DIMENSIONAL EMRG MRKT CORE DFEM
$39.38
-0.8% 52w: $31.49 – $42.11
Latest 13F among current holders filed 11 days ago (Oct 21, 2026)
Price — last 12 months
research preview data31.4936.8042.11
Oct 17, 2025 Jul 2, 2026
Institutional holders
563
+32 QoQ
13F value
$6.80B
+6.1% QoQ
Smart-money holders
2
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns DFEM?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Forum Financial Management, LP | Wealth advisor | 16.4M | $566.8M | 8.0% | -6.7% |
| Focus Partners Wealth | Wealth advisor | 9.0M | $311.8M | 0.3% | +7.8% |
| Focus Partners Advisor Solutions, LLC | Wealth advisor | 7.7M | $266.0M | 2.7% | +9.8% |
| Corient Private Wealth LLC | Diversified mechanical | 7.0M | $243.1M | 0.3% | -50.0% |
| Sequoia Financial Advisors, LLC | Wealth advisor | 5.3M | $184.7M | 1.0% | +7.6% |
| Truepoint, Inc. | Wealth advisor | 5.3M | $182.6M | 4.1% | +5.8% |
| Savant Capital, LLC | Wealth advisor | 4.2M | $146.0M | 0.7% | +59.6% |
| HBK Sorce Advisory LLC | Wealth advisor | 3.2M | $132.7M | 2.7% | +4.2% |
| HighTower Advisors, LLC | Diversified mechanical | 3.2M | $111.3M | 0.1% | -14.4% |
| Forvis Mazars Wealth Advisors, LLC | Wealth advisor | 3.1M | $106.8M | 2.0% | +9.6% |
| Parcion Private Wealth LLC | Wealth advisor | 2.7M | $92.5M | 5.7% | -2.6% |
| Asset Dedication, LLC | Wealth advisor | 2.5M | $85.8M | 6.0% | -5.0% |
| Evensky & Katz LLC | Wealth advisor | 2.4M | $81.6M | 4.6% | -2.2% |
| Greenspring Advisors, LLC | Wealth advisor | 2.3M | $80.0M | 4.9% | +0.6% |
| JMG Financial Group, Ltd. | Wealth advisor | 2.3M | $79.9M | 2.2% | +8.6% |
| Rockwood Wealth Management, LLC | Wealth advisor | 2.3M | $77.9M | 5.6% | +7.7% |
| MASECO LLP | Wealth advisor | 2.2M | $77.5M | 2.4% | +7.6% |
| LPL Financial LLC | Bank broker | 2.1M | $71.0M | 0.0% | +2.8% |
| RW Investment Management LLC | Wealth advisor | 2.0M | $68.2M | 6.6% | — |
| Apella Capital, LLC | Wealth advisor | 1.7M | $64.0M | 0.9% | +20.8% |
| CWM, LLC | Wealth advisor | 1.8M | $63.1M | 0.2% | +9.1% |
| AWM CAPITAL, LLC | Wealth advisor | 1.8M | $62.4M | 5.7% | +0.1% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 1.7M | $60.3M | 0.3% | +2.5% |
| BANK OF MONTREAL /CAN/ | Bank broker | 1.7M | $60.0M | 0.0% | +4.1% |
| Sageworth Trust Co | Wealth advisor | 1.6M | $57.0M | 2.4% | +7.2% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 1.5M | $51.6M | 0.0% | +35.7% |
| Symmetry Partners, LLC | Wealth advisor | 1.5M | $50.9M | 2.9% | +2.9% |
| Hill Investment Group Partners, LLC | Wealth advisor | 1.4M | $49.7M | — | -1.0% |
| Mariner, LLC | Diversified mechanical | 1.3M | $46.4M | 0.1% | +30.7% |
| EnRich Financial Partners LLC | Wealth advisor | 1.3M | $44.0M | 11.7% | -0.7% |
| Plancorp, LLC | Wealth advisor | 1.1M | $40.5M | 1.2% | +14.1% |
| GREAT OAK CAPITAL PARTNERS, LLC | Wealth advisor | 1.1M | $40.4M | 9.4% | +1.1% |
| BRIGHTON JONES LLC | Other | 1.1M | $38.9M | 0.9% | +5.0% |
| Oakwell Private Wealth Management, LLC | Wealth advisor | 1.1M | $38.7M | 6.9% | +5.4% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | Wealth advisor | 1.1M | $38.3M | 2.8% | -8.6% |
| JANE STREET GROUP, LLC | Market maker | 1.1M | $38.0M | 0.0% | New |
| OneDigital Investment Advisors LLC | Wealth advisor | 1.1M | $37.4M | 0.4% | +1.6% |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | Wealth advisor | 1.1M | $36.7M | 3.8% | +0.8% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 1.1M | $36.4M | 0.1% | +8.4% |
| Elser Financial Planning, Inc | Other | 1.0M | $35.7M | 1.7% | New |
| Burton Enright Welch | Wealth advisor | 1.0M | $35.6M | 4.8% | -0.2% |
| Rather & Kittrell, Inc. | Wealth advisor | 1.0M | $35.6M | 5.5% | +0.6% |
| Vestmark Advisory Solutions, Inc. | Wealth advisor | 999.5K | $34.5M | 0.4% | +96.4% |
| Kooman & Associates | Wealth advisor | 999.5K | $34.5M | — | -1.1% |
| Seaside Wealth Management, Inc. | Wealth advisor | 965.2K | $33.3M | 9.4% | +0.8% |
| Rockbridge Investment Management, LCC | Wealth advisor | 941.3K | $32.5M | 2.9% | -3.1% |
| Betterment LLC | Wealth advisor | 925.5K | $32.0M | 0.1% | +4.0% |
| FIRST FINANCIAL BANK - TRUST DIVISION | Wealth advisor | 906.0K | $31.3M | 2.5% | +9.2% |
| Miramar Fiduciary Corp | Wealth advisor | 902.5K | $31.2M | 25.6% | -8.3% |
| MONOGRAPH WEALTH ADVISORS, LLC | Wealth advisor | 902.3K | $31.2M | 3.0% | +3.1% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.