Dimensional Emrg MRKT CoreDFEMETF

13F holders, Q4 2025 (December 31)
528holders +55
38new positions
21sold out
1famous investor
$33.16avg. 13F price*

At the end of Q4 2025, 528 institutions reported holding Dimensional Emrg MRKT Core (DFEM) in their 13F filings, up 55 from Q3 2025. 38 opened new positions and 21 sold out. The largest holders were Forum Financial Management, LP ($581.7M), Focus Partners Wealth ($276.6M) and Corient Private Wealth LP ($234.1M). 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

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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions38$68.2M
Exits21$88.9M

All 13F filers, Q3 2025 → Q4 2025: 24,273,534 shares bought and 6,050,698 shares sold, net +18,222,836 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 528 holders

Forum Financial Management, LP 7.57% Add +2.0% 17,585,374 $581.7M
Focus Partners Wealth 0.32% Add +13.7% 8,361,969 $276.6M
Corient Private Wealth LP 0.32% Add +23.0% 7,066,365 $234.1M
Focus Partners Advisor Solutions, LLC 2.85% Add +16.6% 7,017,528 $232.1M
Truepoint, Inc. 3.72% Add +12.6% 4,997,417 $165.3M
Sequoia Financial Advisors, LLC 0.92% Add +1.6% 4,967,176 $164.3M
HighTower Advisors, LLC 0.14% Add +2.4% 3,760,186 $124.4M
HBK Sorce Advisory LLC 2.59% Add +3691.8% 3,118,513 $112.9M
Forvis Mazars Wealth Advisors, LLC 1.76% Add +48.1% 2,821,611 $93.3M
Parcion Private Wealth LLC 5.53% Add +0.1% 2,748,630 $90.9M
Savant Capital, LLC 0.50% Add +67.7% 2,647,836 $87.6M
Asset Dedication, LLC 5.68% Add +1.6% 2,616,035 $86.5M
Evensky & Katz LLC 4.51% Reduce -0.6% 2,415,304 $79.9M
Greenspring Advisors, LLC 4.67% Add +445.9% 2,300,755 $76.1M
JMG Financial Group, Ltd. 1.98% Add +3.9% 2,129,625 $70.4M
Rockwood Wealth Management, LLC 5.16% Add +12.4% 2,093,063 $69.2M
Maseco LLP 3.01% Add +5.2% 2,087,679 $69.0M
LPL Financial LLC 0.02% Add +4.8% 1,998,223 $66.1M
Awm Capital, LLC 5.42% Add +1.6% 1,806,221 $59.7M
Heritage Financial Services, LLC 4.81% Reduce -2.8% 1,741,258 $57.6M
Beacon Pointe Advisors, LLC 0.40% Add +104.9% 1,703,596 $56.4M
Cwm, LLC 0.15% Add +8803.1% 1,674,861 $55.4M
Bank of Montreal 0.02% Add +6.6% 1,668,584 $55.2M
Sageworth Trust Co 2.18% Add +183.6% 1,538,273 $50.9M
Hill Investment Group Partners, LLC 5.72% Add +0.5% 1,452,492 $48.0M
Symmetry Partners, LLC 2.80% Add +208.6% 1,430,647 $47.3M
Apella Capital, LLC 0.90% Add +2.8% 1,372,117 $45.4M
EnRich Financial Partners LLC 11.56% Add +0.7% 1,281,760 $42.4M
Phillips Financial Management, LLC 2.58% Add +2.8% 1,211,770 $40.1M
Great Oak Capital Partners, LLC 9.25% Reduce -2.8% 1,089,889 $36.9M
Envestnet Asset Management Inc. 0.01% Reduce -19.0% 1,101,517 $36.4M
Klaas Financial Asset Advisors, LLC 5.25% Add +0.6% 1,093,621 $36.2M
Brighton Jones LLC 1.31% Add +4.7% 1,073,486 $35.5M
OneDigital Investment Advisors LLC 0.35% Add +5.6% 1,064,286 $35.2M
Oakwell Private Wealth Management, LLC 6.56% Add +3.2% 1,062,006 $35.1M
Mosaic Family Wealth Partners, LLC 3.82% Reduce -1.4% 1,053,441 $34.8M
Burton Enright Welch 4.81% Add +3.8% 1,033,237 $34.2M
Mariner, LLC 0.04% Add +69.1% 1,027,944 $34.0M
Rather & Kittrell, Inc. 5.46% Add +3.5% 1,024,259 $33.9M
Kooman & Associates 9.89% Add +1.1% 1,010,987 $33.4M
Miramar Fiduciary Corp 25.18% Reduce -3.1% 983,777 $32.5M
Mercer Global Advisors Inc. 0.05% Add +0.7% 972,184 $32.2M
Rockbridge Investment Management, LCC 2.99% Add +3.6% 971,057 $32.1M
Plancorp, LLC 0.96% Add +35.6% 964,736 $31.9M
Seaside Wealth Management, Inc. 9.04% Add +1.9% 957,726 $31.7M
Henrickson Nauta Wealth Advisors, Inc. 4.62% Add +133.7% 911,656 $31.3M
Betterment LLC 0.06% Add +4.0% 889,780 $29.4M
Monograph Wealth Advisors, LLC 2.84% Reduce -0.1% 875,440 $29.0M
Your Advocates Ltd., LLP 9.37% Reduce -0.9% 867,529 $28.7M
Leading Edge Financial Planning LLC 6.26% Add +6.7% 830,825 $27.5M
First Financial Bank - Trust Division 2.26% New 830,017 $27.5M
Jackson Thornton Wealth Management, LLC 2.50% Add +4.4% 770,506 $26.5M
Syverson Strege & Co 5.92% Reduce -1.0% 756,542 $25.0M
Bank of America Corp. 0.00% Add +7.7% 751,191 $24.8M
DiNuzzo Private Wealth, Inc. 2.65% Reduce -4.2% 735,429 $24.3M
Sensible Money, LLC 7.65% Add +2.2% 724,102 $24.0M
Stratos Investment Management, LLC 0.96% Add +2.3% 723,039 $23.9M
Peterson Wealth Advisors, LLC 3.13% Add +236.3% 710,661 $23.5M
RS Crum Inc. 4.55% Add +0.8% 688,299 $22.8M
Integris Wealth Management, LLC 5.09% Add +3.4% 676,654 $22.4M
Pinnacle Financial Group, LLC / IL 6.49% Reduce -1.3% 675,774 $22.4M
Financial Plan, Inc. 2.54% — 667,418 $22.1M
Financial Engines Advisors L.L.C. 0.04% Add +1.4% 667,343 $22.1M
Eaton-Cambridge Inc. 7.06% Add +2.9% 650,541 $21.5M
AdvisorNet Financial, Inc 1.14% Add +2.7% 649,188 $21.5M
Stordahl Capital Management, Inc. 4.42% Reduce -2.4% 648,861 $21.5M
Tencap Wealth Coaching, LLC 7.70% — 614,169 $20.3M
Premier Financial Group 5.25% Reduce -4.4% 608,085 $20.1M
Peapack Gladstone Financial Corp. 0.25% Add +19.5% 608,709 $20.1M
Arax Advisory Partners 0.58% New 604,679 $20.0M
Commonwealth Equity Services, LLC 0.03% Add +3.0% 594,715 $19.7M
Evanson Asset Management, LLC 1.03% Add +2.9% 579,153 $19.2M
BCR Wealth Strategies, LLC 6.28% Add +1.7% 572,820 $18.9M
Keb Asset Management, LLC 3.79% Add +12.1% 565,650 $18.7M
Private Wealth Management Group, LLC 4.95% Add +3.4% 560,588 $18.5M
Heritage Investment Group, Inc. 2.81% Add +6.0% 558,951 $18.5M
Ballentine Capital Advisors, Inc 7.56% Add +1.8% 542,671 $18.0M
Capstone Capital LLC 11.37% Reduce -2.7% 529,203 $17.5M
Aspen Capital Management, LLC 4.30% Add +3.6% 524,885 $17.4M
Sachem Hill LLC 3.34% Add +1.1% 519,744 $17.2M
von Borstel & Associates, Inc. 3.99% Add +0.0% 514,087 $17.0M
Vestmark Advisory Solutions, Inc. 0.23% Add +3.5% 508,983 $16.8M
Leonard Rickey Investment Advisors P.L.L.C. 3.02% Add +2.1% 505,008 $16.7M
Equita Financial Network, Inc. 5.01% Add +7.7% 503,023 $16.6M
Creative Planning 0.01% Add +12.3% 498,179 $16.5M
Flagstone Financial Management 4.18% Reduce -2.3% 492,792 $16.3M
Peirce Capital Management, LLC 6.48% Reduce -0.5% 492,266 $16.3M
Planning Center, Inc. 1.66% Reduce -8.5% 491,490 $16.3M
Emprise Bank 6.73% Add +2.1% 489,429 $16.2M
Financial Planning Navigators CORP 7.19% — 473,647 $15.7M
Verisail Partners, LLC 6.36% Add +0.7% 468,061 $15.5M
Kondo Wealth Advisors, Inc. 5.75% Add +3.9% 454,063 $15.0M
Cambridge Financial Group, LLC 5.19% Add +4.0% 545,310 $14.9M
Squire Investment Management Company, LLC 4.45% Add +0.8% 444,894 $14.7M
Straight Path Wealth Management 3.92% Add +4.1% 439,108 $14.5M
DecisionPoint Financial, LLC 3.13% Add +11.3% 429,703 $14.2M
Discipline Wealth Solutions, LLC 2.60% Add +14.7% 424,214 $14.0M
Cardiff Park Advisors, LLC 1.15% Add +2.9% 422,874 $14.0M
Hassell Wealth Management, LLC 4.66% Reduce -2.5% 401,317 $13.9M
Bfsg, LLC 1.31% Reduce -2.8% 407,067 $13.5M

"% 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 528 holders