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Disclosery

DFAE DIMENSIONAL ETF TRUST

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EMGR CRE EQT MNG (fund)

515 managers (517 13F filers) reported a position in DFAE shares at 2024-12-31, 172,960,585 shares in all. 34 filers opened a position and 22 filers sold out during the quarter.

Managers
515
13F filers
517
New
34
Added
257
Reduced
120
Sold out
22
Shares held by filers
172,960,585

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Waterfront Wealth Inc.96,313$2.44M0.6%+1,08313F-HRTimeline
RCS Financial Planning, LLC94,803$2.41M1.28%-9,18513F-HRTimeline
Allworth Financial LP92,579$2.37M0.01%+26,70813F-HRTimeline
Financial Symmetry Inc93,281$2.37M1.61%-1,60513F-HRTimeline
Jacobi Capital Management LLC92,793$2.35M0.18%+16,71113F-HRTimeline
Linscomb Wealth, Inc.92,348$2.34M0.12%+11,06913F-HRTimeline
RFG Advisory, LLC91,742$2.33M0.07%-66013F-HRTimeline
Beacon Pointe Advisors, LLC90,349$2.29M0.03%-7,59913F-HRTimeline
Tillman Hartley LLC88,298$2.24M0.64%-48513F-HRTimeline
Breakwater Capital Group86,316$2.19M0.44%+8,49913F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC85,890$2.18M1.81%-29,28313F-HRTimeline
Lodestone Wealth Management LLC84,960$2.16M1.08%+23413F-HRTimeline
Timonier Family Office, LTD.84,080$2.13M1.09%13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Wingate Wealth Advisors, Inc.81,793$2.08M2.04%13F-HRTimeline
ENTREWEALTH, LLC74,237$2.05M1.89%13F-HRTimeline
Waypoint Wealth Partners Inc.80,488$2.04M0.56%-7,38913F-HRTimeline
CLARIS ADVISORS, LLC / MO /79,953$2.03M0.76%+9,36613F-HRTimeline
CGN Advisors LLC79,626$2.02M0.2%+11,30313F-HRTimeline
Heritage Financial Services, LLC78,766$2M0.27%+10,80113F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC78,706$2M<0.01%+12,09413F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.78,702$2M0.02%-10,16113F-HRTimelineGroup
Adero Partners, LLC78,661$2M0.13%013F-HRTimeline
Versant Capital Management, Inc77,966$1.98M0.43%+6,00713F-HRTimeline
Factor Wealth Management LTD76,925$1.95M0.65%13F-HRTimeline
Heritage Wealth Management, Inc. /CA/76,034$1.93M1.65%-24,63313F-HRTimeline
Evanson Asset Management, LLC75,153$1.91M0.13%+4,30613F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT74,786$1.9M0.87%+59013F-HRTimeline
Note Advisors, LLC74,563$1.89M1.68%13F-HRTimeline
First Financial Group Corp72,799$1.85M2.04%13F-HRTimeline
ArborFi Advisors, LLC72,572$1.84M1.85%13F-HRTimeline
VANCE WEALTH, LLC71,530$1.81M0.7%+5,89913F-HRTimeline
Elser Financial Planning, Inc70,397$1.79M0.13%new13F-HRTimeline
American Capital Advisory, LLC69,786$1.77M0.98%+4,72913F-HRTimeline
Total Wealth Planning, LLC69,674$1.77M0.28%+5013F-HRTimeline
City State Bank68,979$1.75M0.62%+1,10013F-HRTimeline
Yoder Wealth Management, Inc.68,975$1.75M0.97%+1,04513F-HRTimeline
Cordgrass Capital Advisors, LLC68,687$1.74M0.51%+54813F-HRTimeline
Gradient Capital Advisors, LLC68,450$1.74M0.56%+3,15113F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC67,840$1.72M0.01%-256,67213F-HRTimelineGroup
Financial Engines Advisors L.L.C.67,711$1.72M<0.01%+33,42713F-HRTimeline
AdvisorNet Financial, Inc67,567$1.71M0.14%+4,04813F-HRTimeline
Mustard Seed Financial, LLC67,179$1.7M1.38%+7,40913F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC67,126$1.7M0.87%+55,69013F-HRTimeline
Valued Wealth Advisors LLC66,993$1.7M1.06%+10,70713F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP66,920$1.7M0.02%-1,42013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…66,281$1.68M<0.01%new13F-HRTimelineGroup
HUTCHINSON CAPITAL MANAGEMENT/CA66,201$1.68M0.32%+2,32213F-HRTimeline
Lauer Wealth, LLC66,069$1.68M1.12%-34113F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC65,509$1.66M0.01%+4,76613F-HRTimelineGroup
180 WEALTH ADVISORS, LLC65,230$1.65M0.26%+6,59413F-HRTimeline
Burk Holdings LLC65,142$1.65M1.34%13F-HRTimeline
Pinnacle Financial Group, LLC / IL64,983$1.65M0.65%+79813F-HRTimeline
Beta Wealth Group, Inc.64,963$1.65M0.73%+72913F-HRTimeline
Mills Wealth Advisors LLC64,551$1.64M0.93%+14,73213F-HRTimeline
HFG Wealth Management, LLC59,387$1.63M1.06%-4,27113F-HRTimeline
CARDIFF PARK ADVISORS, LLC63,671$1.62M0.15%+12213F-HRTimeline
Keebeck Wealth Management63,612$1.61M0.23%013F-HRTimeline
Clarity Capital Advisors, LLC63,343$1.61M1.08%+3,11113F-HRTimeline
Aviance Capital Partners, LLC63,181$1.6M0.22%-69713F-HRTimeline
Syverson Strege & Co62,203$1.58M0.53%+1,50313F-HRTimeline
LaSalle St. Investment Advisors, LLC62,073$1.57M0.49%+15413F-HRTimeline
M Wealth Management, LLC61,851$1.57M1.43%13F-HRTimeline
Cannon Financial Strategists, Inc.61,827$1.57M0.27%+14,82113F-HRTimeline
Investmark Advisory Group LLC60,903$1.55M0.76%-51113F-HRTimeline
PrairieView Partners, LLC60,315$1.53M0.16%+2,16413F-HRTimeline
Zhang Financial LLC60,215$1.53M0.09%+29413F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV59,201$1.5M0.44%+39,76613F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…58,884$1.49M0.16%new13F-HRTimelineGroup
Cahill Wealth Management, LLC58,856$1.49M0.76%+1,51813F-HRTimeline
Porter White Investment Advisors, Inc.58,310$1.48M0.75%+3113F-HRTimeline
Sollinda Capital Management LLC57,603$1.46M0.4%+3,02613F-HRTimeline
WADDELL & ASSOCIATES, LLC57,381$1.46M0.15%+63413F-HR/ATimeline
Quad-Cities Investment Group, LLC56,223$1.43M0.7%-70613F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.54,900$1.39M0.03%013F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC54,680$1.39M0.01%-4,24413F-HRTimelineGroup
American Investment Services, Inc.54,556$1.38M0.24%+39513F-HR/ATimeline
Meritas Wealth Management, LLC53,843$1.37M0.82%-6,40813F-HRTimeline
Vestment Financial LLC53,737$1.36M1.04%13F-HRTimeline
Bullock Wealth Management Group53,507$1.36M0.79%-2,01813F-HRTimeline
Seven Springs Wealth Group, LLC51,825$1.31M0.49%-3813F-HRTimeline
CVA Family Office, LLC49,366$1.25M0.2%-8,61413F-HRTimeline
Oder Investment Management, LLC49,283$1.25M1.04%+4,32613F-HRTimeline
Beckerman Institutional, LLC47,823$1.21M0.97%+3,03313F-HRTimeline
Vermillion & White Wealth Management Gr…46,418$1.18M0.87%+1,81913F-HRTimeline
Cambridge Financial Group, LLC46,127$1.17M0.5%+2,85613F-HRTimeline
Oak Wealth Advisors LLC45,359$1.15M0.89%13F-HRTimeline
Vantage Point Financial LLC44,999$1.14M0.62%13F-HRTimeline
Arcadia Wealth Management, LLC44,845$1.14M0.58%+18,49813F-HRTimeline
Parkwoods Wealth Partners, LLC44,300$1.12M0.89%+25,72213F-HRTimeline
Werba Rubin Papier Wealth Management43,845$1.11M0.26%+2113F-HRTimeline
Gemmer Asset Management LLC43,567$1.11M0.11%+7,79513F-HRTimeline
Pacific Asset Management, LLC43,554$1.1M1.04%13F-HRTimeline
Capital Investment Advisory Services, L…39,624$1.01M0.1%-43513F-HRTimeline
Cypress Point Wealth Management, LLC39,390$999K0.31%+2313F-HRTimeline
OKABENA INVESTMENT SERVICES INC39,109$992K0.28%-12,99213F-HRTimeline
Mutual Advisors, LLC39,221$988K0.03%+5,59513F-HRTimeline
Wealth Advisors Northwest LLC38,758$983K0.67%13F-HRTimeline
Avantax Planning Partners, Inc.38,273$971K0.04%new13F-HRTimeline
Chicago Partners Investment Group LLC37,962$961K0.03%-12,81213F-HRTimeline
Sprinkle Financial Consultants LLC37,832$960K0.65%+21813F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC36,993$939K0.4%new13F-HRTimeline
Medallion Wealth Advisors, LLC36,813$934K0.46%13F-HRTimeline
Orion Porfolio Solutions, LLC36,647$930K0.01%-41113F-HRTimeline
Orion Portfolio Solutions, LLC36,647$930K0.01%-41113F-HRTimeline
COMERICA BANK36,577$928K<0.01%+2,63713F-HR/ATimeline
Shearwater Capital LLC35,856$910K0.62%013F-HRTimeline
Krilogy Financial LLC35,744$907K0.06%013F-HRTimeline
Saxony Capital Management, LLC35,672$905K0.8%-26,05213F-HRTimeline
Cambridge Investment Research Advisors,…35,583$903K<0.01%-26,29013F-HRTimeline
Wealthfront Advisers LLC35,258$894K<0.01%+4,56013F-HR/ATimeline
LAM GROUP, INC.35,155$892K0.64%+7,10513F-HRTimeline
Morton Capital Management LLC/CA34,955$887K0.17%-1,18613F-HRTimeline
LANDMARK WEALTH MANAGEMENT, INC.34,805$883K0.43%-3,67913F-HRTimeline
L & S Advisors Inc34,717$881K0.1%-1,81713F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.34,267$869K<0.01%-23,09513F-HRTimelineGroup
RETIREMENT GUYS FORMULA LLC33,442$848K0.43%-4,93713F-HRTimeline
FOSTER & MOTLEY INC33,374$847K0.06%-62013F-HRTimeline
ARK & TLK INVESTMENTS, LLC33,254$844K0.29%-47513F-HRTimeline
Avior Wealth Management, LLC32,486$824K0.03%-8,43213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…31,694$804K0.05%+31,63513F-HRTimelineGroup
Flagstone Financial Management31,663$803K0.27%013F-HRTimeline
Archer Investment Management, LLC29,550$750K0.46%13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…28,726$729K0.03%+3,91713F-HRTimelineGroup
Farther Finance Advisors, LLC28,038$711K0.03%-22,59413F-HRTimeline
Lauterbach Financial Advisors, LLC27,872$707K0.43%+16613F-HRTimeline
Level Wealth Management LLC27,844$706K0.5%13F-HR/ATimeline
CarsonAllaria Wealth Management, Ltd.27,779$705K0.4%-26313F-HRTimeline
DBK Financial Counsel, LLC27,350$694K0.7%+2,79913F-HRTimeline
WMS Partners, LLC27,174$689K0.04%-7613F-HRTimeline
Tanager Wealth Management LLP26,883$682K0.09%-1,88013F-HRTimeline
First Command Advisory Services, Inc.26,801$680K0.01%-8,19113F-HRTimeline
Total Clarity Wealth Management, Inc.26,610$675K0.22%+15213F-HRTimeline
Montis Financial, LLC25,259$641K0.2%+1,19213F-HRTimeline
Cordant, Inc.25,079$636K0.33%-1,21213F-HRTimeline
Highland Financial Advisors, LLC25,014$635K0.22%013F-HRTimeline
LINCOLN CAPITAL CORP24,675$626K0.26%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY24,417$619K<0.01%+10,23213F-HR/ATimelineGroup
Patriot Financial Group Insurance Agenc…24,209$614K0.08%-6913F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC23,851$605K0.01%+1,90913F-HRTimelineGroup
Lynx Investment Advisory23,526$597K0.41%+3,01913F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC23,485$596K0.06%013F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC23,001$584K0.29%+6,58313F-HRTimeline
Valeo Financial Advisors, LLC22,996$583K0.02%+1,05613F-HRTimeline
PRIVATE TRUST CO NA22,781$578K0.06%-18213F-HRTimeline
NewEdge Advisors, LLC22,392$568K<0.01%+5,49313F-HRTimeline
Eaton-Cambridge Inc.22,163$562K0.25%013F-HRTimeline
IFG Advisory, LLC22,128$561K0.03%new13F-HRTimeline
Tranquility Partners, LLC22,113$561K0.21%-2,38313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP21,375$542K<0.01%+2,08613F-HRTimelineGroup
Rehmann Capital Advisory Group21,177$537K0.03%+33613F-HRTimeline
SpringVest Wealth Management LLC20,948$531K0.46%13F-HRTimeline
ALKEME WEALTH, LLC20,283$515K0.24%+81413F-HRTimeline
USAdvisors Wealth Management, LLC20,110$510K0.17%+80913F-HRTimeline
Longview Financial Advisors LLC19,705$500K0.34%13F-HRTimeline
Signature Resources Capital Management,…19,684$499K0.45%-1,57313F-HRTimeline
Fort Vancouver Investment Management, L…19,632$498K0.42%013F-HRTimeline
COWA, LLC19,431$493K0.23%+1,13013F-HRTimeline
CLG LLC19,350$491K0.18%13F-HRTimeline
Eastover Investment Advisors LLC19,095$484K0.23%013F-HRTimeline
Rather & Kittrell, Inc.18,260$463K0.11%+2,36713F-HRTimeline
Samalin Investment Counsel, LLC18,254$463K0.2%-2,39813F-HRTimeline
Fortress Wealth Management, Inc.17,571$446K0.22%+86313F-HRTimeline
Cherry Tree Wealth Management, LLC17,274$438K0.11%013F-HRTimeline
OPTIMA CAPITAL LLC16,940$430K0.3%13F-HRTimeline
Presidio Capital Management, LLC16,817$427K0.23%+1,79913F-HRTimeline
Clark Asset Management, LLC16,752$425K0.08%new13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC16,546$420K0.01%-5013F-HRTimelineGroup
Abel Hall, LLC16,380$416K0.26%-48613F-HRTimeline
Bristlecone Advisors, LLC16,274$413K0.03%-32513F-HRTimeline
QUARRY HILL ADVISORS, LLC16,218$411K0.28%+3513F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC16,172$410K<0.01%+12,67913F-HRTimeline
SJS Investment Consulting Inc.16,010$406K0.07%013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…15,926$404K0.08%+23113F-HRTimelineGroup
Ruedi Wealth Management, Inc.15,802$401K0.13%-55113F-HRTimeline
Lionshead Wealth Management, LLC15,789$401K0.29%13F-HRTimeline
Invst, LLC15,771$400K0.05%+3,52313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN15,713$399K<0.01%+10,38613F-HRTimelineGroup
Novak & Powell Financial Services, Inc.14,413$397K0.24%new13F-HRTimeline
VanderPol Investments L.L.C.15,616$396K0.87%-8,58713F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.15,499$393K0.17%+8,53613F-HRTimeline
IFG Advisors, LLC15,462$392K0.08%+15313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…15,436$392K<0.01%new13F-HRTimelineGroup
AIRE ADVISORS, LLC15,253$387K0.08%+19713F-HRTimeline
Prosperity Planning, Inc.14,924$379K0.12%-80913F-HRTimeline
Financial Harvest, LLC14,624$371K0.31%13F-HRTimeline
TOWNSQUARE CAPITAL LLC14,475$367K<0.01%+9713F-HRTimeline
SwitchPoint Financial Planning, LLC14,290$363K0.35%13F-HRTimeline
Lifeworks Advisors, LLC13,922$353K0.06%+38313F-HRTimeline
Infinity Wealth Counsel, LLC13,910$353K0.38%13F-HRTimeline
Heritage Investment Group, Inc.13,845$351K0.07%new13F-HRTimeline
Balanced Rock Investment Advisors LLC13,640$346K0.27%new13F-HRTimeline
Acorn Wealth Advisors, LLC13,526$343K0.14%-92513F-HRTimeline
Woodward Financial Advisors, Inc.13,456$341K0.17%-39313F-HRTimeline
D.A. DAVIDSON & CO.13,178$334K<0.01%-8,01513F-HRTimeline
Canopy Partners, LLC13,147$334K0.13%+1313F-HRTimeline
MAIRS & POWER INC12,527$318K<0.01%new13F-HRTimeline
ELEVATE WEALTH ADVISORY, INC12,259$311K0.23%+2,29313F-HRTimeline
G2 CAPITAL MANAGEMENT, LLC / OH12,015$305K0.09%+31413F-HRTimeline
Abacus Planning Group, Inc.11,995$304K0.05%+3113F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.11,980$304K<0.01%-1,68713F-HRTimelineGroup