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Disclosery

DFAE DIMENSIONAL ETF TRUST

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EMGR CRE EQT MNG (fund)

584 managers (586 13F filers) reported a position in DFAE shares at 2025-09-30, 183,013,011 shares in all. 44 filers opened a position and 14 filers sold out during the quarter.

Managers
584
13F filers
586
New
44
Added
278
Reduced
179
Sold out
14
Shares held by filers
183,013,011

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC17,818$562K0.01%+2913F-HRTimelineGroup
GWN SECURITIES INC.17,688$559K0.13%-413F-HRTimeline
Cascade Wealth Advisors, Inc16,838$551K0.27%-7,88313F-HRTimeline
Signature Resources Capital Management,…17,280$545K0.3%-45413F-HRTimeline
GARRISON POINT ADVISORS, LLC17,094$539K0.23%+1,96013F-HRTimeline
Advisory Services Network, LLC17,068$538K0.01%+5,14013F-HRTimeline
Cherry Tree Wealth Management, LLC16,966$535K0.12%-12613F-HRTimeline
Bristlecone Advisors, LLC16,915$533K0.04%+96513F-HRTimeline
Rather & Kittrell, Inc.16,683$526K0.09%+75513F-HRTimeline
Helium Advisors LLC16,537$521K0.44%-3,42413F-HRTimeline
D.A. DAVIDSON & CO.16,500$520K<0.01%+1,00713F-HRTimeline
Longview Financial Advisors LLC16,350$516K0.3%-10913F-HRTimeline
Altiora Financial Group, LLC16,326$515K0.09%+2613F-HRTimeline
Federation des caisses Desjardins du Qu…16,200$511K<0.01%013F-HRTimeline
QUARRY HILL ADVISORS, LLC16,183$510K0.26%013F-HRTimeline
USAdvisors Wealth Management, LLC16,166$509K0.18%+12313F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…16,022$505K0.09%+9513F-HRTimelineGroup
SJS Investment Consulting Inc.16,011$505K0.07%+113F-HRTimeline
HMV Wealth Advisors, LLC15,965$503K0.28%013F-HRTimeline
Abacus Planning Group, Inc.15,662$494K0.07%+1,78713F-HRTimeline
NewEdge Advisors, LLC15,603$492K<0.01%-1213F-HRTimeline
Abel Hall, LLC15,557$490K0.2%013F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…15,211$480K0.13%+2,31913F-HRTimeline
Infinity Wealth Counsel, LLC15,131$477K0.46%+16513F-HRTimeline
Partners in Financial Planning14,655$462K0.08%+10613F-HRTimeline
Ruedi Wealth Management, Inc.14,408$454K0.13%-37013F-HRTimeline
EARNED WEALTH ADVISORS, LLC14,308$451K0.07%-6313F-HRTimeline
Merit Financial Group, LLC14,306$451K<0.01%+2,10613F-HR/ATimeline
Aerodigm Wealth, LLC14,181$451K0.19%013F-HRTimeline
Prosperity Planning, Inc.14,039$443K0.12%-38113F-HRTimeline
Discipline Wealth Solutions, LLC13,875$437K0.12%new13F-HRTimeline
International Private Wealth Advisors L…13,455$424K0.27%new13F-HRTimeline
Dorsey & Whitney Trust CO LLC13,412$423K0.02%+26213F-HRTimeline
G2 CAPITAL MANAGEMENT, LLC / OH13,211$417K0.11%-16613F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…12,842$405K0.03%-2,14013F-HRTimelineGroup
Quadrature Capital Ltdin group Quadrature Capital Ltd12,655$399K<0.01%new13F-HRTimelineGroup
Samalin Investment Counsel, LLC12,467$393K0.14%-18113F-HRTimeline
Pinnacle Family Advisors, LLC12,128$382K0.17%-5413F-HRTimeline
Hill Investment Group Partners, LLC11,978$378K0.05%-19213F-HRTimeline
IFG Advisors, LLC11,893$375K0.06%-2,59013F-HRTimeline
Canopy Partners, LLC11,880$375K0.13%+1713F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC11,749$370K0.11%013F-HRTimeline
Sincerus Advisory, LLC11,745$370K0.32%+18813F-HRTimeline
Janney Montgomery Scott LLC11,673$368K<0.01%+3,15513F-HRTimeline
L.K. Benson & Company, P.C.11,557$364K0.2%+8113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…11,483$362K0.01%-10413F-HRTimelineGroup
Wedmont Private Capital11,075$354K0.01%013F-HRTimeline
VanderPol Investments L.L.C.10,707$348K0.68%-1,96013F-HRTimeline
First Command Advisory Services, Inc.11,024$348K<0.01%-1,39413F-HRTimeline
Financial Harvest, LLC10,792$340K0.23%-15213F-HRTimeline
Compound Planning, Inc.10,629$335K0.01%new13F-HRTimeline
Atlanta Consulting Group Advisors, LLC10,435$329K0.08%new13F-HRTimeline
Peirce Capital Management, LLC10,185$321K0.13%013F-HRTimeline
ELEVATE WEALTH ADVISORY, INC9,950$314K0.23%-18513F-HRTimeline
Argent Trust Co9,793$309K0.01%013F-HRTimeline
Summit Financial, LLC9,786$309K<0.01%new13F-HRTimeline
Liberty Capital Management, Inc.9,786$309K0.06%new13F-HRTimeline
POINCIANA ADVISORS GROUP, LLC9,772$308K0.26%+48813F-HRTimeline
Integrity Investment Advisors, LLC9,756$308K0.2%+913F-HRTimeline
Stewardship Advisors, LLC9,728$307K0.07%-1,12013F-HRTimeline
Matisse Capital9,687$305K0.14%-75113F-HRTimeline
Tanglewood Legacy Advisors, LLC9,659$305K0.12%013F-HRTimeline
BAM Wealth Management, LLC9,560$301K0.23%13F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS9,443$298K0.17%-16613F-HRTimeline
AssuredPartners Investment Advisors, LLC9,376$296K0.07%-9513F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.9,340$294K0.11%-35313F-HRTimeline
Quantinno Capital Management LP9,300$293K<0.01%new13F-HRTimeline
C M BIDWELL & ASSOCIATES LTD9,222$291K0.14%013F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…9,151$289K0.1%+3,97513F-HRTimeline
My Personal CFO, LLC9,031$285K0.11%new13F-HRTimeline
Foundation Wealth Management, LLC\PA9,031$285K0.11%+16113F-HRTimeline
Lionshead Wealth Management, LLC8,866$280K0.22%-30513F-HRTimeline
LANDMARK WEALTH MANAGEMENT, INC.8,833$279K0.11%013F-HRTimeline
Passive Capital Management, LLC.8,816$278K0.09%+13113F-HRTimeline
Gladstone Institutional Advisory LLC8,800$277K0.01%+60513F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding8,760$276K-7,792Timeline
Greenspring Advisors, LLC8,662$273K0.05%13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN8,520$269K<0.01%-1,08813F-HRTimelineGroup
Presidio Capital Management, LLC8,505$268K0.09%-2,01913F-HRTimeline
Strategent Financial, LLC8,486$268K0.19%013F-HRTimeline
Caprock Group, LLC8,861$266K0.01%13F-HRTimeline
Corus Family Wealth Advisors8,414$265K0.2%013F-HRTimeline
Blume Capital Management, Inc.8,354$263K0.05%013F-HRTimeline
PINNEY & SCOFIELD, INC.8,222$259K0.16%+5613F-HRTimeline
Pillar Financial Advisors, LLC8,219$259K0.16%-1,09113F-HRTimeline
Woodside Wealth Management LLC7,930$250K0.2%+1,91113F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC7,858$248K0.01%new13F-HRTimeline
Huntleigh Advisors, Inc.7,700$243K0.04%new13F-HRTimeline
Seneschal Advisors, LLC7,691$242K0.18%-21113F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC7,626$240K0.14%+12513F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp7,573$239K0.01%+613F-HRTimelineGroup
HM PAYSON & CO7,571$239K<0.01%013F-HRTimeline
VSM Wealth Advisory, LLC7,488$236K0.07%013F-HRTimeline
Conservest Capital Advisors, Inc.7,457$235K0.02%new13F-HRTimeline
Vertex Planning Partners, LLC7,338$231K0.04%new13F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC7,318$230K0.03%013F-HRTimeline
Triad Wealth Partners, LLC7,266$229K0.03%+8113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management7,164$226K0.01%-1,27513F-HRTimelineGroup
Fielder Capital Group LLC7,159$226K0.05%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…7,121$225K<0.01%new13F-HRTimelineGroup
SCRATCH CAPITAL LLC7,108$224K0.15%+17613F-HRTimeline
Annandale Capital, LLC708,203$223K3.9%+43,08513F-HRTimeline
Asset Dedication, LLC7,076$223K0.01%-41113F-HRTimeline
WEALTHSPAN PARTNERS, LLC7,051$222K0.09%-9413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…6,724$212K<0.01%+81113F-HRTimelineGroup
Citrine Capital LLC6,562$207K0.1%new13F-HRTimeline
Strathmore Capital Advisors, Inc.6,487$205K0.08%new13F-HRTimeline
Silver Oak Advisory Group, Inc.6,487$204K0.09%new13F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC6,397$202K0.02%new13F-HRTimeline
Bright Futures Wealth Management, LLC.6,353$200K0.16%13F-HRTimeline
Hurley Capital, LLC4,771$150K0.08%+61213F-HRTimeline
Orion Capital Management LLC4,140$131K0.05%013F-HRTimeline
Smallwood Wealth Investment Management,…4,026$127K0.07%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC3,937$124K0.04%+2813F-HR/ATimeline
North Star Investment Management Corp.3,528$111K0.01%013F-HRTimeline
MOTCO3,040$95.9K0.01%-50413F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,636$83.1K<0.01%+2,48113F-HRTimelineGroup
Smartleaf Asset Management LLC2,266$71.2K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust2,228$70.3K0.01%+313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,000$62.3K<0.01%+1,94113F-HRTimelineGroup
Glassman Wealth Services1,690$53.3K0.01%013F-HRTimeline
Retirement Wealth Solutions LLC1,669$52.6K0.03%new13F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC1,590$50.1K0.02%013F-HRTimeline
SITTNER & NELSON, LLC1,535$48.4K0.02%-3,10513F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.1,455$45.9K<0.01%013F-HRTimelineGroup
Atlantic Private Wealth, LLC1,412$44.5K0.03%013F-HRTimeline
Wealth Watch Advisors, INC1,345$42.4K0.02%new13F-HRTimeline
Rialto Wealth Management, LLC1,334$42.1K0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,226$38.7K<0.01%+25213F-HRTimelineGroup
SIGNATUREFD, LLC1,191$37.6K<0.01%+813F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,080$34.1K<0.01%013F-HRTimeline
Banco de Sabadell, S.A1,058$33K0.02%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,012$31.9K<0.01%+5013F-HRTimelineGroup
Rossby Financial, LCC916$29.1K0.01%013F-HRTimeline
LRI Investments, LLC875$27.6K<0.01%+25113F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …847$26.7K0.01%13F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…841$26.5K<0.01%new13F-HRTimelineGroup
Capital Advisors, Ltd. LLC824$26K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…815$25.7K<0.01%+61513F-HRTimeline
Geneos Wealth Management Inc.810$25.5K<0.01%-4,50513F-HRTimeline
Nalls Sherbakoff Group, LLC807$25.4K0.02%+613F-HRTimeline
Global Retirement Partners, LLC792$25K<0.01%-48913F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…739$23.3K0.01%013F-HRTimelineGroup
CENTRAL TRUST Co682$21.5K<0.01%-41113F-HRTimeline
HOWE & RUSLING INC654$20.6K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB577$18.2K<0.01%013F-HR/ATimeline
HANTZ FINANCIAL SERVICES, INC.571$18K<0.01%+35313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Redwood Park Advisors LLC555$17.5K0.01%+413F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC551$17.4K<0.01%-5613F-HRTimeline
Running Point Capital Advisors, LLC546$17.2K<0.01%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC521$16K<0.01%013F-HRTimelineGroup
Pinnacle Bancorp, Inc.495$15.6K<0.01%013F-HRTimeline
Crewe Advisors LLC488$15.4K<0.01%-7813F-HRTimeline
HHM Wealth Advisors, LLC421$13.3K<0.01%new13F-HRTimeline
Strategic Wealth Partners, Ltd.413$13K<0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.408$12.9K<0.01%013F-HRTimelineGroup
TruNorth Capital Management, LLC368$11.6K<0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…363$11.4K<0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC350$11K0.01%+15013F-HRTimeline
Painted Porch Advisors LLC320$10.1K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…319$10.1K<0.01%new13F-HRTimelineGroup
GPS Wealth Strategies Group, LLC303$9.55K<0.01%+1013F-HRTimeline
Private Wealth Asset Management, LLC296$9.33K<0.01%013F-HRTimeline
Team Financial Group, LLC276$8.7K<0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC255$8.04K<0.01%-49813F-HRTimeline
EASTERN BANK222$7K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…175$5.52K<0.01%013F-HRTimelineGroup
Barnes Dennig Private Wealth Management…149$4.7K0.01%013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/133$4.19K<0.01%013F-HRTimelineGroup
Frazier Financial Advisors, LLC130$4.1K<0.01%+113F-HRTimeline
HARBOUR INVESTMENTS, INC.126$3.97K<0.01%new13F-HRTimeline
West Branch Capital LLC125$3.94K<0.01%013F-HRTimeline
McIlrath & Eck, LLC96$3.03K<0.01%013F-HRTimeline
Spurstone Advisory Services, LLC96$3.03K0.04%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC62$1.96K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.31$969<0.01%013F-HRTimeline
Quent Capital, LLC22$694<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC12$378<0.01%013F-HRTimeline
CoreCap Advisors, LLC6$189<0.01%013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC3$95<0.01%new13F-HRTimeline
Premier Financial Group2$63<0.01%013F-HRTimeline
Abound Wealth Management0$14<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.0$11<0.01%new13F-HRTimelineGroupAmount filed as zero, left out of ratios.
Kings Path Partners LLC0$10<0.01%-8113F-HRTimelineAmount filed as zero, left out of ratios.