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Disclosery

DFAE DIMENSIONAL ETF TRUST

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EMGR CRE EQT MNG (fund)

584 managers (586 13F filers) reported a position in DFAE shares at 2025-09-30, 183,013,011 shares in all. 44 filers opened a position and 14 filers sold out during the quarter.

Managers
584
13F filers
586
New
44
Added
278
Reduced
179
Sold out
14
Shares held by filers
183,013,011

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Navigoe, LLC138,259$4.36M2.78%+6,69613F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC136,528$4.3M0.03%+57,43313F-HR/ATimelineGroup
Farther Finance Advisors, LLC136,437$4.3M0.07%+71,37613F-HRTimeline
Linscomb Wealth, Inc.135,923$4.29M0.18%+25,41213F-HRTimeline
Larson Financial Group LLC127,466$4.02M0.14%-38,09013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp127,281$4.01M0.18%-168,04513F-HRTimelineGroup
PENOBSCOT WEALTH MANAGEMENT127,115$4.01M1.29%+10,84313F-HRTimeline
Aegis Wealth Management LLC127,060$4.01M2.15%-13,18813F-HRTimeline
Plancorp, LLC125,447$3.96M0.12%+5013F-HRTimeline
Sculati Wealth Management, LLC125,222$3.95M1.39%+28,24113F-HRTimeline
Bay Harbor Wealth Management, LLC125,029$3.94M1.07%+8,31613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.120,292$3.79M0.03%+8,34813F-HRTimelineGroup
Daner Wealth Management, LLC118,306$3.79M2.46%+58413F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC118,977$3.75M0.62%+3,70113F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC117,721$3.71M0.01%+43,62513F-HRTimelineGroup
Burton Enright Welch115,365$3.64M0.55%-4,87913F-HRTimeline
Wingate Wealth Advisors, Inc.114,878$3.62M2.51%+10,83813F-HRTimeline
Allworth Financial LP110,368$3.48M0.02%+1,18413F-HRTimeline
ArborFi Advisors, LLC109,796$3.46M2.82%+31,45713F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…108,895$3.43M0.29%+1,96313F-HRTimelineGroup
Financial Engines Advisors L.L.C.107,752$3.4M0.01%+14,49413F-HRTimeline
Factor Wealth Management LTD107,353$3.38M0.85%+13,49813F-HRTimeline
Saxony Capital Management, LLC107,037$3.37M2.23%+19,51213F-HRTimeline
Blue Trust, Inc.104,821$3.31M0.04%-1,99113F-HRTimeline
Apella Capital, LLC102,871$3.3M0.07%-11,83213F-HRTimeline
Evanson Asset Management, LLC104,324$3.29M0.19%+35,54613F-HRTimeline
Atria Investments, Inc101,996$3.22M0.04%-148,81913F-HRTimeline
Tillman Hartley LLC101,476$3.2M0.83%-30513F-HRTimeline
Prudent Man Investment Management, Inc.124,980$3.17M1.76%-2813F-HRTimeline
Level Financial Advisors99,954$3.15M0.89%+2,56313F-HRTimeline
Emprise Bank97,238$3.07M1.32%-17613F-HRTimeline
Breakwater Capital Group97,030$3.06M0.45%+5,31313F-HRTimeline
Edge Financial Advisors LLC95,368$3.01M1.35%+8,39213F-HRTimeline
Heritage Financial Services, LLC94,825$2.99M0.27%+11,88413F-HRTimeline
Waterfront Wealth Inc.92,910$2.98M0.61%-3,83813F-HRTimeline
VANCE WEALTH, LLC92,611$2.92M0.9%+25,62613F-HRTimeline
BAKER BOYER NATIONAL BANK90,878$2.87M0.95%-1,70813F-HRTimeline
American Capital Advisory, LLC90,464$2.85M1.32%-2,64713F-HRTimeline
Johnson Wealth Management, LLC89,905$2.83M1.56%13F-HRTimeline
City State Bank87,409$2.76M0.8%+6,56213F-HRTimeline
LINCOLN CAPITAL CORP87,119$2.75M0.99%-93813F-HRTimeline
Glass Jacobson Investment Advisors llc86,876$2.74M0.99%-5,36013F-HRTimeline
HB Wealth Management, LLC85,225$2.69M0.02%+34,46813F-HRTimeline
RFG Advisory, LLC85,127$2.68M0.06%+52013F-HRTimeline
GeoWealth Management, LLC85,023$2.68M0.1%-74913F-HRTimeline
Burk Holdings LLC83,996$2.65M1.41%+4,20613F-HRTimeline
Lodestone Wealth Management LLC83,530$2.63M1.18%+53613F-HRTimeline
Cordgrass Capital Advisors, LLC82,520$2.6M0.64%+6,36313F-HRTimeline
Financial Symmetry Inc81,980$2.58M1.16%-1,81413F-HRTimeline
180 WEALTH ADVISORS, LLC81,059$2.56M0.31%+5,51413F-HRTimeline
Mustard Seed Financial, LLC80,678$2.54M1.64%+3,59913F-HRTimeline
HUTCHINSON CAPITAL MANAGEMENT/CA80,280$2.53M0.44%+5,71613F-HRTimeline
CGN Advisors LLC79,462$2.51M0.21%+28813F-HRTimeline
Versant Capital Management, Inc78,349$2.47M0.34%-75913F-HRTimeline
FinDec Wealth Services, Inc.78,205$2.47M2.55%-12,84413F-HRTimeline
AlphaStar Capital Management, LLC78,069$2.46M0.21%new13F-HRTimeline
Timonier Family Office, LTD.78,003$2.46M0.81%-1,18213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP77,583$2.45M<0.01%-9,83713F-HRTimelineGroup
First Financial Group Corp76,867$2.42M2.1%+1,87013F-HRTimeline
Quad-Cities Investment Group, LLC76,192$2.4M1.02%+4,17313F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC75,846$2.39M0.06%-7,62513F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding74,389$2.35M-8,916Timeline
Pinnacle Financial Group, LLC / IL73,431$2.32M0.7%+26513F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC72,768$2.29M0.01%-5,16813F-HRTimelineGroup
Valued Wealth Advisors LLC72,061$2.27M1.05%-1,41013F-HRTimeline
Aviance Capital Partners, LLC71,833$2.26M0.27%+1,80813F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC71,612$2.26M0.95%-3,04813F-HRTimeline
Heritage Investment Group, Inc.71,408$2.25M0.36%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC71,044$2.24M0.17%+8,06113F-HRTimeline
Washington Trust Advisors, Inc.70,462$2.22M0.17%+66,76613F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC69,947$2.21M<0.01%+5,58313F-HRTimelineGroup
Lauer Wealth, LLC68,840$2.19M1.61%+4613F-HRTimeline
Oak Wealth Advisors LLC69,273$2.18M1.27%-6813F-HRTimeline
Heritage Wealth Management, Inc. /CA/68,906$2.17M1.48%-7,16113F-HRTimeline
Clarity Capital Advisors, LLC68,200$2.15M1.17%+2,07513F-HRTimeline
LaSalle St. Investment Advisors, LLC67,460$2.13M0.38%-1,13713F-HRTimeline
Sollinda Capital Management LLC66,982$2.11M0.58%+7,65113F-HRTimeline
Cannon Financial Strategists, Inc.66,337$2.09M0.3%-1,10313F-HRTimeline
Zhang Financial LLC65,715$2.07M0.08%-2,57813F-HRTimeline
BIP Wealth, LLC65,702$2.07M0.1%+38,05213F-HRTimeline
Gradient Capital Advisors, LLC65,623$2.07M0.55%-6,12013F-HRTimeline
Yoder Wealth Management, Inc.64,698$2.04M0.97%-82013F-HRTimeline
Keebeck Wealth Management64,212$2.02M0.24%013F-HRTimeline
AdvisorNet Financial, Inc63,210$1.99M0.11%-1,28413F-HRTimeline
Total Wealth Planning, LLC62,925$1.98M0.23%-4,93913F-HRTimeline
Beckerman Institutional, LLC62,829$1.98M1.17%+6,25213F-HRTimeline
Syverson Strege & Co62,277$1.96M0.47%-2,75713F-HRTimeline
SENTINEL WEALTH MANAGEMENT, INC.62,041$1.96M1.7%013F-HRTimeline
Investmark Advisory Group LLC60,866$1.92M0.83%-77213F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP60,120$1.9M0.02%+70013F-HRTimeline
Woodward Financial Advisors, Inc.60,087$1.89M0.72%-21513F-HRTimeline
1900 WEALTH MANAGEMENT LLC59,091$1.86M0.13%-2,08213F-HRTimeline
Porter White Investment Advisors, Inc.58,588$1.85M0.79%-25613F-HRTimeline
Tandem Financial, LLC58,485$1.84M0.69%new13F-HRTimeline
Mutual Advisors, LLC56,939$1.84M0.04%+1,41213F-HRTimeline
Bullock Wealth Management Group57,664$1.83M0.91%-3,97513F-HRTimeline
Cordant, Inc.57,924$1.83M0.82%-2,09213F-HRTimeline
Medallion Wealth Advisors, LLC57,332$1.81M0.64%+5,65713F-HRTimeline
M Wealth Management, LLC55,691$1.76M1.54%-57113F-HRTimeline
Arkadios Wealth Advisors55,645$1.75M0.04%+5,57413F-HRTimeline
SwitchPoint Financial Planning, LLC54,761$1.73M1.25%-7413F-HRTimeline
Meritas Wealth Management, LLC53,843$1.7M0.84%013F-HRTimeline
HFG Wealth Management, LLC53,452$1.69M0.92%-60513F-HR/ATimeline
CVA Family Office, LLC53,090$1.67M0.22%+6413F-HRTimeline
Oder Investment Management, LLC52,952$1.67M1.2%+53413F-HRTimeline
WADDELL & ASSOCIATES, LLC52,284$1.65M0.14%-1,24913F-HRTimeline
IFP Advisors, Inc51,711$1.63M0.04%+19,90913F-HR/ATimeline
MORRIS FINANCIAL CONCEPTS, INC.51,097$1.61M0.58%+6,28713F-HRTimeline
JDH Wealth Management, LLC50,163$1.58M1.12%-93413F-HRTimeline
Seven Springs Wealth Group, LLC49,340$1.56M0.38%-10113F-HRTimeline
Werba Rubin Papier Wealth Management47,293$1.49M0.24%+2,10513F-HRTimeline
Capital Investment Advisory Services, L…46,329$1.46M0.12%-50613F-HRTimeline
Arcadia Wealth Management, LLC45,835$1.45M0.57%-1,95213F-HRTimeline
Cambridge Investment Research Advisors,…45,803$1.44M<0.01%+6,73113F-HRTimeline
Live Oak Private Wealth LLC45,708$1.44M0.2%+11,47413F-HRTimeline
Vantage Point Financial LLC44,687$1.41M0.55%-3,15413F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC44,406$1.4M0.92%-8,41113F-HRTimeline
Krilogy Financial LLC42,917$1.4M0.05%+5,25313F-HRTimeline
Gemmer Asset Management LLC44,120$1.39M0.11%+23513F-HRTimeline
Grunden Financial Advisory, Inc.43,218$1.36M0.55%013F-HRTimeline
Elyxium Wealth, LLC42,587$1.34M0.47%+15,40413F-HRTimeline
Pacific Asset Management, LLC42,279$1.33M0.91%-50913F-HRTimeline
Cambridge Financial Group, LLC42,233$1.33M0.43%-5,85013F-HRTimeline
American Investment Services, Inc.41,692$1.31M0.32%+51513F-HRTimeline
Chicago Partners Investment Group LLC39,247$1.29M0.03%+1,75813F-HRTimeline
Clear Creek Financial Management, LLC40,917$1.29M0.11%new13F-HRTimeline
Wealth Advisors Northwest LLC40,022$1.26M0.61%+10213F-HRTimeline
APS Management Group, Inc.40,014$1.26M1.12%13F-HRTimeline
Wealthfront Advisers LLC39,886$1.26M<0.01%+39613F-HRTimeline
L & S Advisors Inc38,782$1.22M0.12%+2,55213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY38,122$1.2M<0.01%+12,48313F-HR/ATimelineGroup
Savvy Advisors, Inc.36,785$1.16M0.05%+15,77813F-HRTimeline
Cypress Point Wealth Management, LLC36,758$1.16M0.23%-2,67113F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC36,448$1.15M0.45%+3,88913F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.36,379$1.15M0.05%new13F-HRTimelineGroup
Orion Porfolio Solutions, LLC35,993$1.13M0.01%+1,58813F-HRTimeline
ARK & TLK INVESTMENTS, LLC34,708$1.09M0.35%-2,27313F-HRTimeline
DBK Financial Counsel, LLC34,462$1.09M0.91%+3,06913F-HRTimeline
Shearwater Capital LLC34,209$1.08M0.64%+1813F-HRTimeline
LAM GROUP, INC.34,050$1.07M0.67%-1,35513F-HRTimeline
OKABENA INVESTMENT SERVICES INC33,571$1.06M0.21%013F-HRTimeline
RCS Financial Planning, LLC33,158$1.05M0.46%-2,66313F-HRTimeline
COMERICA BANK32,822$1.03M<0.01%+6,62113F-HRTimeline
Sprinkle Financial Consultants LLC32,676$1.03M0.58%+18813F-HRTimeline
Lauterbach Financial Advisors, LLC32,027$1.01M0.51%+2,27013F-HRTimeline
Flagstone Financial Management31,663$998K0.26%013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP30,213$953K<0.01%+6,72713F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO29,758$938K<0.01%+3,38013F-HRTimelineGroup
ALKEME WEALTH, LLC29,600$933K0.4%+80513F-HRTimeline
SYNOVUS FINANCIAL CORP29,397$927K0.01%+9,54413F-HRTimeline
rebel Financial LLC0$906K0.4%-29,76213F-HRTimelineAmount filed as zero, left out of ratios.
Lynx Investment Advisory28,745$906K0.54%-1,19513F-HRTimeline
BURNEY CO/28,605$902K0.03%-23913F-HRTimeline
Parallel Advisors, LLC28,547$900K0.02%-1,54313F-HRTimeline
Patriot Financial Group Insurance Agenc…28,325$893K0.11%+2,97813F-HRTimeline
FOSTER & MOTLEY INC28,303$892K0.05%-1,64013F-HRTimeline
Invst, LLC28,079$885K0.1%+3,46713F-HRTimeline
Montis Financial, LLC28,041$884K0.2%+1,84613F-HRTimeline
FineMark National Bank & Trust27,649$872K0.03%new13F-HRTimeline
CarsonAllaria Wealth Management, Ltd.27,180$857K0.45%+78113F-HRTimeline
Vestment Financial LLC26,556$847K0.48%-19,79413F-HRTimeline
First PREMIER Bank26,808$845K0.19%+6,61513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP26,139$824K<0.01%+4,81313F-HRTimelineGroup
Morton Capital Management LLC/CA25,656$809K0.13%-4,04813F-HRTimeline
Ellis Investment Partners, LLC25,299$798K0.14%+30713F-HRTimeline
AlphaCore Capital LLC25,272$797K0.03%-5,25013F-HRTimeline
Highland Financial Advisors, LLC25,272$797K0.23%-23713F-HRTimeline
NewEdge Wealth, LLC24,326$792K0.01%+12,93613F-HRTimeline
Compass Ion Advisors, LLC24,520$773K0.07%+4,23213F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC23,882$753K<0.01%+9,93013F-HRTimeline
Magnolia Private Wealth, LLC23,714$748K0.55%+6,99013F-HRTimeline
AIRE ADVISORS, LLC23,679$747K0.14%-11413F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC23,485$740K0.06%013F-HRTimeline
Level Wealth Management LLC23,439$739K0.39%-3,96513F-HRTimeline
tru Independence LLC23,434$739K0.19%-1,68213F-HRTimeline
Fortress Wealth Management, Inc.23,186$731K0.33%+35913F-HRTimeline
Tranquility Partners, LLC22,546$711K0.24%+2513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC22,271$702K0.01%+7,18613F-HRTimelineGroup
Eaton-Cambridge Inc.22,163$699K0.24%013F-HRTimeline
PRIVATE TRUST CO NA22,093$697K0.06%013F-HRTimeline
CHOREO, LLC21,763$686K0.01%+27713F-HRTimeline
M Holdings Securities, Inc.21,492$678K0.14%013F-HRTimeline
Midwest Trust Co21,470$677K0.01%+16713F-HRTimeline
Lifeworks Advisors, LLC21,149$667K0.09%+28513F-HRTimeline
Strategic Investment Solutions, Inc. /IL21,067$664K0.18%+16,20113F-HRTimeline
Rehmann Capital Advisory Group20,707$653K0.04%+2313F-HRTimeline
One Capital Management, LLC20,609$650K0.02%-20713F-HRTimeline
OPTIMA CAPITAL LLC20,495$646K0.31%-1,00913F-HRTimeline
IFG Advisory, LLC20,073$633K0.03%+20913F-HRTimeline
Valeo Financial Advisors, LLC19,852$626K0.01%-92913F-HRTimeline
Tanager Wealth Management LLP19,814$625K0.07%-2,53313F-HRTimeline
Eastover Investment Advisors LLC19,470$614K0.27%013F-HRTimeline
CLG LLC19,350$610K0.17%013F-HRTimeline
Cloud Capital Management, LLC19,310$608K0.32%+6,40913F-HRTimeline
SpringVest Wealth Management LLC19,177$605K0.44%-58313F-HRTimeline
Fort Vancouver Investment Management, L…19,028$600K0.33%013F-HRTimeline
Balanced Rock Investment Advisors LLC18,635$588K0.43%+1013F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC18,630$587K0.1%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…18,429$581K<0.01%+30113F-HRTimelineGroup
Acorn Wealth Advisors, LLC17,967$566K0.18%+4913F-HRTimeline