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Disclosery

DFAE DIMENSIONAL ETF TRUST

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EMGR CRE EQT MNG (fund)

643 managers (648 13F filers) reported a position in DFAE shares at 2025-12-31, 196,070,559 shares in all. 44 filers opened a position and 26 filers sold out during the quarter.

Managers
643
13F filers
648
New
44
Added
287
Reduced
189
Sold out
26
Shares held by filers
196,070,559

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Morton Capital Management LLC/CA24,108$785K0.12%-1,54813F-HRTimeline
AIRE ADVISORS, LLC23,733$773K0.14%+5413F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC23,485$765K0.06%013F-HRTimeline
Advisory Services Network, LLC22,881$745K0.01%+5,81313F-HRTimeline
Cloud Capital Management, LLC22,747$740K0.35%+3,43713F-HRTimeline
Lifeworks Advisors, LLC22,622$737K0.1%+1,47313F-HRTimeline
Level Wealth Management LLC22,538$734K0.38%-90113F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC22,511$733K0.01%+24013F-HRTimelineGroup
Tranquility Partners, LLC22,210$723K0.26%-33613F-HRTimeline
Eaton-Cambridge Inc.22,163$722K0.24%013F-HRTimeline
CHOREO, LLC21,850$714K0.01%+8713F-HRTimeline
Midwest Trust Co21,470$699K0.01%013F-HRTimeline
OPTIMA CAPITAL LLC20,959$683K0.3%+46413F-HRTimeline
Rehmann Capital Advisory Group20,661$673K0.04%-4613F-HRTimeline
One Capital Management, LLC20,147$656K0.02%-46213F-HRTimeline
Gunpowder Capital Management, LLC dba O…20,069$654K0.51%13F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC19,784$644K<0.01%new13F-HRTimelineGroup
GARRISON POINT ADVISORS, LLC19,728$643K0.28%+2,63413F-HRTimeline
Valeo Financial Advisors, LLC19,637$640K0.01%-21513F-HRTimeline
Helium Advisors LLC19,282$628K0.64%+2,74513F-HRTimeline
OKABENA INVESTMENT SERVICES INC19,259$627K0.12%-14,31213F-HRTimeline
Sanctuary Advisors, LLC19,066$621K<0.01%new13F-HRTimeline
CLG LLC19,056$621K0.15%-29413F-HRTimeline
Compound Planning, Inc.19,044$620K0.02%+8,41513F-HRTimeline
Fort Vancouver Investment Management, L…19,028$620K0.33%013F-HRTimeline
Abacus Planning Group, Inc.18,921$616K0.08%+3,25913F-HRTimeline
Balanced Rock Investment Advisors LLC18,587$605K0.43%-4813F-HRTimeline
Cascade Wealth Advisors, Inc16,846$605K0.28%+813F-HRTimeline
D.A. DAVIDSON & CO.18,554$604K<0.01%+2,05413F-HRTimeline
Dorsey & Whitney Trust CO LLC18,177$592K0.03%+4,76513F-HRTimeline
GWN SECURITIES INC.17,832$581K0.12%+14413F-HRTimeline
tru Independence LLC17,661$575K0.15%-5,77313F-HRTimeline
Eastover Investment Advisors LLC17,570$572K0.25%-1,90013F-HRTimeline
International Private Wealth Advisors L…17,220$561K0.35%+3,76513F-HRTimeline
NewEdge Advisors, LLC17,144$558K<0.01%+1,54113F-HRTimeline
Infinity Wealth Counsel, LLC17,026$555K0.51%+1,89513F-HRTimeline
Cherry Tree Wealth Management, LLC16,966$553K0.12%013F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…16,815$548K0.07%13F-HRTimeline
Summit Financial, LLC16,783$547K0.01%+6,99713F-HRTimeline
Rather & Kittrell, Inc.16,725$545K0.09%+4213F-HRTimeline
Lynx Investment Advisory16,640$542K0.3%-12,10513F-HRTimeline
Altiora Financial Group, LLC16,349$532K0.09%+2313F-HRTimeline
Smartleaf Asset Management LLC16,272$531K0.02%+14,00613F-HRTimeline
Longview Financial Advisors LLC16,311$531K0.29%-3913F-HRTimeline
Signature Resources Capital Management,…16,237$529K0.27%-1,04313F-HRTimeline
Federation des caisses Desjardins du Qu…16,200$528K<0.01%013F-HRTimeline
QUARRY HILL ADVISORS, LLC16,183$527K0.24%013F-HRTimeline
Atlanta Consulting Group Advisors, LLC16,176$527K0.12%+5,74113F-HRTimeline
Quantinno Capital Management LP16,156$526K<0.01%+6,85613F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…16,079$524K0.14%+86813F-HRTimeline
Tanager Wealth Management LLP16,015$522K0.05%-3,79913F-HRTimeline
SJS Investment Consulting Inc.16,012$522K0.07%+113F-HRTimeline
HMV Wealth Advisors, LLC15,965$520K0.26%013F-HRTimeline
Friday Financial15,962$520K0.18%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…15,916$518K<0.01%-2,51313F-HR/ATimelineGroup
USAdvisors Wealth Management, LLC15,910$518K0.17%-25613F-HRTimeline
Athena Wealth Management, LLC15,721$512K0.5%13F-HRTimeline
Eldridge Investment Advisors, Inc.15,675$511K0.11%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN15,414$502K<0.01%+6,89413F-HRTimelineGroup
Strategic Investment Solutions, Inc. /IL15,366$500K0.12%-5,70113F-HRTimeline
M Holdings Securities, Inc.15,236$496K0.04%-6,25613F-HRTimeline
Abel Hall, LLC14,995$488K0.11%-56213F-HRTimeline
Ballast Rock Private Wealth LLC14,978$488K0.3%13F-HRTimeline
Partners in Financial Planning14,750$480K0.08%+9513F-HRTimeline
Ruedi Wealth Management, Inc.14,441$470K0.12%+3313F-HRTimeline
IFG Advisory, LLC14,231$463K0.02%-5,84213F-HRTimeline
Aerodigm Wealth, LLC14,181$462K0.18%013F-HR/ATimeline
Prosperity Planning, Inc.13,940$454K0.12%-9913F-HRTimeline
G2 CAPITAL MANAGEMENT, LLC / OH13,912$453K0.11%+70113F-HRTimeline
L.K. Benson & Company, P.C.13,468$439K0.22%+1,91113F-HRTimeline
Fielder Capital Group LLC13,387$436K0.09%+6,22813F-HRTimeline
Quent Capital, LLC13,340$434K0.03%+13,31813F-HRTimeline
Strathmore Capital Advisors, Inc.13,179$429K0.14%+6,69213F-HRTimeline
Merit Financial Group, LLC12,676$413K<0.01%-1,63013F-HRTimeline
Samalin Investment Counsel, LLC12,629$411K0.15%+16213F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…12,566$409K<0.01%new13F-HRTimelineGroup
Indivisible Partners12,244$399K0.04%13F-HRTimeline
Janney Montgomery Scott LLC12,151$396K<0.01%+47813F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…12,022$392K<0.01%+4,90113F-HRTimelineGroup
Frankly Finances, LLC11,983$390K0.37%13F-HR/ATimeline
AXXCESS WEALTH MANAGEMENT, LLC11,960$390K0.01%+4,10213F-HR/ATimeline
Canopy Partners, LLC11,895$387K0.13%+1513F-HRTimeline
IFG Advisors, LLC11,803$384K0.06%-9013F-HRTimeline
Foundation Wealth Management, LLC\PA11,753$383K0.14%+2,72213F-HRTimeline
Sincerus Advisory, LLC11,736$382K0.31%-913F-HRTimeline
Acorn Wealth Advisors, LLC11,726$382K0.11%-6,24113F-HRTimeline
Pinnacle Family Advisors, LLC11,692$381K0.17%-43613F-HRTimeline
Wedmont Private Capital11,075$374K0.01%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…11,385$371K0.01%-9813F-HRTimelineGroup
MONTAG A & ASSOCIATES INC11,240$366K0.02%new13F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC11,198$365K0.11%-55113F-HRTimeline
XY Planning Network, Inc.11,112$362K0.06%new13F-HRTimeline
Argent Trust Co10,898$355K0.01%+1,10513F-HRTimeline
Financial Harvest, LLC10,729$349K0.22%-6313F-HRTimeline
First Command Advisory Services, Inc.10,645$347K<0.01%-37913F-HRTimeline
Larry Mathis Financial Planning, LLC10,572$344K0.3%13F-HRTimeline
POINCIANA ADVISORS GROUP, LLC10,425$340K0.27%+65313F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.10,294$335K0.13%new13F-HRTimeline
VanderPol Investments L.L.C.10,286$335K0.64%-42113F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS9,649$333K0.17%+20613F-HRTimeline
Peirce Capital Management, LLC10,185$332K0.13%013F-HRTimeline
Fisher Asset Management, LLC10,168$331K<0.01%new13F-HRTimeline
Greenline Wealth Management LLC10,056$328K0.34%13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …10,029$327K0.01%new13F-HRTimelineGroup
ELEVATE WEALTH ADVISORY, INC9,950$324K0.22%013F-HRTimeline
WEALTHSPAN PARTNERS, LLC9,903$323K0.12%+2,85213F-HRTimeline
Matisse Capital9,687$316K0.14%013F-HRTimeline
Cogent Private Wealth, Inc.9,687$316K0.24%13F-HRTimeline
Tanglewood Legacy Advisors, LLC9,659$315K0.12%013F-HRTimeline
Integrity Investment Advisors, LLC9,465$308K0.17%-29113F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…9,373$305K0.11%+22213F-HRTimeline
AssuredPartners Investment Advisors, LLC9,355$305K0.05%-2113F-HRTimeline
Woodside Wealth Management LLC9,341$304K0.23%+1,41113F-HRTimeline
Stewardship Advisors, LLC9,333$304K0.07%-39513F-HRTimeline
C M BIDWELL & ASSOCIATES LTD9,222$300K0.14%013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.9,154$298K0.1%-18613F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners9,074$296K0.04%+31413F-HRTimelineGroup
ALLSTREET CAPITAL ADVISORS LLC8,994$293K0.21%13F-HRTimeline
XML Financial, LLC8,945$291K0.02%new13F-HRTimeline
Caprock Group, LLC8,861$289K0.01%013F-HRTimeline
Financial Synergies Wealth Advisors, In…8,848$288K0.03%new13F-HRTimeline
Passive Capital Management, LLC.8,825$287K0.09%+913F-HRTimeline
LANDMARK WEALTH MANAGEMENT, INC.8,807$287K0.11%-2613F-HRTimeline
Gladstone Institutional Advisory LLC8,660$282K0.01%-14013F-HRTimeline
Strategent Financial, LLC8,486$276K0.17%013F-HRTimeline
PINNEY & SCOFIELD, INC.8,469$276K0.16%+24713F-HRTimeline
Presidio Capital Management, LLC8,464$276K0.08%-4113F-HRTimeline
Klaas Financial Asset Advisors, LLC8,433$275K0.04%new13F-HRTimeline
Westwood Wealth Management8,407$274K0.21%new13F-HRTimeline
Lionshead Wealth Management, LLC8,407$274K0.21%-45913F-HRTimeline
Liberty Capital Management, Inc.8,356$272K0.05%-1,43013F-HRTimeline
Blume Capital Management, Inc.8,354$272K0.05%013F-HRTimeline
Park Edge Advisors, LLC8,271$269K0.06%new13F-HRTimeline
Seneschal Advisors, LLC8,250$269K0.2%+55913F-HRTimeline
Pillar Financial Advisors, LLC8,219$268K0.16%013F-HRTimeline
Vertex Planning Partners, LLC8,157$266K0.06%+81913F-HRTimeline
Triad Wealth Partners, LLC8,045$262K0.02%+77913F-HRTimeline
Conservest Capital Advisors, Inc.7,844$255K0.02%+38713F-HRTimeline
Huntleigh Advisors, Inc.7,700$251K0.04%013F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC7,626$248K0.13%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management7,614$248K0.01%+45013F-HRTimelineGroup
HANCOCK WHITNEY CORP7,608$248K<0.01%new13F-HRTimeline
SCRATCH CAPITAL LLC7,605$248K0.16%+49713F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp7,579$247K0.01%+613F-HRTimelineGroup
HM PAYSON & CO7,571$247K<0.01%013F-HRTimeline
VSM Wealth Advisory, LLC7,488$244K0.07%013F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC7,305$238K0.03%-1313F-HRTimeline
Bright Futures Wealth Management, LLC.7,083$231K0.17%+73013F-HRTimeline
Asset Dedication, LLC7,076$230K0.02%013F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd6,955$227K<0.01%-5,70013F-HRTimelineGroup
Citrine Capital LLC6,918$225K0.1%+35613F-HRTimeline
EARNED WEALTH ADVISORS, LLC6,871$224K0.02%-7,43713F-HR/ATimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…6,724$219K<0.01%013F-HRTimelineGroup
ALTFEST L J & CO INC6,699$218K0.02%new13F-HRTimeline
Simplicity Wealth,LLC6,417$209K0.01%new13F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC6,345$207K0.02%-5213F-HRTimeline
SEMITAM BONAM LLC6,339$206K0.17%new13F-HRTimeline
Silver Oak Advisory Group, Inc.6,318$205K0.09%-16913F-HRTimeline
Parkside Financial Bank & Trust5,626$183K0.01%+3,39813F-HRTimeline
Hurley Capital, LLC4,846$158K0.09%+7513F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC4,677$152K0.01%new13F-HRTimeline
Rialto Wealth Management, LLC4,270$139K0.03%+2,93613F-HRTimeline
Orion Capital Management LLC4,140$135K0.05%013F-HRTimeline
Smallwood Wealth Investment Management,…4,026$131K0.07%013F-HRTimeline
North Star Investment Management Corp.3,528$115K0.01%013F-HRTimeline
MOTCO3,040$99K0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,840$92.5K<0.01%+20413F-HRTimelineGroup
Global Retirement Partners, LLC2,699$87.9K<0.01%+1,90713F-HRTimeline
EQ WEALTH ADVISORS, LLC2,001$65.2K0.04%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,725$56.2K<0.01%-27513F-HRTimelineGroup
Glassman Wealth Services1,690$55K0.01%013F-HRTimeline
SITTNER & NELSON, LLC1,535$54.7K0.02%013F-HRTimeline
Retirement Wealth Solutions LLC1,669$54.4K0.03%013F-HRTimeline
Private Wealth Asset Management, LLC1,605$52.3K0.01%+1,30913F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC1,590$51.8K0.02%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.1,455$47.4K<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC1,422$46.3K<0.01%+41013F-HRTimelineGroup
Atlantic Private Wealth, LLC1,412$46K0.03%013F-HRTimeline
Wealth Watch Advisors, INC1,345$43.8K0.02%013F-HRTimeline
Planning Project LLC1,344$43.8K0.01%13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,280$41.7K<0.01%+20013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,226$39.9K<0.01%013F-HRTimelineGroup
SIGNATUREFD, LLC1,199$39.1K<0.01%+813F-HRTimeline
Banco de Sabadell, S.A1,058$34K0.02%013F-HRTimeline
LRI Investments, LLC930$30.3K<0.01%+5513F-HRTimeline
Rossby Financial, LCC916$29.8K0.01%013F-HRTimeline
UMB Bank, n.a.885$28.8K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
IMG Wealth Management, Inc.855$27.8K0.02%new13F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …847$27.6K0.01%013F-HRTimelineGroup
Capital Advisors, Ltd. LLC824$27K<0.01%013F-HRTimeline
Nalls Sherbakoff Group, LLC812$26.4K0.02%+513F-HRTimeline
Geneos Wealth Management Inc.810$26.4K<0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…739$24.1K0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…735$23.9K<0.01%-8013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC700$22.8K0.02%13F-HRTimeline
SHP Wealth Management694$22.6K<0.01%13F-HRTimeline
HOWE & RUSLING INC654$21.3K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.571$19K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Wilmington Savings Fund Society, FSB577$18.8K<0.01%013F-HRTimeline
Running Point Capital Advisors, LLC546$17.8K<0.01%013F-HRTimeline