Skip to content
Disclosery

DFAE DIMENSIONAL ETF TRUST

Follow

EMGR CRE EQT MNG (fund)

556 managers (559 13F filers) reported a position in DFAE shares at 2025-06-30, 172,536,976 shares in all. 50 filers opened a position and 23 filers sold out during the quarter.

Managers
556
13F filers
559
New
50
Added
290
Reduced
157
Sold out
23
Shares held by filers
172,536,976

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
SJS Investment Consulting Inc.16,010$463K0.07%013F-HRTimeline
HMV Wealth Advisors, LLC15,965$462K0.3%new13F-HRTimeline
Bristlecone Advisors, LLC15,950$462K0.04%-1913F-HRTimeline
Rather & Kittrell, Inc.15,928$461K0.09%-1,06713F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…15,927$461K0.09%+113F-HRTimelineGroup
NewEdge Advisors, LLC15,615$452K<0.01%-1,79113F-HRTimeline
Abel Hall, LLC15,557$450K0.21%-3513F-HRTimeline
D.A. DAVIDSON & CO.15,493$449K<0.01%+2,62813F-HRTimeline
GARRISON POINT ADVISORS, LLC15,134$438K0.2%+3,05813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC15,085$437K0.01%-8,76613F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…14,982$434K0.02%-14,30113F-HRTimelineGroup
Infinity Wealth Counsel, LLC14,966$433K0.44%+10013F-HRTimeline
Ruedi Wealth Management, Inc.14,778$428K0.13%-49713F-HRTimeline
Partners in Financial Planning14,549$421K0.08%new13F-HRTimeline
IFG Advisors, LLC14,483$419K0.07%-713F-HRTimeline
Prosperity Planning, Inc.14,420$417K0.12%-21813F-HRTimeline
EARNED WEALTH ADVISORS, LLC14,371$416K0.08%+1,92513F-HRTimeline
Aerodigm Wealth, LLC14,181$411K0.2%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC13,952$404K<0.01%-41613F-HRTimeline
Vawter Financial, Ltd.13,941$404K4.56%-322,68613F-HR/ATimeline
Abacus Planning Group, Inc.13,875$402K0.06%+13013F-HR/ATimeline
G2 CAPITAL MANAGEMENT, LLC / OH13,377$387K0.11%+97013F-HRTimeline
Dorsey & Whitney Trust CO LLC13,150$381K0.02%+1,05113F-HRTimeline
Cloud Capital Management, LLC12,901$378K0.24%+2,14013F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…12,892$373K0.11%+9913F-HRTimeline
VanderPol Investments L.L.C.12,667$367K0.77%-2,61013F-HRTimeline
Samalin Investment Counsel, LLC12,648$366K0.14%+47613F-HRTimeline
First Command Advisory Services, Inc.12,418$360K<0.01%-4,22213F-HRTimeline
Merit Financial Group, LLC12,200$353K<0.01%new13F-HRTimeline
Pinnacle Family Advisors, LLC12,182$353K0.17%+15713F-HRTimeline
Hill Investment Group Partners, LLC12,170$352K0.05%+76113F-HRTimeline
Advisory Services Network, LLC11,928$349K0.01%+3,65813F-HRTimeline
Sincerus Advisory, LLC11,557$344K0.32%+15613F-HRTimeline
Canopy Partners, LLC11,863$343K0.13%+2,20813F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC11,749$340K0.11%013F-HRTimeline
NewEdge Wealth, LLC11,390$339K0.01%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…11,587$335K0.01%-45613F-HRTimelineGroup
L.K. Benson & Company, P.C.11,476$332K0.2%+8713F-HRTimeline
Wedmont Private Capital11,075$321K0.01%013F-HRTimeline
Financial Harvest, LLC10,944$317K0.24%new13F-HRTimeline
Stewardship Advisors, LLC10,848$314K0.08%+21513F-HRTimeline
Presidio Capital Management, LLC10,524$305K0.12%-73613F-HRTimeline
Matisse Capital10,438$302K0.14%013F-HRTimeline
Peirce Capital Management, LLC10,185$295K0.13%new13F-HRTimeline
ELEVATE WEALTH ADVISORY, INC10,135$293K0.21%-2,24713F-HRTimeline
MAIRS & POWER INC9,850$285K<0.01%-2,67713F-HRTimeline
Argent Trust Co9,793$284K0.01%new13F-HRTimeline
Integrity Investment Advisors, LLC9,747$282K0.22%-80713F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.9,693$281K0.11%-1,01713F-HRTimeline
Tanglewood Legacy Advisors, LLC9,659$280K0.11%013F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS9,609$278K0.19%+5613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN9,608$278K<0.01%+3,30513F-HRTimelineGroup
AssuredPartners Investment Advisors, LLC9,471$274K0.07%+7413F-HRTimeline
Pillar Financial Advisors, LLC9,310$270K0.19%013F-HRTimeline
POINCIANA ADVISORS GROUP, LLC9,284$269K0.24%+1,43613F-HRTimeline
C M BIDWELL & ASSOCIATES LTD9,222$267K0.14%013F-HRTimeline
Lionshead Wealth Management, LLC9,171$266K0.25%+56913F-HRTimeline
Foundation Wealth Management, LLC\PA8,870$257K0.11%+33413F-HRTimeline
LANDMARK WEALTH MANAGEMENT, INC.8,833$256K0.11%-22,94813F-HRTimeline
Passive Capital Management, LLC.8,685$252K0.08%-13813F-HRTimeline
Janney Montgomery Scott LLC8,518$247K<0.01%new13F-HRTimeline
Strategent Financial, LLC8,486$246K0.19%new13F-HRTimeline
Main Street Financial Solutions, LLC8,473$245K0.02%+43113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management8,439$244K0.01%-34913F-HRTimelineGroup
Corus Family Wealth Advisors8,414$244K0.17%+113F-HRTimeline
Blume Capital Management, Inc.8,354$242K0.05%013F-HRTimeline
Gladstone Institutional Advisory LLC8,195$237K0.01%new13F-HRTimeline
PINNEY & SCOFIELD, INC.8,166$236K0.16%+1,59913F-HRTimeline
Seneschal Advisors, LLC7,902$229K0.18%new13F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC7,873$228K0.05%-3,68113F-HRTimeline
HM PAYSON & CO7,571$219K<0.01%013F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp7,567$219K0.01%new13F-HRTimelineGroup
RIVERCHASE WEALTH MANAGEMENT, LLC7,501$217K0.14%new13F-HRTimeline
VSM Wealth Advisory, LLC7,488$217K0.07%-70713F-HRTimeline
Asset Dedication, LLC7,487$217K0.02%+4,40513F-HRTimeline
Good Life Advisors, LLC7,462$216K0.01%new13F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC7,318$212K0.03%new13F-HRTimeline
Triad Wealth Partners, LLC7,185$208K0.04%new13F-HRTimeline
WEALTHSPAN PARTNERS, LLC7,145$207K0.09%new13F-HRTimeline
SCRATCH CAPITAL LLC6,932$201K0.16%-3,10313F-HRTimeline
Parkworth Wealth Management, Inc.6,581$191K0.14%-2,17013F-HRTimeline
Woodside Wealth Management LLC6,019$174K0.15%+7413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…5,913$171K<0.01%013F-HRTimelineGroup
Qube Research & Technologies Ltd5,495$159K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.5,315$154K<0.01%-92013F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…5,176$150K0.06%-40513F-HRTimeline
Strategic Investment Solutions, Inc. /IL4,866$141K0.04%-8,36413F-HRTimeline
SITTNER & NELSON, LLC4,640$134K0.05%+1,61413F-HRTimeline
Hurley Capital, LLC4,159$120K0.08%+53313F-HRTimeline
Orion Capital Management LLC4,140$120K0.05%-4,12213F-HRTimeline
Smallwood Wealth Investment Management,…4,026$117K0.07%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC3,909$113K0.04%-33,16413F-HRTimeline
Washington Trust Advisors, Inc.3,696$107K0.01%-1,07413F-HRTimeline
MOTCO3,544$104K0.01%new13F-HRTimeline
North Star Investment Management Corp.3,528$102K0.01%013F-HRTimeline
Smartleaf Asset Management LLC2,266$65.3K0.01%-18513F-HRTimeline
Parkside Financial Bank & Trust2,225$64.4K0.01%+313F-HRTimeline
EQ WEALTH ADVISORS, LLC2,001$57.9K0.04%013F-HRTimeline
Glassman Wealth Services1,690$48.9K0.01%+35013F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC1,590$46K0.02%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.1,455$42.1K<0.01%013F-HRTimelineGroup
Atlantic Private Wealth, LLC1,412$40.9K0.03%new13F-HRTimeline
Rialto Wealth Management, LLC1,334$38.6K0.01%013F-HRTimeline
Global Retirement Partners, LLC1,281$37.1K<0.01%13F-HRTimeline
SIGNATUREFD, LLC1,183$34.2K<0.01%+1,15913F-HRTimeline
CENTRAL TRUST Co1,093$31.6K<0.01%+30613F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,080$31.3K<0.01%013F-HRTimeline
Banco de Sabadell, S.A1,058$31K0.02%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC974$28.2K<0.01%+73913F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC962$27.9K<0.01%+57913F-HRTimelineGroup
Rossby Financial, LCC916$26.5K0.01%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …847$24.5K<0.01%13F-HRTimelineGroup
Nalls Sherbakoff Group, LLC801$23.2K0.02%-2413F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC753$21.8K0.01%new13F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…739$21.4K0.01%013F-HRTimelineGroup
HOWE & RUSLING INC654$18.9K<0.01%+9613F-HRTimeline
LRI Investments, LLC624$18.1K<0.01%new13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC607$17.6K<0.01%-2913F-HRTimeline
Wilmington Savings Fund Society, FSB577$16.7K<0.01%new13F-HRTimeline
Crewe Advisors LLC566$16.4K<0.01%new13F-HRTimeline
Redwood Park Advisors LLC551$16K0.01%-1313F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC521$15K<0.01%new13F-HRTimelineGroup
Pinnacle Bancorp, Inc.495$14.3K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.413$12K<0.01%13F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.408$11.8K<0.01%new13F-HRTimelineGroup
TruNorth Capital Management, LLC368$10.7K<0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…363$10.5K<0.01%013F-HRTimeline
Financial Connections Group, Inc.350$10K<0.01%-20513F-HRTimeline
Painted Porch Advisors LLC320$9.26K<0.01%013F-HRTimeline
Private Wealth Asset Management, LLC296$8.57K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC293$8.48K<0.01%013F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC290$8.4K<0.01%new13F-HRTimeline
Team Financial Group, LLC276$7.99K<0.01%new13F-HRTimeline
EASTERN BANK222$6.43K<0.01%013F-HRTimeline
Brooklyn Investment Group218$6.31K<0.01%new13F-HR/ATimeline
HANTZ FINANCIAL SERVICES, INC.218$6K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MPWM ADVISORY SOLUTIONS, LLC200$5.79K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…200$5.79K<0.01%+10013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…175$5.07K<0.01%new13F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\155$4.49K<0.01%-5,73013F-HRTimelineGroup
Barnes Dennig Private Wealth Management…149$4.31K0.01%013F-HRTimeline
Transce3nd, LLC136$3.93K<0.01%013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/133$3.85K<0.01%013F-HR/ATimelineGroup
Frazier Financial Advisors, LLC129$3.74K<0.01%+113F-HRTimeline
West Branch Capital LLC125$3.62K<0.01%013F-HRTimeline
McIlrath & Eck, LLC96$2.78K<0.01%013F-HRTimeline
Spurstone Advisory Services, LLC96$2.78K0.04%013F-HRTimeline
Kings Path Partners LLC81$2.35K<0.01%new13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC62$1.79K<0.01%013F-HR/ATimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP59$1.7K<0.01%new13F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.31$890<0.01%013F-HRTimeline
Golden State Wealth Management, LLC12$347<0.01%013F-HRTimeline
CoreCap Advisors, LLC6$174<0.01%013F-HRTimeline
Premier Financial Group2$60<0.01%13F-HRTimeline
Abound Wealth Management0$13<0.01%013F-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.