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Disclosery

DFAE DIMENSIONAL ETF TRUST

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EMGR CRE EQT MNG (fund)

706 managers (714 13F filers) reported a position in DFAE shares at 2026-06-30, 209,739,589 shares in all. 68 filers opened a position and 26 filers sold out during the quarter.

Managers
706
13F filers
714
New
68
Added
298
Reduced
256
Sold out
26
Shares held by filers
209,739,589

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Retirement Systems of Alabama12,668,769$509M1.53%013F-HRTimeline
MATHER GROUP, LLC.12,473,477$502M4.38%+385,82513F-HRTimeline
FMR LLCin group FMR LLC9,655,546$388M0.02%-180,39813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/7,986,445$321M0.02%+1,189,40513F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding7,011,424$282M+198,703Timeline
Mariner, LLCin group Mariner, LLC4,358,277$175M0.18%+101,24413F-HRTimelineGroup
Foster Group, Inc.3,569,348$144M3.81%-225,90813F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding3,469,701$140M+85,192Timeline
Root Financial Partners, LLC3,080,099$124M4.81%-149,29313F-HRTimeline
Vise Technologies, Inc.2,965,059$119M1.35%+294,58113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,803,185$113M0.06%+122,16913F-HRTimelineGroup
MAI Capital Management2,587,135$104M0.4%+2,191,39213F-HRTimeline
Cerity Partners LLCgroup of 2 filers holding2,558,965$103M+241,430Timeline
Washington Trust Bank2,515,047$101M7.07%-91,92213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HighTower Advisors, LLC2,473,379$99.5M0.1%+400,47113F-HRTimeline
TCI Wealth Advisors, Inc.2,436,573$98M4.24%+380,42313F-HRTimeline
Wealthspire Advisors, LLC2,373,919$95.5M0.53%-62,38013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,327,473$93.6M0.02%+402,96713F-HRTimelineGroup
McKinley Carter Wealth Services, Inc.2,299,652$92.5M4.77%+120,58013F-HRTimeline
Annex Advisory Services, LLC2,267,929$91.2M1.56%+168,26113F-HRTimeline
Cetera Investment Advisers2,236,440$89.9M0.08%-114,93713F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC2,121,551$85.3M1.07%-2,187,35313F-HRTimeline
True Link Financial Advisors, LLC1,851,959$74.5M4.31%+32,90813F-HR/ATimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC1,669,301$67.1M0.02%+200,43413F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP1,591,105$64M0.09%-55,73313F-HR/ATimelineGroup
Millburn Ridgefield LLC /DE/1,568,138$63.1M1.19%-138,53813F-HRTimeline
Catalyst Capital Advisors LLC1,568,138$63.1M1.05%-138,53813F-HRTimeline
MASECO LLP1,441,537$58M1.63%+41,74313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV1,425,068$57.3M0.07%+83,00113F-HR/ATimeline
Creative Planningin group Creative Planning1,407,715$56.6M0.03%-33,19213F-HRTimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC1,375,931$55.3M2.83%-20,84313F-HRTimeline
Horizon Investments, LLC1,371,311$55.1M0.6%-1,406,61113F-HRTimeline
RAM Investment Partners, LLC1,329,439$53.5M8.55%+3,97713F-HRTimeline
Petersen Hastings Wealth Advisors Inc.1,219,322$49M4.11%-65,52613F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,168,966$47M0.08%+1,166,41713F-HRTimelineGroup
LPL Financial LLC1,143,800$46M0.01%-10,19913F-HRTimeline
Aquire Wealth Advisors, LLC1,134,603$45.6M10.46%+40,92013F-HRTimeline
Klaas Financial Asset Advisors, LLC1,113,097$44.8M5.58%+37,13113F-HRTimeline
Great Point Wealth Advisors, LLC1,080,125$43.4M7.01%+6,44713F-HRTimeline
OneDigital Investment Advisors LLC1,055,561$42.4M0.36%+5,93413F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC1,013,493$40.8M0.25%+68,11413F-HRTimelineGroup
Savant Capital, LLC1,009,811$40.2M0.12%+777,15413F-HRTimeline
West Financial Advisors, LLC986,974$39.7M6.03%+124,77813F-HRTimeline
Ledyard National Bank973,037$39.1M3.14%-27,21013F-HRTimeline
FACTORY MUTUAL INSURANCE CO924,700$37.2M0.35%-2,162,20013F-HRTimeline
RVW Wealth, LLC892,305$35.9M2.36%+33,74013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC838,859$33.7M0.04%+32,22613F-HRTimeline
Perigon Wealth Management, LLC837,660$33.7M0.53%+20,59613F-HRTimeline
WPWealth LLP824,717$33.2M4.92%-48,68913F-HRTimeline
Prime Capital Investment Advisors, LLC817,044$32.9M0.32%-33,71013F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC808,884$32.5M3.69%+43,08413F-HRTimeline
Bedel Financial Consulting, Inc.801,558$32.2M3.09%+27,56213F-HRTimeline
MISSION WEALTH MANAGEMENT, LP776,286$31.2M0.39%+62,01913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…773,891$30.5M0.05%+10,37713F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…745,037$30M4.26%-24,83513F-HRTimeline
Morling Financial Advisors, LLC736,803$29.6M8.25%-32,46913F-HRTimeline
Financial Management Professionals, Inc.732,886$29.5M2.79%new13F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska702,365$28.2M2.52%+26,73513F-HRTimelineGroup
BRIGHTON JONES LLC698,559$28.1M0.52%+25,87313F-HRTimeline
Annandale Capital, LLC697,284$28M4.15%-19,74313F-HRTimeline
Diversified Portfolios, Inc.696,657$28M2.03%-3,24813F-HRTimeline
Marquette Asset Management, LLC695,550$28M3.6%-1,72913F-HRTimeline
JFS WEALTH ADVISORS, LLC692,698$27.9M1.39%+20,97213F-HRTimeline
Clearstead Advisors, LLC686,310$27.6M0.26%+6,56913F-HRTimeline
CPA Asset Management Group, LLC675,582$27.2M7.82%-8,35713F-HRTimeline
Pioneer Wealth Management Group671,538$27M6.52%+8,85213F-HRTimeline
Stadion Money Management, LLC661,418$26.6M2.29%-91,08913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC659,595$26.5M0.01%+57,63813F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC656,713$26.4M0.46%+83,74313F-HRTimeline
Everhart Financial Group, Inc.656,464$26.4M1.69%+65,57613F-HRTimeline
BlueSky Wealth Advisors, LLC651,220$26.2M3.03%+58,85913F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC644,554$25.9M0.56%+47,19313F-HRTimeline
Beacon Pointe Advisors, LLC644,490$25.9M0.12%+27,82313F-HRTimeline
Physician Wealth Advisors, Inc.640,767$25.8M3.08%-138,49213F-HRTimeline
Arista Wealth Management, LLC638,179$25.7M2.77%+22,09613F-HRTimeline
MCF Advisors LLC636,720$25.6M0.91%-8,70613F-HRTimeline
Pallas Capital Advisors LLC623,861$25.1M0.77%+39,00513F-HRTimeline
Berger Financial Group, Inc623,436$25.1M1.28%+48,65413F-HRTimeline
Creative Capital Management Investments…623,432$25.1M5.78%+30,54013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC606,993$24.4M0.18%-20,08513F-HRTimeline
Modera Wealth Management, LLC601,461$24.2M0.26%-4,68913F-HRTimeline
Colony Family Offices, LLC595,810$24M5.26%-12,63913F-HRTimeline
Moisand Fitzgerald Tamayo, LLC590,139$23.7M2.32%+2,36313F-HRTimeline
Apella Capital, LLC608,037$23.5M0.33%-2,10713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO593,601$23.5M<0.01%-12,75613F-HRTimelineGroup
Index Fund Advisors, Inc.580,565$23.3M0.93%+13,44813F-HRTimeline
Wealth Dimensions Group, Ltd.573,500$23.1M4.13%+11,08713F-HRTimeline
Confluence Wealth Services, Inc.566,077$22.8M0.65%+99,22513F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV519,832$20.9M2.38%-6,46213F-HRTimeline
Austin Wealth Management, LLC551,255$20.6M4.35%+8,44413F-HRTimeline
Avior Wealth Management, LLC509,605$20.5M0.54%-53,39413F-HRTimeline
Atria Investments, Inc504,576$20.3M0.2%new13F-HRTimeline
EP Wealth Advisors, LLC500,328$20.1M0.08%+5513F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/499,518$20.1M0.01%-29,89713F-HRTimelineGroup
Wescott Financial Advisory Group, LLC496,979$20M1.55%+14,88313F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.493,433$19.8M3.75%-4,52513F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding521,976$19.6M+256,055Timeline
Sterling Wealth Management, Inc.483,895$19.5M4.84%-4,23113F-HRTimeline
Freedom Investment Management, Inc.478,127$19.2M5.35%-37,23113F-HRTimeline
Chico Wealth RIA466,601$18.8M9.78%+49013F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC462,748$18.6M3.8%+3,82913F-HRTimeline
Sequoia Financial Advisors, LLC451,816$18.2M0.09%-26,75613F-HRTimeline
Envision Financial Planning, LLC449,919$18.1M5.89%-14,75213F-HRTimeline
First Bancorp, Inc /ME/446,686$18M7.09%+2,09313F-HRTimeline
Avondale Wealth Management443,390$17.8M7.27%+25,50713F-HRTimeline
SC&H Financial Advisors, Inc.438,518$17.6M2.34%+17,25513F-HRTimeline
Avantax Planning Partners, Inc.426,473$17.1M0.43%-27,96413F-HRTimeline
Dynamic Advisor Solutions LLC419,441$16.9M0.48%-13,54913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.419,214$16.9M0.02%+109,52213F-HRTimelineGroup
CFS Investment Advisory Services, LLC432,486$16.8M1.12%-2,10413F-HRTimeline
Newman Dignan & Sheerar, Inc.412,430$16.6M3.17%+2,86313F-HRTimeline
MML INVESTORS SERVICES, LLC406,849$16.4M0.03%+110,95313F-HRTimeline
AWM CAPITAL, LLC406,383$16.3M1.31%-8,49713F-HRTimeline
TCP Asset Management, LLC402,133$16.2M1.83%-16,53213F-HRTimeline
Falcon Wealth Planning401,192$16.1M1.02%-14,55413F-HRTimeline
DiNuzzo Private Wealth, Inc.399,164$16.1M1.59%-26,08013F-HRTimeline
IMA Advisory Services, Inc.398,310$16M1%new13F-HRTimeline
Keyes, Stange & Wooten Wealth Managemen…390,741$15.7M6.27%-10,41113F-HRTimeline
Private Advisor Group, LLC377,018$15.2M0.07%-121,21913F-HRTimeline
Advisory Alpha, LLC364,776$14.7M0.36%+22,75313F-HRTimeline
BWM Planning, LLC360,278$14.5M3.36%-5,29913F-HRTimeline
Crusonia Wealth Advisors LLC355,987$14.3M2.35%+20,58313F-HRTimeline
Tortoise Investment Management, LLC354,317$14.2M1.06%+2,98313F-HRTimeline
Parkwoods Wealth Partners, LLC349,950$14.1M2.26%+74,24513F-HRTimeline
Cresset Asset Management, LLC344,154$13.8M0.05%+35413F-HRTimeline
Guardian Wealth Management, LLC341,037$13.7M3.84%-20,99413F-HRTimeline
Forum Private Client Group LLC340,859$13.7M4.08%+23,80613F-HRTimeline
Vawter Financial, Ltd.332,135$13.4M5.03%-6,20613F-HRTimeline
Financial Alternatives, Inc317,955$12.8M6.3%-1,19913F-HRTimeline
ROCKLAND TRUST CO309,704$12.5M0.49%-8,91113F-HRTimeline
Highland Investment Advisors LLC300,866$12.1M5.28%13F-HRTimeline
STOLZ & ASSOCIATES, PS300,733$12.1M7.55%+26,01513F-HRTimeline
Disciplined Investments, LLC299,702$12.1M3.89%+7,33013F-HR/ATimeline
Betterment LLC294,068$11.8M0.02%-11,60613F-HRTimeline
Navigation Group, LLC293,615$11.8M2.3%+1,68013F-HRTimeline
AE Wealth Management LLC290,795$11.7M0.05%+3,23913F-HRTimeline
Allodium Investment Consultants, LLC288,759$11.6M4.93%-17,29113F-HRTimeline
Rothschild Wealth LLC288,462$11.6M0.93%-5,99513F-HRTimeline
Koshinski Asset Management, Inc.288,099$11.6M0.62%+48,82813F-HRTimeline
Kure Advisory, LLC280,411$11.3M5.34%+13,73913F-HRTimeline
Prudent Man Investment Management, Inc.341,941$11.1M3.8%-5,70613F-HRTimeline
PCA Investment Advisory Services Inc.276,896$11.1M3.11%-7,85113F-HRTimeline
Colorado Capital Management, Inc.276,824$11.1M3.8%+8,07913F-HRTimeline
Farther Finance Advisors, LLC267,151$10.7M0.08%-38,22213F-HRTimeline
Aptus Capital Advisors, LLC266,905$10.7M0.08%+4,36013F-HRTimeline
ENTREWEALTH, LLC277,568$10.7M3.96%+10,78313F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC263,551$10.6M0.03%+158,91313F-HRTimelineGroup
Amicus Financial Advisors, LLC262,711$10.6M2.6%+5,02813F-HRTimeline
Towneley Capital Management, Inc / DE261,269$10.5M2.06%-12,71713F-HRTimeline
Spectrum Investment Advisors, Inc.258,619$10.4M4.25%-34,58913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.258,586$10.4M0.01%+22,14813F-HRTimelineGroup
Beaird Harris Wealth Management, LLC257,794$10.4M0.65%-9,54513F-HRTimeline
Vermillion & White Wealth Management Gr…254,556$10.3M5.2%-3,03913F-HRTimeline
SAX WEALTH ADVISORS, LLC302,392$10.2M0.42%+67,64213F-HRTimeline
Sterling Wealth Advisors Inc253,952$10.2M5.55%-39013F-HRTimeline
Parkshore Wealth Management, Inc.251,957$10.1M2.91%+6,12113F-HRTimeline
CLARIS ADVISORS, LLC / MO /249,442$10M2.62%-6,31013F-HRTimeline
DEMMING FINANCIAL SERVICES CORP /ADV248,146$9.98M6.34%+4,86813F-HRTimeline
Monument Group Wealth Advisors, LLC139,822$9.96M4.78%-113,01213F-HRTimeline
Compass Financial Group, Inc.244,216$9.82M4.15%-2,55513F-HRTimeline
Quantum Financial Advisors, LLC241,153$9.7M0.96%-6,47713F-HRTimeline
SIMA Wealth Partners, LLC239,647$9.64M6.83%+4,14013F-HRTimeline
GEM Asset Management, LLC239,267$9.62M3.79%+6,00413F-HRTimeline
Integrated Wealth Concepts LLC236,973$9.53M0.05%+63,48413F-HRTimeline
Trinity Financial Advisors LLC235,924$9.49M2.44%+8,00313F-HRTimeline
Bridgewater Advisors Inc.249,214$9.43M0.51%-186,96813F-HRTimeline
Essential Planning, LLC.232,434$9.35M2.64%-8,70413F-HRTimeline
Midwest Heritage Bank, FSB229,088$9.21M2.61%+2,44013F-HRTimeline
Wealthquest Corp227,137$9.13M0.58%+1,13813F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS227,032$9.13M0.93%+198,98413F-HRTimeline
Discipline Wealth Solutions, LLC226,893$9.12M0.8%-8,44013F-HRTimeline
Graver Capital Management, LLC226,753$9.12M6.5%-12,94613F-HRTimeline
DecisionPoint Financial, LLC232,429$9.12M1.69%-15,50213F-HRTimeline
Archford Capital Strategies, LLC223,904$9M0.91%+1,54313F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC222,146$8.93M0.71%-87613F-HRTimeline
Security Financial Services, INC.219,896$8.84M1.23%-33,96713F-HRTimeline
DWR WEALTH MANAGEMENT, LLC222,865$8.84M6.61%+14,83213F-HRTimeline
Plancorp, LLC231,497$8.83M0.22%+106,00113F-HRTimeline
Jacobi Capital Management LLC219,273$8.82M0.43%+12,71513F-HRTimeline
DDFG, Inc218,271$8.78M1.74%-110,29013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC217,043$8.73M0.03%+16,55113F-HRTimelineGroup
DeLarme Wealth Management, Inc.215,492$8.66M5.02%-2,16213F-HRTimeline
Great Waters Wealth Management213,771$8.6M0.8%-22,76213F-HRTimeline
Oceanside Advisors LLC211,937$8.52M4.3%-3,92613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS209,245$8.41M0.01%+1,40313F-HRTimeline
SEVEN MILE ADVISORY207,939$8.36M5.61%+8,42813F-HRTimeline
IronBridge Private Wealth, LLC207,476$8.34M2.74%+2,04113F-HRTimeline
MBA Advisors LLC203,869$8.2M2.79%+9,30913F-HRTimeline
Waverly Advisors, LLC202,320$8.14M0.05%+10,05313F-HRTimeline
Heritage Wealth Management, Inc./Texas198,791$7.99M3.08%-18,14913F-HRTimeline
Shore Point Advisors, LLC198,412$7.98M2.73%-6,54813F-HRTimeline
Arax Advisory Partners197,285$7.93M0.05%-4,46913F-HRTimeline
KEB ASSET MANAGEMENT, LLC193,157$7.77M1.26%-9,11813F-HRTimeline
Note Advisors, LLC190,093$7.64M3.32%+4,52913F-HRTimeline
Vermillion Wealth Management, Inc.188,079$7.56M1.77%+4,89513F-HRTimeline
Jacobsen Capital Management185,189$7.45M2.18%+71,16513F-HRTimeline
CVA Family Office, LLC179,434$7.22M0.65%+72,28913F-HRTimeline
PINNACLE ASSOCIATES LTD179,163$7.2M0.08%-8,63013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…179,163$7.2M0.43%-8,63013F-HRTimeline
VANCE WEALTH, LLC178,912$7.19M1.62%+35,33613F-HRTimeline