DIMENSIONAL EMERGING CORE EQUITY MARKET ETF · 13F Institutional Holdings
| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Retirement Systems of Alabama | 1.53% | 1.43% | #143 | $509.4M | 12.7M | $429.0M | 12.7M | 00.00% | Unchanged | |
| MATHER GROUP, LLC. | 4.37% | 4.08% | #39 | $501.6M | 12.5M | $409.3M | 12.1M | +385,825+3.19% | Add | |
| FMR LLC | 0.02% | 0.02% | #563 | $388.2M | 9.7M | $333.0M | 9.8M | -180,398-1.83% | Reduce | |
| BANK OF AMERICA CORP /DE/ | 0.02% | 0.02% | #551 | $321.1M | 8.0M | $230.1M | 6.8M | +1.2M+17.50% | Add | |
| UBS Group AG | 0.04% | 0.03% | #529 | $279.9M | 7.0M | $228.9M | 6.8M | +199,796+2.96% | Add | |
| Mariner, LLC | 0.18% | 0.17% | #377 | $175.2M | 4.4M | $144.0M | 4.3M | +101,244+2.38% | Add | |
| Foster Group, Inc. | 3.81% | 3.82% | #56 | $143.5M | 3.6M | $128.5M | 3.8M | -225,908-5.95% | Reduce | |
| Root Financial Partners, LLC | 4.81% | 5.06% | #36 | $123.9M | 3.1M | $109.3M | 3.2M | -149,293-4.62% | Reduce | |
| Vise Technologies, Inc. | 1.35% | 1.71% | #155 | $119.2M | 3.0M | $87.0M | 2.7M | +294,581+11.03% | Add | |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0.06% | 0.06% | #485 | $112.7M | 2.8M | $90.8M | 2.7M | +122,169+4.56% | Add | |
| MAI Capital Management | 0.39% | 0.08% | #287 | $104.0M | 2.6M | $13.4M | 395,743 | +2.2M+553.74% | Add | |
| Cerity Partners LLC | 0.12% | 0.11% | #416 | $102.7M | 2.6M | $78.5M | 2.3M | +236,152+10.19% | Add | |
| WASHINGTON TRUST BANK | 7.07% | 6.51% | #9 | $101.1M | 2.5M | $88.3M | 2.6M | -91,922-3.53% | Reduce | |
| HighTower Advisors, LLC | 0.1% | 0.07% | #447 | $99.5M | 2.5M | $70.2M | 2.1M | +400,471+19.32% | Add | |
| TCI Wealth Advisors, Inc. | 4.24% | 3.7% | #45 | $98.0M | 2.4M | $69.6M | 2.1M | +380,423+18.50% | Add | |
| Wealthspire Advisors, LLC | 0.52% | 0.65% | #252 | $95.5M | 2.4M | $82.5M | 2.4M | -62,380-2.56% | Reduce | |
| ROYAL BANK OF CANADA | 0.01% | 0.01% | #576 | $93.6M | 2.3M | $65.2M | 1.9M | +402,967+20.94% | Add | |
| McKinley Carter Wealth Services, Inc. | 4.77% | 4.25% | #37 | $92.5M | 2.3M | $73.8M | 2.2M | +120,580+5.53% | Add | |
| Annex Advisory Services, LLC | 1.56% | 1.33% | #139 | $91.2M | 2.3M | $71.1M | 2.1M | +168,261+8.01% | Add | |
| Cetera Investment Advisers | 0.08% | 0.08% | #465 | $89.9M | 2.2M | $79.6M | 2.4M | -114,937-4.89% | Reduce | |
| Focus Partners Wealth | 0.09% | 0.08% | #453 | $87.2M | 2.2M | $73.4M | 2.2M | +17,088+0.79% | Add | |
| COLDSTREAM CAPITAL MANAGEMENT INC | 0.69% | 1.8% | #226 | $85.3M | 2.1M | $145.9M | 4.3M | -2.2M-50.76% | Reduce | |
| True Link Financial Advisors, LLC | 4.31% | 3.8% | #41 | $74.5M | 1.9M | $61.6M | 1.8M | +32,908+1.81% | Add | |
| EVOKE WEALTH, LLC | 1.42% | 1.3% | #150 | $72.1M | 2.1M | $72.1M | 2.1M | 00.00% | Unchanged | |
| ENVESTNET ASSET MANAGEMENT INC | 0.02% | 0.01% | #567 | $67.1M | 1.7M | $49.7M | 1.5M | +200,434+13.65% | Add | |
| Corient Private Wealth LLC | 0.05% | 0.08% | #508 | $64.0M | 1.6M | $55.8M | 1.6M | -55,560-3.37% | Reduce | |
| Millburn Ridgefield LLC /DE/ | 1.19% | 1.24% | #169 | $63.1M | 1.6M | $57.8M | 1.7M | -138,538-8.12% | Reduce | |
| Catalyst Capital Advisors LLC | 1.05% | 1.08% | #186 | $63.1M | 1.6M | $57.8M | 1.7M | -138,538-8.12% | Reduce | |
| MASECO LLP | 1.63% | 1.49% | #134 | $58.0M | 1.4M | $47.4M | 1.4M | +41,743+2.98% | Add | |
| Creative Planning | 0.03% | 0.03% | #538 | $56.6M | 1.4M | $48.8M | 1.4M | -33,192-2.30% | Reduce | |
| FOUNDERS FINANCIAL SECURITIES LLC | 2.83% | 2.83% | #84 | $55.3M | 1.4M | $50.1M | 1.4M | -20,843-1.49% | Reduce | |
| Horizon Investments, LLC | 0.58% | 1.04% | #242 | $55.1M | 1.4M | $94.1M | 2.8M | -1.4M-50.64% | Reduce | |
| RAM Investment Partners, LLC | 8.55% | 7.88% | #3 | $53.5M | 1.3M | $44.9M | 1.3M | +3,977+0.30% | Add | |
| Focus Partners Advisor Solutions, LLC | 0.44% | 0.42% | #273 | $52.3M | 1.3M | $41.7M | 1.2M | +68,104+5.53% | Add | |
| MERCER GLOBAL ADVISORS INC /ADV | 0.06% | 0.07% | #483 | $52.0M | 1.3M | $45.4M | 1.3M | -48,309-3.60% | Reduce | |
| Petersen Hastings Wealth Advisors Inc. | 4.11% | 3.99% | #48 | $49.0M | 1.2M | $43.5M | 1.3M | -65,526-5.10% | Reduce | |
| ASSETMARK, INC | 0.08% | <0.01% | #466 | $47.0M | 1.2M | $86,309 | 2,549 | +1.2M+45,759.79% | Add | |
| LPL Financial LLC | 0.01% | 0.01% | #590 | $46.0M | 1.1M | $39.1M | 1.2M | -10,199-0.88% | Reduce | |
| Aquire Wealth Advisors, LLC | 10.46% | 9.73% | #1 | $45.6M | 1.1M | $37.0M | 1.1M | +40,920+3.74% | Add | |
| Klaas Financial Asset Advisors, LLC | 5.58% | 5.03% | #22 | $44.8M | 1.1M | $36.4M | 1.1M | +37,131+3.45% | Add | |
| Great Point Wealth Advisors, LLC | 7.01% | 6.71% | #10 | $43.4M | 1.1M | $36.4M | 1.1M | +6,447+0.60% | Add | |
| OneDigital Investment Advisors LLC | 0.36% | 0.35% | #298 | $42.4M | 1.1M | $35.5M | 1.0M | +5,934+0.57% | Add | |
| PARK AVENUE SECURITIES LLC | 0.25% | 0.25% | #334 | $40.8M | 1.0M | $32.0M | 945,379 | +68,114+7.20% | Add | |
| Savant Capital, LLC | 0.12% | 0.04% | #424 | $40.2M | 1.0M | $7.9M | 232,657 | +777,154+334.03% | Add | |
| West Financial Advisors, LLC | 6.03% | 4.96% | #18 | $39.7M | 986,974 | $29.2M | 862,196 | +124,778+14.47% | Add | |
| Ledyard National Bank | 3.14% | 2.94% | #72 | $39.1M | 973,037 | $33.9M | 1.0M | -27,210-2.72% | Reduce | |
| FACTORY MUTUAL INSURANCE CO | 0.35% | 1.18% | #301 | $37.2M | 924,700 | $104.5M | 3.1M | -2.2M-70.04% | Reduce | |
| RVW Wealth, LLC | 2.36% | 2.26% | #105 | $35.9M | 892,305 | $29.1M | 858,565 | +33,740+3.93% | Add | |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.04% | 0.04% | #518 | $33.7M | 838,859 | $27.3M | 806,633 | +32,226+4.00% | Add | |
| Perigon Wealth Management, LLC | 0.53% | 0.47% | #250 | $33.7M | 837,660 | $27.7M | 817,064 | +20,596+2.52% | Add |