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Disclosery

DFAE DIMENSIONAL ETF TRUST

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EMGR CRE EQT MNG (fund)

709 managers (717 13F filers) reported a position in DFAE shares at 2026-06-30, 209,746,031 shares in all. 68 filers opened a position and 26 filers sold out during the quarter.

Managers
709
13F filers
717
New
68
Added
301
Reduced
257
Sold out
26
Shares held by filers
209,746,031

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
ArborFi Advisors, LLC176,632$7.1M5.15%+9,56913F-HRTimeline
Keebeck Wealth Management176,598$7.1M0.69%-4,61013F-HRTimeline
Integrated Wealth Concepts LLC174,012$7M0.05%+52313F-HR/ATimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…171,979$6.92M0.23%+2,90713F-HRTimelineGroup
CURIO WEALTH, LLC170,344$6.85M2.13%-4,12713F-HRTimeline
BANNERMAN WEALTH MANAGEMENT GROUP, LLC168,655$6.78M3.96%+1,56013F-HRTimeline
Fort Henry Capital, LLC168,412$6.77M3.73%-6,49213F-HRTimeline
Elser Financial Planning, Inc167,131$6.72M0.29%-3,16213F-HRTimeline
Sageworth Trust Co166,676$6.7M0.26%013F-HRTimeline
LEGACY FINANCIAL GROUP, INC.164,593$6.62M1.54%-23,82113F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT164,441$6.61M1.77%+2,59813F-HRTimeline
American Capital Advisory, LLC164,221$6.6M2.41%+19,27313F-HRTimeline
PFG Advisors160,934$6.47M0.33%-88113F-HRTimeline
SUTTON PLACE INVESTORS LLC155,425$6.25M3.03%-2,27113F-HRTimeline
North Capital, Inc.150,937$6.07M4.58%+4,25213F-HRTimeline
Thayer Financial, L.L.C.150,668$6.06M5.51%-3,96813F-HRTimeline
AA Financial Advisors, LLC150,307$6.04M0.73%-6,39713F-HRTimeline
Ledgewood Wealth Advisors, LLC147,505$5.93M3.15%+9,50713F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV147,489$5.93M1.18%-7,32213F-HRTimeline
IAG Wealth Partners, LLC146,328$5.88M0.58%-7,40513F-HRTimeline
Pettinga Financial Advisors LLC145,982$5.87M0.94%-1,61813F-HRTimeline
Navigoe, LLC144,950$5.83M3.05%+2,91213F-HRTimeline
BIP Wealth, LLC144,888$5.83M0.17%+35,67813F-HRTimeline
Linscomb Wealth, Inc.143,684$5.78M0.25%-2,80413F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp143,305$5.76M0.24%+11,57713F-HRTimelineGroup
ANDREWS, LUCIA WEALTH MANAGEMENT LLC142,993$5.75M3.01%+3,14313F-HRTimeline
AlphaStar Capital Management, LLC142,724$5.74M0.36%+2,15913F-HRTimeline
Navigate Wealth Management, LLC150,955$5.64M3.5%+18,73613F-HRTimeline
Saxony Capital Management, LLC138,947$5.59M2.56%+18,71813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.138,811$5.58M0.03%-56613F-HRTimelineGroup
Arkadios Wealth Advisors138,205$5.56M0.09%+31,22513F-HRTimeline
Bay Harbor Wealth Management, LLC133,552$5.37M1.24%+6,02413F-HRTimeline
Two West Capital Advisors LLC139,990$5.23M2.6%-12,65213F-HRTimeline
Keating Financial Advisory Services, In…123,967$4.98M0.66%+17,48113F-HRTimeline
Sculati Wealth Management, LLC132,803$4.96M1.66%+27913F-HRTimeline
Aegis Wealth Management LLC123,015$4.95M2.33%+2,91713F-HRTimeline
Strategic Wealth Advisors LLC151,869$4.95M4.23%-22,44413F-HRTimeline
NewEdge Wealth, LLC122,030$4.91M0.05%+18,27113F-HRTimeline
OLD MISSION CAPITAL LLC121,993$4.91M0.12%-417,92513F-HRTimeline
SeedSafe Financial LLC121,059$4.86M3.5%+49913F-HRTimeline
Daner Wealth Management, LLC121,079$4.77M2.59%+1,81913F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…117,347$4.72M0.39%+2,02813F-HRTimelineGroup
Savvy Advisors, Inc.117,185$4.71M0.1%+24,66513F-HRTimeline
Burton Enright Welch114,926$4.62M0.54%-1,40213F-HRTimeline
Tillman Hartley LLC114,564$4.61M1.03%-97913F-HRTimeline
Allworth Financial LP113,606$4.57M0.02%-40,00613F-HRTimeline
Employees' Retirement Fund of the City …113,300$4.56M1.63%-26,00013F-HRTimeline
Wingate Wealth Advisors, Inc.113,262$4.55M2.01%-6,29713F-HRTimeline
COMMERCE BANKin group COMMERCE BANK113,204$4.55M0.02%+31,19213F-HRTimelineGroup
KILNER CAPITAL ADVISORS, LLC114,286$4.55M3.9%-2,16713F-HRTimeline
Crown Wealth Group, LLC112,549$4.53M1.15%+5,10013F-HRTimeline
City State Bank111,172$4.47M1.02%+7,68113F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC130,010$4.4M0.76%013F-HRTimeline
HB Wealth Management, LLC107,499$4.32M0.02%-1,51513F-HRTimeline
Elyxium Wealth, LLC106,831$4.3M0.45%+23,44513F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC106,706$4.29M0.57%-6,02813F-HRTimeline
BAKER BOYER NATIONAL BANK105,257$4.23M1.16%+2,67613F-HRTimeline
Family Manage LLC105,167$4.23M0.44%+8,26113F-HRTimeline
Burk Holdings LLC104,370$4.2M1.55%+10,86013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP103,424$4.16M<0.01%+15,29013F-HRTimelineGroup
HUTCHINSON CAPITAL MANAGEMENT/CA102,801$4.13M0.71%+4,52313F-HRTimeline
Plan Group Financial, LLC102,329$4.11M0.85%-8,07513F-HRTimeline
Mustard Seed Financial, LLC101,636$4.09M2.12%+13,02313F-HRTimeline
Capstone Wealth Management, Inc.100,040$3.94M2.95%+85613F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC97,818$3.93M<0.01%+18,33813F-HRTimelineGroup
Emprise Bank96,951$3.9M1.44%-28713F-HRTimeline
Financial Engines Advisors L.L.C.94,974$3.82M0.01%-9,95513F-HRTimeline
LINCOLN CAPITAL CORP94,201$3.79M1.23%+3,16913F-HRTimeline
First PREMIER Bank93,310$3.75M0.61%+21,80913F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.92,800$3.73M0.08%013F-HRTimelineGroup
Breakwater Capital Group91,641$3.68M0.44%-2,74413F-HRTimeline
Sanchez Levi Garrett91,573$3.68M2%+1,63113F-HRTimeline
Compound Planning, Inc.90,774$3.65M0.1%+41,75013F-HRTimeline
Noble Wealth Partners LLC90,548$3.64M3.16%13F-HRTimeline
Clear Creek Financial Management, LLC90,235$3.63M0.23%new13F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding90,204$3.63M+65,879Timeline
Live Oak Private Wealth LLC89,061$3.58M0.45%+21,77013F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …88,490$3.56M0.02%+24,73113F-HRTimelineGroup
Level Financial Advisors88,314$3.55M0.79%-5,38613F-HRTimeline
Glass Jacobson Investment Advisors llc87,485$3.52M1.1%-6,92413F-HRTimeline
180 WEALTH ADVISORS, LLC85,051$3.42M0.34%-52213F-HRTimeline
First Financial Group Corp84,733$3.41M2.46%-35013F-HRTimeline
FMB WEALTH MANAGEMENT84,259$3.39M1.25%-78613F-HRTimeline
Lodestone Wealth Management LLC83,996$3.38M1.19%-13313F-HRTimeline
Waterfront Wealth Inc.85,361$3.36M0.52%-1,07613F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding81,949$3.3M+2,618Timeline
RFG Advisory, LLC81,428$3.27M0.05%+78013F-HRTimeline
Financial Symmetry Inc81,059$3.26M1.09%-1,52913F-HRTimeline
Evanson Financial, LLC80,940$3.25M0.16%13F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.80,735$3.25M0.26%-6513F-HRTimelineGroup
Aviance Capital Partners, LLC80,631$3.24M0.34%+96913F-HRTimeline
Quad-Cities Investment Group, LLC80,098$3.22M1.16%-1,07513F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.79,816$3.21M0.98%+6,25613F-HRTimeline
Versant Capital Management, Inc78,620$3.16M0.28%+35813F-HRTimeline
Johnson Wealth Management, LLC78,470$3.16M1.34%-9,02213F-HRTimeline
Platform Wealth Management, LLC77,268$3.11M1.14%13F-HRTimeline
XY Planning Network, Inc.75,964$3.05M0.38%+63,60913F-HRTimeline
ALKEME WEALTH, LLC74,807$3.01M1.15%+33,37613F-HRTimeline
Pinnacle Financial Group, LLC / IL74,105$2.98M0.73%-1,31613F-HRTimeline
Factor Wealth Management LTD73,427$2.95M0.45%-15,07213F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP71,620$2.88M0.03%+64013F-HRTimeline
Beckerman Institutional, LLC71,491$2.87M1.37%+3,92413F-HRTimeline
FISCHER INVESTMENT STRATEGIES, LLC71,418$2.87M1.37%-16,63813F-HRTimeline
CGN Advisors LLC71,351$2.87M0.21%-12,53513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY71,312$2.87M<0.01%+9,99613F-HRTimelineGroup
55 North Private Wealth, LLC69,754$2.8M0.55%-4,62813F-HRTimeline
Larson Financial Group LLC69,617$2.8M0.07%-27,06813F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC69,610$2.8M1.02%+4913F-HRTimeline
Washington Trust Advisors, Inc.69,604$2.8M0.21%-1,05213F-HRTimeline
Heritage Wealth Management, Inc. /CA/68,819$2.77M1.38%-51713F-HRTimeline
Cannon Financial Strategists, Inc.68,644$2.76M0.31%-2,38313F-HRTimeline
CARDIFF PARK ADVISORS, LLC67,870$2.73M0.21%+12113F-HRTimeline
Sollinda Capital Management LLC67,830$2.73M0.58%+2,51613F-HRTimeline
Clarity Capital Advisors, LLC67,159$2.7M1.13%-5,22513F-HRTimeline
Conservest Capital Advisors, Inc.67,002$2.69M0.21%+48,85913F-HRTimeline
Heritage Investment Group, Inc.66,771$2.68M0.36%-53313F-HRTimeline
Timonier Family Office, LTD.66,612$2.68M0.76%13F-HRTimeline
Bullock Wealth Management Group67,109$2.63M1.14%+10,92713F-HRTimeline
AdvisorNet Financial, Inc65,225$2.62M0.12%+34513F-HRTimeline
Oak Wealth Advisors LLC65,125$2.62M1.26%-45413F-HRTimeline
Zhang Financial LLC64,482$2.59M0.08%-49613F-HRTimeline
Yoder Wealth Management, Inc.64,258$2.58M1.01%013F-HRTimeline
Mutual Advisors, LLC64,054$2.58M0.05%+14013F-HRTimeline
Cambridge Investment Research Advisors,…63,698$2.56M0.01%+2,83413F-HR/ATimeline
FORTERIS WEALTH MANAGEMENT INC.62,284$2.5M2.05%+4,64113F-HRTimeline
LaSalle St. Investment Advisors, LLC61,454$2.47M0.3%-3,84713F-HRTimeline
Investmark Advisory Group LLC61,258$2.46M0.94%+1,39813F-HRTimeline
SENTINEL WEALTH MANAGEMENT, INC.61,007$2.45M1.73%-29113F-HRTimeline
Lauer Wealth, LLC63,193$2.45M1.67%+8213F-HRTimeline
Medallion Wealth Advisors, LLC60,276$2.42M0.76%-2,14813F-HRTimeline
Porter White Investment Advisors, Inc.59,834$2.41M0.93%+60713F-HRTimeline
E6 Portfolios, LLC59,192$2.38M1.9%-4,89913F-HRTimeline
Wealthfront Advisers LLC58,251$2.34M<0.01%+1,96113F-HRTimeline
DBK Financial Counsel, LLC58,119$2.34M1.96%-5,31513F-HRTimeline
Tandem Financial, LLC57,896$2.33M0.75%-2,95713F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO57,447$2.31M0.19%-2,63513F-HRTimeline
Helium Advisors LLC57,337$2.31M1.92%+3,73913F-HRTimeline
M Wealth Management, LLC57,241$2.3M1.81%+2,30513F-HRTimeline
Woodward Financial Advisors, Inc.57,137$2.3M0.77%-2,19513F-HRTimeline
Madrid Wealth Management, LLC57,067$2.29M1.51%+2,84213F-HRTimeline
Gradient Capital Advisors, LLC56,704$2.28M0.53%-2,04413F-HRTimeline
Dorsey & Whitney Trust CO LLC56,498$2.27M0.11%+38,06213F-HRTimeline
IFP Advisors, Inc56,381$2.27M0.04%+4,71113F-HRTimeline
Cedar Point Capital Partners, LLC55,780$2.24M1.29%+5,05413F-HRTimeline
PW ADVISORS, LLC \ FL55,354$2.23M1.49%-1,74213F-HRTimeline
1900 WEALTH MANAGEMENT LLC54,751$2.2M0.12%-1,38913F-HRTimeline
Cordant, Inc.53,610$2.16M0.78%-2,89913F-HRTimeline
SwitchPoint Financial Planning, LLC53,097$2.14M1.23%-1,66413F-HRTimeline
FinDec Wealth Services, Inc.53,004$2.13M2.52%-8,82913F-HRTimeline
Meritas Wealth Management, LLC52,707$2.12M0.83%-63813F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC52,102$2.1M0.45%+12,93413F-HRTimeline
Valued Wealth Advisors LLC51,753$2.08M0.76%+2,78713F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC51,230$2.06M0.25%+23,82313F-HRTimeline
WADDELL & ASSOCIATES, LLC51,061$2.05M0.1%-29713F-HRTimeline
Oder Investment Management, LLC50,692$2.04M1.37%-3,22013F-HRTimeline
Approach Retirement Advisors, LLC49,941$2.01M1.46%-3,11813F-HRTimeline
Werba Rubin Papier Wealth Management49,422$1.99M0.24%-1,69113F-HRTimeline
Three Arch Wealth Management LLC48,366$1.94M0.3%-14213F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…47,984$1.93M0.04%new13F-HRTimelineGroup
Cherry Tree Wealth Management, LLC47,738$1.92M0.36%+30,93313F-HRTimeline
Eldridge Investment Advisors, Inc.47,423$1.91M0.38%+8,45513F-HRTimeline
Seven Springs Wealth Group, LLC47,296$1.9M0.42%-42513F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO46,839$1.88M<0.01%+4,16313F-HRTimelineGroup
Pacific Asset Management, LLC46,773$1.88M0.92%+2,33413F-HRTimeline
Syverson Strege & Co46,455$1.87M0.41%-5,22713F-HRTimeline
Donalies Financial Planning, LLC45,874$1.84M1.36%+12913F-HRTimeline
JDH Wealth Management, LLC45,026$1.81M1.1%-5,13713F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC42,845$1.72M0.01%-34,46613F-HRTimelineGroup
Krilogy Financial LLC42,750$1.72M0.05%+2013F-HRTimeline
Gemmer Asset Management LLC42,413$1.71M0.11%-55713F-HRTimeline
Capital Investment Advisory Services, L…41,712$1.68M0.1%+3,53013F-HRTimeline
Lynx Investment Advisory41,643$1.67M0.55%+12,38213F-HRTimeline
American Investment Services, Inc.41,334$1.66M0.35%-1,47113F-HRTimeline
John A. Wolfe & Associates, Inc.41,190$1.66M2.28%+12,37013F-HRTimeline
Accurate Wealth Management, LLC41,228$1.62M0.15%+32,82513F-HRTimeline
Vantage Point Financial LLC40,329$1.62M0.5%-2,20513F-HRTimeline
HFG Wealth Management, LLC39,581$1.59M1.6%-12,01413F-HRTimeline
Chicago Partners Investment Group LLC41,726$1.59M0.03%+54113F-HRTimeline
TIAAgroup of 3 filers holding39,173$1.57M+30,245Timeline
L & S Advisors Inc38,354$1.54M0.16%+3013F-HRTimeline
Arcadia Wealth Management, LLC36,841$1.48M0.47%-6,20213F-HRTimeline
Kane Co Wealth Management, Inc.36,826$1.48M1.12%-41813F-HRTimeline
Cypress Point Wealth Management, LLC36,812$1.48M0.3%+2213F-HRTimeline
GARRISON POINT ADVISORS, LLC36,505$1.47M0.6%+9,72313F-HRTimeline
Invst, LLC36,075$1.45M0.14%+2,94413F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP35,235$1.42M<0.01%+4,57113F-HRTimelineGroup
FIRETHORN WEALTH PARTNERS, LLC35,054$1.41M0.45%-2313F-HRTimeline
Larry Mathis Financial Planning, LLC35,028$1.41M1.07%+10,74913F-HR/ATimeline
APS Management Group, Inc.35,020$1.41M1.08%-1,08713F-HRTimeline
Owl Creek Wealth Partners LLC34,407$1.38M0.4%-55913F-HRTimeline
Everest Financial Group LLC34,146$1.37M0.19%+11813F-HRTimeline
Shearwater Capital LLC33,970$1.37M0.65%+913F-HRTimeline
Highland Financial Advisors, LLC33,256$1.34M0.29%+4,69913F-HRTimeline
Cambridge Financial Group, LLC33,172$1.33M0.42%-5,33813F-HRTimeline
Abacus Planning Group, Inc.33,050$1.33M0.16%+6,38513F-HRTimeline
Wealth Advisors Northwest LLC32,500$1.31M0.45%-1,61913F-HRTimeline
BURNEY CO/32,140$1.29M0.03%-57013F-HRTimeline
Sprinkle Financial Consultants LLC32,077$1.29M0.51%-86413F-HRTimeline
Trailhead Planners LLC31,706$1.27M1.23%-10,36913F-HRTimeline
SpringVest Wealth Management LLC31,691$1.27M0.8%+5013F-HRTimeline