC | 3.24% | Add +23.6% | 193,540 | $5.1M |
| Claris Advisors, LLC / Mo / | 1.90% | Reduce -1.7% | 192,443 | $5.1M |
| SC&H Financial Advisors, Inc. | 0.98% | Add +6.8% | 188,436 | $5.0M |
| DAVENPORT & Co LLC | 0.03% | Add +13.0% | 186,297 | $4.9M |
| PBMares Wealth Management LLC | 0.98% | Add +15.3% | 185,530 | $4.9M |
| Clarity Wealth Development LLC | 5.43% | Add +5.6% | 183,207 | $4.9M |
| Passive Capital Management, LLC. | 1.54% | Add +16.2% | 183,239 | $4.8M |
| Longview Financial Advisors LLC | 3.17% | Add +3.9% | 181,614 | $4.8M |
| Truist Financial Corp. | 0.01% | Add +5.7% | 181,069 | $4.8M |
| North Ridge Wealth Advisors, Inc. | 3.18% | Add +3.5% | 179,771 | $4.8M |
| HMV Wealth Advisors, LLC | 3.76% | Add +127.5% | 178,941 | $4.7M |
| Versant Capital Management, Inc | 0.79% | Add +14.3% | 177,045 | $4.7M |
| SageOak Financial, LLC | 4.13% | Reduce -0.7% | 176,055 | $4.7M |
| One Degree Advisors Inc | 1.92% | Add +6.5% | 176,021 | $4.7M |
| Vantage Point Financial LLC | 2.17% | Add +9.1% | 162,582 | $4.3M |
| KFG Wealth Management, LLC | 0.77% | Add +2.0% | 160,006 | $4.2M |
| Creative Planning | 0.00% | Add +0.4% | 158,134 | $4.2M |
| Geneos Wealth Management Inc. | 0.14% | Add +5.0% | 154,408 | $4.1M |
| Rehmann Capital Advisory Group | 0.26% | Add +1.9% | 154,321 | $4.1M |
| Scratch Capital LLC | 4.16% | Add +19.5% | 152,416 | $4.0M |
| Osaic Holdings, Inc. | 0.01% | Add +34.7% | 151,416 | $4.0M |
| Factor Wealth Management LTD | 1.22% | Add +9.7% | 150,385 | $4.0M |
| Waypoint Wealth Partners Inc. | 1.04% | Add +2.1% | 141,877 | $3.8M |
| Hutchens & Kramer Investment Management Group, LLC | 2.06% | Add +1.4% | 141,742 | $3.8M |
| LifeGuide Financial Advisors, LLC | 1.53% | Add +14.1% | 141,570 | $3.7M |
| Peterson Wealth Advisors, LLC | 0.71% | Add +26.0% | 154,515 | $3.7M |
| BetterWealth, LLC | 1.03% | Reduce -6.0% | 138,733 | $3.7M |
| Plancorp, LLC | 0.14% | New | 136,830 | $3.6M |
| Integrated Wealth Concepts LLC | 0.04% | Add +9.2% | 135,081 | $3.6M |
| Vestia Personal Wealth Advisors | 2.81% | Add +6.3% | 134,107 | $3.5M |
| Avant Financial Advisors LLC | 3.20% | Add +0.2% | 133,417 | $3.5M |
| Arcadia Wealth Management, Inc. | 2.75% | Add +25.6% | 133,207 | $3.5M |
| Simplicity Wealth,LLC | 0.27% | New | 130,839 | $3.5M |
| Porter White Investment Advisors, Inc. | 1.69% | Add +4.7% | 129,346 | $3.4M |
| SJS Investment Consulting Inc. | 0.58% | Reduce -2.3% | 129,241 | $3.4M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -6.8% | 126,602 | $3.3M |
| Pillar Financial Advisors, LLC | 2.46% | Add +5.9% | 124,947 | $3.3M |
| Riverchase Wealth Management, LLC | 2.31% | Add +6.3% | 124,823 | $3.3M |
| RCS Financial Planning, LLC | 1.72% | Add +4.3% | 123,357 | $3.3M |
| JDH Wealth Management, LLC | 2.73% | Add +13.1% | 120,354 | $3.2M |
| Parkworth Wealth Management, Inc. | 2.51% | Add +0.3% | 118,724 | $3.1M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +7.0% | 117,915 | $3.1M |
| Orion Portfolio Solutions, LLC | 0.03% | Add +7.0% | 117,915 | $3.1M |
| JNBA Financial Advisors | 0.32% | Reduce -12.9% | 116,985 | $3.1M |
| Apollon Wealth Management, LLC | 0.07% | Reduce -0.7% | 116,260 | $3.1M |
| Family Office Research LLC | 1.50% | Reduce -9.6% | 116,213 | $3.1M |
| Waterfront Wealth Inc. | 0.74% | Add +3.3% | 115,310 | $3.1M |
| Grand Wealth Management, LLC | 1.67% | Add +5.5% | 114,977 | $3.0M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +59.7% | 108,477 | $2.9M |
| Old Mission Capital LLC | 0.06% | New | 107,824 | $2.9M |
| Five Oceans Advisors | 1.33% | Add +14.5% | 104,931 | $2.8M |
| XY Planning Network, Inc. | 1.85% | Add +25.5% | 104,888 | $2.8M |
| VeraBank, N.A. | 0.77% | Reduce -19.4% | 104,460 | $2.8M |
| Legacy Financial Group, Inc. | 0.86% | Add +5.1% | 101,179 | $2.7M |
| Bridgewater Advisors Inc. | 0.23% | Reduce -2.4% | 99,011 | $2.6M |
| HB Wealth Management, LLC | 0.02% | New | 94,656 | $2.5M |
| CogentBlue Wealth Advisors, LLC | 2.20% | Add +2.9% | 94,558 | $2.5M |
| Captrust Financial Advisors | 0.01% | Reduce -1.1% | 93,127 | $2.5M |
| Signature Resources Capital Management, LLC | 2.12% | Reduce -1.6% | 92,919 | $2.5M |
| Entrewealth, LLC | 1.83% | Reduce -14.7% | 89,917 | $2.4M |
| CFS Investment Advisory Services, LLC | 0.21% | Reduce -1.8% | 89,618 | $2.4M |
| Axxcess Wealth Management, LLC | 0.06% | New | 88,874 | $2.4M |
| Sowell Financial Services LLC | 0.11% | Reduce -0.4% | 88,803 | $2.3M |
| JPMorgan Chase & Co. | 0.00% | Add +4.0% | 88,041 | $2.3M |
| Avior Wealth Management, LLC | 0.09% | Add +3.6% | 85,109 | $2.3M |
| Abel Hall, LLC | 1.36% | Add +6.5% | 84,929 | $2.2M |
| Raymond James Financial Inc. | 0.00% | Add +158.0% | 84,242 | $2.2M |
| ShankerValleau Wealth Advisors, Inc. | 0.72% | Add +2.7% | 83,918 | $2.2M |
| W.H. Cornerstone Investments Inc. | 1.50% | Add +21.2% | 82,008 | $2.2M |
| Hurlow Wealth Management Group, Inc. | 0.66% | Add +16.3% | 80,372 | $2.1M |
| EverSource Wealth Advisors, LLC | 0.12% | Add +11.6% | 79,131 | $2.1M |
| Shearwater Capital LLC | 1.47% | Reduce -3.1% | 78,942 | $2.1M |
| Keyes, Stange & Wooten Wealth Management, LLC | 1.17% | Add +2.9% | 78,001 | $2.1M |
| Strengthening Families & Communities, LLC | 1.25% | Add +0.5% | 77,348 | $2.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +88.3% | 74,878 | $2.0M |
| American Capital Advisory, LLC | 1.06% | Add +8.8% | 74,152 | $2.0M |
| Fiduciary Financial Group, LLC | 0.43% | Add +171.3% | 79,489 | $2.0M |
| Shore Point Advisors, LLC | 1.01% | Add +21.1% | 72,422 | $1.9M |
| JFS Wealth Advisors, LLC | 0.13% | Add +46.6% | 71,275 | $1.9M |
| Sageworth Trust Co of South Dakota | 2.22% | Add +3.1% | 69,764 | $1.8M |
| Parallel Advisors, LLC | 0.04% | Add +41.2% | 69,608 | $1.8M |
| Aveo Capital Partners, LLC | 0.30% | Reduce -2.8% | 67,172 | $1.8M |
| Savvy Advisors, Inc. | 0.18% | Reduce -28.8% | 68,271 | $1.8M |
| Park Avenue Securities LLC | 0.02% | Add +5.0% | 66,515 | $1.8M |
| Cloud Capital Management, LLC | 1.23% | — | 65,720 | $1.7M |
| Applied Capital LLC | 0.85% | Add +0.5% | 65,605 | $1.7M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -8.6% | 63,168 | $1.7M |
| Sprinkle Financial Consultants LLC | 1.06% | Add +67.2% | 62,922 | $1.7M |
| Nalls Sherbakoff Group, LLC | 1.35% | — | 62,734 | $1.7M |
| Kathleen S. Wright Associates Inc. | 0.67% | Add +5.6% | 60,945 | $1.6M |
| Cahill Wealth Management, LLC | 0.82% | Reduce -1.1% | 60,570 | $1.6M |
| Smartleaf Asset Management LLC | 0.15% | Add +2.7% | 58,132 | $1.5M |
| Financial Alternatives, Inc | 1.09% | Reduce -0.1% | 57,764 | $1.5M |
| Aspen Wealth Management LLC | 0.43% | Add +3.8% | 56,878 | $1.5M |
| Flputnam Investment Management Co. | 0.03% | Reduce -68.2% | 56,516 | $1.5M |
| Wealthcare Advisory Partners LLC | 0.04% | Add +84.5% | 56,186 | $1.5M |
| Rialto Wealth Management, LLC | 0.46% | Add +49.5% | 55,015 | $1.5M |
| Asset Planning Corporation | 0.84% | Add +9.7% | 53,666 | $1.4M |
| Capstone Wealth Management, LLC | 1.37% | Add +18.5% | 52,148 | $1.4M |
| Core Wealth Management, Inc. | 0.53% | Add +12.2% | 51,728 | $1.4M |
| Aegis Wealth Management LLC | 0.79% | Add +20.5% | 50,768 | $1.3M |
| Visionary Wealth Advisors | 0.08% | Add +19.5% | 49,368 | $1.3M |
| Perigon Wealth Management, LLC | 0.03% | Add +0.1% | 49,276 | $1.3M |
| Meritas Wealth Management, LLC | 0.76% | Add +1.6% | 49,167 | $1.3M |
| Lodestone Wealth Management LLC | 0.69% | Reduce -0.1% | 49,158 | $1.3M |
| Pinney & Scofield, Inc. | 0.93% | Add +24.0% | 48,633 | $1.3M |
| GEM Asset Management, LLC | 0.72% | Add +0.3% | 48,137 | $1.3M |
| Chicago Partners Investment Group LLC | 0.04% | Add +170.6% | 46,848 | $1.3M |
| Liberty Capital Management, Inc. | 0.28% | Add +7.6% | 47,677 | $1.3M |
| Signature Estate & Investment Advisors LLC | 0.03% | Add +0.1% | 47,633 | $1.3M |
| Austin Asset Management Co Inc | 0.28% | Add +29.5% | 47,468 | $1.3M |
| Brown Advisory Inc. | 0.00% | Add +44.5% | 43,666 | $1.2M |
| Altiora Financial Group, LLC | 0.24% | Reduce -0.1% | 42,197 | $1.1M |
| Copperleaf Capital, LLC | 0.63% | Add +3.9% | 39,984 | $1.1M |
| Morris Financial Concepts, Inc. | 0.44% | Reduce -1.9% | 39,936 | $1.1M |
| SageView Advisory Group, LLC | 0.04% | Reduce -0.9% | 39,499 | $1.0M |
| Townsquare Capital LLC | 0.01% | Add +71.3% | 39,490 | $1.0M |
| Patriot Financial Group Insurance Agency, LLC | 0.14% | Add +0.0% | 38,313 | $1.0M |
| Live Oak Private Wealth LLC | 0.16% | No change | 38,175 | $1.0M |
| HBK Sorce Advisory LLC | 0.03% | Add +8.2% | 37,943 | $1.0M |
| Signet Financial Management, LLC | 0.13% | Reduce -4.2% | 37,383 | $989K |
| Vista Capital Partners, Inc. | 0.12% | Add +56.3% | 37,371 | $989K |
| Wedmont Private Capital | 0.05% | Add +113.7% | 38,960 | $986K |
| Farther Finance Advisors, LLC | 0.02% | Add +1.0% | 35,337 | $941K |
| FMB Wealth Management | 0.52% | Reduce -0.8% | 35,477 | $939K |
| Advisory Services Network, LLC | 0.02% | Add +16.7% | 35,158 | $930K |
| AQR Capital Management | 0.00% | Add +6.6% | 34,737 | $919K |
| Lion Street Advisors, LLC | 0.28% | New | 32,731 | $866K |
| Millstone Evans Group, LLC | 0.59% | Reduce -0.5% | 32,640 | $864K |
| Root Financial Partners, LLC | 0.09% | Add +4.5% | 32,365 | $856K |
| Firethorn Wealth Partners, LLC | 0.40% | Add +9.3% | 31,656 | $838K |
| AssuredPartners Investment Advisors, LLC | 0.16% | Add +13.0% | 31,002 | $820K |
| Red Lighthouse Investment Management, LLC | 0.33% | Reduce -8.5% | 32,069 | $817K |
| Two West Capital Advisors LLC | 0.68% | Add +15.5% | 32,138 | $813K |
| Grunden Financial Advisory, Inc. | 0.38% | Add +6.8% | 29,581 | $783K |
| Royal Bank of Canada | 0.00% | Add +7.8% | 28,538 | $755K |
| 25 LLC | 0.31% | Add +1.7% | 28,083 | $743K |
| Gemmer Asset Management LLC | 0.07% | Add +3.5% | 27,990 | $741K |
| Poinciana Advisors Group, LLC | 0.76% | Add +49.9% | 27,635 | $731K |
| Natixis Advisors, LLC | 0.00% | No change | 27,549 | $729K |
| Sterling Wealth Advisors Inc | 0.56% | Add +11.0% | 27,347 | $724K |
| Dopkins Wealth Management, LLC | 0.37% | Add +15.3% | 27,207 | $720K |
| Austin Private Wealth, LLC | 0.06% | Add +107.4% | 26,043 | $689K |
| Ridgeline Wealth, LLC | 0.58% | Reduce -13.5% | 25,777 | $682K |
| Strategent Financial, LLC | 0.60% | Add +150.6% | 25,247 | $668K |
| Kraft Asset Management, LLC | 0.61% | Add +13.7% | 25,055 | $663K |
| Tortoise Investment Management, LLC | 0.07% | No change | 24,093 | $638K |
| Tru Independence Asset Management 2, LLC | 0.47% | Add +18.1% | 23,840 | $631K |
| NorthCrest Asset Manangement, LLC | 0.02% | Reduce -11.9% | 23,699 | $627K |
| GeoWealth Management, LLC | 0.03% | Add +60.0% | 23,592 | $624K |
| Cresset Asset Management, LLC | 0.00% | Add +6.0% | 23,453 | $621K |
| Disciplined Investments, LLC | 0.27% | Reduce -0.1% | 22,330 | $591K |
| Ariadne Wealth Management, LP | 0.30% | No change | 21,369 | $584K |
| Modera Wealth Management, LLC | 0.01% | Add +65.8% | 21,817 | $577K |
| Kaye Capital Management | 0.24% | Add +142.9% | 21,788 | $577K |
| Warburton Capital Management, LLC | 0.42% | Add +23.3% | 21,729 | $574K |
| CreativeOne Wealth, LLC | 0.02% | Add +10.4% | 20,997 | $556K |
| Blossom Wealth Management | 1.06% | Add +0.8% | 19,956 | $528K |
| USAdvisors Wealth Management, LLC | 0.18% | New | 19,377 | $512K |
| Abacus Planning Group, Inc. | 0.09% | Add +0.6% | 19,320 | $511K |
| Private Advisor Group, LLC | 0.00% | Add +1.9% | 19,252 | $509K |
| Earned Wealth Advisors, LLC | 0.11% | Add +17.5% | 19,250 | $509K |
| Rf&l Wealth Management, LLC | 0.36% | Reduce -0.3% | 19,135 | $506K |
| Burney Co./ | 0.02% | Add +70.4% | 19,082 | $505K |
| Cwm, LLC | 0.00% | Reduce -5.8% | 18,490 | $489K |
| First Financial Group Corp | 0.55% | Add +4.1% | 18,315 | $488K |
| Gordian Advisors LLC | 0.39% | Add +0.3% | 18,373 | $486K |
| Oceanside Advisors LLC | 0.33% | Add +1.6% | 17,438 | $461K |
| Chico Wealth RIA | 0.40% | No change | 17,228 | $456K |
| True Wealth Design, LLC | 0.17% | Reduce -6.0% | 17,104 | $453K |
| Wealthspire Advisors, LLC | 0.00% | No change | 17,011 | $450K |
| Caprock Group, LLC | 0.01% | Reduce -0.6% | 16,306 | $431K |
| Quad-Cities Investment Group, LLC | 0.21% | Reduce -3.3% | 15,848 | $419K |
| Essential Planning, LLC. | 0.17% | Reduce -95.3% | 15,785 | $418K |
| Geometric Wealth Advisors | 0.07% | No change | 15,709 | $416K |
| Lam Group, Inc. | 0.30% | Add +4.0% | 15,605 | $413K |
| Andrews, Lucia Wealth Management LLC | 0.27% | Add +0.4% | 15,491 | $406K |
| Seven Mile Advisory | 0.26% | No change | 14,820 | $392K |
| Bessemer Group Inc. | 0.00% | No change | 14,600 | $386K |
| Clear Creek Financial Management, LLC | 0.04% | Reduce -17.9% | 14,556 | $385K |
| Morling Financial Advisors, LLC | 0.13% | No change | 14,455 | $382K |
| Nwam LLC | 0.03% | Reduce -50.9% | 14,160 | $375K |
| Citigroup Inc. | 0.00% | Add +27.3% | 14,104 | $373K |
| Schulz Wealth, LTD. | 0.28% | Reduce -6.5% | 13,672 | $362K |
| Main Street Financial Solutions, LLC | 0.03% | Add +15.8% | 13,555 | $359K |
| Beacon Financial Advisory LLC | 0.11% | Add +74.3% | 13,351 | $353K |
| Equitable Holdings, Inc. | 0.00% | Add +0.1% | 12,898 | $341K |
| Aurelius Family Office LLC | 0.17% | Add +40.8% | 12,854 | $340K |
| Lauterbach Financial Advisors, LLC | 0.21% | Add +2.7% | 12,730 | $337K |
| SOL Capital Management CO | 0.04% | Add +2.7% | 12,265 | $325K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +47.7% | 12,038 | $319K |
| Mustard Seed Financial, LLC | 0.25% | Reduce -3.2% | 11,971 | $317K |
| Canvas Wealth Advisors, LLC | 0.08% | New | 12,122 | $315K |
| TCFG Wealth Management, LLC | 0.16% | Add +0.6% | 11,729 | $310K |
| Great Valley Advisor Group, Inc. | 0.01% | New | 11,642 | $308K |
| IFP Advisors, Inc | 0.01% | Add +8.9% | 11,624 | $308K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -48.8% | 11,536 | $305K |
| Compass Ion Advisors, LLC | 0.04% | Add +0.3% | 11,388 | $301K |
| CW Advisors, LLC | 0.00% | New | 11,155 | $295K |
| Lifeworks Advisors, LLC | 0.05% | No change | 10,695 | $283K |
| Astra Wealth Partners LLC | 0.26% | Reduce -1.1% | 10,388 | $275K |
| RFG Advisory, LLC | 0.01% | Reduce -33.4% | 10,305 | $273K |
| VanderPol Investments L.L.C. | 0.57% | Add +23.1% | 10,172 | $269K |
| Blue Trust, Inc. | 0.00% | Reduce -44.5% | 10,161 | $269K |
| Foster & Motley Inc. | 0.02% | Reduce -0.9% | 9,878 | $261K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +5.2% | 9,466 | $250K |
| Freedom Investment Management, Inc. | 0.02% | Add +5.2% | 9,452 | $250K |
| Clearstead Advisors, LLC | 0.00% | Reduce -30.5% | 9,428 | $249K |
| Naples Global Advisors, LLC | 0.02% | No change | 9,384 | $248K |
| McGrath & Associates, Inc. | 0.45% | Add +21.9% | 9,321 | $247K |
| Arkadios Wealth Advisors | 0.01% | No change | 9,022 | $239K |
| Pine Harbor Wealth Management, LLC | 0.09% | Reduce -16.1% | 8,928 | $236K |
| Merit Financial Group, LLC | 0.00% | New | 8,817 | $233K |
| Balance Wealth Partners LLC | 0.15% | — | 8,573 | $227K |
| Hoxton Planning & Management, LLC | 0.09% | Reduce -49.9% | 8,514 | $225K |
| RB Capital Management, LLC | 0.06% | New | 8,483 | $224K |
| Johnson Investment Counsel Inc. | 0.00% | New | 8,353 | $221K |
| Atria Wealth Solutions, Inc. | 0.00% | New | 8,307 | $220K |
| StoneX Group Inc. | 0.01% | New | 8,157 | $216K |
| Boyce & Associates Wealth Consulting, Inc. | 0.21% | Add +4.8% | 8,060 | $213K |
| Drucker Wealth 3.0, LLC | 0.05% | New | 8,030 | $212K |
| WorthPointe, LLC | 0.10% | New | 7,978 | $211K |
| Disciplined Equity Management, Inc. | 0.15% | Add +0.1% | 7,890 | $209K |
| Davis R M Inc. | 0.00% | Reduce -20.1% | 7,793 | $206K |
| Parkwoods Wealth Partners, LLC | 0.14% | New | 7,719 | $204K |
| Pathstone Holdings, LLC | 0.00% | New | 7,653 | $202K |
| Investmark Advisory Group LLC | 0.10% | New | 7,608 | $201K |
| Evoke Wealth, LLC | 0.01% | New | 7,600 | $201K |
| SYM FINANCIAL Corp | 0.02% | Add +0.0% | 7,584 | $201K |
| Citizens & Northern Corp. | 0.06% | New | 7,560 | $200K |
| Colonial Trust Co / SC | 0.03% | No change | 6,537 | $173K |
| C M Bidwell & Associates Ltd. | 0.10% | Reduce -10.9% | 6,390 | $169K |
| FMR LLC | 0.00% | Reduce -17.7% | 5,512 | $146K |
| Maryland Capital Advisors Inc. | 0.06% | No change | 5,401 | $143K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -8.2% | 5,769 | $135K |
| Principal Securities, Inc. | 0.00% | No change | 4,502 | $118K |
| Elevation Wealth Partners, LLC | 0.05% | Add +10.4% | 4,075 | $108K |
| Vermillion Wealth Management, Inc. | 0.03% | Add +15.7% | 3,391 | $90K |
| Parkside Financial Bank & Trust | 0.01% | Add +436.4% | 2,886 | $76K |
| Keystone Financial Group, Inc. | 0.05% | Add +76.5% | 2,645 | $73K |
| Glass Jacobson Investment Advisors llc | 0.02% | No change | 2,723 | $71K |
| Crewe Advisors LLC | 0.01% | New | 2,451 | $65K |
| Coldstream Capital Management Inc. | 0.00% | New | 2,428 | $64K |
| Physician Wealth Advisors, Inc. | 0.01% | Add +0.2% | 2,418 | $64K |
| AE Wealth Management LLC | 0.00% | Reduce -15.0% | 2,171 | $57K |
| Salomon & Ludwin, LLC | 0.01% | New | 1,790 | $47K |
| Angeles Wealth Management, LLC | 0.00% | Reduce -80.9% | 1,768 | $47K |
| AlphaCore Capital LLC | 0.00% | New | 1,405 | $37K |
| Curio Wealth, LLC | 0.02% | Reduce -99.9% | 1 | $36K |
| Kennebec Savings Bank | 0.03% | Reduce -27.6% | 1,125 | $30K |
| Comerica Bank | 0.00% | Add +279.5% | 945 | $25K |
| Stone House Investment Management, LLC | 0.00% | New | 740 | $20K |
| Topsail Wealth Management, LLC | 0.00% | No change | 711 | $19K |
| Fifth Third Bancorp | 0.00% | New | 710 | $19K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -3.9% | 634 | $17K |
| Wells Fargo & Company | 0.00% | Reduce -71.2% | 594 | $16K |
| Medallion Wealth Advisors, LLC | 0.01% | New | 479 | $13K |
| Assetmark, Inc. | 0.00% | Add +177.8% | 275 | $7K |
| Jones Financial Companies LLLP | 0.00% | New | 260 | $7K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 223 | $6K |
| Transce3nd, LLC | 0.00% | No change | 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% | Add +0.7% | 148 | $4K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | Reduce -86.3% | 125 | $3K |
| Optimum Investment Advisors | 0.00% | No change | 120 | $3K |
| Integrity Financial Corp | 0.00% | New | 110 | $3K |
| Aspect Partners, LLC | 0.00% | Reduce -93.2% | 50 | $1K |
| Elevate Wealth Advisory, Inc. | 0.00% | No change | 42 | $1K |
| Harbour Investments, Inc. | 0.00% | No change | 38 | $1K |
| Stephens Consulting, LLC | 0.00% | New | 35 | $927 |
| Hurley Capital, LLC | 0.00% | No change | 22 | $585 |
| MAI Capital Management | 0.00% | No change | 20 | $530 |
| Oakworth Capital, Inc. | 0.00% | New | 15 | $397 |
"% of holder's portfolio" is DFEM's weight in each manager's 13F, not the share of Dimensional Emrg MRKT Core the manager owns.