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Who Owns Dimensional Emerging Core Equity Market ETF

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Dimensional Emerging Core Equity Market ETF.

Who crossed 5% of DFAE →
Managers holding
39
as of 2026-09-30
Reported value
$309.3M
summed across filings
Shares held
7.9M
Added vs trimmed
17 / 15
since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

ManagerValue
RVW Wealth, LLCEMGR CRE EQT MNG819.2K shtrimmed$32.2M
Everhart Financial Group, Inc.EMGR CRE EQT MNG757.3K shadded$29.8M
Apella Capital, LLCEMGR CRE EQT MNG698.8K shadded$27.7M
Pioneer Wealth Management GroupEMGR CRE EQT MNG702.3K shadded$27.6M
Marquette Asset Management, LLCEMGR CRE EQT MNG695K shtrimmed$27.3M
ECLECTIC ASSOCIATES INC /ADVEMGR CRE EQT MNG519.9K shadded$20.4M
COLLECTIVE FAMILY OFFICE LLCEMGR CRE EQT MNG468.7K shadded$18.4M
MARKET STREET WEALTH MANAGEMENT ADVISORS LLCEMGR CRE EQT MNG445.1K shtrimmed$17.5M
ROCKLAND TRUST COEMGR CRE EQT MNG301.4K shtrimmed$11.8M
Farther Finance Advisors, LLCETF283K shadded$11.1M
Trinity Financial Advisors LLCEMGR CRE EQT MNG274.3K shadded$10.8M
Kure Advisory, LLCEMGR CRE EQT MNG274K shtrimmed$10.8M
Towneley Capital Management, Inc / DEEMGR CRE EQT MNG258.3K shtrimmed$10.2M
Great Waters Wealth ManagementEMGR CRE EQT MNG182.7K shtrimmed$7.2M
BANNERMAN WEALTH MANAGEMENT GROUP, LLCEMGR CRE EQT MNG172.1K shadded$6.8M
Ledgewood Wealth Advisors, LLCEMGR CRE EQT MNG147.5K shtrimmed$5.8M
MOODY NATIONAL BANK TRUST DIVISIONEMGR CRE EQT MNG118.1K shadded$4.6M
Emprise BankEquities96.6K shtrimmed$3.8M
Breakwater Capital GroupEMGR CRE EQT MNG94.9K shadded$3.7M
Financial Symmetry IncCOM77.3K shtrimmed$3M
ALKEME WEALTH, LLCEMGR CRE EQT MNG74.8K shheld$2.9M
Bullock Wealth Management GroupETF71.8K shadded$2.8M
Factor Wealth Management LTDEMGR CRE EQT MNG70K shtrimmed$2.8M
BAKER TILLY WEALTH MANAGEMENT, LLCEMGR CRE EQT MNG47.9K shtrimmed$1.9M
Friday FinancialEMGR CRE EQT MNG39.4K shadded$1.6M
Cambridge Financial Group, LLCEMGR CRE EQT MNG33.2K shheld$1.3M
Sprinkle Financial Consultants LLCEMGR CRE EQT MNG32.2K shadded$1.3M
Valeo Financial Advisors, LLCETF19.7K shtrimmed$772.6K
Sincerus Advisory, LLCEMGR CRE EQT MNG15.4K shadded$603.4K
Eastover Investment Advisors LLCEMGR CRE EQT MNG15.2K shheld$595.5K
Prosperity Planning, Inc.EMGR CRE EQT MNG12.2K shtrimmed$478.2K
Wedmont Private CapitalEMGR CRE EQT MNG11.1K shheld$432.9K
Wealth Enhancement Trust Services, Inc.EMGR CRE EQT MNG8.8K shadded$346.3K
Athena Wealth Management, LLCEMGR CRE EQT MNG7.6K shtrimmed$296.8K
Avidian Wealth Enterprises, LLCEMGR CRE EQT MNG5.3K shadded$208.3K
Vilga Financial Planning LLCEMGR CRE EQT MNG5.2K shheld$203K
GILPIN WEALTH MANAGEMENT, LLCEMGR CRE EQT MNG2.9K shadded$115.1K
Retirement Wealth Solutions LLCEMGR CRE EQT MNG1.7K shheld$65.6K
ELEVATION WEALTH PARTNERS, LLCEMGR CRE EQT MNG1.1K sh—$42.1K

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

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