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Disclosery

DFAE DIMENSIONAL ETF TRUST

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EMGR CRE EQT MNG (fund)

529 managers (531 13F filers) reported a position in DFAE shares at 2025-03-31, 165,167,909 shares in all. 43 filers opened a position and 30 filers sold out during the quarter.

Managers
529
13F filers
531
New
43
Added
261
Reduced
164
Sold out
30
Shares held by filers
165,167,909

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Heritage Investment Group, Inc.13,845$358K0.07%013F-HRTimeline
Helium Advisors LLC13,839$358K0.26%+1,92013F-HRTimeline
Abacus Planning Group, Inc.13,745$356K0.06%+1,75013F-HRTimeline
Acorn Wealth Advisors, LLC13,440$348K0.14%-8613F-HRTimeline
Strategic Investment Solutions, Inc. /IL13,230$343K0.1%+5,94813F-HRTimeline
D.A. DAVIDSON & CO.12,865$333K<0.01%-31313F-HRTimeline
TOWNSQUARE CAPITAL LLC12,836$332K<0.01%-1,63913F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…12,793$331K0.1%+90713F-HRTimeline
MAIRS & POWER INC12,527$324K<0.01%013F-HRTimeline
EARNED WEALTH ADVISORS, LLC12,446$322K0.07%+1,01313F-HRTimeline
G2 CAPITAL MANAGEMENT, LLC / OH12,407$321K0.1%+39213F-HRTimeline
ELEVATE WEALTH ADVISORY, INC12,382$321K0.23%+12313F-HRTimeline
Samalin Investment Counsel, LLC12,172$315K0.13%-6,08213F-HRTimeline
Dorsey & Whitney Trust CO LLC12,099$313K0.02%+2,98013F-HRTimeline
GARRISON POINT ADVISORS, LLC12,076$313K0.15%+3,28113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…12,043$312K0.01%+23813F-HRTimelineGroup
Pinnacle Family Advisors, LLC12,025$311K0.17%+40213F-HRTimeline
FIDUCIENT ADVISORS LLC11,825$306K0.04%new13F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC11,749$304K0.1%013F-HRTimeline
BIP Wealth, LLC11,581$300K0.02%new13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.11,554$299K<0.01%-42613F-HRTimelineGroup
DRIVE WEALTH MANAGEMENT, LLC11,554$299K0.07%-21513F-HRTimeline
Hill Investment Group Partners, LLC11,409$295K0.04%-5113F-HRTimeline
Sincerus Advisory, LLC11,401$295K0.31%+3213F-HRTimeline
L.K. Benson & Company, P.C.11,389$295K0.2%+2513F-HRTimeline
KRAFT ASSET MANAGEMENT, LLC11,369$294K0.27%+1,48113F-HRTimeline
Presidio Capital Management, LLC11,260$292K0.12%-5,55713F-HRTimeline
Geneos Wealth Management Inc.6,235$281K<0.01%+4,93013F-HRTimeline
Cloud Capital Management, LLC10,761$278K0.2%13F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.10,710$277K0.12%-1,17413F-HRTimeline
Stewardship Advisors, LLC10,633$275K0.07%+1,22113F-HRTimeline
Wedmont Private Capital11,075$275K0.01%013F-HRTimeline
Integrity Investment Advisors, LLC10,554$273K0.25%13F-HRTimeline
Matisse Capital10,438$270K0.14%+18613F-HRTimeline
SCRATCH CAPITAL LLC10,035$260K0.27%+1,59513F-HRTimeline
Tanglewood Legacy Advisors, LLC9,659$250K0.11%-21713F-HRTimeline
Canopy Partners, LLC9,655$250K0.1%-3,49213F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS9,553$247K0.2%-1913F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd9,408$243K0.01%new13F-HRTimelineGroup
AssuredPartners Investment Advisors, LLC9,397$243K0.05%+913F-HRTimeline
Pillar Financial Advisors, LLC9,310$241K0.18%-1913F-HRTimeline
Elyxium Wealth, LLC9,297$241K0.11%new13F-HRTimeline
C M BIDWELL & ASSOCIATES LTD9,222$239K0.14%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC8,897$230K<0.01%new13F-HRTimelineGroup
Caprock Group, LLC8,861$229K0.01%013F-HRTimeline
Passive Capital Management, LLC.8,823$228K0.07%+913F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management8,788$228K0.01%+8,43413F-HRTimelineGroup
BURNEY CO/8,776$227K0.01%+42813F-HRTimeline
Parkworth Wealth Management, Inc.8,751$227K0.18%+3,30213F-HRTimeline
Live Oak Private Wealth LLC8,745$226K0.04%new13F-HRTimeline
Greenspring Advisors, LLC8,662$224K0.05%013F-HRTimeline
Lionshead Wealth Management, LLC8,602$223K0.23%-7,18713F-HRTimeline
First PREMIER Bank8,530$221K0.06%new13F-HRTimeline
Foundation Wealth Management, LLC\PA8,536$221K0.11%+8313F-HRTimeline
Emprise Bank8,450$219K0.12%013F-HRTimeline
TABLEAUX LLC8,437$218K0.16%new13F-HRTimeline
Corus Family Wealth Advisors8,413$218K0.15%-23013F-HRTimeline
Blume Capital Management, Inc.8,354$216K0.05%+2,55413F-HRTimeline
Advisory Services Network, LLC8,270$214K<0.01%new13F-HRTimeline
Orion Capital Management LLC8,262$214K0.09%+8,12113F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC8,241$213K<0.01%new13F-HRTimelineGroup
VSM Wealth Advisory, LLC8,195$212K0.08%-67713F-HRTimeline
Main Street Financial Solutions, LLC8,042$208K0.02%013F-HRTimeline
HRT FINANCIAL LP8,058$208K<0.01%new13F-HRTimeline
POINCIANA ADVISORS GROUP, LLC7,848$203K0.21%new13F-HRTimeline
Baker Ellis Asset Management LLC7,838$203K0.03%new13F-HRTimeline
HM PAYSON & CO7,571$196K<0.01%013F-HRTimeline
PINNEY & SCOFIELD, INC.6,567$170K0.12%+1,19113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN6,303$163K<0.01%-9,41013F-HRTimelineGroup
Woodside Wealth Management LLC5,945$154K0.14%13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…5,913$153K<0.01%-1913F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\5,885$152K<0.01%013F-HRTimelineGroup
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…5,581$138K0.06%+58713F-HRTimeline
Washington Trust Advisors, Inc.4,770$123K0.01%+69013F-HRTimeline
Smallwood Wealth Investment Management,…4,026$104K0.07%new13F-HRTimeline
Hurley Capital, LLC3,626$93.9K0.07%+77513F-HRTimeline
North Star Investment Management Corp.3,528$91.4K0.01%013F-HRTimeline
Asset Dedication, LLC3,082$79.8K0.01%+67013F-HRTimeline
SITTNER & NELSON, LLC3,026$78.3K0.03%new13F-HRTimeline
Smartleaf Asset Management LLC2,451$63.7K0.01%013F-HRTimeline
Parkside Financial Bank & Trust2,222$57.5K0.01%+1,83113F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners2,115$54.8K0.01%+413F-HRTimelineGroup
EQ WEALTH ADVISORS, LLC2,001$51.8K0.04%new13F-HRTimeline
10Elms LLP1,500$38.8K0.04%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.1,455$37.7K<0.01%-1,00013F-HRTimelineGroup
Glassman Wealth Services1,340$34.7K0.01%013F-HRTimeline
Rialto Wealth Management, LLC1,334$34.5K0.01%-4,77913F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,080$28K<0.01%013F-HRTimeline
Rossby Financial, LCC916$23.6K0.01%new13F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …847$21.9K<0.01%13F-HRTimelineGroup
Nalls Sherbakoff Group, LLC825$21.3K0.02%13F-HRTimeline
Heck Capital Advisors, LLC807$20.9K<0.01%013F-HRTimeline
CENTRAL TRUST Co787$20.4K<0.01%new13F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…739$19.1K0.01%013F-HRTimelineGroup
RAFFA WEALTH MANAGEMENT, LLC636$16.5K<0.01%+113F-HRTimeline
Redwood Park Advisors LLC564$14.6K0.01%-61313F-HRTimeline
HOWE & RUSLING INC558$14.4K<0.01%-1413F-HRTimeline
Pinnacle Bancorp, Inc.495$12.8K<0.01%013F-HRTimeline
Financial Connections Group, Inc.555$11K<0.01%+20513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC383$9.92K<0.01%-1,56213F-HRTimelineGroup
TruNorth Capital Management, LLC368$9.53K<0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…363$9.34K<0.01%013F-HRTimeline
Painted Porch Advisors LLC320$8.29K<0.01%013F-HRTimeline
Private Wealth Asset Management, LLC296$7.66K<0.01%13F-HRTimeline
GPS Wealth Strategies Group, LLC293$7.59K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.283$7.33K<0.01%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC235$6.08K<0.01%013F-HRTimelineGroup
EASTERN BANK222$5.75K<0.01%new13F-HRTimeline
Synergy Investment Management, LLC205$5.3K<0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC200$5.18K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…181$4.69K<0.01%013F-HRTimelineGroup
Barnes Dennig Private Wealth Management…149$3.86K0.01%13F-HRTimeline
Transce3nd, LLC136$3.52K<0.01%+4213F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/133$3.44K<0.01%013F-HRTimelineGroup
Frazier Financial Advisors, LLC128$3.32K<0.01%013F-HRTimeline
West Branch Capital LLC125$3.24K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…100$2.59K<0.01%013F-HRTimeline
McIlrath & Eck, LLC96$2.48K<0.01%013F-HRTimeline
Spurstone Advisory Services, LLC96$2.48K0.05%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC62$1.61K<0.01%-7613F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.40$926<0.01%-11913F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.31$796<0.01%013F-HRTimeline
SIGNATUREFD, LLC24$611<0.01%new13F-HRTimeline
Capital A Wealth Management, LLC13$337<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC12$311<0.01%013F-HR/ATimeline
CoreCap Advisors, LLC6$155<0.01%013F-HRTimeline
Abound Wealth Management0$12<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
CURIO WEALTH, LLC328$4.87M-190,64813F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.