Dimensional Emrg MRKT CoreDFEMETF
13F holders, Q2 2025 (June 30)453holders +24
41new positions
18sold out
3famous investors
$29.69avg. 13F price*
At the end of Q2 2025, 453 institutions reported holding Dimensional Emrg MRKT Core (DFEM) in their 13F filings, up 24 from Q1 2025. 41 opened new positions and 18 sold out. The largest holders were Forum Financial Management, LP ($498.3M), Corient Private Wealth LP ($195.7M) and Focus Partners Wealth ($191.4M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 41 | $49.1M |
| Exits | 18 | $9.9M |
All 13F filers, Q1 2025 → Q2 2025: 9,165,561 shares bought and 5,402,175 shares sold, net +3,763,386 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 453 holders
| Forum Financial Management, LP | 7.58% | Add +1.3% | 16,789,759 | $498.3M |
| Corient Private Wealth LP | 0.26% | Add +1.5% | 6,584,192 | $195.7M |
| Focus Partners Wealth | 0.42% | Add +1.4% | 6,450,225 | $191.4M |
| Focus Partners Advisor Solutions, LLC | 2.38% | Reduce -1.6% | 6,014,223 | $178.5M |
| Sequoia Financial Advisors, LLC | 0.94% | Add +10.1% | 4,632,242 | $137.5M |
| Truepoint, Inc. | 3.32% | Reduce -8.4% | 4,494,116 | $133.4M |
| HighTower Advisors, LLC | 0.14% | Reduce -17.7% | 3,684,937 | $109.4M |
| Parcion Private Wealth LLC | 5.89% | Reduce -3.9% | 2,776,880 | $82.4M |
| Asset Dedication, LLC | 5.37% | Reduce -0.4% | 2,492,664 | $74.0M |
| Evensky & Katz LLC | 4.39% | Reduce -0.7% | 2,420,202 | $71.8M |
| JMG Financial Group, Ltd. | 1.77% | Add +0.8% | 1,969,332 | $58.4M |
| Maseco LLP | 2.11% | — | 1,874,702 | $55.6M |
| RW Investment Management LLC | 6.07% | Add +3.1% | 1,835,977 | $54.5M |
| Heritage Financial Services, LLC | 5.22% | Reduce -1.9% | 1,826,125 | $54.2M |
| Total Wealth Planning, LLC | 6.82% | Add +4.0% | 1,818,416 | $54.0M |
| LPL Financial LLC | 0.02% | Add +1.5% | 1,814,600 | $53.9M |
| Awm Capital, LLC | 5.38% | Add +29.0% | 1,723,511 | $51.2M |
| Rockwood Wealth Management, LLC | 4.21% | Reduce -1.5% | 1,611,248 | $47.8M |
| Savant Capital, LLC | 0.33% | Add +49.7% | 1,542,490 | $45.8M |
| Wealthstream Advisors, Inc. | 7.29% | Reduce -0.3% | 1,477,488 | $43.9M |
| Hill Investment Group Partners, LLC | 5.63% | Reduce -9.5% | 1,455,808 | $43.2M |
| Bank of Montreal | 0.02% | Add +7.7% | 1,403,528 | $41.7M |
| Apella Capital, LLC | 1.09% | Add +0.1% | 1,359,330 | $40.2M |
| EnRich Financial Partners LLC | 11.50% | Add +0.8% | 1,262,505 | $37.5M |
| Envestnet Asset Management Inc. | 0.01% | Add +3.6% | 1,231,716 | $36.6M |
| Phillips Financial Management, LLC | 2.40% | Add +3.0% | 1,115,676 | $33.1M |
| Forvis Mazars Wealth Advisors, LLC | 0.71% | Reduce -13.7% | 1,115,524 | $33.1M |
| Great Oak Capital Partners, LLC | 9.35% | Add +6.6% | 1,095,851 | $32.7M |
| Mercer Global Advisors Inc. | 0.07% | Reduce -36.5% | 1,084,519 | $32.2M |
| Klaas Financial Asset Advisors, LLC | 5.09% | Add +5.8% | 1,083,230 | $32.2M |
| Mosaic Family Wealth Partners, LLC | 4.02% | Reduce -1.1% | 1,061,221 | $31.5M |
| Miramar Fiduciary Corp | 25.30% | No change | 1,049,355 | $31.1M |
| OneDigital Investment Advisors LLC | 0.33% | Reduce -1.7% | 1,008,797 | $29.9M |
| Oakwell Private Wealth Management, LLC | 6.87% | Add +9.1% | 1,005,577 | $29.8M |
| Kooman & Associates | 9.76% | Reduce -0.2% | 972,671 | $28.9M |
| Brighton Jones LLC | 0.78% | Add +5.2% | 965,303 | $28.7M |
| Vestmark Advisory Solutions, Inc. | 0.41% | Add +102.8% | 948,376 | $28.1M |
| Burton Enright Welch | 4.85% | Reduce -11.5% | 941,905 | $28.0M |
| Jane Street Group, LLC | 0.05% | Reduce -33.8% | 940,470 | $27.9M |
| Seaside Wealth Management, Inc. | 8.81% | Add +3.0% | 932,988 | $27.7M |
| Rather & Kittrell, Inc. | 5.44% | Add +2.6% | 925,406 | $27.5M |
| Willow Creek Wealth Management Inc. | 2.43% | Add +7.9% | 911,055 | $27.0M |
| Rockbridge Investment Management, LCC | 2.90% | Add +6.2% | 910,315 | $27.0M |
| Your Advocates Ltd., LLP | 9.41% | Reduce -2.0% | 881,412 | $26.2M |
| Syverson Strege & Co | 5.74% | Add +24.3% | 819,222 | $24.3M |
| Betterment LLC | 0.05% | Reduce -7.3% | 812,552 | $24.1M |
| Hemington Wealth Management | 3.33% | Add +5.3% | 773,826 | $23.0M |
| DiNuzzo Private Wealth, Inc. | 2.72% | Reduce -0.4% | 772,996 | $22.9M |
| Monograph Wealth Advisors, LLC | 2.77% | Add +30.6% | 756,742 | $22.5M |
| Jackson Thornton Wealth Management, LLC | 2.56% | Reduce -0.2% | 751,644 | $22.4M |
| Leading Edge Financial Planning LLC | 6.20% | Add +6.2% | 751,448 | $22.3M |
| Pinnacle Financial Group, LLC / IL | 6.97% | Reduce -1.5% | 701,703 | $20.8M |
| Bank of America Corp. | 0.00% | Add +1.9% | 683,643 | $20.3M |
| RS Crum Inc. | 4.80% | Add +7.3% | 675,100 | $20.0M |
| Stordahl Capital Management, Inc. | 4.44% | Reduce -5.3% | 672,620 | $20.0M |
| Sensible Money, LLC | 7.50% | Add +4.5% | 666,451 | $19.8M |
| Premier Financial Group | 5.44% | — | 636,406 | $19.6M |
| Integris Wealth Management, LLC | 5.03% | Add +1.6% | 650,019 | $19.3M |
| Stratos Investment Management, LLC | 0.86% | Add +0.9% | 633,796 | $18.8M |
| Eaton-Cambridge Inc. | 6.95% | Add +10.0% | 620,890 | $18.4M |
| AdvisorNet Financial, Inc | 1.17% | Add +10.7% | 610,154 | $18.1M |
| Arax Advisory Partners | 0.80% | Add +2.8% | 586,925 | $17.4M |
| Jentner Corp | 4.66% | Add +4.0% | 585,548 | $17.4M |
| Commonwealth Equity Services, LLC | 0.02% | Add +0.1% | 567,595 | $16.8M |
| BCR Wealth Strategies, LLC | 6.47% | Add +4.6% | 563,100 | $16.7M |
| Sageworth Trust Co | 0.90% | Add +2.4% | 546,668 | $16.2M |
| Planning Center, Inc. | 1.77% | Add +1.2% | 539,588 | $16.0M |
| Sachem Hill LLC | 3.25% | Reduce -23.9% | 535,959 | $15.9M |
| Citadel Advisors | 0.01% | New | 534,254 | $15.9M |
| Evanson Asset Management, LLC | 0.97% | Add +2.1% | 528,357 | $15.7M |
| Ballentine Capital Advisors, Inc | 7.42% | Reduce 0.0% | 527,071 | $15.6M |
| Plancorp, LLC | 0.54% | Add +283.3% | 524,434 | $15.6M |
| Financial Engines Advisors L.L.C. | 0.03% | Add +16.1% | 524,097 | $15.6M |
| Capstone Capital LLC | 11.22% | Add +0.5% | 520,698 | $15.5M |
| von Borstel & Associates, Inc. | 4.04% | Add +2.2% | 510,350 | $15.3M |
| Private Wealth Management Group, LLC | 5.07% | Add +4.5% | 514,321 | $15.3M |
| Cambridge Financial Group, LLC | 5.69% | Add +1.5% | 510,656 | $15.2M |
| Flagstone Financial Management | 4.33% | Reduce -2.5% | 508,640 | $15.1M |
| Heritage Investment Group, Inc. | 2.58% | Reduce -5.5% | 503,474 | $14.9M |
| NewEdge Advisors, LLC | 0.08% | Reduce -2.1% | 498,496 | $14.8M |
| Leonard Rickey Investment Advisors P.L.L.C. | 2.92% | Add +2.4% | 492,894 | $14.6M |
| Peapack Gladstone Financial Corp. | 0.20% | Add +25.9% | 480,867 | $14.3M |
| Peirce Capital Management, LLC | 6.32% | Reduce -2.0% | 480,172 | $14.3M |
| Keb Asset Management, LLC | 3.54% | Add +7.4% | 478,251 | $14.2M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.91% | Add +2.8% | 470,765 | $14.0M |
| Verisail Partners, LLC | 5.89% | Add +2.4% | 467,561 | $13.9M |
| Aspen Capital Management, LLC | 3.87% | Add +2.9% | 464,980 | $13.8M |
| Equita Financial Network, Inc. | 5.41% | Reduce -7.7% | 458,246 | $13.6M |
| Emprise Bank | 6.50% | Reduce -1.6% | 456,493 | $13.5M |
| Old Mission Capital LLC | 0.34% | Add +301.4% | 432,861 | $12.8M |
| Bfsg, LLC | 1.43% | Reduce -0.8% | 430,970 | $12.8M |
| Symmetry Partners, LLC | 1.57% | Add +27.6% | 430,894 | $12.8M |
| MML Investors Services, LLC | 0.04% | Add +6.4% | 430,714 | $12.8M |
| Guardian Partners Inc. | 1.14% | Add +0.6% | 423,818 | $12.7M |
| Hassell Wealth Management, LLC | 4.56% | Add +2.7% | 406,344 | $12.5M |
| Squire Investment Management Company, LLC | 4.58% | Add +7.8% | 418,607 | $12.4M |
| Kondo Wealth Advisors, Inc. | 5.46% | Add +5.2% | 415,646 | $12.4M |
| Cardiff Park Advisors, LLC | 1.04% | Add +28.2% | 404,737 | $12.0M |
| New Dimensions Wealth Management, LLC | 10.57% | Add +1.8% | 390,571 | $11.6M |
| Straight Path Wealth Management | 3.91% | Add +10.7% | 388,018 | $11.5M |
"% of holder's portfolio" is DFEM's weight in each manager's 13F, not the share of Dimensional Emrg MRKT Core the manager owns.