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Disclosery

DFAE DIMENSIONAL ETF TRUST

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EMGR CRE EQT MNG (fund)

643 managers (648 13F filers) reported a position in DFAE shares at 2025-12-31, 196,070,559 shares in all. 44 filers opened a position and 26 filers sold out during the quarter.

Managers
643
13F filers
648
New
44
Added
287
Reduced
189
Sold out
26
Shares held by filers
196,070,559

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…148,091$4.82M0.18%+6,08213F-HRTimelineGroup
Pettinga Financial Advisors LLC147,489$4.8M0.91%-1,85213F-HRTimeline
ANDREWS, LUCIA WEALTH MANAGEMENT LLC146,772$4.78M2.84%+1,51113F-HRTimeline
Plan Group Financial, LLC144,730$4.71M1.22%-44,45413F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC142,394$4.64M0.02%+24,67313F-HRTimelineGroup
North Capital, Inc.142,192$4.63M3.99%+34513F-HR/ATimeline
Linscomb Wealth, Inc.141,634$4.61M0.19%+5,71113F-HRTimeline
Employees' Retirement Fund of the City …139,300$4.54M2.03%new13F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT138,947$4.53M1.4%+11,83213F-HRTimeline
Ledgewood Wealth Advisors, LLC138,203$4.5M2.59%-7,56813F-HRTimeline
Navigoe, LLC137,003$4.46M2.75%-1,25613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.133,568$4.35M0.03%+13,27613F-HRTimelineGroup
ArborFi Advisors, LLC132,474$4.31M3.5%+22,67813F-HRTimeline
Bay Harbor Wealth Management, LLC130,332$4.24M1.11%+5,30313F-HRTimeline
Sculati Wealth Management, LLC130,200$4.24M1.49%+4,97813F-HRTimeline
Daner Wealth Management, LLC116,961$4.21M2.58%-1,34513F-HRTimeline
AlphaStar Capital Management, LLC128,120$4.17M0.31%+50,05113F-HRTimeline
Plancorp, LLC125,495$4.09M0.12%+4813F-HRTimeline
Aegis Wealth Management LLC122,642$3.99M2.26%-4,41813F-HRTimeline
SB Capital Management Inc122,159$3.98M1.46%13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp121,614$3.96M0.18%-5,66713F-HRTimelineGroup
SeedSafe Financial LLC120,732$3.93M3.48%13F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC117,093$3.81M0.6%-1,88413F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC116,058$3.78M0.02%-20,47013F-HRTimelineGroup
Saxony Capital Management, LLC115,961$3.78M2.32%+8,92413F-HRTimeline
Larson Financial Group LLC115,783$3.77M0.13%-11,68313F-HRTimeline
Burton Enright Welch114,608$3.73M0.53%-75713F-HRTimeline
KILNER CAPITAL ADVISORS, LLC114,271$3.72M3.55%13F-HRTimeline
Factor Wealth Management LTD113,886$3.71M0.8%+6,53313F-HRTimeline
Wingate Wealth Advisors, Inc.112,415$3.66M2.04%-2,46313F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC112,093$3.65M0.62%+93,46313F-HRTimeline
Allworth Financial LP111,148$3.62M0.01%+78013F-HRTimeline
American Capital Advisory, LLC109,924$3.58M1.56%+19,46013F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…109,385$3.56M0.34%+49013F-HRTimelineGroup
Blue Trust, Inc.107,891$3.51M0.04%+3,07013F-HRTimeline
Financial Engines Advisors L.L.C.106,885$3.48M0.01%-86713F-HRTimeline
HB Wealth Management, LLC103,626$3.38M0.02%+18,40113F-HRTimeline
BIP Wealth, LLC101,430$3.3M0.12%+35,72813F-HRTimeline
BAKER BOYER NATIONAL BANK101,084$3.29M0.99%+10,20613F-HRTimeline
Tillman Hartley LLC101,060$3.29M0.83%-41613F-HRTimeline
Edge Financial Advisors LLC100,959$3.29M1.38%+5,59113F-HRTimeline
VANCE WEALTH, LLC99,780$3.25M0.97%+7,16913F-HR/ATimeline
Waterfront Wealth Inc.92,547$3.25M0.62%-36313F-HRTimeline
Capstone Wealth Management, Inc.96,375$3.2M2.81%13F-HRTimeline
Heritage Financial Services, LLC98,200$3.2M0.27%+3,37513F-HRTimeline
Level Financial Advisors97,542$3.18M0.84%-2,41213F-HRTimeline
Emprise Bank97,238$3.17M1.32%013F-HRTimeline
City State Bank96,044$3.13M0.86%+8,63513F-HRTimeline
FISCHER INVESTMENT STRATEGIES, LLC94,147$3.07M1.79%-116,61113F-HRTimeline
Discipline Wealth Solutions, LLC93,596$3.05M0.57%+79,72113F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.92,800$3.02M0.06%-212,29713F-HRTimelineGroup
Evanson Asset Management, LLC91,730$2.99M0.16%-12,59413F-HRTimeline
Breakwater Capital Group91,284$2.97M0.41%-5,74613F-HRTimeline
LINCOLN CAPITAL CORP90,112$2.93M1.04%+2,99313F-HRTimeline
PW ADVISORS, LLC \ FL89,804$2.92M2.35%13F-HRTimeline
Burk Holdings LLC89,790$2.92M1.39%+5,79413F-HRTimeline
Johnson Wealth Management, LLC89,582$2.92M1.45%-32313F-HRTimeline
HUTCHINSON CAPITAL MANAGEMENT/CA88,798$2.89M0.5%+8,51813F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC87,081$2.84M0.01%+14,31313F-HRTimelineGroup
Mustard Seed Financial, LLC86,944$2.83M1.78%+6,26613F-HRTimeline
Glass Jacobson Investment Advisors llc86,415$2.81M1.01%-46113F-HRTimeline
Keating Financial Advisory Services, In…85,745$2.79M0.38%13F-HRTimeline
RFG Advisory, LLC85,492$2.78M0.05%+36513F-HRTimeline
CGN Advisors LLC85,289$2.78M0.22%+5,82713F-HRTimeline
Cordgrass Capital Advisors, LLC84,762$2.76M0.66%+2,24213F-HRTimeline
180 WEALTH ADVISORS, LLC84,699$2.76M0.31%+3,64013F-HRTimeline
Lodestone Wealth Management LLC84,002$2.74M1.11%+47213F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding81,623$2.66M+7,234Timeline
Financial Symmetry Inc80,799$2.63M1.07%-1,18113F-HRTimeline
First Financial Group Corp79,318$2.58M2.2%+2,45113F-HRTimeline
Versant Capital Management, Inc78,196$2.55M0.32%-15313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP77,798$2.53M<0.01%+21513F-HRTimelineGroup
Quad-Cities Investment Group, LLC77,366$2.52M1.04%+1,17413F-HRTimeline
Platform Wealth Management, LLC76,446$2.49M0.66%13F-HRTimeline
55 North Private Wealth, LLC75,770$2.47M0.65%13F-HRTimeline
Pinnacle Financial Group, LLC / IL75,221$2.45M0.71%+1,79013F-HRTimeline
Aznar Financial Advisors, LLC73,716$2.4M2.31%13F-HRTimeline
Aviance Capital Partners, LLC72,456$2.36M0.27%+62313F-HRTimeline
Valued Wealth Advisors LLC71,968$2.34M1.03%-9313F-HRTimeline
CARDIFF PARK ADVISORS, LLC71,450$2.33M0.19%+40613F-HRTimeline
Clarity Capital Advisors, LLC71,349$2.32M1.16%+3,14913F-HRTimeline
FinDec Wealth Services, Inc.71,216$2.32M2.49%-6,98913F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC70,435$2.29M0.94%-1,17713F-HRTimeline
Washington Trust Advisors, Inc.69,441$2.26M0.17%-1,02113F-HRTimeline
Heritage Wealth Management, Inc. /CA/69,184$2.25M1.46%+27813F-HRTimeline
Lauer Wealth, LLC66,624$2.25M1.71%-2,21613F-HRTimeline
Timonier Family Office, LTD.68,893$2.24M0.71%-9,11013F-HRTimeline
Integrated Wealth Concepts LLC68,804$2.24M0.03%-92,83413F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP68,720$2.24M0.03%+8,60013F-HRTimeline
Clear Creek Financial Management, LLC68,283$2.22M0.18%+27,36613F-HRTimeline
LaSalle St. Investment Advisors, LLC67,827$2.21M0.36%+36713F-HRTimeline
Keebeck Wealth Management67,548$2.2M0.25%+3,33613F-HRTimeline
Heritage Investment Group, Inc.67,304$2.19M0.33%-4,10413F-HRTimeline
Cannon Financial Strategists, Inc.66,243$2.16M0.3%-9413F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC65,680$2.14M<0.01%-4,26713F-HRTimelineGroup
Oak Wealth Advisors LLC65,579$2.14M1.23%-3,69413F-HRTimeline
Zhang Financial LLC64,931$2.11M0.08%-78413F-HRTimeline
Beckerman Institutional, LLC64,750$2.11M1.18%+1,92113F-HRTimeline
Broadhurst Jeffrey B64,560$2.1M2.18%13F-HRTimeline
Yoder Wealth Management, Inc.64,258$2.09M0.95%-44013F-HRTimeline
AdvisorNet Financial, Inc63,746$2.08M0.11%+53613F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC63,200$2.06M0.12%13F-HRTimeline
Arkadios Wealth Advisors62,302$2.03M0.04%+6,65713F-HRTimeline
Gradient Capital Advisors, LLC62,223$2.03M0.52%-3,40013F-HRTimeline
Sollinda Capital Management LLC62,218$2.03M0.52%-4,76413F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO62,074$2.02M0.27%new13F-HRTimeline
Investmark Advisory Group LLC61,846$2.01M0.86%+98013F-HRTimeline
E6 Portfolios, LLC61,561$2.01M2.29%13F-HRTimeline
SENTINEL WEALTH MANAGEMENT, INC.61,411$2M1.66%-63013F-HRTimeline
Medallion Wealth Advisors, LLC60,708$1.98M0.66%+3,37613F-HRTimeline
Woodward Financial Advisors, Inc.60,107$1.96M0.73%+2013F-HRTimeline
Porter White Investment Advisors, Inc.59,247$1.93M0.79%+65913F-HRTimeline
Syverson Strege & Co58,899$1.92M0.45%-3,37813F-HRTimeline
Mutual Advisors, LLC58,351$1.9M0.04%+1,41213F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.57,378$1.87M0.65%+6,28113F-HRTimeline
Cordant, Inc.56,939$1.85M0.78%-98513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY56,694$1.85M<0.01%+18,57213F-HR/ATimelineGroup
1900 WEALTH MANAGEMENT LLC56,432$1.84M0.12%-2,65913F-HRTimeline
FORTERIS WEALTH MANAGEMENT INC.56,123$1.83M1.8%13F-HRTimeline
Bullock Wealth Management Group55,781$1.82M0.89%-1,88313F-HRTimeline
SwitchPoint Financial Planning, LLC54,761$1.78M1.25%013F-HRTimeline
M Wealth Management, LLC54,490$1.77M1.54%-1,20113F-HRTimeline
Cambridge Investment Research Advisors,…53,968$1.76M<0.01%+8,16513F-HRTimeline
CVA Family Office, LLC53,810$1.75M0.2%+72013F-HRTimeline
Meritas Wealth Management, LLC53,638$1.75M0.84%-20513F-HRTimeline
Live Oak Private Wealth LLC53,594$1.75M0.24%+7,88613F-HRTimeline
Elyxium Wealth, LLC53,451$1.74M0.51%+10,86413F-HRTimeline
Oder Investment Management, LLC53,254$1.73M1.26%+30213F-HRTimeline
Savvy Advisors, Inc.52,881$1.72M0.06%+16,09613F-HRTimeline
Three Arch Wealth Management LLC52,631$1.71M0.32%13F-HRTimeline
FineMark National Bank & Trust52,619$1.71M0.05%+24,97013F-HRTimeline
HFG Wealth Management, LLC51,846$1.69M0.93%-1,60613F-HRTimeline
WADDELL & ASSOCIATES, LLC51,788$1.69M0.11%-49613F-HRTimeline
IFP Advisors, Inc51,771$1.69M0.04%+6013F-HRTimeline
JDH Wealth Management, LLC50,163$1.63M1.12%013F-HRTimeline
Werba Rubin Papier Wealth Management48,452$1.58M0.43%+1,15913F-HRTimeline
Seven Springs Wealth Group, LLC47,810$1.56M0.44%-1,53013F-HRTimeline
Donalies Financial Planning, LLC46,510$1.51M1.29%13F-HRTimeline
Krilogy Financial LLC42,730$1.5M0.05%-18713F-HRTimeline
Approach Retirement Advisors, LLC45,096$1.47M1.27%13F-HRTimeline
Madrid Wealth Management, LLC44,942$1.46M1.19%13F-HRTimeline
Arcadia Wealth Management, LLC44,847$1.46M0.54%-98813F-HRTimeline
Wealthfront Advisers LLC44,639$1.45M<0.01%+4,75313F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC44,210$1.44M0.03%-31,63613F-HRTimelineGroup
Pacific Asset Management, LLC43,900$1.43M0.86%+1,62113F-HRTimeline
Vantage Point Financial LLC43,683$1.42M0.51%-1,00413F-HRTimeline
Gemmer Asset Management LLC43,379$1.41M0.11%-74113F-HRTimeline
Grunden Financial Advisory, Inc.43,218$1.41M0.55%013F-HRTimeline
DBK Financial Counsel, LLC42,863$1.4M1.07%+8,40113F-HRTimeline
Chicago Partners Investment Group LLC39,630$1.39M0.03%+38313F-HRTimeline
American Investment Services, Inc.41,755$1.36M0.32%+6313F-HRTimeline
Cambridge Financial Group, LLC44,754$1.36M0.47%+2,52113F-HRTimeline
Trailhead Planners LLC41,032$1.34M1.31%13F-HRTimeline
Capital Investment Advisory Services, L…39,089$1.27M0.09%-7,24013F-HRTimeline
APS Management Group, Inc.38,683$1.26M1.08%-1,33113F-HRTimeline
L & S Advisors Inc38,570$1.26M0.12%-21213F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …37,927$1.24M0.01%13F-HR/ATimelineGroup
Wealth Advisors Northwest LLC37,194$1.21M0.54%-2,82813F-HRTimeline
Cypress Point Wealth Management, LLC36,784$1.2M0.26%+2613F-HRTimeline
Kane Co Wealth Management, Inc.36,768$1.2M1.06%13F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC36,692$1.2M0.75%-7,71413F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO35,875$1.17M<0.01%+6,11713F-HRTimelineGroup
First PREMIER Bank35,355$1.15M0.26%+8,54713F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC34,705$1.13M0.28%-83,77113F-HRTimeline
Shearwater Capital LLC33,956$1.11M0.63%-25313F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC33,738$1.1M0.41%-2,71013F-HRTimeline
Montis Financial, LLC33,663$1.1M0.22%+5,62213F-HRTimeline
ALKEME WEALTH, LLC32,904$1.07M0.46%+3,30413F-HRTimeline
Sprinkle Financial Consultants LLC32,888$1.07M0.54%+21213F-HRTimeline
Parcion Private Wealth LLC32,767$1.07M0.06%new13F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…32,669$1.06M0.17%+16,64713F-HRTimelineGroup
Invst, LLC32,507$1.06M0.12%+4,42813F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.32,246$1.05M0.05%-4,13313F-HRTimelineGroup
Flagstone Financial Management31,663$1.03M0.26%013F-HRTimeline
Lauterbach Financial Advisors, LLC31,641$1.03M0.5%-38613F-HRTimeline
LAM GROUP, INC.31,500$1.03M0.59%-2,55013F-HRTimeline
Greenspring Advisors, LLC31,396$1.02M0.06%+22,73413F-HRTimeline
ARK & TLK INVESTMENTS, LLC31,114$1.01M0.28%-3,59413F-HRTimeline
COMERICA BANK31,040$1.01M<0.01%-1,78213F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP30,664$999K<0.01%+45113F-HRTimelineGroup
BURNEY CO/30,503$993K0.03%+1,89813F-HRTimeline
SpringVest Wealth Management LLC28,991$944K0.66%+9,81413F-HRTimeline
NewEdge Wealth, LLC28,782$937K0.01%+4,45613F-HRTimeline
Patriot Financial Group Insurance Agenc…28,325$923K0.11%013F-HRTimeline
FOSTER & MOTLEY INC28,212$919K0.05%-9113F-HRTimeline
RCS Financial Planning, LLC28,210$919K0.4%-4,94813F-HRTimeline
CarsonAllaria Wealth Management, Ltd.27,236$887K0.44%+5613F-HRTimeline
Vestment Financial LLC26,020$882K0.46%-53613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP26,592$866K<0.01%+45313F-HRTimelineGroup
Arnold Financial Planning LLC26,485$863K0.89%13F-HRTimeline
Magnolia Private Wealth, LLC26,236$855K0.6%+2,52213F-HRTimeline
Ellis Investment Partners, LLC26,105$850K0.15%+80613F-HRTimeline
Highland Financial Advisors, LLC25,920$844K0.23%+64813F-HRTimeline
rebel Financial LLC25,724$838K0.36%+25,72413F-HRTimeline
AlphaCore Capital LLC25,272$823K0.02%013F-HRTimeline
PRIVATE TRUST CO NA24,793$807K0.07%+2,70013F-HRTimeline
Compass Ion Advisors, LLC24,673$804K0.08%+15313F-HRTimeline
Parallel Advisors, LLC24,640$803K0.01%-3,90713F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC24,331$792K<0.01%+44913F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding24,260$790K+6,442Timeline