Dimensional Emrg MRKT CoreDFEMETF
13F holders, Q1 2026 (March 31)561holders +33
53new positions
15sold out
3famous investors
$34.75avg. 13F price*
At the end of Q1 2026, 561 institutions reported holding Dimensional Emrg MRKT Core (DFEM) in their 13F filings, up 33 from Q4 2025. 53 opened new positions and 15 sold out. The largest holders were Forum Financial Management, LP ($566.8M), Focus Partners Wealth ($311.8M) and Focus Partners Advisor Solutions, LLC ($266.0M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 53 | $152.5M |
| Exits | 15 | $16.4M |
All 13F filers, Q4 2025 → Q1 2026: 15,404,284 shares bought and 5,591,954 shares sold, net +9,812,330 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 561 holders
| Forum Financial Management, LP | 8.02% | Reduce -6.7% | 16,404,290 | $566.8M |
| Focus Partners Wealth | 0.35% | Add +7.8% | 9,014,872 | $311.8M |
| Focus Partners Advisor Solutions, LLC | 2.68% | Add +9.8% | 7,702,569 | $266.0M |
| Corient Private Wealth LP | 0.35% | Reduce -0.4% | 7,035,546 | $243.1M |
| Sequoia Financial Advisors, LLC | 1.04% | Add +7.6% | 5,345,392 | $184.7M |
| Truepoint, Inc. | 4.07% | Add +5.8% | 5,286,463 | $182.6M |
| Savant Capital, LLC | 0.71% | Add +59.6% | 4,227,172 | $146.0M |
| HBK Sorce Advisory LLC | 2.71% | Add +4.2% | 3,249,517 | $132.7M |
| HighTower Advisors, LLC | 0.12% | Reduce -14.4% | 3,220,182 | $111.3M |
| Forvis Mazars Wealth Advisors, LLC | 2.03% | Add +9.6% | 3,091,483 | $106.8M |
| Parcion Private Wealth LLC | 5.74% | Reduce -2.6% | 2,677,850 | $92.5M |
| Asset Dedication, LLC | 6.01% | Reduce -5.0% | 2,484,046 | $85.8M |
| Evensky & Katz LLC | 4.64% | Reduce -2.2% | 2,363,205 | $81.6M |
| Greenspring Advisors, LLC | 4.87% | Add +0.6% | 2,314,462 | $80.0M |
| JMG Financial Group, Ltd. | 2.20% | Add +8.6% | 2,312,160 | $79.9M |
| Rockwood Wealth Management, LLC | 5.58% | Add +7.7% | 2,254,397 | $77.9M |
| Maseco LLP | 2.43% | Add +7.6% | 2,245,751 | $77.5M |
| LPL Financial LLC | 0.02% | Add +2.9% | 2,055,130 | $71.0M |
| RW Investment Management LLC | 6.60% | — | 1,972,853 | $68.2M |
| Apella Capital, LLC | 0.95% | Add +20.8% | 1,657,178 | $64.0M |
| Cwm, LLC | 0.17% | Add +9.1% | 1,827,269 | $63.1M |
| Awm Capital, LLC | 5.65% | Add +0.1% | 1,807,261 | $62.4M |
| Beacon Pointe Advisors, LLC | 0.32% | Add +2.5% | 1,745,554 | $60.3M |
| Bank of Montreal | 0.02% | Add +4.1% | 1,737,396 | $60.0M |
| Sageworth Trust Co | 2.45% | Add +7.2% | 1,649,406 | $57.0M |
| Envestnet Asset Management Inc. | 0.01% | Add +35.7% | 1,494,924 | $51.6M |
| Symmetry Partners, LLC | 2.91% | Add +2.9% | 1,472,478 | $50.9M |
| Hill Investment Group Partners, LLC | 5.49% | Reduce -0.9% | 1,438,629 | $49.7M |
| Mariner, LLC | 0.05% | Add +30.7% | 1,343,643 | $46.4M |
| EnRich Financial Partners LLC | 11.66% | Reduce -0.7% | 1,272,479 | $44.0M |
| Plancorp, LLC | 1.15% | Add +14.1% | 1,100,863 | $40.5M |
| Great Oak Capital Partners, LLC | 9.40% | Add +1.1% | 1,102,285 | $40.4M |
| Brighton Jones LLC | 0.86% | Add +5.0% | 1,127,131 | $38.9M |
| Oakwell Private Wealth Management, LLC | 6.90% | Add +5.4% | 1,119,116 | $38.7M |
| Phillips Financial Management, LLC | 2.78% | Reduce -8.6% | 1,107,968 | $38.3M |
| Jane Street Group, LLC | 0.04% | New | 1,100,820 | $38.0M |
| OneDigital Investment Advisors LLC | 0.37% | Add +1.6% | 1,081,245 | $37.4M |
| Mosaic Family Wealth Partners, LLC | 3.76% | Add +0.8% | 1,062,087 | $36.7M |
| Mercer Global Advisors Inc. | 0.05% | Add +8.4% | 1,054,229 | $36.4M |
| Elser Financial Planning, Inc | 1.73% | New | 1,043,991 | $35.7M |
| Burton Enright Welch | 4.85% | Reduce -0.2% | 1,031,628 | $35.6M |
| Rather & Kittrell, Inc. | 5.49% | Add +0.6% | 1,030,428 | $35.6M |
| Vestmark Advisory Solutions, Inc. | 0.38% | Add +96.4% | 999,519 | $34.5M |
| Kooman & Associates | 10.30% | Reduce -1.1% | 999,510 | $34.5M |
| Seaside Wealth Management, Inc. | 9.38% | Add +0.8% | 965,195 | $33.3M |
| Rockbridge Investment Management, LCC | 2.92% | Reduce -3.1% | 941,289 | $32.5M |
| Betterment LLC | 0.06% | Add +4.0% | 925,468 | $32.0M |
| First Financial Bank - Trust Division | 2.52% | Add +9.2% | 906,047 | $31.3M |
| Miramar Fiduciary Corp | 25.56% | Reduce -8.3% | 902,483 | $31.2M |
| Monograph Wealth Advisors, LLC | 2.96% | Add +3.1% | 902,335 | $31.2M |
| Your Advocates Ltd., LLP | 9.24% | Add +1.1% | 877,152 | $30.3M |
| Leading Edge Financial Planning LLC | 6.32% | Add +4.6% | 868,700 | $30.0M |
| Bank of America Corp. | 0.00% | Add +7.1% | 804,302 | $27.8M |
| Sensible Money, LLC | 7.91% | Add +4.0% | 752,742 | $26.0M |
| Syverson Strege & Co | 6.21% | Reduce -1.3% | 747,068 | $25.8M |
| DiNuzzo Private Wealth, Inc. | 2.76% | Add +0.7% | 740,196 | $25.6M |
| Financial Plan, Inc. | 2.70% | Add +9.4% | 730,190 | $25.2M |
| Stratos Investment Management, LLC | 0.99% | Reduce -0.8% | 717,137 | $24.8M |
| Peapack Gladstone Financial Corp. | 0.31% | Add +16.0% | 706,356 | $24.4M |
| Peterson Wealth Advisors, LLC | 3.22% | Reduce -1.5% | 700,249 | $24.2M |
| AdvisorNet Financial, Inc | 1.23% | Add +6.0% | 688,384 | $23.8M |
| RS Crum Inc. | 4.53% | Reduce -1.5% | 678,243 | $23.4M |
| Integris Wealth Management, LLC | 5.37% | Reduce -0.0% | 676,592 | $23.4M |
| Eaton-Cambridge Inc. | 7.09% | Add +0.8% | 655,618 | $22.7M |
| Financial Engines Advisors L.L.C. | 0.05% | Reduce -2.0% | 653,812 | $22.6M |
| RFG Advisory, LLC | 0.41% | Add +95.4% | 637,968 | $22.0M |
| Premier Financial Group | 3.64% | Add +0.1% | 608,840 | $21.4M |
| Stordahl Capital Management, Inc. | 4.37% | Reduce -5.3% | 614,698 | $21.2M |
| Tencap Wealth Coaching, LLC | 7.81% | Reduce -2.3% | 600,108 | $20.8M |
| Commonwealth Equity Services, LLC | 0.03% | Add +0.6% | 598,414 | $20.7M |
| Keb Asset Management, LLC | 3.90% | Add +4.3% | 589,730 | $20.4M |
| BCR Wealth Strategies, LLC | 6.36% | Add +2.6% | 587,683 | $20.3M |
| Evanson Asset Management, LLC | 1.09% | Add +1.3% | 586,553 | $20.3M |
| Pinnacle Financial Group, LLC / IL | 5.50% | Reduce -14.1% | 580,417 | $20.1M |
| Heritage Investment Group, Inc. | 2.98% | Add +1.8% | 569,197 | $19.7M |
| Private Wealth Management Group, LLC | 5.09% | Add +0.1% | 561,409 | $19.4M |
| Emprise Bank | 7.56% | Add +11.3% | 544,566 | $18.8M |
| Ballentine Capital Advisors, Inc | 7.78% | Add +0.2% | 543,826 | $18.8M |
| Cambridge Financial Group, LLC | 6.33% | Reduce -0.7% | 541,634 | $18.7M |
| Creative Planning | 0.01% | Add +8.5% | 540,748 | $18.7M |
| Arax Advisory Partners | 0.52% | Reduce -11.4% | 535,848 | $18.5M |
| Aspen Capital Management, LLC | 4.57% | Add +1.8% | 534,371 | $18.5M |
| Capstone Capital LLC | 11.67% | Reduce -0.9% | 524,272 | $18.1M |
| Sachem Hill LLC | 3.45% | Reduce -0.9% | 514,846 | $17.8M |
| Concurrent Investment Advisors, LLC | 0.19% | New | 507,422 | $17.5M |
| Leonard Rickey Investment Advisors P.L.L.C. | 3.02% | Add +0.2% | 505,934 | $17.5M |
| Henrickson Nauta Wealth Advisors, Inc. | 4.81% | Reduce -45.6% | 495,857 | $17.1M |
| Flagstone Financial Management | 4.18% | Reduce -1.0% | 487,786 | $16.9M |
| von Borstel & Associates, Inc. | 3.82% | Reduce -6.0% | 483,300 | $16.7M |
| Planning Center, Inc. | 1.69% | Reduce -2.0% | 481,746 | $16.6M |
| Squire Investment Management Company, LLC | 4.62% | Add +8.0% | 480,638 | $16.6M |
| Financial Planning Navigators CORP | 7.27% | Add +1.3% | 479,758 | $16.6M |
| Peirce Capital Management, LLC | 6.45% | Reduce -3.1% | 477,032 | $16.5M |
| Discipline Wealth Solutions, LLC | 1.72% | Add +11.5% | 472,869 | $16.3M |
| Allworth Financial LP | 0.07% | Add +37.3% | 466,637 | $16.1M |
| Equita Financial Network, Inc. | 5.03% | Reduce -7.9% | 463,400 | $16.0M |
| Financial Symmetry Inc | 5.66% | Add +6.4% | 410,023 | $15.9M |
| Verisail Partners, LLC | 6.46% | Reduce -1.5% | 460,927 | $15.9M |
| Straight Path Wealth Management | 4.24% | Add +4.5% | 458,952 | $15.9M |
| Kondo Wealth Advisors, Inc. | 5.97% | Add +1.0% | 458,758 | $15.9M |
"% of holder's portfolio" is DFEM's weight in each manager's 13F, not the share of Dimensional Emrg MRKT Core the manager owns.