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Disclosery

DFAE DIMENSIONAL ETF TRUST

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EMGR CRE EQT MNG (fund)

670 managers (675 13F filers) reported a position in DFAE shares at 2026-03-31, 208,987,711 shares in all. 60 filers opened a position and 26 filers sold out during the quarter.

Managers
670
13F filers
675
New
60
Added
317
Reduced
195
Sold out
26
Shares held by filers
208,987,711

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Lynx Investment Advisory29,261$991K0.47%+12,62113F-HRTimeline
John A. Wolfe & Associates, Inc.28,820$976K1.5%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…28,711$972K<0.01%new13F-HRTimelineGroup
Highland Financial Advisors, LLC28,557$967K0.26%+2,63713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP28,157$953K<0.01%+1,56513F-HRTimelineGroup
FIDUCIARY FINANCIAL ADVISORS28,048$950K0.85%13F-HRTimeline
Strathmore Capital Advisors, Inc.24,984$946K0.27%+11,80513F-HRTimeline
Ellis Investment Partners, LLC27,729$939K0.16%+1,62413F-HRTimeline
RCS Financial Planning, LLC27,607$935K0.48%-60313F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC27,407$928K0.14%new13F-HRTimeline
Vestment Financial LLC24,564$924K0.44%-1,45613F-HRTimeline
CarsonAllaria Wealth Management, Ltd.27,241$922K0.46%+513F-HRTimeline
GARRISON POINT ADVISORS, LLC26,782$907K0.41%+7,05413F-HRTimeline
FOSTER & MOTLEY INC26,717$905K0.05%-1,49513F-HRTimeline
Abacus Planning Group, Inc.26,665$903K0.12%+7,74413F-HRTimeline
Compass Ion Advisors, LLC26,501$897K0.09%+1,82813F-HRTimeline
Magnolia Private Wealth, LLC26,236$888K0.59%013F-HRTimeline
Arnold Financial Planning LLC25,356$859K0.8%-1,12913F-HRTimeline
AlphaCore Capital LLC25,272$856K0.02%013F-HRTimeline
PRIVATE TRUST CO NA24,793$839K0.07%013F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding24,325$824K+65Timeline
Larry Mathis Financial Planning, LLC24,279$822K0.74%+13,70713F-HRTimeline
rebel Financial LLC24,053$814K0.35%-1,67113F-HRTimeline
AIRE ADVISORS, LLC23,517$796K0.15%-21613F-HRTimeline
OPTIMA CAPITAL LLC23,513$796K0.37%+2,55413F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC23,485$795K0.06%013F-HRTimeline
Atlanta Consulting Group Advisors, LLC23,274$788K0.17%+7,09813F-HRTimeline
CHOREO, LLC23,192$785K0.01%+1,34213F-HRTimeline
Summit Financial, LLC23,088$782K0.01%+6,30513F-HRTimeline
Tranquility Partners, LLC22,949$782K0.29%+73913F-HRTimeline
Cloud Capital Management, LLC23,078$781K0.34%+33113F-HRTimeline
Morton Capital Management LLC/CA22,251$753K0.11%-1,85713F-HRTimeline
Parallel Advisors, LLC22,207$752K0.01%-2,43313F-HR/ATimeline
Eaton-Cambridge Inc.22,163$750K0.23%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN21,748$736K<0.01%+6,33413F-HR/ATimelineGroup
Midwest Trust Co21,470$727K0.01%013F-HRTimeline
Lifeworks Advisors, LLC21,460$727K0.09%-1,16213F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC21,427$726K<0.01%+1,64313F-HRTimelineGroup
Advisory Services Network, LLC21,125$715K0.01%-1,75613F-HRTimeline
D.A. DAVIDSON & CO.21,124$715K<0.01%+2,57013F-HRTimeline
Level Wealth Management LLC20,943$709K0.33%-1,59513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC20,883$707K0.01%-1,62813F-HRTimelineGroup
International Private Wealth Advisors L…20,406$691K0.42%+3,18613F-HRTimeline
Indivisible Partners20,271$686K0.06%+8,02713F-HRTimeline
J. R. Prunier Capital Management LLC20,115$681K0.29%new13F-HRTimeline
Cascade Wealth Advisors, Inc16,852$678K0.3%+613F-HRTimeline
Altiora Financial Group, LLC19,960$676K0.11%+3,61113F-HRTimeline
Rehmann Capital Advisory Group19,958$676K0.04%-70313F-HRTimeline
Valeo Financial Advisors, LLC19,854$672K0.02%+21713F-HRTimeline
3 FACTOR INDEXING, LLC19,690$667K0.63%13F-HRTimeline
OKABENA INVESTMENT SERVICES INC19,259$652K0.13%013F-HRTimeline
Asset Dedication, LLC19,241$651K0.05%+12,16513F-HRTimeline
Fort Vancouver Investment Management, L…19,028$644K0.33%013F-HRTimeline
Balanced Rock Investment Advisors LLC19,006$644K0.45%+41913F-HRTimeline
Sanctuary Advisors, LLC18,973$642K<0.01%-9313F-HRTimeline
Friday Financial18,946$642K0.22%+2,98413F-HRTimeline
Gunpowder Capital Management, LLC dba O…18,941$641K0.49%-1,12813F-HRTimeline
G2 CAPITAL MANAGEMENT, LLC / OH18,681$633K0.15%+4,76913F-HRTimeline
Dorsey & Whitney Trust CO LLC18,436$624K0.03%+25913F-HRTimeline
CLG LLC18,363$622K0.15%-69313F-HRTimeline
NewEdge Advisors, LLC18,294$619K<0.01%+1,15013F-HR/ATimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…18,184$616K0.17%+2,10513F-HRTimeline
Conservest Capital Advisors, Inc.18,143$614K0.06%+10,29913F-HRTimeline
QUARRY HILL ADVISORS, LLC16,183$613K0.25%013F-HRTimeline
Infinity Wealth Counsel, LLC18,076$612K0.56%+1,05013F-HRTimeline
Eastover Investment Advisors LLC17,570$595K0.25%013F-HRTimeline
Partners in Financial Planning17,544$594K0.1%+2,79413F-HRTimeline
GWN SECURITIES INC.17,532$594K0.11%-30013F-HRTimeline
HMV Wealth Advisors, LLC17,432$590K0.28%+1,46713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…17,297$586K<0.01%+1,38113F-HRTimelineGroup
Strategic Investment Solutions, Inc. /IL17,282$585K0.14%+1,91613F-HRTimeline
CSP Financial Group, LLC17,222$583K0.6%13F-HRTimeline
One Capital Management, LLC16,832$570K0.02%-3,31513F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…16,815$569K0.07%013F-HRTimeline
Cherry Tree Wealth Management, LLC16,805$569K0.12%-16113F-HRTimeline
Merit Financial Group, LLC16,465$558K<0.01%+3,78913F-HRTimeline
Orion Porfolio Solutions, LLC16,438$557K<0.01%-483,97113F-HRTimeline
Longview Financial Advisors LLC16,311$552K0.3%013F-HRTimeline
Federation des caisses Desjardins du Qu…16,200$547K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.16,013$542K0.07%+113F-HRTimeline
Quantinno Capital Management LP15,745$533K<0.01%-41113F-HRTimeline
Rather & Kittrell, Inc.15,717$532K0.08%-1,00813F-HRTimeline
Selective Wealth Management, Inc.13,949$521K0.15%new13F-HRTimeline
tru Independence LLC15,348$520K0.26%-2,31313F-HRTimeline
Acorn Wealth Advisors, LLC15,326$519K0.15%+3,60013F-HRTimeline
M Holdings Securities, Inc.15,236$518K0.04%013F-HRTimeline
Woodside Wealth Management LLC15,280$517K0.4%+5,93913F-HRTimeline
USAdvisors Wealth Management, LLC15,729$514K0.17%-18113F-HRTimeline
Tanager Wealth Management LLP15,007$508K0.05%-1,00813F-HRTimeline
Abel Hall, LLC14,995$508K0.11%013F-HRTimeline
Argent Trust Co14,978$507K0.02%+4,08013F-HRTimeline
Quent Capital, LLC14,860$503K0.04%+1,52013F-HRTimeline
Signature Resources Capital Management,…14,557$493K0.23%-1,68013F-HRTimeline
Athena Wealth Management, LLC14,391$487K0.4%-1,33013F-HRTimeline
Ballast Rock Private Wealth LLC14,297$484K0.27%-68113F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…14,267$483K0.01%+2,24513F-HRTimelineGroup
Aerodigm Wealth, LLC14,181$480K0.18%013F-HRTimeline
GDS Wealth Management14,174$480K0.03%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC13,725$465K0.04%+12,44513F-HRTimeline
L.K. Benson & Company, P.C.13,487$457K0.15%+1913F-HRTimeline
Fielder Capital Group LLC13,387$453K0.1%013F-HRTimeline
SeaCrest Wealth Management, LLC13,225$448K0.05%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…13,083$443K<0.01%+6,35913F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…13,066$442K<0.01%new13F-HRTimelineGroup
Prosperity Planning, Inc.12,996$440K0.11%-94413F-HRTimeline
Samalin Investment Counsel, LLC12,830$434K0.15%+20113F-HRTimeline
Ruedi Wealth Management, Inc.12,749$432K0.11%-1,69213F-HRTimeline
XY Planning Network, Inc.12,355$422K0.07%+1,24313F-HRTimeline
Janney Montgomery Scott LLC12,408$420K<0.01%+25713F-HRTimeline
Passive Capital Management, LLC.12,398$420K0.13%+3,57313F-HRTimeline
LANARK FINANCIAL, INC.12,138$411K0.03%new13F-HRTimeline
MONTAG A & ASSOCIATES INC12,025$407K0.02%+78513F-HRTimeline
Frankly Finances, LLC11,983$406K0.37%013F-HRTimeline
Sincerus Advisory, LLC11,963$405K0.31%+22713F-HRTimeline
Canopy Partners, LLC11,899$403K0.14%+413F-HRTimeline
AssuredPartners Investment Advisors, LLC11,769$401K0.04%+2,41413F-HRTimeline
Foundation Wealth Management, LLC\PA11,768$398K0.14%+1513F-HRTimeline
Wedmont Private Capital11,075$398K0.01%013F-HRTimeline
Pinnacle Family Advisors, LLC11,657$395K0.19%-3513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…11,342$384K0.01%-4313F-HRTimelineGroup
IFG Advisors, LLC11,289$382K0.06%-51413F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC11,198$379K0.11%013F-HRTimeline
WEALTHSPAN PARTNERS, LLC11,184$379K0.13%+1,28113F-HRTimeline
Park Edge Advisors, LLC11,079$375K0.09%+2,80813F-HRTimeline
Presidio Capital Management, LLC11,032$374K0.11%+2,56813F-HRTimeline
HARBOUR INVESTMENTS, INC.10,901$369K0.01%+10,77513F-HRTimeline
Financial Harvest, LLC10,641$360K0.21%-8813F-HRTimeline
POINCIANA ADVISORS GROUP, LLC10,425$353K0.28%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.10,294$349K0.13%013F-HRTimeline
Peirce Capital Management, LLC10,185$345K0.13%013F-HRTimeline
First Command Advisory Services, Inc.10,024$339K<0.01%-62113F-HRTimeline
ELEVATE WEALTH ADVISORY, INC9,950$337K0.21%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners9,949$337K0.04%+87513F-HRTimelineGroup
Matisse Capital9,687$328K0.14%013F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS9,664$327K0.15%+1513F-HRTimeline
Tanglewood Legacy Advisors, LLC9,659$327K0.12%013F-HRTimeline
Brooklyn Investment Group9,375$317K0.01%new13F-HRTimeline
PINNEY & SCOFIELD, INC.9,374$317K0.17%+90513F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…9,373$317K0.11%013F-HRTimeline
Integrity Investment Advisors, LLC9,365$317K0.17%-10013F-HRTimeline
Financial Synergies Wealth Advisors, In…9,283$314K0.03%+43513F-HRTimeline
Cogent Private Wealth, Inc.9,270$314K0.23%-41713F-HRTimeline
C M BIDWELL & ASSOCIATES LTD9,222$312K0.15%013F-HRTimeline
Stewardship Advisors, LLC9,187$311K0.07%-14613F-HRTimeline
ALTFEST L J & CO INC9,129$309K0.03%+2,43013F-HRTimeline
ALLSTREET CAPITAL ADVISORS LLC8,997$305K0.23%+313F-HRTimeline
Accurate Wealth Management, LLC8,403$303K0.04%new13F-HRTimeline
TIAAgroup of 2 filers holding8,928$302KnewTimeline
Caprock Group, LLC8,861$300K0.01%013F-HRTimeline
Vertex Planning Partners, LLC8,816$299K0.06%+65913F-HRTimeline
LANDMARK WEALTH MANAGEMENT, INC.8,643$293K0.11%-16413F-HRTimeline
Strategent Financial, LLC8,486$287K0.2%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.8,388$284K<0.01%new13F-HRTimelineGroup
Blume Capital Management, Inc.8,354$283K0.05%013F-HRTimeline
Gladstone Institutional Advisory LLC8,198$278K0.01%-46213F-HRTimeline
Seneschal Advisors, LLC8,034$272K0.2%-21613F-HRTimeline
Pillar Financial Advisors, LLC7,955$269K0.16%-26413F-HRTimeline
&PARTNERS8,565$264K<0.01%new13F-HRTimeline
SCRATCH CAPITAL LLC7,766$263K0.15%+16113F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC7,749$262K0.02%new13F-HRTimelineGroup
Huntleigh Advisors, Inc.7,700$261K0.04%013F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC7,626$258K0.13%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management7,614$258K0.01%013F-HRTimelineGroup
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp7,580$257K0.01%+113F-HRTimelineGroup
HM PAYSON & CO7,571$256K<0.01%013F-HRTimeline
VSM Wealth Advisory, LLC7,488$254K0.08%013F-HRTimeline
Lionshead Wealth Management, LLC7,434$252K0.19%-97313F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC7,294$247K0.03%-1113F-HRTimeline
Facet Wealth, Inc.7,156$242K<0.01%new13F-HRTimeline
Bright Futures Wealth Management, LLC.7,040$238K0.16%-4313F-HRTimeline
Citrine Capital LLC6,918$234K0.1%013F-HRTimeline
Triad Wealth Partners, LLC6,906$234K0.02%-1,13913F-HRTimeline
Bragg Financial Advisors, Inc6,670$226K0.01%new13F-HRTimeline
Smartleaf Asset Management LLC6,869$225K0.01%-9,40313F-HRTimeline
Greenline Wealth Management LLC6,619$224K0.26%-3,43713F-HRTimeline
HANCOCK WHITNEY CORP5,854$223K<0.01%-1,75413F-HRTimeline
Silver Oak Advisory Group, Inc.6,566$222K0.1%+24813F-HRTimeline
Dana Investment Advisors, Inc.6,458$219K0.01%new13F-HRTimeline
NWAM LLC6,420$217K0.01%new13F-HRTimeline
SEMITAM BONAM LLC6,339$215K0.18%013F-HRTimeline
MAYPORT, LLC6,334$214K0.04%new13F-HRTimeline
Crescent Grove Advisors, LLC6,201$210K0.02%new13F-HRTimeline
Novak & Powell Financial Services, Inc.6,192$210K0.11%new13F-HRTimeline
STAGE HARBOR FINANCIAL, LLC6,170$209K0.14%new13F-HRTimeline
Marshall Financial Group, LLC6,125$207K0.03%new13F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC5,937$201K0.02%-40813F-HRTimeline
Second Half Financial Partners, LLC5,918$200K0.09%new13F-HRTimeline
PROFESSIONAL FINANCIAL SOLUTIONS LLC …5,910$200K0.18%new13F-HRTimeline
Rossby Financial, LCC5,342$182K0.04%+4,42613F-HRTimeline
Parkside Financial Bank & Trust5,251$178K0.01%-37513F-HRTimeline
PROTECTIVE LIFE CORP4,976$168K0.56%new13F-HRTimeline
Hurley Capital, LLC4,632$157K0.08%-21413F-HRTimeline
Rialto Wealth Management, LLC4,283$145K0.03%+1313F-HRTimeline
Orion Capital Management LLC4,140$140K0.05%013F-HRTimeline
Smallwood Wealth Investment Management,…4,026$136K0.07%013F-HRTimeline
North Star Investment Management Corp.3,528$119K0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3,334$113K<0.01%+49413F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,043$100K<0.01%+1,31813F-HRTimelineGroup
IFG Advisory, LLC2,635$89.2K0.26%-11,59613F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC2,549$86.3K<0.01%+1,12713F-HRTimelineGroup