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Disclosery

DFAE DIMENSIONAL ETF TRUST

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EMGR CRE EQT MNG (fund)

709 managers (717 13F filers) reported a position in DFAE shares at 2026-06-30, 209,746,031 shares in all. 68 filers opened a position and 26 filers sold out during the quarter.

Managers
709
13F filers
717
New
68
Added
301
Reduced
257
Sold out
26
Shares held by filers
209,746,031

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
BROWN ADVISORY INCin group BROWN ADVISORY INC31,608$1.27M<0.01%+10,18113F-HRTimelineGroup
Flagstone Financial Management31,426$1.26M0.28%013F-HRTimeline
LAM GROUP, INC.31,385$1.26M0.63%-10513F-HRTimeline
Quantinno Capital Management LP30,357$1.22M<0.01%+14,61213F-HRTimeline
Greenspring Advisors, LLC30,178$1.21M0.07%013F-HRTimeline
Patriot Financial Group Insurance Agenc…29,835$1.2M0.12%-26,61713F-HRTimeline
ARK & TLK INVESTMENTS, LLC29,726$1.2M0.3%+1513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP29,294$1.18M<0.01%+1,13713F-HRTimelineGroup
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC28,959$1.16M0.63%-6,69713F-HRTimeline
Ellis Investment Partners, LLC28,889$1.16M0.18%+1,16013F-HRTimeline
Lauterbach Financial Advisors, LLC28,842$1.16M0.5%-1,80413F-HRTimeline
Montis Financial, LLC28,009$1.13M0.23%-5,70313F-HRTimeline
Friday Financial28,545$1.11M0.3%+9,59913F-HRTimeline
D.A. DAVIDSON & CO.27,288$1.1M0.01%+6,16413F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…27,070$1.09M<0.01%-1,64113F-HRTimelineGroup
CarsonAllaria Wealth Management, Ltd.27,028$1.09M0.47%-21313F-HRTimeline
FOSTER & MOTLEY INC26,717$1.07M0.05%013F-HRTimeline
RCS Financial Planning, LLC26,199$1.05M0.5%-1,40813F-HRTimeline
MBE Wealth Management, LLC25,876$1.04M0.37%new13F-HRTimeline
Compass Ion Advisors, LLC25,555$1.03M0.09%-94613F-HRTimeline
Strathmore Capital Advisors, Inc.26,524$1.02M0.27%+1,54013F-HRTimeline
AlphaCore Capital LLC25,272$1.02M0.02%013F-HRTimeline
Tranquility Partners, LLC25,057$1.01M0.35%+2,10813F-HRTimeline
OPTIMA CAPITAL LLC24,207$973K0.38%+69413F-HRTimeline
Summit Financial, LLC23,811$957K0.01%+72313F-HRTimeline
NewEdge Advisors, LLC23,732$954K<0.01%+5,43813F-HRTimeline
Cloud Capital Management, LLC23,658$951K0.35%+58013F-HRTimeline
Atlanta Consulting Group Advisors, LLC23,592$949K0.15%+31813F-HRTimeline
Vestment Financial LLC24,119$947K0.42%-44513F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC23,485$944K0.06%013F-HRTimeline
HARBOUR INVESTMENTS, INC.23,378$940K0.01%+12,47713F-HRTimeline
Arnold Financial Planning LLC23,379$940K0.7%-1,97713F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC23,316$938K<0.01%-10,09113F-HRTimeline
Parallel Advisors, LLC23,300$937K0.01%+1,09313F-HRTimeline
CHOREO, LLC23,262$935K0.01%+7013F-HRTimeline
Acorn Wealth Advisors, LLC23,049$927K0.23%+7,72313F-HRTimeline
3 FACTOR INDEXING, LLC22,574$908K0.77%+2,88413F-HRTimeline
Morton Capital Management LLC/CA22,362$899K0.12%+11113F-HRTimeline
Eaton-Cambridge Inc.22,163$891K0.25%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.22,019$885K<0.01%+13,63113F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC21,693$872K0.01%new13F-HRTimeline
Midwest Trust Co21,470$863K0.01%013F-HRTimeline
G2 CAPITAL MANAGEMENT, LLC / OH21,264$855K0.19%+2,58313F-HRTimeline
Advisory Services Network, LLC20,676$831K0.01%-44913F-HRTimeline
Level Wealth Management LLC20,610$829K0.33%-33313F-HRTimeline
Rehmann Capital Advisory Group20,564$827K0.04%+60613F-HRTimeline
Lifeworks Advisors, LLC20,471$823K0.09%-98913F-HRTimeline
International Private Wealth Advisors L…20,438$822K0.42%+3213F-HRTimeline
Sanctuary Advisors, LLC20,170$811K<0.01%+1,19713F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…20,051$806K0.01%+5,78413F-HRTimelineGroup
Altiora Financial Group, LLC19,999$804K0.13%+3913F-HRTimeline
Valeo Financial Advisors, LLC19,764$795K0.02%-9013F-HRTimeline
Fort Vancouver Investment Management, L…19,751$794K0.37%+72313F-HRTimeline
Parcion Private Wealth LLC19,669$791K0.04%-11,64513F-HRTimeline
AIRE ADVISORS, LLC19,381$779K0.13%-4,13613F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…19,332$777K0.19%+1,14813F-HRTimeline
OKABENA INVESTMENT SERVICES INC19,259$774K0.14%013F-HRTimeline
Heck Capital Advisors, LLC19,245$774K0.05%new13F-HRTimeline
Indivisible Partners18,986$763K0.04%-1,28513F-HRTimeline
Magnolia Private Wealth, LLC18,780$755K0.41%-7,45613F-HRTimeline
LANARK FINANCIAL, INC.18,729$753K0.05%+6,59113F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…18,616$749K0.22%+9,24313F-HRTimeline
Infinity Wealth Counsel, LLC18,371$739K0.6%+29513F-HRTimeline
CLG LLC18,363$738K0.16%013F-HRTimeline
Powerhouse Assets LLC18,196$732K0.6%new13F-HRTimeline
Balanced Rock Investment Advisors LLC18,172$731K0.46%-83413F-HRTimeline
Partners in Financial Planning17,889$719K0.11%+34513F-HRTimeline
PRIVATE TRUST CO NA17,682$711K0.06%-7,11113F-HRTimeline
CSP Financial Group, LLC17,516$704K0.6%+29413F-HRTimeline
HMV Wealth Advisors, LLC17,432$701K0.27%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…17,189$691K<0.01%-10813F-HRTimelineGroup
GWN SECURITIES INC.17,188$691K0.12%-34413F-HRTimeline
Broadhurst Jeffrey B16,940$681K1.45%-46,46013F-HRTimeline
Merit Financial Group, LLC16,482$663K<0.01%+1713F-HR/ATimeline
United Advisor Group, LLC16,467$662K0.07%new13F-HRTimeline
WEALTHSPAN PARTNERS, LLC16,370$658K0.21%+5,18613F-HRTimeline
Cascade Wealth Advisors, Inc16,877$655K0.26%+2513F-HRTimeline
QUARRY HILL ADVISORS, LLC16,183$651K0.25%013F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…16,044$645K0.07%-77113F-HRTimeline
SJS Investment Consulting Inc.16,013$644K0.07%013F-HRTimeline
Woodside Wealth Management LLC15,919$640K0.45%+63913F-HRTimeline
Asset Dedication, LLC15,627$628K0.04%-3,61413F-HRTimeline
Gunpowder Capital Management, LLC dba O…15,531$625K0.44%-3,41013F-HRTimeline
Longview Financial Advisors LLC15,492$623K0.31%-81913F-HRTimeline
Rather & Kittrell, Inc.15,289$615K0.09%-42813F-HRTimeline
Argent Trust Co15,248$613K0.02%+27013F-HRTimeline
Eastover Investment Advisors LLC15,150$609K0.24%-2,42013F-HRTimeline
USAdvisors Wealth Management, LLC15,043$604K0.17%-68613F-HRTimeline
Tanager Wealth Management LLP15,010$604K0.05%+313F-HRTimeline
IFG Advisory, LLC14,969$602K0.02%+12,33413F-HRTimeline
Quent Capital, LLC14,808$595K0.04%-5213F-HRTimeline
Abel Hall, LLC14,675$590K0.1%-32013F-HRTimeline
tru Independence LLC14,664$590K0.26%-68413F-HRTimeline
Strategic Investment Solutions, Inc. /IL14,440$581K0.13%-2,84213F-HRTimeline
V2 Financial group LLC14,374$578K0.22%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC14,264$574K0.01%-6,61913F-HRTimelineGroup
Aerodigm Wealth, LLC14,181$570K0.19%013F-HRTimeline
GDS Wealth Management14,174$570K0.03%013F-HRTimeline
One Capital Management, LLC16,832$570K0.02%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…14,009$563K<0.01%+92613F-HRTimelineGroup
Pinnacle Family Advisors, LLC14,000$563K0.24%+2,34313F-HRTimeline
Revolve Wealth Partners, LLC13,990$563K0.06%new13F-HRTimeline
L.K. Benson & Company, P.C.13,921$560K0.17%+43413F-HRTimeline
Ballast Rock Private Wealth LLC13,842$557K0.26%-45513F-HRTimeline
Signature Resources Capital Management,…13,638$548K0.22%-91913F-HRTimeline
SeaCrest Wealth Management, LLC13,594$547K0.06%+36913F-HRTimeline
Fielder Capital Group LLC13,387$538K0.12%013F-HRTimeline
Accel Wealth Management13,371$538K0.12%new13F-HRTimeline
Sincerus Advisory, LLC12,865$517K0.35%+90213F-HRTimeline
Prosperity Planning, Inc.12,784$514K0.12%-21213F-HRTimeline
Samalin Investment Counsel, LLC12,727$512K0.16%-10313F-HRTimeline
Caprock Group, LLC12,668$509K0.01%+3,80713F-HRTimeline
First Command Advisory Services, Inc.12,631$508K<0.01%+2,60713F-HRTimeline
Innovative Asset Advisors Group, LLC12,599$507K0.22%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC12,559$505K<0.01%new13F-HRTimelineGroup
Janney Montgomery Scott LLC12,408$499K<0.01%013F-HRTimeline
Williams Jones Wealth Management, LLC.12,323$496K0.01%new13F-HRTimeline
Park Edge Advisors, LLC12,167$489K0.1%+1,08813F-HRTimeline
Ruedi Wealth Management, Inc.12,148$488K0.11%-60113F-HRTimeline
AssuredPartners Investment Advisors, LLC12,126$488K0.05%+35713F-HRTimeline
MONTAG A & ASSOCIATES INC12,100$487K0.02%+7513F-HRTimeline
Canopy Partners, LLC11,912$479K0.14%+1313F-HRTimeline
Solidarity Wealth, LLC11,836$476K0.08%new13F-HRTimeline
Foundation Wealth Management, LLC\PA11,816$475K0.14%+4813F-HRTimeline
Madson Wealth Advisors Inc11,795$474K0.32%new13F-HRTimeline
ALTFEST L J & CO INC11,779$474K0.05%+2,65013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…11,653$469K<0.01%-1,41313F-HRTimelineGroup
Concord Wealth Partnersin group Concord Wealth Partners11,398$458K0.05%+1,44913F-HRTimelineGroup
Selective Wealth Management, Inc.12,232$457K0.12%-1,71713F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers11,366$457K<0.01%new13F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…11,288$454K0.01%-5413F-HRTimelineGroup
WEBSTERROGERS FINANCIAL ADVISORS, LLC11,198$450K0.12%013F-HRTimeline
&PARTNERS11,131$448K<0.01%+2,56613F-HRTimeline
Cogent Private Wealth, Inc.11,098$446K0.28%+1,82813F-HRTimeline
Wedmont Private Capital11,094$437K0.01%+1913F-HRTimeline
Financial Harvest, LLC10,774$433K0.18%+13313F-HRTimeline
PINNEY & SCOFIELD, INC.10,602$426K0.21%+1,22813F-HRTimeline
Presidio Capital Management, LLC10,449$420K0.11%-58313F-HRTimeline
IFG Advisors, LLC10,341$416K0.06%-94813F-HRTimeline
TUDOR INVESTMENT CORP ET AL10,341$416K<0.01%new13F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.10,294$414K0.13%013F-HRTimeline
Frankly Finances, LLC10,233$411K0.33%-1,75013F-HR/ATimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP10,437$411K<0.01%+7,39413F-HRTimelineGroup
Freedom Day Solutions, LLC10,205$410K0.09%new13F-HRTimeline
POINCIANA ADVISORS GROUP, LLC10,180$409K0.3%-24513F-HRTimeline
STAGE HARBOR FINANCIAL, LLC10,097$406K0.23%+3,92713F-HRTimeline
ELEVATE WEALTH ADVISORY, INC9,950$400K0.23%013F-HRTimeline
Ponta Wealth Partners, LLC9,761$392K0.21%-42,11813F-HRTimeline
Matisse Capital9,687$390K0.16%013F-HRTimeline
Tanglewood Legacy Advisors, LLC9,659$388K0.13%013F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS9,632$387K0.15%-3213F-HRTimeline
Financial Synergies Wealth Advisors, In…9,306$374K0.03%+2313F-HRTimeline
Seneschal Advisors, LLC9,233$371K0.25%+1,19913F-HRTimeline
Peirce Capital Management, LLC9,216$371K0.14%-96913F-HRTimeline
ALLSTREET CAPITAL ADVISORS LLC8,997$362K0.24%013F-HRTimeline
Stewardship Advisors, LLC8,880$357K0.07%-30713F-HRTimeline
Wealth Enhancement Trust Services, Inc.8,810$354K0.04%+8,41113F-HR/ATimeline
Silver Oak Advisory Group, Inc.8,604$345K0.14%+2,03813F-HRTimeline
Vertex Planning Partners, LLC8,509$342K0.05%-30713F-HRTimeline
Strategent Financial, LLC8,486$341K0.2%013F-HRTimeline
Blume Capital Management, Inc.8,354$336K0.05%013F-HRTimeline
Gladstone Institutional Advisory LLC8,198$330K0.01%013F-HRTimeline
SCRATCH CAPITAL LLC8,053$324K0.16%+28713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\7,995$321K<0.01%+4,66113F-HRTimelineGroup
RIVERCHASE WEALTH MANAGEMENT, LLC7,926$319K0.15%+30013F-HRTimeline
Athena Wealth Management, LLC7,875$317K0.24%-6,51613F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC7,770$311K0.02%+2113F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC7,725$311K0.02%-6,00013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.7,712$310K0.1%13F-HRTimeline
Huntleigh Advisors, Inc.7,700$310K0.04%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management7,614$306K0.01%013F-HRTimelineGroup
Bright Futures Wealth Management, LLC.7,612$306K0.2%+57213F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp7,585$305K0.01%+513F-HRTimelineGroup
HM PAYSON & CO7,571$304K<0.01%013F-HRTimeline
Pillar Financial Advisors, LLC7,520$302K0.16%-43513F-HRTimeline
VSM Wealth Advisory, LLC7,488$301K0.08%013F-HRTimeline
Lionshead Wealth Management, LLC7,389$297K0.19%-4513F-HRTimeline
Dana Investment Advisors, Inc.7,372$296K0.01%+91413F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC7,277$293K0.02%-1713F-HRTimeline
Liberty Capital Management, Inc.7,269$292K0.05%13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…7,149$287K<0.01%new13F-HRTimelineGroup
Passive Capital Management, LLC.8,825$287K0.09%-3,57313F-HRTimeline
LANDMARK WEALTH MANAGEMENT, INC.7,050$283K0.09%-1,59313F-HRTimeline
C M BIDWELL & ASSOCIATES LTD7,021$282K0.12%-2,20113F-HRTimeline
Citrine Capital LLC6,918$278K0.1%013F-HRTimeline
Pure Financial Advisors, LLC6,836$275K<0.01%new13F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC6,814$274K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC6,869$272K0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN6,617$266K<0.01%-15,13113F-HRTimelineGroup
Ferguson Johnson Wealth Management Inc6,369$256K0.19%new13F-HRTimeline
SEMITAM BONAM LLC6,339$255K0.19%013F-HRTimeline
MAYPORT, LLC6,334$255K0.04%013F-HRTimeline
Crescent Grove Advisors, LLC6,291$253K0.02%+9013F-HRTimeline
Bragg Financial Advisors, Inc6,254$251K0.01%-41613F-HRTimeline
Astra Wealth Partners LLC6,230$251K0.14%new13F-HRTimeline
Novak & Powell Financial Services, Inc.6,192$249K0.12%013F-HRTimeline
Marshall Financial Group, LLC6,125$246K0.04%013F-HRTimeline
Second Half Financial Partners, LLC6,002$241K0.1%+8413F-HRTimeline
Forthright Family Wealth Advisory LLC5,984$241K0.14%new13F-HRTimeline
HANCOCK WHITNEY CORP5,854$235K<0.01%013F-HRTimeline