Dimensional Emrg MRKT CoreDFEMETF

13F holders, Q3 2025 (September 30)
473holders +20
38new positions
13sold out
2famous investors
$32.10avg. 13F price*

At the end of Q3 2025, 473 institutions reported holding Dimensional Emrg MRKT Core (DFEM) in their 13F filings, up 20 from Q2 2025. 38 opened new positions and 13 sold out. The largest holders were Forum Financial Management, LP ($552.8M), Focus Partners Wealth ($236.2M) and Focus Partners Advisor Solutions, LLC ($195.7M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and 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

0200400600 Q1 2024: 300Q1 2024Q2 2024: 315Q2 2024Q3 2024: 335Q3 2024Q4 2024: 408Q4 2024Q1 2025: 429Q1 2025Q2 2025: 453Q2 2025Q3 2025: 473Q3 2025Q4 2025: 528Q4 2025Q1 2026: 561Q1 2026Q2 2026: 597Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions38$62.0M
Exits13$21.1M

All 13F filers, Q2 2025 → Q3 2025: 10,188,295 shares bought and 4,012,001 shares sold, net +6,176,294 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 473 holders

Forum Financial Management, LP 7.57% Add +2.7% 17,237,631 $552.8M
Focus Partners Wealth 0.38% Add +14.1% 7,357,736 $236.2M
Focus Partners Advisor Solutions, LLC 2.22% Add +0.0% 6,015,750 $195.7M
Corient Private Wealth LP 0.29% Reduce -12.7% 5,746,678 $184.6M
Sequoia Financial Advisors, LLC 0.96% Add +5.5% 4,887,858 $156.8M
Truepoint, Inc. 3.31% Reduce -1.2% 4,439,337 $142.4M
HighTower Advisors, LLC 0.13% Reduce -0.3% 3,674,002 $117.8M
Parcion Private Wealth LLC 5.49% Reduce -1.1% 2,745,347 $88.0M
Asset Dedication, LLC 5.55% Add +3.4% 2,576,147 $82.6M
Evensky & Katz LLC 4.52% Add +0.4% 2,429,182 $77.9M
JMG Financial Group, Ltd. 1.87% Add +4.1% 2,049,754 $65.7M
Maseco LLP 3.09% Add +5.9% 1,985,360 $63.7M
RW Investment Management LLC 6.49% Add +7.0% 1,964,109 $63.0M
LPL Financial LLC 0.02% Add +5.1% 1,907,063 $61.2M
Forvis Mazars Wealth Advisors, LLC 1.21% Add +70.7% 1,904,518 $61.1M
Rockwood Wealth Management, LLC 4.77% Add +15.6% 1,862,470 $59.7M
Total Wealth Planning, LLC 6.84% Add +1.4% 1,844,234 $59.1M
Heritage Financial Services, LLC 5.16% Reduce -1.9% 1,790,493 $57.4M
Awm Capital, LLC 5.19% Add +3.2% 1,778,492 $57.0M
Savant Capital, LLC 0.31% Add +2.4% 1,579,228 $50.6M
Bank of Montreal 0.02% Add +11.5% 1,565,349 $50.2M
Wealthstream Advisors, Inc. 7.21% Add +0.7% 1,487,693 $47.7M
Hill Investment Group Partners, LLC 5.65% Reduce -0.7% 1,445,049 $46.3M
Envestnet Asset Management Inc. 0.01% Add +10.4% 1,359,305 $43.6M
Apella Capital, LLC 0.97% Reduce -1.8% 1,334,738 $43.4M
EnRich Financial Partners LLC 11.61% Add +0.8% 1,272,666 $40.8M
Phillips Financial Management, LLC 2.49% Add +5.7% 1,179,182 $37.8M
Great Oak Capital Partners, LLC 9.51% Add +2.3% 1,120,838 $36.2M
Klaas Financial Asset Advisors, LLC 5.23% Add +0.3% 1,086,717 $34.9M
Mosaic Family Wealth Partners, LLC 4.01% Add +0.7% 1,068,731 $34.2M
Oakwell Private Wealth Management, LLC 6.63% Add +2.4% 1,029,459 $33.0M
Brighton Jones LLC 0.79% Add +6.2% 1,025,394 $32.9M
Miramar Fiduciary Corp 25.55% Reduce -3.2% 1,015,741 $32.6M
OneDigital Investment Advisors LLC 0.33% Reduce -0.1% 1,008,134 $32.3M
Kooman & Associates 9.89% Add +2.8% 1,000,108 $32.1M
Burton Enright Welch 4.82% Add +5.7% 995,245 $31.9M
Rather & Kittrell, Inc. 5.56% Add +6.9% 989,592 $31.7M
Mercer Global Advisors Inc. 0.05% Reduce -10.9% 965,851 $31.0M
Willow Creek Wealth Management Inc. 2.54% Add +5.6% 962,189 $30.9M
Seaside Wealth Management, Inc. 8.94% Add +0.7% 939,792 $30.1M
Rockbridge Investment Management, LCC 2.97% Add +2.9% 937,029 $30.1M
Monograph Wealth Advisors, LLC 2.84% Add +15.8% 876,662 $28.1M
Your Advocates Ltd., LLP 9.41% Reduce -0.7% 875,285 $28.1M
Betterment LLC 0.05% Add +5.3% 855,439 $27.4M
Beacon Pointe Advisors, LLC 0.23% Add +677.2% 831,445 $26.7M
Hemington Wealth Management 3.41% Add +5.8% 818,751 $26.3M
Leading Edge Financial Planning LLC 6.27% Add +3.7% 778,972 $25.0M
Syverson Strege & Co 5.87% Reduce -6.7% 764,056 $24.5M
Jackson Thornton Wealth Management, LLC 2.44% Reduce -1.8% 738,209 $24.1M
DiNuzzo Private Wealth, Inc. 2.68% Reduce -0.7% 767,262 $23.7M
Plancorp, LLC 0.72% Add +35.6% 711,209 $22.8M
Sensible Money, LLC 7.72% Add +6.3% 708,263 $22.7M
Stratos Investment Management, LLC 0.94% Add +11.5% 706,484 $22.7M
Bank of America Corp. 0.00% Add +2.0% 697,634 $22.4M
Pinnacle Financial Group, LLC / IL 6.64% Reduce -2.5% 684,426 $21.9M
RS Crum Inc. 4.87% Add +1.2% 682,986 $21.9M
Stordahl Capital Management, Inc. 4.48% Reduce -1.1% 665,029 $21.3M
Financial Engines Advisors L.L.C. 0.04% Add +25.5% 657,895 $21.1M
Integris Wealth Management, LLC 5.11% Add +0.7% 654,502 $21.0M
Premier Financial Group 5.45% Reduce -0.0% 636,268 $20.4M
AdvisorNet Financial, Inc 1.15% Add +3.6% 631,997 $20.3M
Eaton-Cambridge Inc. 7.05% Add +1.8% 631,951 $20.3M
Susquehanna International Group, LLP 0.03% New 619,405 $19.9M
Mariner, LLC 0.03% Add +73.9% 607,756 $19.5M
Jane Street Group, LLC 0.02% Reduce -36.2% 600,000 $19.2M
Commonwealth Equity Services, LLC 0.02% Add +1.7% 577,457 $18.5M
BCR Wealth Strategies, LLC 6.35% Add +0.0% 563,187 $18.1M
Evanson Asset Management, LLC 1.02% Add +6.5% 562,798 $18.0M
Capstone Capital LLC 11.65% Add +4.4% 543,642 $17.4M
Sageworth Trust Co 0.81% Reduce -0.8% 542,376 $17.4M
Private Wealth Management Group, LLC 4.79% Add +5.4% 542,057 $17.4M
Planning Center, Inc. 1.81% Reduce -0.4% 537,300 $17.2M
von Borstel & Associates, Inc. 2.62% Add +0.7% 514,011 $17.1M
Ballentine Capital Advisors, Inc 7.56% Add +1.1% 532,849 $17.1M
Heritage Investment Group, Inc. 2.71% Add +4.7% 527,285 $16.9M
Cambridge Financial Group, LLC 5.41% Add +2.6% 524,208 $16.8M
Sachem Hill LLC 3.30% Reduce -4.1% 513,971 $16.5M
Peapack Gladstone Financial Corp. 0.21% Add +6.0% 509,485 $16.3M
Aspen Capital Management, LLC 4.14% Add +8.9% 506,415 $16.2M
Keb Asset Management, LLC 3.63% Add +5.5% 504,740 $16.2M
Flagstone Financial Management 4.27% Reduce -0.9% 504,148 $16.2M
Leonard Rickey Investment Advisors P.L.L.C. 2.99% Add +0.4% 494,799 $15.9M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.92% Add +5.1% 494,668 $15.9M
Peirce Capital Management, LLC 6.59% Add +3.0% 494,533 $15.9M
Vestmark Advisory Solutions, Inc. 0.30% Reduce -48.1% 491,854 $15.8M
Emprise Bank 6.64% Add +5.0% 479,453 $15.4M
Equita Financial Network, Inc. 5.06% Add +1.9% 467,038 $15.0M
Verisail Partners, LLC 6.33% Reduce -0.5% 465,037 $14.9M
Symmetry Partners, LLC 1.62% Add +7.6% 463,651 $14.9M
Citadel Advisors 0.01% Reduce -13.9% 460,193 $14.8M
Creative Planning 0.01% Add +172.5% 443,505 $14.2M
Squire Investment Management Company, LLC 4.61% Add +5.4% 441,153 $14.1M
Kondo Wealth Advisors, Inc. 5.65% Add +5.1% 437,003 $14.0M
Straight Path Wealth Management 3.78% Add +8.8% 421,954 $13.5M
Greenspring Advisors, LLC 2.39% — 421,458 $13.5M
Bfsg, LLC 1.30% Reduce -2.8% 418,908 $13.4M
NewEdge Advisors, LLC 0.06% Reduce -16.5% 416,464 $13.4M
Hassell Wealth Management, LLC 4.58% Add +1.3% 411,788 $13.2M
Cardiff Park Advisors, LLC 1.01% Add +1.6% 411,113 $13.2M
Henrickson Nauta Wealth Advisors, Inc. 3.96% Add +4.4% 390,079 $12.5M

"% of holder's portfolio" is DFEM's weight in each manager's 13F, not the share of Dimensional Emrg MRKT Core the manager owns.

Show all 473 holders