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Disclosery

DFAE DIMENSIONAL ETF TRUST

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EMGR CRE EQT MNG (fund)

556 managers (559 13F filers) reported a position in DFAE shares at 2025-06-30, 172,536,976 shares in all. 50 filers opened a position and 23 filers sold out during the quarter.

Managers
556
13F filers
559
New
50
Added
290
Reduced
157
Sold out
23
Shares held by filers
172,536,976

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Daner Wealth Management, LLC117,722$3.54M2.44%13F-HRTimeline
Burton Enright Welch120,244$3.48M0.6%+4,49113F-HRTimeline
Bay Harbor Wealth Management, LLC116,713$3.38M0.98%+6,60413F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT116,272$3.37M1.21%+51,83313F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC115,276$3.34M0.6%+2,25713F-HRTimeline
Apella Capital, LLC114,703$3.31M0.09%+10,61813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.111,944$3.24M0.03%+28,12113F-HRTimelineGroup
Linscomb Wealth, Inc.110,511$3.2M0.15%+5,24913F-HRTimeline
Prudent Man Investment Management, Inc.125,008$3.17M1.76%-29013F-HRTimeline
Allworth Financial LP109,184$3.16M0.02%+12,71113F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…106,932$3.1M0.28%+9,47713F-HRTimelineGroup
Blue Trust, Inc.106,812$3.09M0.04%+3,11813F-HRTimeline
Wingate Wealth Advisors, Inc.104,040$3.01M2.68%+21,99613F-HRTimeline
Tillman Hartley LLC101,781$2.95M0.83%+43513F-HRTimeline
Emprise Bank97,414$2.82M1.35%+88,96413F-HRTimeline
Level Financial Advisors97,391$2.82M0.88%-11,48513F-HRTimeline
Sculati Wealth Management, LLC96,981$2.81M1.05%new13F-HRTimeline
Waterfront Wealth Inc.96,748$2.8M0.63%+1,35313F-HRTimeline
Factor Wealth Management LTD93,855$2.72M0.74%+9,31213F-HRTimeline
Arax Advisory Partners93,684$2.71M0.12%-1,28913F-HRTimeline
Financial Engines Advisors L.L.C.93,258$2.7M0.01%+41,57913F-HRTimeline
American Capital Advisory, LLC93,111$2.7M1.35%+1,36213F-HRTimeline
BAKER BOYER NATIONAL BANK92,586$2.68M0.92%-2,30513F-HRTimeline
Glass Jacobson Investment Advisors llc92,236$2.67M1.03%-24,89813F-HRTimeline
Breakwater Capital Group91,717$2.66M0.43%-46713F-HRTimeline
FinDec Wealth Services, Inc.91,049$2.64M2.76%-21,37413F-HRTimeline
LINCOLN CAPITAL CORP88,057$2.55M0.98%+2,61413F-HRTimeline
Saxony Capital Management, LLC87,525$2.53M1.94%+19,21213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP87,420$2.53M<0.01%-18,87513F-HRTimelineGroup
Edge Financial Advisors LLC86,976$2.52M1.33%+13,69213F-HRTimeline
GeoWealth Management, LLC85,772$2.48M0.1%-5,95613F-HRTimeline
RFG Advisory, LLC84,607$2.45M0.06%-8,70113F-HRTimeline
Parkwoods Wealth Partners, LLC84,471$2.45M1.41%+7,03113F-HRTimeline
Financial Symmetry Inc83,794$2.43M1.25%-3,66813F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC83,471$2.42M0.06%-3,12913F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding83,305$2.41M+71,751Timeline
Lodestone Wealth Management LLC82,994$2.4M1.17%+19513F-HRTimeline
Heritage Financial Services, LLC82,941$2.4M0.23%+55513F-HRTimeline
City State Bank80,847$2.34M0.73%+4,43013F-HRTimeline
Burk Holdings LLC79,790$2.31M1.45%-1,62913F-HRTimeline
Beacon Pointe Advisors, LLC79,664$2.31M0.02%+1,57313F-HRTimeline
Timonier Family Office, LTD.79,185$2.29M0.86%-1,90813F-HRTimeline
CGN Advisors LLC79,174$2.29M0.2%+19913F-HRTimeline
Versant Capital Management, Inc79,108$2.29M0.35%-1513F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC79,095$2.29M0.02%+18,39213F-HR/ATimelineGroup
ArborFi Advisors, LLC78,339$2.27M2%+3,39513F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC77,936$2.26M0.01%+11,71413F-HRTimelineGroup
Mustard Seed Financial, LLC77,079$2.23M1.61%+7,69613F-HRTimeline
Cordgrass Capital Advisors, LLC76,157$2.2M0.6%+2,26913F-HRTimeline
Heritage Wealth Management, Inc. /CA/76,067$2.2M1.67%+2,09613F-HRTimeline
180 WEALTH ADVISORS, LLC75,545$2.19M0.31%+5,80013F-HRTimeline
First Financial Group Corp74,997$2.17M2.12%+11513F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC74,660$2.16M0.97%-75713F-HRTimeline
HUTCHINSON CAPITAL MANAGEMENT/CA74,564$2.16M0.39%+6,86113F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC74,096$2.15M0.01%+13,91213F-HRTimelineGroup
Valued Wealth Advisors LLC73,471$2.13M1.11%+11,87913F-HRTimeline
Pinnacle Financial Group, LLC / IL73,166$2.12M0.71%+42713F-HRTimeline
Quad-Cities Investment Group, LLC72,019$2.08M0.95%+11,99613F-HRTimeline
PrairieView Partners, LLC71,750$2.08M0.2%+14,26513F-HRTimeline
Gradient Capital Advisors, LLC71,743$2.08M0.61%-1,22213F-HRTimeline
Heritage Investment Group, Inc.71,408$2.07M0.36%+57,56313F-HRTimeline
Lauer Wealth, LLC68,794$2.04M1.71%-66213F-HRTimeline
Aviance Capital Partners, LLC70,025$2.03M0.26%+7,76713F-HRTimeline
Oak Wealth Advisors LLC69,341$2.01M1.29%+22,75513F-HRTimeline
Waypoint Wealth Partners Inc.69,063$2M0.49%-7,98513F-HRTimeline
Evanson Asset Management, LLC68,778$1.99M0.12%-8,52013F-HRTimeline
LaSalle St. Investment Advisors, LLC68,597$1.99M0.54%+6,37913F-HRTimeline
Zhang Financial LLC68,293$1.98M0.09%+9,00613F-HRTimeline
Total Wealth Planning, LLC67,864$1.96M0.25%-1,37913F-HRTimeline
Cannon Financial Strategists, Inc.67,440$1.95M0.31%+3,28113F-HRTimeline
VANCE WEALTH, LLC66,985$1.94M0.65%-24,70413F-HRTimeline
Clarity Capital Advisors, LLC66,125$1.91M1.12%+1,17213F-HRTimeline
Yoder Wealth Management, Inc.65,518$1.9M0.99%-1,14213F-HRTimeline
Farther Finance Advisors, LLC65,061$1.88M0.04%-88013F-HRTimeline
Syverson Strege & Co65,034$1.88M0.44%+30713F-HRTimeline
AdvisorNet Financial, Inc64,494$1.87M0.12%-61413F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC64,364$1.86M<0.01%-14,13713F-HRTimelineGroup
Keebeck Wealth Management64,212$1.86M0.24%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC62,983$1.82M0.16%+5,95713F-HRTimeline
SENTINEL WEALTH MANAGEMENT, INC.62,041$1.8M1.69%13F-HR/ATimeline
Bullock Wealth Management Group61,639$1.79M0.95%-7,65113F-HRTimeline
Investmark Advisory Group LLC61,638$1.78M0.84%-5,38913F-HRTimeline
1900 WEALTH MANAGEMENT LLC61,173$1.77M0.13%-6,92713F-HRTimeline
Woodward Financial Advisors, Inc.60,302$1.75M0.72%+45,53513F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO60,262$1.74M0.44%13F-HRTimeline
Cordant, Inc.60,016$1.74M0.84%+35,02713F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP59,420$1.72M0.02%-6,00013F-HRTimeline
Sollinda Capital Management LLC59,331$1.72M0.45%+46113F-HRTimeline
Porter White Investment Advisors, Inc.58,844$1.7M0.79%+1713F-HRTimeline
Mutual Advisors, LLC55,527$1.65M0.04%+3,00213F-HRTimeline
Beckerman Institutional, LLC56,577$1.64M1.09%+5,16513F-HRTimeline
M Wealth Management, LLC56,262$1.63M1.5%-2,07313F-HRTimeline
SwitchPoint Financial Planning, LLC54,835$1.59M1.3%+40,54513F-HRTimeline
Meritas Wealth Management, LLC53,843$1.56M0.86%013F-HRTimeline
WADDELL & ASSOCIATES, LLC53,533$1.55M0.17%+69913F-HRTimeline
CVA Family Office, LLC53,026$1.54M0.22%-47513F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC52,817$1.53M1.05%-15,02513F-HRTimeline
Oder Investment Management, LLC52,418$1.52M1.15%+40613F-HRTimeline
Medallion Wealth Advisors, LLC51,675$1.5M0.58%+8,61613F-HRTimeline
Avior Wealth Management, LLC51,113$1.48M0.05%+26,15513F-HRTimeline
JDH Wealth Management, LLC51,097$1.48M1.13%new13F-HRTimeline
HB Wealth Management, LLC50,757$1.47M0.01%+7,44813F-HRTimeline
Arkadios Wealth Advisors50,071$1.45M0.04%+3,82313F-HRTimeline
Seven Springs Wealth Group, LLC49,441$1.43M0.35%-18713F-HRTimeline
HFG Wealth Management, LLC54,057$1.4M0.85%+4,41713F-HRTimeline
Cambridge Financial Group, LLC48,083$1.39M0.52%+4,02213F-HRTimeline
Vantage Point Financial LLC47,841$1.38M0.61%+23113F-HRTimeline
Arcadia Wealth Management, LLC47,787$1.38M0.6%+1,69913F-HRTimeline
Capital Investment Advisory Services, L…46,835$1.36M0.11%+1,89513F-HRTimeline
Vestment Financial LLC46,350$1.35M0.86%-6,75413F-HRTimeline
Werba Rubin Papier Wealth Management45,188$1.31M0.25%+71813F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.44,810$1.3M0.51%+13,29513F-HRTimeline
Gemmer Asset Management LLC43,885$1.27M0.11%+24913F-HRTimeline
Grunden Financial Advisory, Inc.43,218$1.25M0.55%new13F-HRTimeline
Pacific Asset Management, LLC42,788$1.24M1%-47913F-HRTimeline
American Investment Services, Inc.41,177$1.19M0.3%-14,36213F-HRTimeline
Wealth Advisors Northwest LLC39,920$1.16M0.61%+2,59913F-HRTimeline
Wealthfront Advisers LLC39,490$1.14M<0.01%+7,95713F-HRTimeline
Cypress Point Wealth Management, LLC39,429$1.14M0.28%+3113F-HRTimeline
Cambridge Investment Research Advisors,…39,072$1.13M<0.01%+2,70113F-HRTimeline
Chicago Partners Investment Group LLC37,489$1.12M0.03%+1,27513F-HRTimeline
Krilogy Financial LLC37,664$1.09M0.06%+1,92013F-HRTimeline
ARK & TLK INVESTMENTS, LLC36,981$1.07M0.34%+1,39313F-HRTimeline
L & S Advisors Inc36,230$1.05M0.1%+2,31813F-HRTimeline
RCS Financial Planning, LLC35,821$1.04M0.52%-53,42613F-HRTimeline
LAM GROUP, INC.35,405$1.02M0.69%013F-HRTimeline
Orion Porfolio Solutions, LLC34,405$996K0.01%+13,22713F-HR/ATimeline
Live Oak Private Wealth LLC34,234$991K0.15%+25,48913F-HRTimeline
Shearwater Capital LLC34,191$990K0.62%-59413F-HRTimeline
OKABENA INVESTMENT SERVICES INC33,571$972K0.22%-45713F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC32,559$943K0.41%+3,58913F-HRTimeline
Sprinkle Financial Consultants LLC32,488$941K0.57%-5,32913F-HRTimeline
IFP Advisors, Inc31,802$921K0.03%-86,99213F-HRTimeline
Flagstone Financial Management31,663$917K0.26%013F-HRTimeline
DBK Financial Counsel, LLC31,393$909K0.82%+3,81613F-HRTimeline
AlphaCore Capital LLC30,522$884K0.03%+5,57713F-HRTimeline
Parallel Advisors, LLC30,090$871K0.02%+13,79313F-HRTimeline
FOSTER & MOTLEY INC29,943$867K0.05%-2,79513F-HRTimeline
Lynx Investment Advisory29,940$867K0.57%+6,34513F-HRTimeline
rebel Financial LLC29,762$862K0.39%13F-HRTimeline
Lauterbach Financial Advisors, LLC29,757$861K0.47%+3,68513F-HRTimeline
Morton Capital Management LLC/CA29,704$860K0.15%-2,80813F-HRTimeline
BURNEY CO/28,844$835K0.03%+20,06813F-HRTimeline
ALKEME WEALTH, LLC28,795$834K0.37%+3,63313F-HRTimeline
BIP Wealth, LLC27,650$800K0.05%+16,06913F-HRTimeline
Level Wealth Management LLC27,404$793K0.46%-11913F-HRTimeline
Elyxium Wealth, LLC27,183$787K0.3%+17,88613F-HRTimeline
CarsonAllaria Wealth Management, Ltd.26,399$764K0.41%-27213F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO26,378$764K<0.01%new13F-HRTimelineGroup
COMERICA BANK26,201$759K<0.01%+89113F-HRTimeline
Montis Financial, LLC26,195$758K0.21%+56213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY25,639$742K<0.01%-2,46213F-HRTimelineGroup
Highland Financial Advisors, LLC25,509$738K0.24%+3513F-HRTimeline
Cascade Wealth Advisors, Inc24,721$735K0.42%new13F-HRTimeline
Patriot Financial Group Insurance Agenc…25,347$734K0.08%+1,23313F-HRTimeline
tru Independence LLC25,116$727K0.21%-5,60513F-HRTimeline
Ellis Investment Partners, LLC24,992$724K0.14%+34613F-HRTimeline
Invst, LLC24,612$713K0.09%+4,84213F-HRTimeline
AIRE ADVISORS, LLC23,793$689K0.13%+8,14613F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP23,486$680K<0.01%new13F-HRTimelineGroup
NAPLES GLOBAL ADVISORS, LLC23,485$680K0.06%013F-HRTimeline
Fortress Wealth Management, Inc.22,827$661K0.32%+5,22113F-HRTimeline
Tranquility Partners, LLC22,521$652K0.23%+16613F-HRTimeline
Tanager Wealth Management LLP22,347$647K0.08%-1,59613F-HRTimeline
Eaton-Cambridge Inc.22,163$642K0.24%-413F-HRTimeline
PRIVATE TRUST CO NA22,093$640K0.06%-75013F-HRTimeline
OPTIMA CAPITAL LLC21,504$623K0.33%+2,62913F-HRTimeline
CHOREO, LLC21,486$622K0.01%new13F-HRTimeline
M Holdings Securities, Inc.21,492$620K0.11%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP21,326$617K<0.01%+46113F-HRTimelineGroup
Midwest Trust Co21,303$617K0.01%13F-HRTimeline
Savvy Advisors, Inc.21,007$608K0.04%+5,22413F-HRTimeline
Lifeworks Advisors, LLC20,864$604K0.09%+2,78113F-HRTimeline
One Capital Management, LLC20,816$603K0.02%-2,60413F-HRTimeline
Valeo Financial Advisors, LLC20,781$602K0.01%-3,63513F-HR/ATimeline
Rehmann Capital Advisory Group20,684$599K0.04%-84913F-HRTimeline
Compass Ion Advisors, LLC20,288$587K0.06%+4,64413F-HRTimeline
First PREMIER Bank20,193$585K0.14%+11,66313F-HRTimeline
Helium Advisors LLC19,961$578K0.37%+6,12213F-HRTimeline
IFG Advisory, LLC19,864$575K0.03%+2,27113F-HRTimeline
SYNOVUS FINANCIAL CORP19,853$575K0.01%+4,93813F-HRTimeline
SpringVest Wealth Management LLC19,760$572K0.46%-69313F-HRTimeline
Eastover Investment Advisors LLC19,470$564K0.25%013F-HRTimeline
CLG LLC19,350$560K0.17%013F-HRTimeline
Fort Vancouver Investment Management, L…19,028$551K0.38%-18213F-HRTimeline
Balanced Rock Investment Advisors LLC18,625$539K0.42%+3,84213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…18,128$525K<0.01%+3813F-HR/ATimelineGroup
Acorn Wealth Advisors, LLC17,918$519K0.19%+4,47813F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC17,789$515K0.01%+1,78413F-HRTimelineGroup
Signature Resources Capital Management,…17,734$513K0.31%-75713F-HRTimeline
GWN SECURITIES INC.17,692$512K0.1%-15013F-HRTimeline
Cherry Tree Wealth Management, LLC17,092$495K0.12%-18213F-HRTimeline
Magnolia Private Wealth, LLC16,724$484K0.38%+34413F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding16,552$479K+14,437Timeline
Longview Financial Advisors LLC16,459$476K0.3%-3,09313F-HRTimeline
Altiora Financial Group, LLC16,300$472K0.09%+2713F-HRTimeline
Federation des caisses Desjardins du Qu…16,200$469K<0.01%013F-HRTimeline
QUARRY HILL ADVISORS, LLC16,183$469K0.27%013F-HRTimeline
KRAFT ASSET MANAGEMENT, LLC16,109$466K0.43%+4,74013F-HRTimeline
USAdvisors Wealth Management, LLC16,043$464K0.17%+413F-HRTimeline