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 |
| Henrickson Nauta Wealth Advisors, Inc. | 3.84% | Add +11.1% | 373,566 | $11.1M |
| Cravens & Co Advisors, LLC | 8.24% | Reduce -0.1% | 371,990 | $11.0M |
| Physician Wealth Solutions Inc. | 5.04% | Reduce -4.0% | 366,046 | $10.9M |
| Financial Symmetry Inc | 5.58% | Add +5.8% | 363,693 | $10.8M |
| DecisionPoint Financial, LLC | 2.66% | Add +1.2% | 350,169 | $10.4M |
| Aerodigm Wealth, LLC | 5.00% | Reduce -3.5% | 350,705 | $10.4M |
| Watchman Group, Inc. | 2.71% | Reduce -0.1% | 349,620 | $10.4M |
| Mariner, LLC | 0.01% | Add +7.7% | 349,442 | $10.4M |
| Causey Wealth LLC | 5.30% | Reduce -5.4% | 347,380 | $10.3M |
| JGP Wealth Management, LLC | 1.23% | Reduce -0.9% | 341,470 | $10.1M |
| Bridge Generations Wealth Management LLC | 6.06% | Reduce -4.8% | 336,781 | $10.0M |
| Vannoy Advisory Group, Inc. | 6.90% | Reduce -0.6% | 336,558 | $10.0M |
| Blume Capital Management, Inc. | 2.02% | Add +6.4% | 333,261 | $9.9M |
| BCU Wealth Advisors, LLC | 4.41% | Add +5.3% | 330,831 | $9.8M |
| Krilogy Financial LLC | 0.55% | Add +0.4% | 321,759 | $9.5M |
| Kaufman Rossin Wealth, LLC | 6.04% | Add +7.7% | 321,614 | $9.5M |
| Brady Martz Wealth Solutions, LLC | 1.82% | Add +31.3% | 316,458 | $9.4M |
| Trust Co of the South | 1.66% | Add +37.0% | 315,668 | $9.4M |
| Mills Wealth Advisors LLC | 4.28% | Add +14.2% | 314,622 | $9.3M |
| Family Wealth Partners, LLC | 3.72% | Add +2.2% | 313,353 | $9.3M |
| Discipline Wealth Solutions, LLC | 3.51% | Add +7.3% | 308,542 | $9.2M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +1.2% | 299,078 | $8.9M |
| Burk Holdings LLC | 5.32% | Add +8.4% | 286,395 | $8.5M |
| Mattern Wealth Management LLC | 1.76% | Reduce -33.4% | 285,662 | $8.5M |
| HTG Investment Advisors, Inc. | 3.08% | Reduce -5.5% | 278,907 | $8.3M |
| Northwest Wealth Management, LLC | 1.47% | Add +3.3% | 274,232 | $8.1M |
| Level Financial Advisors | 2.52% | Add +8.4% | 272,985 | $8.1M |
| Ruedi Wealth Management, Inc. | 2.37% | Reduce -7.1% | 269,449 | $8.0M |
| United Wealth Management, LLC | 2.25% | Add +0.4% | 261,685 | $7.8M |
| Timonier Family Office, LTD. | 2.90% | Add +14.4% | 261,513 | $7.8M |
| Keyvantage Wealth, LLC | 3.44% | Add +3.9% | 258,540 | $7.7M |
| Foundation Wealth Management, LLC\PA | 3.31% | Add +7.9% | 258,032 | $7.7M |
| Tillman Hartley LLC | 2.15% | Reduce -10.8% | 255,626 | $7.6M |
| Hippocratic Financial Advisors, LLC | 4.04% | Add +1.5% | 254,889 | $7.6M |
| Integrity Alliance, Llc. | 0.41% | Add +0.9% | 252,704 | $7.5M |
| Prospect Financial Group LLC | 7.72% | Add +19.1% | 248,670 | $7.4M |
| American Investment Services, Inc. | 1.85% | Add +2.2% | 244,794 | $7.3M |
| Allworth Financial LP | 0.03% | Reduce -25.5% | 240,110 | $7.1M |
| BCO Wealth Management LLC | 5.02% | Add +4.0% | 237,235 | $7.0M |
| Hiley Hunt Wealth Management | 3.52% | Add +2.7% | 235,591 | $7.0M |
| SwitchPoint Financial Planning, LLC | 5.64% | Reduce -8.5% | 232,004 | $6.9M |
| Liberty Wealth Management LLC | 1.08% | Reduce -5.6% | 231,700 | $6.9M |
| Gradient Capital Advisors, LLC | 2.02% | Reduce -0.0% | 230,462 | $6.8M |
| Tilson Financial Group, Inc. | 2.58% | Reduce -1.4% | 230,038 | $6.8M |
| O'Connor Financial Group LLC | 2.97% | Add +4.5% | 224,078 | $6.7M |
| Simplicity Wealth,LLC | 0.28% | Add +73.1% | 226,492 | $6.7M |
| ARK & TLK Investments, LLC | 2.15% | Reduce -6.4% | 226,160 | $6.7M |
| PBMares Wealth Management LLC | 1.23% | Add +21.6% | 225,659 | $6.7M |
| Studio Investment Management LLC | 1.34% | Reduce -0.2% | 224,160 | $6.7M |
| HMV Wealth Advisors, LLC | 4.34% | Add +24.6% | 223,058 | $6.6M |
| Lutz Financial Services LLC | 0.51% | Add +2.6% | 220,968 | $6.6M |
| Quarry Hill Advisors, LLC | 3.78% | Reduce -5.3% | 219,033 | $6.5M |
| SC&H Financial Advisors, Inc. | 1.10% | Add +15.2% | 216,996 | $6.4M |
| DAVENPORT & Co LLC | 0.04% | Add +15.7% | 215,578 | $6.4M |
| Midwest Trust Co | 0.09% | — | 215,150 | $6.4M |
| Friday Financial | 3.21% | Add +4.6% | 212,813 | $6.3M |
| Client 1ST Advisory Group, LLC | 2.29% | Reduce -5.4% | 212,405 | $6.3M |
| Wealth Advisors Northwest LLC | 3.29% | Add +8.6% | 210,138 | $6.2M |
| Osaic Holdings, Inc. | 0.01% | Add +38.2% | 209,263 | $6.2M |
| HB Wealth Management, LLC | 0.05% | Add +114.5% | 202,993 | $6.0M |
| Pacific Asset Management, LLC | 4.84% | Add +1.6% | 202,913 | $6.0M |
| Orion Porfolio Solutions, LLC | 0.05% | Add +70.5% | 201,018 | $6.0M |
| Versant Capital Management, Inc | 0.90% | Add +13.2% | 200,345 | $5.9M |
| One Degree Advisors Inc | 2.12% | Add +13.8% | 200,290 | $5.9M |
| Enzi Wealth | 2.16% | Reduce -1.3% | 197,365 | $5.9M |
| Morgan Stanley | 0.00% | Reduce -2.3% | 196,992 | $5.8M |
| Passive Capital Management, LLC. | 1.82% | Add +7.2% | 196,390 | $5.8M |
| Fortitude Family Office, LLC | 1.89% | Reduce -44.4% | 192,646 | $5.7M |
| Financial Harvest, LLC | 4.25% | New | 191,661 | $5.7M |
| Scratch Capital LLC | 4.62% | Add +25.5% | 191,228 | $5.7M |
| Vestment Financial LLC | 3.59% | Reduce -41.5% | 189,554 | $5.7M |
| Clarity Wealth Development LLC | 5.56% | Add +2.6% | 188,021 | $5.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +150.8% | 187,758 | $5.6M |
| SageOak Financial, LLC | 4.34% | Add +3.8% | 182,717 | $5.4M |
| Truist Financial Corp. | 0.01% | Add +0.7% | 182,266 | $5.4M |
| Longview Financial Advisors LLC | 3.34% | Reduce -1.2% | 179,461 | $5.3M |
| Peterson Wealth Advisors, LLC | 0.86% | Add +13.7% | 175,720 | $5.2M |
| North Ridge Wealth Advisors, Inc. | 3.19% | Reduce -2.5% | 175,261 | $5.2M |
| Kaye Capital Management | 1.96% | Add +689.4% | 171,995 | $5.1M |
| Modern Wealth Management, LLC | 0.13% | New | 171,995 | $5.1M |
| Factor Wealth Management LTD | 1.38% | Add +13.3% | 170,334 | $5.1M |
| Vantage Point Financial LLC | 2.17% | Add +2.6% | 166,872 | $5.0M |
| KFG Wealth Management, LLC | 0.79% | Add +2.9% | 164,655 | $4.9M |
| RCS Financial Planning, LLC | 2.43% | Add +33.4% | 164,558 | $4.9M |
| EP Wealth Advisors, LLC | 0.03% | Reduce -21.8% | 164,283 | $4.9M |
| Creative Planning | 0.00% | Add +2.9% | 162,739 | $4.8M |
| Austin Wealth Management, LLC | 0.85% | Reduce -60.4% | 160,133 | $4.8M |
| Integrated Wealth Concepts LLC | 0.05% | Add +18.2% | 159,722 | $4.7M |
| Geneos Wealth Management Inc. | 0.12% | Add +2.8% | 158,762 | $4.7M |
| Waypoint Wealth Partners Inc. | 1.09% | Add +6.6% | 151,195 | $4.5M |
| LifeGuide Financial Advisors, LLC | 1.64% | Add +5.6% | 149,539 | $4.4M |
| Hurlow Wealth Management Group, Inc. | 1.24% | Add +84.5% | 148,270 | $4.4M |
| Kestra Advisory Services, LLC | 0.02% | Add +12.4% | 142,347 | $4.2M |
| Arcadia Wealth Management, Inc. | 2.86% | Add +6.1% | 141,371 | $4.2M |
| Hutchens & Kramer Investment Management Group, LLC | 1.91% | Reduce -1.2% | 140,055 | $4.2M |
| Rehmann Capital Advisory Group | 0.25% | Reduce -9.1% | 140,347 | $4.2M |
| Vestia Personal Wealth Advisors | 2.84% | Add +4.3% | 139,941 | $4.2M |
| Claris Advisors, LLC / Mo / | 1.42% | Reduce -28.4% | 137,699 | $4.1M |
| TCI Wealth Advisors, Inc. | 0.28% | New | 135,312 | $4.0M |
| BetterWealth, LLC | 1.03% | Reduce -2.5% | 135,292 | $4.0M |
| Avant Financial Advisors LLC | 3.28% | Add +0.6% | 134,190 | $4.0M |
| Pillar Financial Advisors, LLC | 2.71% | Add +5.7% | 132,061 | $3.9M |
| B&D White Capital Company, LLC | 0.59% | New | 130,143 | $3.9M |
| Riverchase Wealth Management, LLC | 2.37% | Add +0.7% | 125,652 | $3.7M |
| Porter White Investment Advisors, Inc. | 1.72% | Reduce -3.6% | 124,690 | $3.7M |
| SJS Investment Consulting Inc. | 0.59% | Reduce -3.8% | 124,361 | $3.7M |
| Grand Wealth Management, LLC | 1.85% | Add +5.3% | 121,063 | $3.6M |
| JFS Wealth Advisors, LLC | 0.23% | Add +69.2% | 120,601 | $3.6M |
| Parkworth Wealth Management, Inc. | 2.58% | Add +1.5% | 120,549 | $3.6M |
| Vista Capital Partners, Inc. | 0.39% | Add +217.7% | 118,726 | $3.5M |
| Apollon Wealth Management, LLC | 0.07% | Reduce -0.0% | 116,233 | $3.4M |
| Family Office Research LLC | 1.53% | Reduce -6.0% | 109,278 | $3.2M |
| Waterfront Wealth Inc. | 0.73% | Reduce -5.3% | 109,261 | $3.2M |
| XY Planning Network, Inc. | 1.09% | Add +2.4% | 107,424 | $3.2M |
| Beacon Pointe Advisors, LLC | 0.03% | Reduce -1.4% | 106,975 | $3.2M |
| Accurate Wealth Management, LLC | 0.48% | New | 105,738 | $3.2M |
| JNBA Financial Advisors | 0.30% | Reduce -10.4% | 104,829 | $3.1M |
| Five Oceans Advisors | 1.32% | Reduce -0.5% | 104,396 | $3.1M |
| Legacy Financial Group, Inc. | 0.91% | Add +2.7% | 103,913 | $3.1M |
| Bridgewater Advisors Inc. | 0.23% | Reduce -1.3% | 97,744 | $3.0M |
| Fiduciary Financial Group, LLC | 0.53% | Add +23.9% | 98,494 | $2.9M |
| RFG Advisory, LLC | 0.07% | Add +857.7% | 98,688 | $2.9M |
| CogentBlue Wealth Advisors, LLC | 2.22% | Add +3.2% | 97,587 | $2.9M |
| Outbound Financial Inc | 2.63% | — | 96,794 | $2.9M |
| W.H. Cornerstone Investments Inc. | 1.78% | Add +15.4% | 94,613 | $2.8M |
| Captrust Financial Advisors | 0.01% | Add +1.2% | 94,264 | $2.8M |
| Aspen Wealth Management LLC | 0.68% | Add +62.8% | 92,581 | $2.7M |
| VeraBank, N.A. | 0.55% | Reduce -11.4% | 92,568 | $2.7M |
| Signature Resources Capital Management, LLC | 1.65% | Reduce -1.7% | 91,313 | $2.7M |
| Sowell Financial Services LLC | 0.11% | Add +2.5% | 91,006 | $2.7M |
| JDH Wealth Management, LLC | 2.05% | Reduce -25.0% | 90,304 | $2.7M |
| CFS Investment Advisory Services, LLC | 0.22% | Add +0.3% | 89,904 | $2.7M |
| Axxcess Wealth Management, LLC | 0.06% | Reduce -2.2% | 86,888 | $2.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.8% | 86,417 | $2.6M |
| Avior Wealth Management, LLC | 0.09% | Add +1.0% | 85,955 | $2.6M |
| ShankerValleau Wealth Advisors, Inc. | 0.71% | Reduce -0.8% | 83,279 | $2.5M |
| Abel Hall, LLC | 1.09% | Reduce -6.8% | 79,142 | $2.3M |
| Shearwater Capital LLC | 1.46% | Reduce -1.1% | 78,110 | $2.3M |
| Sageworth Trust Co of South Dakota | 2.50% | Add +11.5% | 77,781 | $2.3M |
| Keyes, Stange & Wooten Wealth Management, LLC | 1.20% | Reduce -0.5% | 77,629 | $2.3M |
| Cloud Capital Management, LLC | 1.43% | Add +16.4% | 76,463 | $2.3M |
| American Capital Advisory, LLC | 1.15% | Add +4.2% | 77,241 | $2.3M |
| Shore Point Advisors, LLC | 1.10% | Add +6.2% | 76,943 | $2.3M |
| Strengthening Families & Communities, LLC | 1.26% | Reduce -0.7% | 76,808 | $2.3M |
| Capstone Wealth Management, LLC | 1.89% | Add +39.5% | 72,740 | $2.2M |
| EverSource Wealth Advisors, LLC | 0.10% | Reduce -10.4% | 70,918 | $2.1M |
| Austin Asset Management Co Inc | 0.41% | Add +43.8% | 68,275 | $2.0M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +0.9% | 63,740 | $1.9M |
| Kathleen S. Wright Associates Inc. | 0.75% | Add +5.7% | 64,386 | $1.9M |
| Rialto Wealth Management, LLC | 0.53% | Add +16.6% | 64,156 | $1.9M |
| Nalls Sherbakoff Group, LLC | 1.38% | Add +1.7% | 63,782 | $1.9M |
| Asset Planning Corporation | 0.99% | Add +17.3% | 62,949 | $1.9M |
| Visionary Wealth Advisors | 0.09% | Add +20.6% | 59,551 | $1.8M |
| Parallel Advisors, LLC | 0.04% | Reduce -14.6% | 59,430 | $1.8M |
| Smartleaf Asset Management LLC | 0.15% | Add +0.5% | 58,429 | $1.7M |
| Financial Alternatives, Inc | 1.11% | Reduce -0.9% | 57,259 | $1.7M |
| Dopkins Wealth Management, LLC | 0.76% | Add +108.8% | 56,796 | $1.7M |
| Warburton Capital Management, LLC | 0.99% | Add +154.5% | 55,300 | $1.7M |
| Wealthcare Advisory Partners LLC | 0.04% | Add +0.4% | 56,430 | $1.7M |
| Sprinkle Financial Consultants LLC | 1.01% | Reduce -11.9% | 55,416 | $1.6M |
| Signature Estate & Investment Advisors LLC | 0.04% | Add +11.7% | 53,223 | $1.6M |
| Applied Capital LLC | 0.69% | Reduce -19.7% | 52,700 | $1.6M |
| Perigon Wealth Management, LLC | 0.04% | Add +6.4% | 52,433 | $1.6M |
| Entrewealth, LLC | 1.04% | Reduce -43.6% | 50,747 | $1.5M |
| Liberty Capital Management, Inc. | 0.30% | Add +5.9% | 50,474 | $1.5M |
| Pinney & Scofield, Inc. | 1.00% | Add +2.5% | 49,840 | $1.5M |
| AQR Capital Management | 0.00% | Add +43.4% | 49,806 | $1.5M |
| Meritas Wealth Management, LLC | 0.80% | Reduce -0.6% | 48,865 | $1.5M |
| Lodestone Wealth Management LLC | 0.71% | Reduce -0.6% | 48,855 | $1.5M |
| Thrivent Financial for Lutherans | 0.00% | New | 47,918 | $1.4M |
| Nwam LLC | 0.08% | Add +223.1% | 45,749 | $1.4M |
| Chicago Partners Investment Group LLC | 0.04% | Reduce -6.0% | 44,054 | $1.4M |
| Aegis Wealth Management LLC | 0.81% | No change | 50,768 | $1.3M |
| Savvy Advisors, Inc. | 0.09% | Reduce -33.8% | 45,182 | $1.3M |
| Copperleaf Capital, LLC | 0.67% | Add +10.9% | 44,333 | $1.3M |
| Core Wealth Management, Inc. | 0.46% | Reduce -14.4% | 44,264 | $1.3M |
| Altiora Financial Group, LLC | 0.25% | Add +2.8% | 43,378 | $1.3M |
| Farther Finance Advisors, LLC | 0.02% | Add +15.3% | 40,754 | $1.2M |
| Strategent Financial, LLC | 0.94% | Add +61.0% | 40,634 | $1.2M |
| SageView Advisory Group, LLC | 0.04% | Reduce -2.1% | 38,675 | $1.2M |
| Wedmont Private Capital | 0.05% | No change | 38,960 | $1.2M |
| Brown Advisory Inc. | 0.00% | Reduce -11.4% | 38,666 | $1.1M |
| Morris Financial Concepts, Inc. | 0.45% | Reduce -3.8% | 38,413 | $1.1M |
| Corus Family Wealth Advisors | 0.81% | New | 38,384 | $1.1M |
| Patriot Financial Group Insurance Agency, LLC | 0.13% | Add +0.0% | 38,329 | $1.1M |
| Austin Private Wealth, LLC | 0.09% | Add +46.8% | 38,222 | $1.1M |
| Live Oak Private Wealth LLC | 0.17% | No change | 38,175 | $1.1M |
| Flputnam Investment Management Co. | 0.02% | Reduce -32.5% | 38,129 | $1.1M |
| HBK Sorce Advisory LLC | 0.03% | Reduce -1.2% | 37,483 | $1.1M |
| Red Lighthouse Investment Management, LLC | 0.42% | Add +15.9% | 37,183 | $1.1M |
| Raymond James Financial Inc. | 0.00% | Reduce -56.4% | 36,705 | $1.1M |
| Advisory Services Network, LLC | 0.02% | Add +3.3% | 36,318 | $1.1M |
| Grunden Financial Advisory, Inc. | 0.48% | Add +23.7% | 36,590 | $1.1M |
| Signet Financial Management, LLC | 0.14% | Reduce -2.1% | 36,587 | $1.1M |
| Poinciana Advisors Group, LLC | 0.92% | Add +24.3% | 34,347 | $1.0M |
| Breakwater Capital Group | 0.16% | New | 33,732 | $1.0M |
| M Holdings Securities, Inc. | 0.17% | New | 33,703 | $997K |
| Two West Capital Advisors LLC | 0.65% | Add +1.1% | 32,497 | $991K |
| Lion Street Advisors, LLC | 0.30% | Add +1.2% | 33,135 | $983K |
| Tru Independence Asset Management 2, LLC | 0.66% | Add +36.6% | 32,555 | $966K |
| AssuredPartners Investment Advisors, LLC | 0.23% | Add +3.7% | 32,136 | $954K |
| Firethorn Wealth Partners, LLC | 0.40% | Reduce -2.4% | 30,900 | $917K |
| Ariadne Wealth Management, LP | 0.43% | Add +36.6% | 29,200 | $906K |
| Royal Bank of Canada | 0.00% | Add +6.6% | 30,419 | $903K |
| 25 LLC | 0.32% | Add +5.6% | 29,657 | $880K |
| Gemmer Asset Management LLC | 0.08% | Add +4.9% | 29,374 | $872K |
| FMB Wealth Management | 0.40% | Reduce -19.4% | 28,610 | $849K |
| First Financial Group Corp | 0.83% | Add +55.8% | 28,535 | $847K |
| Sterling Wealth Advisors Inc | 0.60% | Add +3.5% | 28,307 | $844K |
| Rf&l Wealth Management, LLC | 0.53% | Add +45.4% | 27,825 | $826K |
| Natixis Advisors, LLC | 0.00% | Add +0.5% | 27,684 | $822K |
| Abacus Planning Group, Inc. | 0.11% | Add +28.4% | 24,810 | $736K |
| NorthCrest Asset Manangement, LLC | 0.02% | Add +2.7% | 24,336 | $732K |
| Ridgeline Wealth, LLC | 0.57% | Reduce -8.9% | 23,477 | $697K |
| CreativeOne Wealth, LLC | 0.02% | Add +11.0% | 23,299 | $692K |
| Essential Planning, LLC. | 0.25% | Add +42.1% | 22,431 | $666K |
| Bayshore Asset Management, LLC | 0.29% | New | 21,733 | $645K |
| Modera Wealth Management, LLC | 0.01% | Reduce -1.3% | 21,543 | $639K |
| Blossom Wealth Management | 1.10% | Add +4.6% | 20,878 | $620K |
| Earned Wealth Advisors, LLC | 0.12% | Add +8.4% | 20,868 | $619K |
| Wealthspire Advisors, LLC | 0.00% | Add +22.0% | 20,747 | $616K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +78.3% | 20,756 | $616K |
| Beacon Financial Advisory LLC | 0.16% | Add +54.3% | 20,596 | $611K |
| Andrews, Lucia Wealth Management LLC | 0.39% | Add +30.2% | 20,166 | $599K |
| USAdvisors Wealth Management, LLC | 0.22% | Add +1.5% | 19,672 | $583K |
| Disciplined Investments, LLC | 0.24% | Reduce -13.6% | 19,296 | $573K |
| GEM Asset Management, LLC | 0.29% | Reduce -59.8% | 19,376 | $573K |
| Strathmore Capital Advisors, Inc. | 0.25% | — | 19,189 | $571K |
| Daner Wealth Management, LLC | 0.39% | — | 18,536 | $571K |
| Private Advisor Group, LLC | 0.00% | Reduce -0.4% | 19,176 | $569K |
| Burney Co./ | 0.02% | Add +0.0% | 19,083 | $566K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Add +95.0% | 18,455 | $548K |
| Chico Wealth RIA | 0.43% | Add +5.8% | 18,235 | $541K |
| Lauterbach Financial Advisors, LLC | 0.30% | Add +43.2% | 18,228 | $541K |
| Werba Rubin Papier Wealth Management | 0.10% | New | 17,886 | $531K |
| Oceanside Advisors LLC | 0.35% | Reduce -0.1% | 17,415 | $517K |
| Legacy Capital Wealth Partners, LLC | 0.12% | New | 17,273 | $513K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +43.2% | 17,243 | $512K |
| Drucker Wealth 3.0, LLC | 0.10% | Add +111.8% | 17,011 | $506K |
| Cresset Asset Management, LLC | 0.00% | Reduce -27.6% | 16,989 | $504K |
| Parkwoods Wealth Partners, LLC | 0.29% | Add +117.8% | 16,809 | $499K |
| Clear Creek Financial Management, LLC | 0.05% | Add +15.1% | 16,751 | $497K |
| Cwm, LLC | 0.00% | Reduce -10.6% | 16,538 | $491K |
| Higgins & Schmidt Wealth Strategies LLC | 0.27% | New | 16,536 | $491K |
| Gordian Advisors LLC | 0.35% | Reduce -10.2% | 16,502 | $490K |
| Kraft Asset Management, LLC | 0.45% | Reduce -34.7% | 16,360 | $486K |
| Astra Wealth Partners LLC | 0.39% | Add +55.3% | 16,136 | $479K |
| True Wealth Design, LLC | 0.17% | Reduce -5.9% | 16,092 | $478K |
| Tortoise Investment Management, LLC | 0.04% | Reduce -34.4% | 15,815 | $469K |
| Geometric Wealth Advisors | 0.07% | No change | 15,709 | $466K |
| Quad-Cities Investment Group, LLC | 0.21% | Reduce -1.6% | 15,595 | $463K |
| Conrad Siegel Investment Advisors, Inc. | 0.10% | New | 15,341 | $455K |
| Lam Group, Inc. | 0.30% | Reduce -3.7% | 15,030 | $446K |
| Morling Financial Advisors, LLC | 0.15% | Add +3.4% | 14,946 | $444K |
| Cetera Investment Advisers | 0.00% | New | 14,855 | $441K |
| Seven Mile Advisory | 0.26% | No change | 14,820 | $440K |
| GeoWealth Management, LLC | 0.02% | Reduce -38.0% | 14,640 | $435K |
| Bessemer Group Inc. | 0.00% | No change | 14,600 | $433K |
| Root Financial Partners, LLC | 0.04% | Reduce -55.0% | 14,549 | $432K |
| Citigroup Inc. | 0.00% | Add +0.3% | 14,148 | $420K |
| Northern Trust Corp. | 0.00% | New | 14,093 | $418K |
| Schulz Wealth, LTD. | 0.30% | No change | 13,672 | $406K |
| Triad Wealth Partners, LLC | 0.08% | New | 12,840 | $381K |
| Millstone Evans Group, LLC | 0.26% | Reduce -61.0% | 12,742 | $378K |
| Canvas Wealth Advisors, LLC | 0.07% | Add +2.9% | 12,471 | $377K |
| CW Advisors, LLC | 0.00% | Add +13.8% | 12,691 | $377K |
| Aurelius Family Office LLC | 0.18% | Reduce -2.6% | 12,520 | $372K |
| SOL Capital Management CO | 0.04% | Add +0.8% | 12,365 | $367K |
| Main Street Financial Solutions, LLC | 0.03% | Reduce -10.7% | 12,107 | $359K |
| Mustard Seed Financial, LLC | 0.25% | Reduce -0.6% | 11,896 | $353K |
| TCFG Wealth Management, LLC | 0.16% | Reduce -0.0% | 11,724 | $348K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +1.1% | 11,658 | $346K |
| IFP Advisors, Inc | 0.01% | Add +0.1% | 11,632 | $345K |
| Pathstone Holdings, LLC | 0.00% | Add +50.4% | 11,512 | $342K |
| Equitable Holdings, Inc. | 0.00% | Reduce -13.1% | 11,214 | $333K |
| Wells Fargo & Company | 0.00% | Add +1771.9% | 11,119 | $330K |
| Freedom Investment Management, Inc. | 0.03% | Add +12.8% | 10,657 | $316K |
| RB Capital Management, LLC | 0.07% | Add +25.4% | 10,638 | $316K |
| Lifeworks Advisors, LLC | 0.05% | Reduce -0.6% | 10,629 | $315K |
| Cascade Financial Partners, LLC | 0.04% | New | 10,500 | $312K |
| McGrath & Associates, Inc. | 0.49% | Add +9.4% | 10,194 | $303K |
| VanderPol Investments L.L.C. | 0.63% | Reduce -0.1% | 10,167 | $302K |
| Blue Trust, Inc. | 0.00% | No change | 10,161 | $302K |
| Foster & Motley Inc. | 0.02% | Reduce -3.4% | 9,541 | $283K |
| FMR LLC | 0.00% | Add +72.3% | 9,497 | $282K |
| Compass Ion Advisors, LLC | 0.03% | Reduce -17.3% | 9,419 | $280K |
| Clearstead Advisors, LLC | 0.00% | Reduce -0.1% | 9,419 | $280K |
| Naples Global Advisors, LLC | 0.02% | No change | 9,384 | $279K |
| Arkadios Wealth Advisors | 0.01% | No change | 9,022 | $268K |
| Boyce & Associates Wealth Consulting, Inc. | 0.24% | Add +10.3% | 8,887 | $264K |
| Renaissance Technologies | 0.00% | New | 8,600 | $255K |
| Disciplined Equity Management, Inc. | 0.15% | Add +8.5% | 8,560 | $254K |
| Merit Financial Group, LLC | 0.00% | Reduce -3.4% | 8,514 | $253K |
| Hoxton Planning & Management, LLC | 0.09% | No change | 8,514 | $253K |
| Johnson Investment Counsel Inc. | 0.00% | No change | 8,353 | $248K |
| Evoke Wealth, LLC | 0.01% | No change | 7,600 | $226K |
| SYM FINANCIAL Corp | 0.03% | Add +0.0% | 7,587 | $225K |
| WorthPointe, LLC | 0.09% | Reduce -5.1% | 7,568 | $225K |
| Dynamic Advisor Solutions LLC | 0.01% | New | 7,514 | $223K |
| Silver Oak Securities, Incorporated | 0.02% | New | 7,290 | $216K |
| Strategic Blueprint, LLC | 0.01% | New | 7,255 | $215K |
| Pure Financial Advisors, LLC | 0.00% | New | 7,159 | $212K |
| OneAscent Family Office, LLC | 0.20% | New | 7,057 | $209K |
| Silver Oak Wealth Advisors Services, LLC | 0.15% | New | 6,900 | $205K |
| Citizens & Northern Corp. | 0.05% | Reduce -8.9% | 6,890 | $204K |
| Strategic Financial Concepts, LLC | 0.03% | New | 6,850 | $203K |
| Brooklyn Investment Group | 0.03% | New | 6,646 | $197K |
| UBS Group AG | 0.00% | New | 6,406 | $190K |
| C M Bidwell & Associates Ltd. | 0.10% | No change | 6,390 | $190K |
| Colonial Trust Co / SC | 0.03% | Reduce -6.6% | 6,108 | $181K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 5,769 | $171K |
| Maryland Capital Advisors Inc. | 0.06% | No change | 5,401 | $160K |
| Glass Jacobson Investment Advisors llc | 0.06% | Add +88.5% | 5,134 | $152K |
| Exchange Traded Concepts, LLC | 0.00% | New | 4,289 | $127K |
| Vermillion Wealth Management, Inc. | 0.06% | Add +24.0% | 4,205 | $125K |
| Elevation Wealth Partners, LLC | 0.05% | Add +0.1% | 4,078 | $121K |
| Principal Securities, Inc. | 0.00% | Reduce -12.2% | 3,951 | $117K |
| Raffa Wealth Management, LLC | 0.02% | New | 3,006 | $89K |
| Stone House Investment Management, LLC | 0.02% | Add +287.8% | 2,870 | $85K |
| Keystone Financial Group, Inc. | 0.05% | Add +0.8% | 2,667 | $81K |
| Qube Research & Technologies Ltd | 0.00% | New | 2,706 | $80K |
| WealthCollab, LLC | 0.04% | New | 2,601 | $77K |
| MTM Investment Management, LLC | 0.03% | New | 2,577 | $76K |
| Physician Wealth Advisors, Inc. | 0.01% | Add +0.6% | 2,433 | $72K |
| Crewe Advisors LLC | 0.01% | Reduce -15.0% | 2,084 | $62K |
| AlphaCore Capital LLC | 0.00% | No change | 1,405 | $42K |
| Kennebec Savings Bank | 0.03% | No change | 1,125 | $33K |
| Pinnacle Bancorp, Inc. | 0.01% | New | 1,000 | $30K |
| Comerica Bank | 0.00% | Reduce -2.0% | 926 | $27K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -69.2% | 888 | $26K |
| Topsail Wealth Management, LLC | 0.00% | No change | 711 | $21K |
| Concord Wealth Partners | 0.00% | New | 627 | $19K |
| Medallion Wealth Advisors, LLC | 0.01% | Add +0.8% | 483 | $14K |
| Morton Brown Family Wealth, LLC | 0.00% | New | 440 | $13K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -38.3% | 391 | $12K |
| Aptus Capital Advisors, LLC | 0.00% | Add +54.3% | 344 | $10K |
| Gables Capital Management Inc. | 0.00% | New | 287 | $9K |
| Transce3nd, LLC | 0.00% | No change | 216 | $6K |
| Evermay Wealth Management LLC | 0.00% | No change | 177 | $5K |
| AE Wealth Management LLC | 0.00% | Reduce -92.1% | 171 | $5K |
| Global Trust Asset Management, LLC | 0.00% | No change | 160 | $5K |
| Pension & Wealth Management Advisors, Inc. | 0.00% | Add +0.7% | 149 | $4K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | No change | 125 | $4K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 121 | $4K |
| Optimum Investment Advisors | 0.00% | No change | 120 | $4K |
| Integrity Financial Corp | 0.00% | No change | 110 | $3K |
| Aspect Partners, LLC | 0.00% | No change | 50 | $1K |
| Elevate Wealth Advisory, Inc. | 0.00% | No change | 42 | $1K |
| Harbour Investments, Inc. | 0.00% | No change | 38 | $1K |
| Hurley Capital, LLC | 0.00% | No change | 22 | $662 |
| MAI Capital Management | 0.00% | No change | 20 | $594 |
| First Command Advisory Services, Inc. | 0.00% | New | 14 | $416 |
| REAP Financial Group, LLC | 0.00% | New | 1 | $30 |
"% of holder's portfolio" is DFEM's weight in each manager's 13F, not the share of Dimensional Emrg MRKT Core the manager owns.