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
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 38 | $62.0M |
| Exits | 13 | $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 |
| DecisionPoint Financial, LLC | 2.91% | Add +10.2% | 386,001 | $12.5M |
| Old Mission Capital LLC | 0.43% | Reduce -12.6% | 378,548 | $12.1M |
| Cravens & Co Advisors, LLC | 8.18% | Add +0.5% | 373,723 | $12.0M |
| Financial Symmetry Inc | 5.32% | Add +1.8% | 370,267 | $11.9M |
| Discipline Wealth Solutions, LLC | 3.13% | Add +19.9% | 369,842 | $11.9M |
| New Dimensions Wealth Management, LLC | 10.35% | Reduce -5.7% | 368,430 | $11.8M |
| Aerodigm Wealth, LLC | 4.97% | Add +4.1% | 365,089 | $11.8M |
| Physician Wealth Solutions Inc. | 5.11% | Reduce -0.3% | 365,026 | $11.7M |
| Watchman Group, Inc. | 2.67% | Reduce -1.5% | 344,368 | $11.0M |
| Krilogy Financial LLC | 0.41% | Add +3.7% | 333,543 | $11.0M |
| JGP Wealth Management, LLC | 1.21% | Reduce -1.4% | 336,698 | $10.9M |
| BCU Wealth Advisors, LLC | 4.41% | Add +2.8% | 339,997 | $10.9M |
| Causey Wealth LLC | 5.30% | Reduce -2.6% | 338,343 | $10.9M |
| Kaufman Rossin Wealth, LLC | 5.86% | Add +3.7% | 333,617 | $10.7M |
| Blume Capital Management, Inc. | 2.06% | Reduce -0.0% | 333,211 | $10.7M |
| Vannoy Advisory Group, Inc. | 6.90% | Reduce -2.1% | 329,363 | $10.6M |
| Trust Co of the South | 1.72% | Add +2.3% | 322,829 | $10.4M |
| Brady Martz Wealth Solutions, LLC | 1.88% | Add +1.8% | 322,163 | $10.3M |
| Mills Wealth Advisors LLC | 4.13% | Add +0.7% | 316,932 | $10.2M |
| Level Financial Advisors | 2.84% | Add +14.9% | 313,736 | $10.1M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +4.5% | 312,581 | $10.0M |
| Family Wealth Partners, LLC | 3.75% | Reduce -0.5% | 311,684 | $10.0M |
| My Personal CFO, LLC | 3.74% | New | 301,360 | $9.7M |
| Foundation Wealth Management, LLC\PA | 3.74% | Add +16.8% | 301,360 | $9.7M |
| Guardian Partners Inc. | 0.81% | Reduce -29.3% | 299,528 | $9.6M |
| Allworth Financial LP | 0.04% | Add +24.7% | 299,488 | $9.6M |
| Burk Holdings LLC | 5.08% | Add +3.5% | 296,497 | $9.5M |
| Timonier Family Office, LTD. | 3.06% | Add +11.4% | 291,322 | $9.3M |
| HTG Investment Advisors, Inc. | 3.06% | Add +1.6% | 283,514 | $9.1M |
| Mattern Wealth Management LLC | 1.81% | Reduce -1.1% | 282,434 | $9.1M |
| Ruedi Wealth Management, Inc. | 2.53% | Add +4.6% | 281,869 | $9.0M |
| HMV Wealth Advisors, LLC | 4.89% | Add +24.2% | 277,055 | $8.9M |
| Northwest Wealth Management, LLC | 1.46% | Add +0.6% | 275,779 | $8.8M |
| Mach-1 Financial Group, LLC | 1.39% | New | 270,847 | $8.7M |
| Integrity Advisory Solutions, LLC | 1.39% | — | 270,847 | $8.7M |
| MML Investors Services, LLC | 0.02% | Reduce -38.6% | 264,237 | $8.5M |
| United Wealth Management, LLC | 2.30% | Add +0.7% | 263,397 | $8.4M |
| Integrated Wealth Concepts LLC | 0.08% | Add +64.2% | 262,185 | $8.4M |
| Keyvantage Wealth, LLC | 3.50% | Add +0.6% | 259,991 | $8.3M |
| Bridge Generations Wealth Management LLC | 5.52% | Reduce -23.0% | 259,180 | $8.3M |
| Hippocratic Financial Advisors, LLC | 3.97% | Add +0.9% | 257,084 | $8.2M |
| Menora Mivtachim Holdings LTD. | 0.04% | New | 256,853 | $8.2M |
| Tillman Hartley LLC | 2.12% | Reduce -0.1% | 255,290 | $8.2M |
| Integrity Alliance, Llc. | 0.39% | Add +0.8% | 254,854 | $8.2M |
| American Investment Services, Inc. | 1.96% | Add +4.0% | 254,482 | $8.2M |
| Tilson Financial Group, Inc. | 2.67% | Add +10.1% | 253,368 | $8.1M |
| Hurlow Wealth Management Group, Inc. | 2.06% | Add +67.2% | 247,861 | $7.9M |
| Prospect Financial Group LLC | 7.75% | Reduce -0.6% | 247,311 | $7.9M |
| SwitchPoint Financial Planning, LLC | 5.73% | Add +6.3% | 246,517 | $7.9M |
| Osaic Holdings, Inc. | 0.01% | Add +18.0% | 246,904 | $7.9M |
| BCO Wealth Management LLC | 5.20% | Add +3.5% | 245,651 | $7.9M |
| Fortitude Family Office, LLC | 2.09% | Add +24.8% | 240,347 | $7.7M |
| One Degree Advisors Inc | 2.36% | Add +19.7% | 239,754 | $7.7M |
| PBMares Wealth Management LLC | 1.24% | Add +5.7% | 238,465 | $7.6M |
| Hiley Hunt Wealth Management | 3.59% | Add +1.0% | 237,915 | $7.6M |
| Friday Financial | 3.16% | Add +10.5% | 235,132 | $7.5M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +24.6% | 234,047 | $7.5M |
| Liberty Wealth Management LLC | 1.04% | Reduce -0.3% | 231,075 | $7.4M |
| Quarry Hill Advisors, LLC | 3.78% | Add +4.9% | 229,668 | $7.4M |
| Lutz Financial Services LLC | 0.53% | Add +3.4% | 228,424 | $7.3M |
| Gradient Capital Advisors, LLC | 1.96% | Reduce -1.3% | 227,460 | $7.3M |
| DAVENPORT & Co LLC | 0.04% | Add +4.8% | 226,038 | $7.2M |
| O'Connor Financial Group LLC | 3.04% | Add +0.8% | 225,754 | $7.2M |
| SC&H Financial Advisors, Inc. | 1.17% | Add +3.0% | 223,598 | $7.2M |
| Midwest Trust Co | 0.09% | Add +2.8% | 221,267 | $7.1M |
| Studio Investment Management LLC | 1.33% | Reduce -2.1% | 219,458 | $7.0M |
| Wealth Advisors Northwest LLC | 3.35% | Add +2.9% | 216,173 | $6.9M |
| Peterson Wealth Advisors, LLC | 1.02% | Add +20.3% | 211,327 | $6.8M |
| ARK & TLK Investments, LLC | 2.17% | Reduce -5.7% | 213,356 | $6.8M |
| Pacific Asset Management, LLC | 4.64% | Add +4.9% | 212,850 | $6.8M |
| Passive Capital Management, LLC. | 2.21% | Add +7.7% | 211,548 | $6.8M |
| Orion Porfolio Solutions, LLC | 0.05% | Add +4.8% | 210,702 | $6.8M |
| Client 1ST Advisory Group, LLC | 2.20% | Reduce -2.7% | 206,599 | $6.6M |
| Clarity Wealth Development LLC | 5.98% | Add +5.7% | 198,772 | $6.6M |
| Versant Capital Management, Inc | 0.90% | Add +2.5% | 205,391 | $6.6M |
| Scratch Capital LLC | 4.32% | Add +6.8% | 204,287 | $6.6M |
| HB Wealth Management, LLC | 0.04% | Reduce -1.0% | 200,908 | $6.4M |
| Enzi Wealth | 2.25% | Reduce -0.4% | 196,625 | $6.4M |
| Financial Harvest, LLC | 4.30% | Add +3.8% | 198,853 | $6.4M |
| SageOak Financial, LLC | 4.39% | Add +2.0% | 186,303 | $6.0M |
| Morgan Stanley | 0.00% | Reduce -8.4% | 180,349 | $5.8M |
| Longview Financial Advisors LLC | 3.29% | Reduce -0.7% | 178,199 | $5.7M |
| North Ridge Wealth Advisors, Inc. | 3.26% | Add +1.5% | 177,918 | $5.7M |
| Truist Financial Corp. | 0.01% | Reduce -2.5% | 177,703 | $5.7M |
| Vantage Point Financial LLC | 2.19% | Add +5.8% | 176,488 | $5.7M |
| Factor Wealth Management LTD | 1.40% | Add +2.5% | 174,532 | $5.6M |
| Modern Wealth Management, LLC | 0.11% | Add +0.9% | 173,582 | $5.6M |
| KFG Wealth Management, LLC | 0.79% | Add +3.3% | 170,112 | $5.5M |
| RCS Financial Planning, LLC | 2.39% | Add +2.2% | 168,235 | $5.4M |
| Geneos Wealth Management Inc. | 0.13% | Add +3.7% | 164,677 | $5.3M |
| Vestia Personal Wealth Advisors | 2.73% | Add +14.4% | 160,113 | $5.1M |
| Kestra Advisory Services, LLC | 0.02% | Add +12.3% | 159,830 | $5.1M |
| Austin Wealth Management, LLC | 0.78% | Reduce -5.3% | 151,620 | $4.9M |
| Arcadia Wealth Management, Inc. | 2.92% | Add +6.0% | 149,783 | $4.8M |
| Pillar Financial Advisors, LLC | 2.83% | Add +6.2% | 140,256 | $4.5M |
| LifeGuide Financial Advisors, LLC | 1.64% | Add +0.3% | 150,044 | $4.5M |
| Hutchens & Kramer Investment Management Group, LLC | 1.74% | Reduce -1.6% | 137,749 | $4.4M |
| TCI Wealth Advisors, Inc. | 0.26% | Add +1.8% | 137,694 | $4.4M |
| Avant Financial Advisors LLC | 3.27% | Add +0.9% | 135,347 | $4.3M |
| BetterWealth, LLC | 1.00% | Reduce -3.2% | 131,000 | $4.2M |
| B&D White Capital Company, LLC | 0.53% | Add +0.0% | 130,199 | $4.2M |
| Riverchase Wealth Management, LLC | 2.34% | Add +2.5% | 128,749 | $4.1M |
| Claris Advisors, LLC / Mo / | 1.42% | No change | 137,699 | $4.1M |
| Rehmann Capital Advisory Group | 0.22% | Reduce -10.1% | 126,110 | $4.0M |
| JFS Wealth Advisors, LLC | 0.23% | Add +3.3% | 124,560 | $4.0M |
| Porter White Investment Advisors, Inc. | 1.69% | Reduce -1.3% | 123,087 | $3.9M |
| Vista Capital Partners, Inc. | 0.39% | Add +0.9% | 119,789 | $3.8M |
| Grand Wealth Management, LLC | 1.85% | Reduce -1.4% | 119,342 | $3.8M |
| Avior Wealth Management, LLC | 0.12% | Add +33.8% | 115,043 | $3.7M |
| Apollon Wealth Management, LLC | 0.07% | Reduce -1.6% | 114,400 | $3.7M |
| SJS Investment Consulting Inc. | 0.50% | Reduce -8.7% | 113,596 | $3.6M |
| Park Avenue Securities LLC | 0.03% | New | 111,230 | $3.6M |
| Simplicity Wealth,LLC | 0.20% | Reduce -51.3% | 110,334 | $3.5M |
| RFG Advisory, LLC | 0.07% | Add +11.7% | 110,210 | $3.5M |
| CogentBlue Wealth Advisors, LLC | 2.40% | Add +12.4% | 109,685 | $3.5M |
| Family Office Research LLC | 1.52% | Reduce -0.6% | 108,596 | $3.5M |
| Legacy Financial Group, Inc. | 0.95% | Add +3.8% | 107,895 | $3.5M |
| Five Oceans Advisors | 1.26% | Add +2.6% | 107,083 | $3.4M |
| Accurate Wealth Management, LLC | 0.46% | Add +1.7% | 107,572 | $3.4M |
| Outbound Financial Inc | 2.70% | Add +6.7% | 103,269 | $3.3M |
| Waterfront Wealth Inc. | 0.68% | Reduce -7.4% | 101,128 | $3.3M |
| Fiduciary Financial Group, LLC | 0.51% | Add +2.7% | 101,125 | $3.2M |
| Bridgewater Advisors Inc. | 0.22% | Add +1.1% | 98,831 | $3.2M |
| JDH Wealth Management, LLC | 2.27% | Add +10.2% | 99,525 | $3.2M |
| JPMorgan Chase & Co. | 0.00% | Add +15.1% | 99,493 | $3.2M |
| XY Planning Network, Inc. | 1.09% | No change | 107,424 | $3.2M |
| W.H. Cornerstone Investments Inc. | 1.92% | Add +3.6% | 98,027 | $3.1M |
| Captrust Financial Advisors | 0.01% | Add +3.6% | 97,637 | $3.1M |
| Sowell Financial Services LLC | 0.12% | Add +7.0% | 97,395 | $3.1M |
| JNBA Financial Advisors | 0.28% | Reduce -7.5% | 96,940 | $3.1M |
| Foundations Investment Advisors, LLC | 0.04% | New | 94,617 | $3.0M |
| Aspen Wealth Management LLC | 0.66% | Add +0.3% | 92,874 | $3.0M |
| Signature Resources Capital Management, LLC | 1.62% | Add +1.1% | 92,360 | $3.0M |
| Visionary Wealth Advisors | 0.14% | Add +54.5% | 91,977 | $2.9M |
| CFS Investment Advisory Services, LLC | 0.22% | Reduce -0.9% | 89,074 | $2.9M |
| Cloud Capital Management, LLC | 1.54% | Add +18.9% | 90,889 | $2.9M |
| Capstone Wealth Management, LLC | 2.21% | Add +22.9% | 89,411 | $2.9M |
| Shore Point Advisors, LLC | 1.19% | Add +8.6% | 83,564 | $2.7M |
| HBK Sorce Advisory LLC | 0.07% | Add +119.4% | 82,244 | $2.7M |
| ShankerValleau Wealth Advisors, Inc. | 0.68% | Reduce -0.3% | 83,023 | $2.7M |
| Sageworth Trust Co of South Dakota | 2.49% | Add +6.0% | 82,485 | $2.6M |
| Abel Hall, LLC | 1.04% | Add +1.5% | 80,307 | $2.6M |
| American Capital Advisory, LLC | 1.19% | Add +3.7% | 80,096 | $2.6M |
| EverSource Wealth Advisors, LLC | 0.10% | Add +12.2% | 79,571 | $2.6M |
| Strengthening Families & Communities, LLC | 0.56% | Add +3.0% | 79,118 | $2.5M |
| Shearwater Capital LLC | 1.49% | Reduce -0.0% | 78,083 | $2.5M |
| Asset Planning Corporation | 1.19% | Add +24.0% | 78,054 | $2.5M |
| Axxcess Wealth Management, LLC | 0.05% | Reduce -10.2% | 78,043 | $2.5M |
| Keyes, Stange & Wooten Wealth Management, LLC | 1.19% | Reduce -0.9% | 76,894 | $2.5M |
| Austin Asset Management Co Inc | 0.45% | Add +9.1% | 74,483 | $2.4M |
| AQR Capital Management | 0.00% | Add +34.6% | 67,043 | $2.2M |
| Nalls Sherbakoff Group, LLC | 1.44% | Add +4.4% | 66,587 | $2.1M |
| VeraBank, N.A. | 0.39% | Reduce -29.9% | 64,936 | $2.1M |
| Kathleen S. Wright Associates Inc. | 0.77% | Add +0.1% | 64,425 | $2.1M |
| Dopkins Wealth Management, LLC | 0.86% | Add +12.0% | 63,609 | $2.0M |
| Moneta Group Investment Advisors LLC | 0.02% | New | 62,627 | $2.0M |
| Signature Estate & Investment Advisors LLC | 0.04% | Add +16.6% | 62,070 | $2.0M |
| Parallel Advisors, LLC | 0.04% | Add +3.0% | 61,201 | $2.0M |
| Rialto Wealth Management, LLC | 0.50% | Reduce -4.9% | 61,003 | $2.0M |
| Wealthcare Advisory Partners LLC | 0.04% | Add +7.1% | 60,422 | $1.9M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -6.2% | 59,772 | $1.9M |
| Raymond James Financial Inc. | 0.00% | Add +63.4% | 59,974 | $1.9M |
| Smartleaf Asset Management LLC | 0.12% | Add +2.9% | 60,094 | $1.9M |
| Farther Finance Advisors, LLC | 0.03% | Add +44.5% | 58,888 | $1.9M |
| Sprinkle Financial Consultants LLC | 1.02% | Add +3.2% | 57,198 | $1.8M |
| Warburton Capital Management, LLC | 1.10% | Add +2.3% | 56,590 | $1.8M |
| Financial Alternatives, Inc | 1.11% | Reduce -0.6% | 56,935 | $1.8M |
| Chicago Partners Investment Group LLC | 0.05% | Add +24.3% | 54,737 | $1.8M |
| Vestment Financial LLC | 1.04% | Reduce -70.3% | 56,204 | $1.8M |
| Liberty Capital Management, Inc. | 0.33% | Add +8.0% | 54,502 | $1.7M |
| Applied Capital LLC | 0.67% | Reduce -0.9% | 52,228 | $1.7M |
| Perigon Wealth Management, LLC | 0.03% | Reduce -0.6% | 52,131 | $1.7M |
| Entrewealth, LLC | 0.86% | Add +2.6% | 52,083 | $1.7M |
| Pinney & Scofield, Inc. | 1.03% | Add +3.7% | 51,690 | $1.7M |
| Lodestone Wealth Management LLC | 0.73% | Add +3.5% | 50,573 | $1.6M |
| Parkwoods Wealth Partners, LLC | 0.55% | Add +199.8% | 50,390 | $1.6M |
| Core Wealth Management, Inc. | 0.51% | Add +12.3% | 49,687 | $1.6M |
| Meritas Wealth Management, LLC | 0.78% | Add +0.9% | 49,310 | $1.6M |
| Nwam LLC | 0.08% | Add +3.9% | 47,528 | $1.5M |
| Strategent Financial, LLC | 1.07% | Add +14.5% | 46,543 | $1.5M |
| Copperleaf Capital, LLC | 0.69% | Add +1.4% | 44,940 | $1.4M |
| Aegis Wealth Management LLC | 0.75% | Reduce -13.6% | 43,851 | $1.4M |
| FMB Wealth Management | 0.59% | Add +52.4% | 43,602 | $1.4M |
| Breakwater Capital Group | 0.20% | Add +27.9% | 43,125 | $1.4M |
| Ariadne Wealth Management, LP | 0.62% | Add +42.4% | 41,589 | $1.4M |
| Abacus Planning Group, Inc. | 0.18% | Add +66.5% | 41,299 | $1.3M |
| Root Financial Partners, LLC | 0.08% | Add +179.2% | 40,624 | $1.3M |
| Wedmont Private Capital | 0.05% | No change | 38,960 | $1.3M |
| Quadrature Capital Ltd | 0.01% | New | 39,205 | $1.3M |
| Austin Private Wealth, LLC | 0.10% | Add +1.7% | 38,868 | $1.2M |
| Brown Advisory Inc. | 0.00% | No change | 38,666 | $1.2M |
| Corus Family Wealth Advisors | 0.91% | No change | 38,384 | $1.2M |
| SageView Advisory Group, LLC | 0.04% | Reduce -1.2% | 38,208 | $1.2M |
| Live Oak Private Wealth LLC | 0.17% | Add +0.0% | 38,188 | $1.2M |
| Grunden Financial Advisory, Inc. | 0.49% | Add +3.0% | 37,669 | $1.2M |
| Poinciana Advisors Group, LLC | 1.01% | Add +9.1% | 37,474 | $1.2M |
| Morris Financial Concepts, Inc. | 0.43% | Reduce -2.5% | 37,458 | $1.2M |
| Red Lighthouse Investment Management, LLC | 0.42% | No change | 37,183 | $1.2M |
| Advisory Services Network, LLC | 0.02% | Add +0.6% | 36,535 | $1.2M |
| Signet Financial Management, LLC | 0.13% | Reduce -2.7% | 35,601 | $1.1M |
| M Holdings Securities, Inc. | 0.24% | Add +4.0% | 35,042 | $1.1M |
| Essential Planning, LLC. | 0.38% | Add +54.5% | 34,654 | $1.1M |
| Savvy Advisors, Inc. | 0.05% | Reduce -23.5% | 34,566 | $1.1M |
| Tru Independence Asset Management 2, LLC | 0.72% | Add +5.2% | 34,251 | $1.1M |
| Two West Capital Advisors LLC | 0.66% | Add +1.2% | 32,878 | $1.1M |
| AssuredPartners Investment Advisors, LLC | 0.24% | Add +5.1% | 33,786 | $1.1M |
| First Financial Group Corp | 0.92% | Add +15.4% | 32,935 | $1.1M |
| 25 LLC | 0.34% | Add +4.3% | 30,932 | $992K |
| Firethorn Wealth Partners, LLC | 0.39% | Reduce -0.1% | 30,885 | $990K |
| Royal Bank of Canada | 0.00% | Reduce -1.3% | 30,014 | $962K |
| Gemmer Asset Management LLC | 0.08% | Add +1.9% | 29,922 | $960K |
| Natixis Advisors, LLC | 0.00% | Add +7.3% | 29,707 | $953K |
| Sterling Wealth Advisors Inc | 0.59% | Add +0.0% | 28,310 | $920K |
| Rf&l Wealth Management, LLC | 0.53% | Add +0.5% | 27,975 | $897K |
| TFO Wealth Partners, LLC | 0.15% | New | 27,952 | $896K |
| Bayshore Asset Management, LLC | 0.37% | Add +24.7% | 27,110 | $869K |
| CreativeOne Wealth, LLC | 0.02% | Add +15.8% | 26,989 | $866K |
| Conrad Siegel Investment Advisors, Inc. | 0.17% | Add +66.6% | 25,561 | $820K |
| Altiora Financial Group, LLC | 0.15% | Reduce -41.8% | 25,265 | $810K |
| Flputnam Investment Management Co. | 0.01% | Reduce -34.9% | 24,805 | $795K |
| GeoWealth Management, LLC | 0.03% | Add +65.1% | 24,176 | $775K |
| NorthCrest Asset Manangement, LLC | 0.02% | Reduce -2.1% | 23,835 | $772K |
| Earned Wealth Advisors, LLC | 0.12% | Add +9.1% | 22,769 | $730K |
| Ridgeline Wealth, LLC | 0.54% | Reduce -3.2% | 22,719 | $729K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +8.8% | 22,590 | $725K |
| Triad Wealth Partners, LLC | 0.09% | Add +74.7% | 22,427 | $719K |
| Private Advisor Group, LLC | 0.00% | Add +16.4% | 22,322 | $716K |
| Beacon Financial Advisory LLC | 0.16% | Add +6.2% | 21,878 | $702K |
| Blossom Wealth Management | 1.13% | Add +4.3% | 21,771 | $698K |
| Lauterbach Financial Advisors, LLC | 0.35% | Add +17.5% | 21,425 | $687K |
| USAdvisors Wealth Management, LLC | 0.23% | Add +5.6% | 20,768 | $666K |
| Wealthspire Advisors, LLC | 0.00% | No change | 20,747 | $665K |
| Andrews, Lucia Wealth Management LLC | 0.40% | Add +2.3% | 20,629 | $662K |
| Modera Wealth Management, LLC | 0.01% | Reduce -4.7% | 20,533 | $659K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +19.1% | 20,529 | $658K |
| Werba Rubin Papier Wealth Management | 0.11% | Add +14.1% | 20,412 | $655K |
| WorthPointe, LLC | 0.24% | Add +165.7% | 20,107 | $645K |
| Disciplined Investments, LLC | 0.26% | Add +3.9% | 20,041 | $643K |
| GEM Asset Management, LLC | 0.30% | Add +0.6% | 19,482 | $631K |
| Burney Co./ | 0.02% | Add +0.0% | 19,089 | $612K |
| Citigroup Inc. | 0.00% | Add +34.6% | 19,043 | $611K |
| Cetera Investment Advisers | 0.00% | Add +27.2% | 18,898 | $606K |
| Cwm, LLC | 0.00% | Add +13.8% | 18,812 | $603K |
| Legacy Capital Wealth Partners, LLC | 0.13% | Add +7.9% | 18,642 | $598K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Reduce -0.3% | 18,397 | $590K |
| Drucker Wealth 3.0, LLC | 0.10% | Add +7.9% | 18,362 | $589K |
| Chico Wealth RIA | 0.40% | No change | 18,235 | $585K |
| Daner Wealth Management, LLC | 0.38% | Reduce -3.5% | 17,878 | $581K |
| Clear Creek Financial Management, LLC | 0.05% | Add +4.8% | 17,564 | $563K |
| Oceanside Advisors LLC | 0.35% | Add +0.3% | 17,465 | $560K |
| Strathmore Capital Advisors, Inc. | 0.23% | Reduce -9.2% | 17,425 | $559K |
| Quantinno Capital Management LP | 0.00% | New | 17,160 | $550K |
| True Wealth Design, LLC | 0.17% | Add +5.9% | 17,046 | $547K |
| Gordian Advisors LLC | 0.36% | Add +0.7% | 16,613 | $533K |
| Higgins & Schmidt Wealth Strategies LLC | 0.26% | Reduce -1.2% | 16,333 | $524K |
| Tortoise Investment Management, LLC | 0.05% | Add +3.2% | 16,324 | $524K |
| Quad-Cities Investment Group, LLC | 0.22% | Add +2.9% | 16,049 | $515K |
| Geometric Wealth Advisors | 0.07% | No change | 15,709 | $504K |
| Astra Wealth Partners LLC | 0.35% | Reduce -3.6% | 15,548 | $499K |
| Baker Tilly Wealth Management, LLC | 0.11% | New | 15,451 | $496K |
| Canvas Wealth Advisors, LLC | 0.09% | Add +21.3% | 15,129 | $492K |
| Seven Mile Advisory | 0.08% | No change | 14,820 | $475K |
| Bessemer Group Inc. | 0.00% | No change | 14,600 | $468K |
| Morling Financial Advisors, LLC | 0.15% | Reduce -2.8% | 14,529 | $466K |
| Caprock Group, LLC | 0.01% | — | 14,929 | $461K |
| Lam Group, Inc. | 0.28% | Reduce -5.0% | 14,285 | $458K |
| Equitable Holdings, Inc. | 0.00% | Add +26.8% | 14,221 | $456K |
| Wealth Management Nebraska | 0.05% | New | 13,718 | $440K |
| FMR LLC | 0.00% | Add +31.2% | 12,458 | $400K |
| Aurelius Family Office LLC | 0.18% | Reduce -0.7% | 12,428 | $399K |
| SOL Capital Management CO | 0.04% | No change | 12,365 | $397K |
| RB Capital Management, LLC | 0.09% | Add +14.6% | 12,194 | $391K |
| Mustard Seed Financial, LLC | 0.25% | Reduce -0.1% | 11,887 | $381K |
| Schulz Wealth, LTD. | 0.25% | Reduce -14.0% | 11,762 | $377K |
| Pathstone Holdings, LLC | 0.00% | Add +0.3% | 11,543 | $370K |
| TCFG Wealth Management, LLC | 0.15% | Reduce -1.7% | 11,520 | $369K |
| VanderPol Investments L.L.C. | 0.71% | Add +8.2% | 10,997 | $363K |
| Brookstone Capital Management | 0.00% | New | 11,298 | $362K |
| Citizens & Northern Corp. | 0.09% | Add +58.5% | 10,923 | $350K |
| Lifeworks Advisors, LLC | 0.05% | No change | 10,629 | $341K |
| Cascade Financial Partners, LLC | 0.04% | No change | 10,500 | $337K |
| McGrath & Associates, Inc. | 0.50% | Add +2.6% | 10,459 | $335K |
| Blue Trust, Inc. | 0.00% | No change | 10,161 | $326K |
| Compass Ion Advisors, LLC | 0.03% | Add +5.2% | 9,906 | $318K |
| Cresset Asset Management, LLC | 0.00% | Reduce -44.4% | 9,453 | $303K |
| Boyce & Associates Wealth Consulting, Inc. | 0.25% | Add +6.2% | 9,441 | $303K |
| Clearstead Advisors, LLC | 0.00% | Reduce -1.1% | 9,314 | $299K |
| Opulen Financial Group LLC | 0.22% | New | 9,083 | $291K |
| Tiaa Trust, National Association | 0.00% | New | 9,059 | $291K |
| Arkadios Wealth Advisors | 0.01% | No change | 9,022 | $289K |
| Evoke Wealth, LLC | 0.01% | Add +18.1% | 8,977 | $288K |
| Foster & Motley Inc. | 0.02% | Reduce -6.6% | 8,915 | $286K |
| Disciplined Equity Management, Inc. | 0.15% | Add +0.3% | 8,590 | $275K |
| Merit Financial Group, LLC | 0.00% | Add +0.5% | 8,553 | $274K |
| Squarepoint Ops LLC | 0.00% | New | 8,462 | $271K |
| Naples Global Advisors, LLC | 0.02% | Reduce -10.7% | 8,384 | $269K |
| Johnson Investment Counsel Inc. | 0.00% | No change | 8,353 | $268K |
| Wealthspire Retirement, LLC | 0.02% | New | 7,769 | $249K |
| Pure Financial Advisors, LLC | 0.00% | Add +7.6% | 7,701 | $247K |
| Strategic Blueprint, LLC | 0.01% | Add +6.1% | 7,697 | $247K |
| Silver Oak Securities, Incorporated | 0.02% | Add +5.3% | 7,679 | $246K |
| SYM FINANCIAL Corp | 0.03% | Add +0.0% | 7,590 | $243K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +0.3% | 7,536 | $242K |
| Freedom Investment Management, Inc. | 0.06% | Reduce -29.8% | 7,486 | $240K |
| Northern Trust Corp. | 0.00% | Reduce -47.2% | 7,435 | $238K |
| Hoxton Planning & Management, LLC | 0.07% | Reduce -15.2% | 7,218 | $231K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | Reduce -81.5% | 7,105 | $228K |
| OneAscent Family Office, LLC | 0.18% | No change | 7,057 | $226K |
| Silver Oak Wealth Advisors Services, LLC | 0.15% | No change | 6,900 | $221K |
| Strategic Financial Concepts, LLC | 0.03% | No change | 6,850 | $220K |
| Zhang Financial LLC | 0.01% | New | 6,597 | $212K |
| Sunpointe, LLC | 0.08% | New | 6,578 | $211K |
| Websterrogers Financial Advisors, LLC | 0.06% | New | 6,560 | $210K |
| TAGStone Capital, Inc. | 0.08% | New | 6,399 | $205K |
| C M Bidwell & Associates Ltd. | 0.10% | No change | 6,390 | $205K |
| Summit Financial Strategies, Inc. | 0.02% | New | 6,296 | $202K |
| Pine Harbor Wealth Management, LLC | 0.06% | New | 6,247 | $200K |
| Colonial Trust Co / SC | 0.03% | Reduce -3.6% | 5,889 | $189K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 5,769 | $185K |
| Maryland Capital Advisors Inc. | 0.06% | No change | 5,401 | $173K |
| Glass Jacobson Investment Advisors llc | 0.06% | Add +0.8% | 5,176 | $166K |
| Wells Fargo & Company | 0.00% | Reduce -56.8% | 4,801 | $154K |
| Millstone Evans Group, LLC | 0.10% | Reduce -62.4% | 4,790 | $154K |
| Private Trust Co. NA | 0.01% | New | 4,730 | $152K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +1077.0% | 4,602 | $148K |
| Elevation Wealth Partners, LLC | 0.05% | Add +0.1% | 4,081 | $131K |
| IFP Advisors, Inc | 0.00% | Reduce -65.2% | 4,049 | $130K |
| Vermillion Wealth Management, Inc. | 0.03% | Reduce -5.3% | 3,981 | $128K |
| Principal Securities, Inc. | 0.00% | Reduce -0.6% | 3,929 | $126K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 3,504 | $112K |
| Stone House Investment Management, LLC | 0.02% | Add +8.8% | 3,122 | $100K |
| Atlantic Union Bankshares Corp | 0.00% | New | 3,024 | $97K |
| Keystone Financial Group, Inc. | 0.05% | Add +0.8% | 2,689 | $86K |
| AE Wealth Management LLC | 0.00% | Add +1436.3% | 2,627 | $84K |
| WealthCollab, LLC | 0.04% | No change | 2,601 | $83K |
| MTM Investment Management, LLC | 0.03% | No change | 2,577 | $83K |
| Physician Wealth Advisors, Inc. | 0.01% | Reduce -0.7% | 2,416 | $77K |
| Crewe Advisors LLC | 0.01% | No change | 2,084 | $67K |
| Strategic Wealth Partners, Ltd. | 0.00% | New | 1,643 | $53K |
| First United Bank & Trust | 0.02% | New | 1,581 | $51K |
| AlphaCore Capital LLC | 0.00% | No change | 1,405 | $45K |
| Kennebec Savings Bank | 0.03% | No change | 1,125 | $36K |
| Harbour Investments, Inc. | 0.00% | Add +2834.2% | 1,115 | $36K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 1,000 | $32K |
| Comerica Bank | 0.00% | Reduce -1.0% | 917 | $29K |
| Parkside Financial Bank & Trust | 0.00% | No change | 888 | $28K |
| Signaturefd, LLC | 0.00% | New | 857 | $27K |
| Larson Financial Group LLC | 0.00% | New | 850 | $27K |
| Topsail Wealth Management, LLC | 0.00% | No change | 711 | $23K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 706 | $23K |
| TOWER TRUST & INVESTMENT Co | 0.01% | New | 681 | $22K |
| Concord Wealth Partners | 0.00% | Add +1.0% | 633 | $20K |
| Medallion Wealth Advisors, LLC | 0.01% | Add +27.7% | 617 | $20K |
| Washington Trust Advisors, Inc. | 0.00% | New | 526 | $17K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 440 | $14K |
| Assetmark, Inc. | 0.00% | New | 380 | $12K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.3% | 345 | $11K |
| Gables Capital Management Inc. | 0.00% | No change | 287 | $9K |
| MAI Capital Management | 0.00% | Add +1115.0% | 243 | $8K |
| UBS Group AG | 0.00% | Reduce -96.3% | 237 | $8K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -92.9% | 192 | $6K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | Add +50.4% | 188 | $6K |
| Global Trust Asset Management, LLC | 0.00% | No change | 160 | $5K |
| Pension & Wealth Management Advisors, Inc. | 0.00% | Add +0.7% | 150 | $5K |
| Rockefeller Capital Management L.P. | 0.00% | New | 121 | $4K |
| Optimum Investment Advisors | 0.00% | No change | 120 | $4K |
| Integrity Financial Corp | 0.00% | No change | 110 | $4K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -98.7% | 56 | $2K |
| Aspect Partners, LLC | 0.00% | No change | 50 | $2K |
| Elevate Wealth Advisory, Inc. | 0.00% | No change | 42 | $1K |
| Hurley Capital, LLC | 0.00% | No change | 22 | $721 |
| Kozak & Associates, Inc. | 0.00% | New | 1 | $33 |
| Family Manage LLC | 0.00% | New | 1 | $32 |
"% of holder's portfolio" is DFEM's weight in each manager's 13F, not the share of Dimensional Emrg MRKT Core the manager owns.