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Disclosery

DFAE DIMENSIONAL ETF TRUST

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EMGR CRE EQT MNG (fund)

515 managers (517 13F filers) reported a position in DFAE shares at 2024-12-31, 172,960,585 shares in all. 34 filers opened a position and 22 filers sold out during the quarter.

Managers
515
13F filers
517
New
34
Added
257
Reduced
120
Sold out
22
Shares held by filers
172,960,585

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Helium Advisors LLC11,919$302K0.24%13F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…11,886$302K0.09%new13F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.11,884$301K0.14%-1913F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…11,805$300K0.01%+19213F-HRTimelineGroup
DRIVE WEALTH MANAGEMENT, LLC11,769$299K0.07%-2,50913F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC11,749$298K0.1%013F-HRTimeline
NewEdge Wealth, LLC11,692$297K0.01%new13F-HRTimeline
Pinnacle Family Advisors, LLC11,623$295K0.14%+18113F-HRTimeline
Hill Investment Group Partners, LLC11,460$291K0.04%+13513F-HRTimeline
EARNED WEALTH ADVISORS, LLC11,433$290K0.09%+1,03213F-HRTimeline
Sincerus Advisory, LLC11,369$288K0.31%13F-HRTimeline
L.K. Benson & Company, P.C.11,364$288K0.2%13F-HRTimeline
Altiora Financial Group, LLC11,300$287K0.06%new13F-HRTimeline
Wedmont Private Capital11,075$275K0.01%013F-HRTimeline
Compass Ion Advisors, LLC10,735$272K0.03%+36813F-HRTimeline
Investment Advisory Group, LLC10,581$268K0.09%-7,10413F-HRTimeline
Matisse Capital10,252$260K0.13%013F-HRTimeline
Vanguard Personalized Indexing Manageme…in group VANGUARD GROUP INC10,191$259K<0.01%new13F-HRTimelineGroup
Corrigan Financial, Inc.10,143$257K0.06%+4913F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…10,120$257K0.04%-28313F-HRTimeline
Safeguard Financial, LLC10,085$256K0.06%new13F-HRTimeline
Magnolia Private Wealth, LLC9,900$251K0.22%13F-HRTimeline
Tanglewood Legacy Advisors, LLC9,876$251K0.11%013F-HRTimeline
KRAFT ASSET MANAGEMENT, LLC9,888$249K0.19%+1,81113F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS9,572$243K0.2%+5413F-HRTimeline
Stewardship Advisors, LLC9,412$239K0.07%+1,06613F-HRTimeline
AssuredPartners Investment Advisors, LLC9,388$238K0.05%13F-HRTimeline
Pillar Financial Advisors, LLC9,329$237K0.18%13F-HRTimeline
C M BIDWELL & ASSOCIATES LTD9,222$234K0.14%-22713F-HRTimeline
Dorsey & Whitney Trust CO LLC9,119$231K0.01%new13F-HRTimeline
Good Life Advisors, LLC9,038$229K0.02%+1,22213F-HRTimeline
VSM Wealth Advisory, LLC8,872$225K0.08%13F-HRTimeline
Caprock Group, LLC8,861$225K0.01%013F-HRTimeline
Passive Capital Management, LLC.8,814$224K0.08%-713F-HRTimeline
GARRISON POINT ADVISORS, LLC8,795$223K0.11%+51513F-HRTimeline
Simplicity Wealth,LLC8,795$223K0.05%new13F-HRTimeline
Greenspring Advisors, LLC8,662$220K0.05%013F-HRTimeline
Corus Family Wealth Advisors8,643$219K0.15%new13F-HRTimeline
Marshall Financial Group, LLC8,628$219K0.05%-1,04713F-HRTimeline
Foundation Wealth Management, LLC\PA8,453$214K0.1%13F-HRTimeline
Emprise Bank8,450$214K0.12%new13F-HRTimeline
SCRATCH CAPITAL LLC8,440$214K0.26%13F-HRTimeline
BURNEY CO/8,348$212K0.01%-2813F-HRTimeline
Main Street Financial Solutions, LLC8,042$204K0.02%013F-HRTimeline
WMG Financial Advisors, LLC7,890$200K0.09%-31613F-HRTimeline
HM PAYSON & CO7,571$192K<0.01%+1,34213F-HRTimeline
Strategic Investment Solutions, Inc. /IL7,282$182K0.06%+3,30213F-HRTimeline
Rialto Wealth Management, LLC6,113$155K0.05%13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…5,932$150K<0.01%new13F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\5,885$149K<0.01%+3813F-HRTimelineGroup
Blume Capital Management, Inc.5,800$147K0.03%013F-HRTimeline
Parkworth Wealth Management, Inc.5,449$138K0.11%13F-HRTimeline
PINNEY & SCOFIELD, INC.5,376$136K0.1%13F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…4,994$127K0.05%-58713F-HRTimeline
Washington Trust Advisors, Inc.4,080$104K0.01%013F-HRTimeline
North Star Investment Management Corp.3,528$89.5K0.01%013F-HRTimeline
Empirical Asset Management, LLC85,247$85.2K0.03%new13F-HRTimeline
Sanctuary Wealth Management, L.L.C.3,246$82.4K0.05%013F-HRTimeline
Hurley Capital, LLC2,851$72.8K0.06%13F-HRTimeline
Smartleaf Asset Management LLC2,451$62.3K0.01%+18513F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.2,455$62.3K<0.01%013F-HRTimelineGroup
Asset Dedication, LLC2,412$61.2K<0.01%-29513F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners2,111$53.5K0.01%+1213F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC1,945$49.3K<0.01%+1,64613F-HRTimelineGroup
Householder Group Estate & Retirement S…1,579$40K0.03%-1,37813F-HRTimeline
10Elms LLP1,500$38.1K0.04%13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,428$36.2K<0.01%new13F-HRTimelineGroup
Glassman Wealth Services1,340$34K0.01%013F-HRTimeline
Geneos Wealth Management Inc.1,305$33.1K<0.01%013F-HRTimeline
Global Retirement Partners, LLC1,275$32.3K<0.01%+9813F-HRTimeline
Redwood Park Advisors LLC1,177$29.9K0.03%13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,080$27.4K<0.01%013F-HRTimeline
Eagle Bay Advisors LLC1,078$27.3K0.02%013F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP1,040$26.4K0.01%+64113F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …868$22K0.01%-1113F-HRTimelineGroup
Coppell Advisory Solutions LLC844$21.5K<0.01%+1413F-HRTimeline
Heck Capital Advisors, LLC807$20.5K<0.01%013F-HR/ATimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…739$18.7K0.01%013F-HRTimelineGroup
RAFFA WEALTH MANAGEMENT, LLC635$16.1K<0.01%+213F-HRTimeline
HOWE & RUSLING INC572$14.5K<0.01%+1413F-HRTimeline
Pinnacle Bancorp, Inc.495$12.6K<0.01%+16513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP447$11.3K<0.01%new13F-HRTimelineGroup
Parkside Financial Bank & Trust391$9.93K<0.01%+213F-HRTimeline
TruNorth Capital Management, LLC368$9.34K<0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…363$9.25K<0.01%013F-HR/ATimeline
Spire Wealth Managementin group Spire Wealth Management354$8.99K<0.01%-24613F-HRTimelineGroup
Painted Porch Advisors LLC320$8.12K<0.01%013F-HRTimeline
Financial Connections Group, Inc.350$8K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC293$7.43K<0.01%013F-HRTimeline
MGB Wealth Management, LLC290$7.36K<0.01%new13F-HRTimeline
Parallel Advisors, LLC254$6.44K<0.01%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC235$5.96K<0.01%+22513F-HRTimelineGroup
Synergy Investment Management, LLC205$5.18K<0.01%13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC200$5.08K<0.01%13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC193$4.9K<0.01%013F-HRTimeline
Legacy Investment Solutions, LLC181$4.69K<0.01%-18013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…181$4.69K<0.01%-18013F-HRTimelineGroup
Qube Research & Technologies Ltd167$4.24K<0.01%-3,17413F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.159$4.02K<0.01%-6013F-HRTimelineGroup
Orion Capital Management LLC141$3.58K<0.01%new13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC138$3.5K<0.01%+7613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Centennial Bank/AR/in group Centennial Bank/AR/133$3.37K<0.01%new13F-HRTimelineGroup
Frazier Financial Advisors, LLC128$3.25K<0.01%+113F-HRTimeline
West Branch Capital LLC125$3.17K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…100$2.54K<0.01%013F-HRTimeline
McIlrath & Eck, LLC96$2.44K<0.01%013F-HRTimeline
Spurstone Advisory Services, LLC96$2.44K0.05%13F-HRTimeline
Transce3nd, LLC94$2.38K<0.01%13F-HRTimeline
DHJJ Financial Advisors, Ltd.31$780<0.01%013F-HRTimeline
NorthRock Partners, LLC15$381<0.01%new13F-HR/ATimeline
Golden State Wealth Management, LLC12$304<0.01%13F-HRTimeline
CoreCap Advisors, LLC6$152<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV5$132<0.01%013F-HRTimeline
Kings Path Partners LLC2$51<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.