Skip to content
Disclosery

DFAE DIMENSIONAL ETF TRUST

Follow

EMGR CRE EQT MNG (fund)

529 managers (531 13F filers) reported a position in DFAE shares at 2025-03-31, 165,167,909 shares in all. 43 filers opened a position and 30 filers sold out during the quarter.

Managers
529
13F filers
531
New
43
Added
261
Reduced
164
Sold out
30
Shares held by filers
165,167,909

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
AlTi Global, Inc.in group AlTi Global, Inc.109,800$2.84M0.07%+54,90013F-HRTimelineGroup
Level Financial Advisors108,876$2.82M0.96%-3,62113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP106,295$2.75M<0.01%-29,84213F-HRTimelineGroup
Linscomb Wealth, Inc.105,262$2.73M0.14%+12,91413F-HRTimeline
Blue Trust, Inc.103,694$2.68M0.03%-5,91013F-HRTimeline
CLARIS ADVISORS, LLC / MO /101,600$2.63M0.98%+21,64713F-HRTimeline
Tillman Hartley LLC101,346$2.62M0.76%+13,04813F-HRTimeline
Apella Capital, LLC104,085$2.54M0.09%-2,59013F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…97,455$2.52M0.26%+38,57113F-HRTimelineGroup
Allworth Financial LP96,473$2.5M0.01%+3,89413F-HRTimeline
Waterfront Wealth Inc.95,395$2.47M0.6%-91813F-HRTimeline
Arax Advisory Partners94,973$2.46M0.16%new13F-HRTimeline
BAKER BOYER NATIONAL BANK94,891$2.46M0.91%-5,87513F-HRTimeline
RFG Advisory, LLC93,308$2.42M0.07%+1,56613F-HRTimeline
Breakwater Capital Group92,184$2.39M0.43%+5,86813F-HRTimeline
American Capital Advisory, LLC91,749$2.38M1.28%+21,96313F-HRTimeline
GeoWealth Management, LLC91,728$2.37M0.1%-43,40013F-HRTimeline
VANCE WEALTH, LLC91,689$2.37M0.89%+20,15913F-HRTimeline
RCS Financial Planning, LLC89,247$2.31M1.22%-5,55613F-HRTimeline
Everhart Financial Group, Inc.87,802$2.27M0.31%new13F-HRTimeline
Financial Symmetry Inc87,462$2.26M1.39%-5,81913F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC86,600$2.24M0.07%-14,54913F-HRTimelineGroup
LINCOLN CAPITAL CORP85,443$2.21M0.92%+60,76813F-HRTimeline
FISCHER INVESTMENT STRATEGIES, LLC84,627$2.19M1.61%new13F-HRTimeline
Factor Wealth Management LTD84,543$2.19M0.67%+7,61813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.83,823$2.17M0.02%+5,12113F-HRTimelineGroup
Lodestone Wealth Management LLC82,799$2.14M1.14%-2,16113F-HRTimeline
Heritage Financial Services, LLC82,386$2.13M0.21%+3,62013F-HRTimeline
Wingate Wealth Advisors, Inc.82,044$2.12M2.44%+25113F-HRTimeline
Burk Holdings LLC81,419$2.11M1.59%+16,27713F-HRTimeline
Timonier Family Office, LTD.81,093$2.1M0.93%-2,98713F-HRTimeline
Versant Capital Management, Inc79,123$2.05M0.34%+1,15713F-HRTimeline
CGN Advisors LLC78,975$2.04M0.2%-65113F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC78,501$2.03M<0.01%-20513F-HRTimelineGroup
Beacon Pointe Advisors, LLC78,091$2.02M0.02%-12,25813F-HRTimeline
Parkwoods Wealth Partners, LLC77,440$2M1.35%+33,14013F-HRTimeline
Evanson Asset Management, LLC77,298$2M0.14%+2,14513F-HRTimeline
Waypoint Wealth Partners Inc.77,048$1.99M0.55%-3,44013F-HRTimeline
City State Bank76,417$1.98M0.65%+7,43813F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC75,417$1.95M0.99%+8,29113F-HRTimeline
ArborFi Advisors, LLC74,944$1.94M1.93%+2,37213F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.74,872$1.94M<0.01%+40,60513F-HRTimelineGroup
First Financial Group Corp74,882$1.94M2.19%+2,08313F-HRTimeline
Adero Partners, LLC74,190$1.92M0.13%-4,47113F-HRTimeline
Heritage Wealth Management, Inc. /CA/73,971$1.92M1.64%-2,06313F-HRTimeline
Cordgrass Capital Advisors, LLC73,888$1.91M0.55%+5,20113F-HRTimeline
Edge Financial Advisors LLC73,284$1.9M1.2%new13F-HRTimeline
Gradient Capital Advisors, LLC72,965$1.89M0.62%+4,51513F-HRTimeline
Pinnacle Financial Group, LLC / IL72,739$1.88M0.68%+7,75613F-HRTimeline
180 WEALTH ADVISORS, LLC69,745$1.81M0.29%+4,51513F-HRTimeline
Bullock Wealth Management Group69,290$1.8M1.01%+15,78313F-HRTimeline
Lauer Wealth, LLC69,456$1.8M1.39%+3,38713F-HRTimeline
Mustard Seed Financial, LLC69,383$1.8M1.45%+2,20413F-HRTimeline
Total Wealth Planning, LLC69,243$1.79M0.27%-43113F-HRTimeline
Saxony Capital Management, LLC68,313$1.77M1.55%+32,64113F-HRTimeline
1900 WEALTH MANAGEMENT LLC68,100$1.76M0.15%-54,26013F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC67,842$1.76M1.31%-18,04813F-HRTimeline
HUTCHINSON CAPITAL MANAGEMENT/CA67,703$1.75M0.33%+1,50213F-HRTimeline
COWA, LLC55,955$1.75M0.75%+36,52413F-HRTimeline
Investmark Advisory Group LLC67,027$1.74M0.86%+6,12413F-HRTimeline
Yoder Wealth Management, Inc.66,660$1.73M0.97%-2,31513F-HRTimeline
Farther Finance Advisors, LLC65,941$1.72M0.04%+37,90313F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC66,222$1.71M0.01%-1,61813F-HRTimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP65,420$1.69M0.03%-1,50013F-HRTimeline
AdvisorNet Financial, Inc65,108$1.69M0.13%-2,45913F-HRTimeline
Clarity Capital Advisors, LLC64,953$1.68M1.1%+1,61013F-HRTimeline
Syverson Strege & Co64,727$1.68M0.54%+2,52413F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT64,439$1.67M0.7%-10,34713F-HRTimeline
Keebeck Wealth Management64,212$1.66M0.25%+60013F-HRTimeline
Cannon Financial Strategists, Inc.64,159$1.66M0.29%+2,33213F-HRTimeline
Cahill Wealth Management, LLC62,651$1.62M0.83%+3,79513F-HRTimeline
Aviance Capital Partners, LLC62,258$1.61M0.23%-92313F-HRTimeline
LaSalle St. Investment Advisors, LLC62,218$1.61M0.38%+14513F-HRTimeline
Valued Wealth Advisors LLC61,592$1.59M0.96%-5,40113F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC60,703$1.57M0.01%-4,80613F-HR/ATimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC60,184$1.56M0.01%+5,50413F-HRTimelineGroup
Quad-Cities Investment Group, LLC60,023$1.55M0.77%+3,80013F-HRTimeline
Zhang Financial LLC59,287$1.53M0.08%-92813F-HRTimeline
Sollinda Capital Management LLC58,870$1.52M0.42%+1,26713F-HRTimeline
Porter White Investment Advisors, Inc.58,827$1.52M0.75%+51713F-HRTimeline
M Wealth Management, LLC58,335$1.51M1.41%-3,51613F-HRTimeline
PrairieView Partners, LLC57,485$1.49M0.16%-2,83013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…57,038$1.48M<0.01%-9,24313F-HRTimelineGroup
CARDIFF PARK ADVISORS, LLC57,026$1.48M0.14%-6,64513F-HRTimeline
American Investment Services, Inc.55,539$1.44M0.25%+98313F-HRTimeline
Meritas Wealth Management, LLC53,843$1.39M0.82%013F-HRTimeline
CVA Family Office, LLC53,501$1.39M0.21%+4,13513F-HRTimeline
Vestment Financial LLC53,104$1.38M0.99%-63313F-HRTimeline
WADDELL & ASSOCIATES, LLC52,834$1.37M0.17%-4,54713F-HR/ATimeline
Mutual Advisors, LLC52,525$1.36M0.04%+13,30413F-HRTimeline
Oder Investment Management, LLC52,012$1.35M1.14%+2,72913F-HRTimeline
Financial Engines Advisors L.L.C.51,679$1.34M<0.01%-16,03213F-HRTimeline
Beckerman Institutional, LLC51,412$1.33M0.96%+3,58913F-HRTimeline
Seven Springs Wealth Group, LLC49,628$1.28M0.46%-2,19713F-HRTimeline
HFG Wealth Management, LLC49,640$1.26M0.76%-9,74713F-HRTimeline
Vantage Point Financial LLC47,610$1.23M0.62%+2,61113F-HRTimeline
Oak Wealth Advisors LLC46,586$1.21M0.89%+1,22713F-HRTimeline
Arkadios Wealth Advisors46,248$1.2M0.05%new13F-HRTimeline
Arcadia Wealth Management, LLC46,088$1.19M0.59%+1,24313F-HRTimeline
Capital Investment Advisory Services, L…44,940$1.16M0.1%+5,31613F-HRTimeline
Werba Rubin Papier Wealth Management44,470$1.15M0.25%+62513F-HRTimeline
Cambridge Financial Group, LLC44,061$1.14M0.49%-2,06613F-HRTimeline
Gemmer Asset Management LLC43,636$1.13M0.11%+6913F-HRTimeline
HB Wealth Management, LLC43,309$1.12M0.01%new13F-HRTimeline
Medallion Wealth Advisors, LLC43,059$1.12M0.51%+6,24613F-HRTimeline
Pacific Asset Management, LLC43,267$1.12M1%-28713F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC40,560$1.05M0.11%new13F-HRTimeline
Cypress Point Wealth Management, LLC39,398$1.02M0.32%+813F-HRTimeline
Sprinkle Financial Consultants LLC37,817$979K0.62%-1513F-HRTimeline
Wealth Advisors Northwest LLC37,321$966K0.61%-1,43713F-HRTimeline
Chicago Partners Investment Group LLC36,214$961K0.03%-1,74813F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC37,073$960K0.41%+8013F-HRTimeline
Cambridge Investment Research Advisors,…36,371$942K<0.01%+78813F-HRTimeline
Krilogy Financial LLC35,744$925K0.06%013F-HRTimeline
ARK & TLK INVESTMENTS, LLC35,588$921K0.32%+2,33413F-HRTimeline
LAM GROUP, INC.35,405$917K0.67%+25013F-HRTimeline
Shearwater Capital LLC34,785$901K0.63%-1,07113F-HR/ATimeline
OKABENA INVESTMENT SERVICES INC34,028$881K0.22%-5,08113F-HRTimeline
L & S Advisors Inc33,912$878K0.11%-80513F-HRTimeline
FOSTER & MOTLEY INC32,738$848K0.05%-63613F-HRTimeline
Morton Capital Management LLC/CA32,512$842K0.16%-2,44313F-HRTimeline
LANDMARK WEALTH MANAGEMENT, INC.31,781$823K0.39%-3,02413F-HRTimeline
Flagstone Financial Management31,663$820K0.26%013F-HRTimeline
Wealthfront Advisers LLC31,533$816K<0.01%-3,72513F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.31,515$816K0.34%+16,01613F-HRTimeline
tru Independence LLC30,721$795K0.25%-211,55513F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…29,283$751K0.03%+55713F-HRTimelineGroup
FIRETHORN WEALTH PARTNERS, LLC28,970$750K0.36%+5,96913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY28,101$728K<0.01%+3,68413F-HRTimelineGroup
DBK Financial Counsel, LLC27,577$714K0.72%+22713F-HRTimeline
Level Wealth Management LLC27,523$713K0.47%-32113F-HRTimeline
CarsonAllaria Wealth Management, Ltd.26,671$691K0.4%-1,10813F-HRTimeline
Total Clarity Wealth Management, Inc.26,610$675K0.22%013F-HRTimeline
Lauterbach Financial Advisors, LLC26,072$675K0.42%-1,80013F-HRTimeline
Montis Financial, LLC25,633$664K0.2%+37413F-HRTimeline
Highland Financial Advisors, LLC25,474$660K0.24%+46013F-HRTimeline
COMERICA BANK25,310$655K<0.01%-11,26713F-HRTimeline
ALKEME WEALTH, LLC25,162$651K0.29%+4,87913F-HRTimeline
Cordant, Inc.24,989$647K0.34%-9013F-HRTimeline
Avior Wealth Management, LLC24,958$646K0.02%-7,52813F-HRTimeline
AlphaCore Capital LLC24,945$646K0.05%new13F-HRTimeline
Ellis Investment Partners, LLC24,646$638K0.13%new13F-HRTimeline
Valeo Financial Advisors, LLC24,416$632K0.02%+1,42013F-HRTimeline
Patriot Financial Group Insurance Agenc…24,114$624K0.08%-9513F-HRTimeline
Tanager Wealth Management LLP23,943$620K0.08%-2,94013F-HRTimeline
Lynx Investment Advisory23,595$611K0.41%+6913F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC23,485$608K0.06%013F-HRTimeline
One Capital Management, LLC23,420$606K0.02%-111,17213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC23,851$605K0.01%013F-HRTimelineGroup
PRIVATE TRUST CO NA22,843$591K0.06%+6213F-HRTimeline
Tranquility Partners, LLC22,355$579K0.22%+24213F-HRTimeline
Eaton-Cambridge Inc.22,167$574K0.25%+413F-HRTimeline
Rehmann Capital Advisory Group21,533$558K0.04%+35613F-HRTimeline
FINANCIAL COUNSELORS INC21,303$552K0.01%new13F-HRTimeline
Orion Porfolio Solutions, LLC21,178$548K0.01%-15,46913F-HRTimeline
Orion Portfolio Solutions, LLC21,178$548K0.01%-15,46913F-HR/ATimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP20,865$540K<0.01%-51013F-HRTimelineGroup
SpringVest Wealth Management LLC20,453$530K0.44%-49513F-HRTimeline
Invst, LLC19,770$512K0.07%+3,99913F-HRTimeline
Longview Financial Advisors LLC19,552$506K0.33%-15313F-HRTimeline
Eastover Investment Advisors LLC19,470$504K0.24%+37513F-HRTimeline
CLG LLC19,350$501K0.17%013F-HRTimeline
Fort Vancouver Investment Management, L…19,210$497K0.38%-42213F-HRTimeline
OPTIMA CAPITAL LLC18,875$489K0.31%+1,93513F-HRTimeline
Corrigan Financial, Inc.18,765$486K0.1%+8,62213F-HRTimeline
Signature Resources Capital Management,…18,491$479K0.41%-1,19313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…18,090$468K<0.01%+2,65413F-HRTimelineGroup
Lifeworks Advisors, LLC18,083$468K0.08%+4,16113F-HRTimeline
GWN SECURITIES INC.17,842$462K0.03%new13F-HRTimeline
Fortress Wealth Management, Inc.17,606$456K0.24%+3513F-HRTimeline
IFG Advisory, LLC17,593$455K0.03%-4,53513F-HRTimeline
NewEdge Advisors, LLC17,406$451K<0.01%-4,98613F-HRTimeline
Cherry Tree Wealth Management, LLC17,274$447K0.11%013F-HRTimeline
Rather & Kittrell, Inc.16,995$440K0.1%-1,26513F-HRTimeline
Clark Asset Management, LLC16,752$434K0.07%013F-HRTimeline
First Command Advisory Services, Inc.16,640$431K<0.01%-10,16113F-HRTimeline
Magnolia Private Wealth, LLC16,380$424K0.36%+6,48013F-HRTimeline
Parallel Advisors, LLC16,297$422K0.01%+16,04313F-HRTimeline
Altiora Financial Group, LLC16,273$421K0.09%+4,97313F-HRTimeline
Federation des caisses Desjardins du Qu…16,200$419K<0.01%new13F-HRTimeline
QUARRY HILL ADVISORS, LLC16,183$419K0.27%-3513F-HRTimeline
USAdvisors Wealth Management, LLC16,039$415K0.14%-4,07113F-HRTimeline
SJS Investment Consulting Inc.16,010$414K0.07%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC16,005$414K0.01%-54113F-HRTimelineGroup
Bristlecone Advisors, LLC15,969$413K0.03%-30513F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…15,926$412K0.08%013F-HRTimelineGroup
Savvy Advisors, Inc.15,783$409K0.04%new13F-HRTimeline
AIRE ADVISORS, LLC15,647$405K0.09%+39413F-HRTimeline
Compass Ion Advisors, LLC15,644$405K0.05%+4,90913F-HRTimeline
Abel Hall, LLC15,592$404K0.24%-78813F-HRTimeline
VanderPol Investments L.L.C.15,277$396K0.84%-33913F-HRTimeline
Ruedi Wealth Management, Inc.15,275$395K0.12%-52713F-HRTimeline
SYNOVUS FINANCIAL CORP14,915$386K<0.01%new13F-HRTimeline
Infinity Wealth Counsel, LLC14,866$385K0.42%+95613F-HRTimeline
Balanced Rock Investment Advisors LLC14,783$383K0.31%+1,14313F-HRTimeline
Woodward Financial Advisors, Inc.14,767$382K0.18%+1,31113F-HRTimeline
Prosperity Planning, Inc.14,638$379K0.12%-28613F-HRTimeline
IFG Advisors, LLC14,490$375K0.07%-97213F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC14,368$372K<0.01%-1,80413F-HRTimeline
SwitchPoint Financial Planning, LLC14,290$370K0.35%013F-HRTimeline