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Disclosery

DFAE DIMENSIONAL ETF TRUST

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EMGR CRE EQT MNG (fund)

670 managers (675 13F filers) reported a position in DFAE shares at 2026-03-31, 208,987,711 shares in all. 60 filers opened a position and 26 filers sold out during the quarter.

Managers
670
13F filers
675
New
60
Added
317
Reduced
195
Sold out
26
Shares held by filers
208,987,711

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Integrated Wealth Concepts LLC173,489$5.87M0.05%+104,68513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…169,072$5.72M0.17%+20,98113F-HR/ATimelineGroup
Elser Financial Planning, Inc170,293$5.7M0.28%new13F-HRTimeline
Two West Capital Advisors LLC152,642$5.7M3.02%-3,32513F-HRTimeline
BANNERMAN WEALTH MANAGEMENT GROUP, LLC167,095$5.66M3.81%+7,24213F-HRTimeline
ArborFi Advisors, LLC167,063$5.66M4.62%+34,58913F-HRTimeline
Sageworth Trust Co166,676$5.64M0.24%-11013F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT161,843$5.48M1.62%+22,89613F-HRTimeline
PFG Advisors161,815$5.48M0.27%+9,95713F-HRTimeline
SUTTON PLACE INVESTORS LLC157,696$5.34M2.92%+2,61813F-HRTimeline
AA Financial Advisors, LLC156,704$5.31M0.75%-134,09613F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV154,811$5.24M1.14%-5,89513F-HRTimeline
Thayer Financial, L.L.C.154,636$5.24M5.34%+1,02713F-HRTimeline
IAG Wealth Partners, LLC153,733$5.21M0.58%-3,53613F-HRTimeline
Allworth Financial LP153,612$5.2M0.02%+42,46413F-HRTimeline
Pettinga Financial Advisors LLC147,600$5M0.94%+11113F-HRTimeline
North Capital, Inc.146,685$4.97M4.21%+4,49313F-HRTimeline
Linscomb Wealth, Inc.146,488$4.96M0.22%+4,85413F-HRTimeline
American Capital Advisory, LLC144,948$4.91M1.99%+35,02413F-HRTimeline
Navigate Wealth Management, LLC132,219$4.9M3.44%13F-HRTimeline
VANCE WEALTH, LLC143,576$4.86M1.4%+43,79613F-HRTimeline
Navigoe, LLC142,038$4.81M2.84%+5,03513F-HRTimeline
AlphaStar Capital Management, LLC140,565$4.76M0.35%+12,44513F-HRTimeline
ANDREWS, LUCIA WEALTH MANAGEMENT LLC139,850$4.74M2.83%-6,92213F-HRTimeline
Employees' Retirement Fund of the City …139,300$4.72M2.05%013F-HRTimeline
Ledgewood Wealth Advisors, LLC137,998$4.67M2.63%-20513F-HRTimeline
Daner Wealth Management, LLC119,260$4.65M2.73%+2,29913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.139,377$4.54M0.03%+5,80913F-HRTimelineGroup
Plancorp, LLC125,496$4.53M0.13%+113F-HRTimeline
Sculati Wealth Management, LLC132,524$4.49M1.66%+2,32413F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp131,728$4.46M0.21%+10,11413F-HRTimelineGroup
RETIREMENT INCOME SOLUTIONS, INC130,010$4.4M0.75%+17,91713F-HRTimeline
Bay Harbor Wealth Management, LLC127,528$4.32M1.12%-2,80413F-HRTimeline
SeedSafe Financial LLC120,560$4.08M3.36%-17213F-HRTimeline
Saxony Capital Management, LLC120,229$4.07M2.36%+4,26813F-HRTimeline
Aegis Wealth Management LLC120,098$4.07M2.33%-2,54413F-HRTimeline
Wingate Wealth Advisors, Inc.119,559$4.05M2.16%+7,14413F-HRTimeline
KILNER CAPITAL ADVISORS, LLC116,453$3.94M3.78%+2,18213F-HRTimeline
Burton Enright Welch116,328$3.94M0.54%+1,72013F-HRTimeline
Tillman Hartley LLC115,543$3.91M0.98%+14,48313F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…115,319$3.9M0.37%+5,93413F-HRTimelineGroup
Jacobsen Capital Management114,024$3.86M1.3%new13F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC112,734$3.82M0.57%-4,35913F-HRTimeline
Plan Group Financial, LLC110,404$3.74M0.88%-34,32613F-HRTimeline
Blue Trust, Inc.110,218$3.73M0.04%+2,32713F-HRTimeline
BIP Wealth, LLC109,210$3.7M0.15%+7,78013F-HRTimeline
HB Wealth Management, LLC109,014$3.69M0.02%+5,38813F-HRTimeline
Crown Wealth Group, LLC107,449$3.64M1.07%new13F-HRTimeline
CVA Family Office, LLC107,145$3.63M0.38%+53,33513F-HRTimeline
Arkadios Wealth Advisors106,980$3.62M0.06%+44,67813F-HRTimeline
Keating Financial Advisory Services, In…106,486$3.61M0.58%+20,74113F-HRTimeline
Financial Engines Advisors L.L.C.104,929$3.55M0.01%-1,95613F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC104,638$3.54M0.01%+17,55713F-HRTimelineGroup
NewEdge Wealth, LLC103,759$3.51M0.04%+74,97713F-HRTimeline
City State Bank103,491$3.5M0.91%+7,44713F-HRTimeline
BAKER BOYER NATIONAL BANK102,581$3.47M1.04%+1,49713F-HRTimeline
Capstone Wealth Management, Inc.99,184$3.38M2.86%+2,80913F-HRTimeline
HUTCHINSON CAPITAL MANAGEMENT/CA98,278$3.33M0.61%+9,48013F-HRTimeline
Emprise Bank97,238$3.29M1.32%013F-HRTimeline
Family Manage LLC96,906$3.28M0.39%new13F-HRTimeline
Larson Financial Group LLC96,685$3.27M0.1%-19,09813F-HRTimeline
Glass Jacobson Investment Advisors llc94,409$3.2M1.1%+7,99413F-HRTimeline
Breakwater Capital Group94,385$3.2M0.43%+3,10113F-HRTimeline
Level Financial Advisors93,700$3.17M0.81%-3,84213F-HRTimeline
Burk Holdings LLC93,510$3.17M1.36%+3,72013F-HRTimeline
Financial Symmetry Inc82,588$3.15M1.12%+1,78913F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.92,800$3.14M0.07%013F-HRTimelineGroup
Savvy Advisors, Inc.92,520$3.13M0.08%+39,63913F-HRTimeline
LINCOLN CAPITAL CORP91,032$3.08M1.13%+92013F-HRTimeline
Sanchez Levi Garrett89,942$3.05M1.91%13F-HRTimeline
Mustard Seed Financial, LLC88,613$3M1.8%+1,66913F-HRTimeline
Factor Wealth Management LTD88,499$3M0.56%-25,38713F-HRTimeline
Cordgrass Capital Advisors, LLC88,330$2.99M0.7%+3,56813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP88,134$2.98M<0.01%+10,33613F-HRTimelineGroup
FISCHER INVESTMENT STRATEGIES, LLC88,056$2.98M1.74%-6,09113F-HRTimeline
Johnson Wealth Management, LLC87,492$2.96M1.43%-2,09013F-HRTimeline
Waterfront Wealth Inc.86,437$2.93M0.54%-6,11013F-HRTimeline
180 WEALTH ADVISORS, LLC85,573$2.9M0.33%+87413F-HRTimeline
Evanson Asset Management, LLC85,263$2.89M0.15%-6,46713F-HRTimeline
First Financial Group Corp85,083$2.88M2.35%+5,76513F-HRTimeline
FMB WEALTH MANAGEMENT85,045$2.88M1.19%-75,16213F-HRTimeline
Lodestone Wealth Management LLC84,129$2.85M1.13%+12713F-HR/ATimeline
CGN Advisors LLC83,886$2.84M0.22%-1,40313F-HRTimeline
Elyxium Wealth, LLC83,386$2.82M0.91%+29,93513F-HRTimeline
COMMERCE BANKin group COMMERCE BANK82,012$2.78M0.01%new13F-HRTimelineGroup
Quad-Cities Investment Group, LLC81,173$2.75M1.1%+3,80713F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.80,800$2.74M0.25%new13F-HRTimelineGroup
RFG Advisory, LLC80,648$2.73M0.05%-4,84413F-HRTimeline
Aviance Capital Partners, LLC79,662$2.7M0.32%+7,20613F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC79,480$2.69M<0.01%+13,80013F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding79,331$2.69M-2,292Timeline
Versant Capital Management, Inc78,262$2.65M0.26%+6613F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC77,311$2.62M0.01%new13F-HRTimelineGroup
Pinnacle Financial Group, LLC / IL75,421$2.55M0.7%+20013F-HRTimeline
55 North Private Wealth, LLC74,382$2.52M0.64%-1,38813F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.73,560$2.49M0.85%+16,18213F-HRTimeline
Clarity Capital Advisors, LLC72,384$2.45M1.14%+1,03513F-HRTimeline
First PREMIER Bank71,501$2.42M0.56%+36,14613F-HRTimeline
Cannon Financial Strategists, Inc.71,027$2.4M0.32%+4,78413F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP70,980$2.4M0.03%+2,26013F-HRTimeline
Washington Trust Advisors, Inc.70,656$2.39M0.19%+1,21513F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC69,561$2.36M0.95%-87413F-HRTimeline
Heritage Wealth Management, Inc. /CA/69,336$2.35M1.31%+15213F-HRTimeline
CARDIFF PARK ADVISORS, LLC67,749$2.29M0.18%-3,70113F-HRTimeline
Beckerman Institutional, LLC67,567$2.29M1.22%+2,81713F-HRTimeline
Heritage Investment Group, Inc.67,304$2.28M0.34%013F-HRTimeline
Live Oak Private Wealth LLC67,291$2.28M0.32%+13,69713F-HRTimeline
Lauer Wealth, LLC63,111$2.27M1.82%-3,51313F-HRTimeline
Oak Wealth Advisors LLC65,579$2.22M1.22%013F-HRTimeline
Sollinda Capital Management LLC65,314$2.21M0.54%+3,09613F-HRTimeline
LaSalle St. Investment Advisors, LLC65,301$2.21M0.31%-2,52613F-HRTimeline
Zhang Financial LLC64,978$2.2M0.08%+4713F-HRTimeline
AdvisorNet Financial, Inc64,880$2.2M0.11%+1,13413F-HRTimeline
Yoder Wealth Management, Inc.64,258$2.18M0.99%013F-HRTimeline
E6 Portfolios, LLC64,091$2.17M2.26%+2,53013F-HRTimeline
Mutual Advisors, LLC63,914$2.16M0.05%+5,56313F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …63,759$2.16M0.02%+25,83213F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…63,574$2.15M<0.01%+51,00813F-HRTimelineGroup
DBK Financial Counsel, LLC63,434$2.15M1.63%+20,57113F-HRTimeline
Broadhurst Jeffrey B63,400$2.15M2.2%-1,16013F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC63,200$2.14M0.11%013F-HRTimeline
Medallion Wealth Advisors, LLC62,424$2.11M0.69%+1,71613F-HRTimeline
FinDec Wealth Services, Inc.61,833$2.09M2.56%-9,38313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY61,316$2.08M<0.01%+4,62213F-HRTimelineGroup
SENTINEL WEALTH MANAGEMENT, INC.61,298$2.08M1.66%-11313F-HRTimeline
Cambridge Investment Research Advisors,…60,864$2.06M0.01%+6,89613F-HRTimeline
Tandem Financial, LLC60,853$2.06M0.7%new13F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO60,082$2.03M0.21%-1,99213F-HRTimeline
Investmark Advisory Group LLC59,860$2.03M0.87%-1,98613F-HRTimeline
Porter White Investment Advisors, Inc.59,227$2.01M0.8%-2013F-HRTimeline
Gradient Capital Advisors, LLC58,748$1.99M0.52%-3,47513F-HRTimeline
FORTERIS WEALTH MANAGEMENT INC.57,643$1.95M1.87%+1,52013F-HRTimeline
Woodward Financial Advisors, Inc.59,332$1.94M0.75%-77513F-HRTimeline
PW ADVISORS, LLC \ FL57,096$1.93M1.45%-32,70813F-HRTimeline
Bullock Wealth Management Group56,182$1.92M0.96%+40113F-HRTimeline
Cordant, Inc.56,509$1.91M0.78%-43013F-HRTimeline
Patriot Financial Group Insurance Agenc…56,452$1.91M0.11%+28,12713F-HRTimeline
Wealthfront Advisers LLC56,290$1.91M<0.01%+11,65113F-HRTimeline
1900 WEALTH MANAGEMENT LLC56,140$1.9M0.12%-29213F-HRTimeline
M Wealth Management, LLC54,936$1.86M1.57%+44613F-HRTimeline
SwitchPoint Financial Planning, LLC54,761$1.85M1.26%013F-HRTimeline
Madrid Wealth Management, LLC54,225$1.84M1.39%+9,28313F-HR/ATimeline
Oder Investment Management, LLC53,912$1.83M1.4%+65813F-HRTimeline
Helium Advisors LLC53,598$1.81M1.73%+34,31613F-HRTimeline
Meritas Wealth Management, LLC53,345$1.81M0.82%-29313F-HRTimeline
Approach Retirement Advisors, LLC53,059$1.8M1.49%+7,96313F-HRTimeline
Ponta Wealth Partners, LLC51,879$1.76M1.41%new13F-HRTimeline
Syverson Strege & Co51,682$1.75M0.42%-7,21713F-HRTimeline
IFP Advisors, Inc51,670$1.75M0.04%-10113F-HRTimeline
HFG Wealth Management, LLC51,595$1.75M0.96%-25113F-HRTimeline
WADDELL & ASSOCIATES, LLC51,358$1.74M0.1%-43013F-HRTimeline
Werba Rubin Papier Wealth Management51,113$1.73M0.24%+2,66113F-HRTimeline
Cedar Point Capital Partners, LLC50,726$1.72M1.12%new13F-HRTimeline
JDH Wealth Management, LLC50,163$1.7M1.15%013F-HRTimeline
Compound Planning, Inc.49,024$1.66M0.05%+29,98013F-HRTimeline
Valued Wealth Advisors LLC48,966$1.66M0.67%-23,00213F-HRTimeline
Three Arch Wealth Management LLC48,508$1.64M0.3%-4,12313F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …48,340$1.64M0.03%+38,31113F-HRTimelineGroup
Seven Springs Wealth Group, LLC47,721$1.62M0.37%-8913F-HRTimeline
Krilogy Financial LLC42,730$1.59M0.05%013F-HRTimeline
Chicago Partners Investment Group LLC41,185$1.56M0.03%+1,55513F-HRTimeline
Donalies Financial Planning, LLC45,745$1.55M1.32%-76513F-HRTimeline
Pacific Asset Management, LLC44,439$1.5M0.84%+53913F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC43,100$1.46M<0.01%new13F-HRTimeline
Arcadia Wealth Management, LLC43,043$1.46M0.53%-1,80413F-HRTimeline
Gemmer Asset Management LLC42,970$1.45M0.12%-40913F-HRTimeline
American Investment Services, Inc.42,805$1.45M0.32%+1,05013F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO42,676$1.44M<0.01%+6,80113F-HRTimelineGroup
Vantage Point Financial LLC42,534$1.44M0.51%-1,14913F-HRTimeline
Trailhead Planners LLC42,075$1.42M1.37%+1,04313F-HRTimeline
ALKEME WEALTH, LLC41,431$1.4M0.57%+8,52713F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC39,746$1.35M0.03%-4,46413F-HRTimelineGroup
BAKER TILLY WEALTH MANAGEMENT, LLC39,168$1.33M0.32%+4,46313F-HRTimeline
Eldridge Investment Advisors, Inc.38,968$1.32M0.29%+23,29313F-HRTimeline
Cambridge Financial Group, LLC38,510$1.3M0.44%-6,24413F-HRTimeline
L & S Advisors Inc38,324$1.3M0.16%-24613F-HRTimeline
Capital Investment Advisory Services, L…38,182$1.29M0.09%-90713F-HRTimeline
Kane Co Wealth Management, Inc.37,244$1.26M1.06%+47613F-HRTimeline
Cypress Point Wealth Management, LLC36,790$1.25M0.27%+613F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…36,494$1.24M0.09%+3,82513F-HRTimelineGroup
APS Management Group, Inc.36,107$1.22M1.05%-2,57613F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC35,656$1.21M0.74%-1,03613F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC35,077$1.19M0.44%+1,33913F-HRTimeline
Owl Creek Wealth Partners LLC34,966$1.18M0.42%13F-HRTimeline
Wealth Advisors Northwest LLC34,119$1.16M0.48%-3,07513F-HRTimeline
Everest Financial Group LLC34,028$1.15M0.19%new13F-HRTimeline
Shearwater Capital LLC33,961$1.15M0.6%+513F-HRTimeline
Montis Financial, LLC33,712$1.14M0.24%+4913F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC33,407$1.13M0.01%+9,07613F-HRTimeline
Invst, LLC33,131$1.12M0.13%+62413F-HRTimeline
Sprinkle Financial Consultants LLC32,941$1.12M0.51%+5313F-HRTimeline
BURNEY CO/32,710$1.11M0.03%+2,20713F-HRTimeline
SpringVest Wealth Management LLC31,641$1.07M0.73%+2,65013F-HRTimeline
LAM GROUP, INC.31,490$1.07M0.59%-1013F-HRTimeline
Flagstone Financial Management31,426$1.06M0.26%-23713F-HRTimeline
Parcion Private Wealth LLC31,314$1.06M0.07%-1,45313F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP30,664$1.04M<0.01%013F-HRTimelineGroup
Lauterbach Financial Advisors, LLC30,646$1.04M0.51%-99513F-HRTimeline
Greenspring Advisors, LLC30,178$1.02M0.06%-1,21813F-HRTimeline
ARK & TLK INVESTMENTS, LLC29,711$1.01M0.27%-1,40313F-HRTimeline