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Disclosery

DFAE DIMENSIONAL ETF TRUST

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EMGR CRE EQT MNG (fund)

709 managers (717 13F filers) reported a position in DFAE shares at 2026-06-30, 209,746,031 shares in all. 68 filers opened a position and 26 filers sold out during the quarter.

Managers
709
13F filers
717
New
68
Added
301
Reduced
257
Sold out
26
Shares held by filers
209,746,031

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …5,808$234K<0.01%-42,53213F-HRTimelineGroup
Gutierrez Wealth Advisory, LLC5,692$229K0.13%new13F-HRTimeline
HANOVER ADVISORS INC5,665$228K0.08%new13F-HRTimeline
Parkside Financial Bank & Trust5,621$226K0.02%+37013F-HRTimeline
Facet Wealth, Inc.5,566$224K<0.01%-1,59013F-HRTimeline
PROFESSIONAL FINANCIAL SOLUTIONS LLC …5,481$220K0.17%-42913F-HRTimeline
Triad Wealth Partners, LLC5,811$220K0.01%-1,09513F-HRTimeline
Quadrant Private Wealth Management, LLC5,424$218K0.05%new13F-HRTimeline
NATURAL INVESTMENTS, LLC5,403$217K0.05%new13F-HRTimeline
Greenline Wealth Management LLC5,395$217K0.18%-1,22413F-HRTimeline
Prosperity Advisers, LLC5,358$215K0.16%new13F-HRTimeline
Beacon Financial Advisory LLC5,348$215K0.04%new13F-HRTimeline
FIRST AMERICAN TRUST, FSB5,283$212K0.01%new13F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC5,275$212K<0.01%new13F-HRTimeline
Fiduciary Alliance LLC5,231$210K0.01%new13F-HRTimeline
Vilga Financial Planning LLC5,164$208K0.16%new13F-HRTimeline
Soltis Investment Advisors LLC5,161$208K0.01%new13F-HRTimeline
Fort Point Capital Partners LLC5,152$207K0.02%new13F-HRTimeline
HRT FINANCIAL LP5,165$207K<0.01%new13F-HRTimeline
TABLEAUX LLC5,122$206K0.09%new13F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC5,115$206K0.01%new13F-HRTimeline
Squire Investment Management Company, L…5,096$205K0.05%new13F-HRTimeline
Avidian Wealth Enterprises, LLC5,060$203K0.01%new13F-HRTimeline
ATLas Financial Planning LLC5,056$203K0.16%new13F-HRTimeline
EARNED WEALTH ADVISORS, LLC5,012$202K0.01%new13F-HRTimeline
Simplicity Wealth,LLC5,005$201K0.01%new13F-HRTimeline
Integrity Investment Advisors, LLC5,005$201K0.09%-4,36013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC4,988$201K0.01%new13F-HRTimeline
WMG Financial Advisors, LLC4,979$200K0.08%new13F-HRTimeline
Hurley Capital, LLC4,900$197K0.1%+26813F-HRTimeline
Rossby Financial, LCC4,312$173K0.03%-1,03013F-HRTimeline
Rialto Wealth Management, LLC4,283$172K0.03%013F-HRTimeline
Orion Capital Management LLC4,140$166K0.05%013F-HRTimeline
Smallwood Wealth Investment Management,…4,026$162K0.07%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp3,894$157K<0.01%new13F-HRTimelineGroup
Pinnacle Bancorp, Inc.3,861$155K0.04%+2,37613F-HRTimeline
Nalls Sherbakoff Group, LLC3,849$155K0.11%+3,03613F-HRTimeline
North Star Investment Management Corp.3,528$142K0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…3,339$134K<0.01%+2,76513F-HRTimelineGroup
Global Retirement Partners, LLC2,934$118K<0.01%13F-HRTimeline
TRUST CO OF VERMONT2,563$103K<0.01%13F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC2,555$103K0.07%+1,65513F-HRTimeline
CENTRAL TRUST Co2,522$101K<0.01%+2,00113F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC2,503$101K<0.01%+42213F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,242$89.4K<0.01%013F-HRTimelineGroup
Glassman Wealth Services1,690$68K0.01%013F-HRTimeline
Retirement Wealth Solutions LLC1,669$67.1K0.04%013F-HRTimeline
SITTNER & NELSON, LLC1,535$61.7K0.02%013F-HRTimeline
Atlantic Private Wealth, LLC1,412$56.8K0.03%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,226$49.3K<0.01%013F-HRTimelineGroup
SIGNATUREFD, LLC1,207$48.5K<0.01%+613F-HRTimeline
CITY HOLDING CO1,120$45K0.01%new13F-HRTimeline
Banco de Sabadell, S.A1,058$43K0.03%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC1,054$42.4K<0.01%013F-HRTimelineGroup
LRI Investments, LLC1,036$41.7K<0.01%013F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC993$39.9K0.02%013F-HRTimeline
UMB Bank, n.a.885$35.6K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
IMG Wealth Management, Inc.855$34.4K0.02%013F-HRTimeline
Steward Partners Investment Advisory, L…849$34.1K<0.01%+13713F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …847$34.1K0.01%13F-HRTimelineGroup
Geneos Wealth Management Inc.810$32.6K<0.01%013F-HRTimeline
HOWE & RUSLING INC729$29.3K<0.01%+17113F-HRTimeline
Coston, McIsaac & Partners740$29K0.01%+72513F-HRTimeline
SHP Wealth Management702$28.2K<0.01%-15813F-HRTimeline
Pinnacle Wealth Planning Services, Inc.671$27K<0.01%new13F-HRTimeline
N.E.W. Advisory Services LLC562$22.6K<0.01%+41613F-HRTimeline
Redwood Park Advisors LLC544$21.9K0.02%+313F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC537$21.6K<0.01%+213F-HRTimeline
Topsail Wealth Management, LLC537$21.6K<0.01%+14013F-HRTimeline
MOTCO534$21.5K<0.01%013F-HRTimeline
Oakmont Advisory Group, LLC521$20.9K0.02%new13F-HRTimeline
Crewe Advisors LLC488$19.6K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.480$19.3K0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.461$19K<0.01%-11013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Montgomery Financial Services LLC465$18.7K0.02%13F-HRTimeline
Walsh & Associates, LLC442$17.8K0.01%new13F-HRTimeline
Strategic Wealth Partners, Ltd.413$16.6K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.420$16.5K<0.01%new13F-HRTimeline
RHL GROUP, LLC398$15.9K0.01%-713F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC385$15.5K0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…363$14.4K<0.01%013F-HRTimeline
Godfrey Financial Associates, Inc.340$13.7K0.01%013F-HRTimeline
Turtle Creek Wealth Advisors, LLC339$13.7K<0.01%013F-HRTimeline
Corsicana & Co.310$12.5K0.01%new13F-HRTimeline
Gleason Group, Inc.238$9.58K<0.01%new13F-HRTimeline
Triumph Capital Management225$9.06K<0.01%+113F-HRTimeline
Synergy Investment Management, LLC211$8.47K<0.01%+113F-HRTimeline
BAYBAN209$8.4K0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC206$8.28K<0.01%013F-HRTimeline
Community Financial Services Group, LLC209$8.2K<0.01%new13F-HRTimeline
JDM Financial Group LLC200$8.04K<0.01%new13F-HRTimeline
FAS Wealth Partners, Inc.194$7.81K<0.01%+4613F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC157$6.3K<0.01%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.151$6.06K<0.01%new13F-HRTimelineGroup
MARK SHEPTOFF FINANCIAL PLANNING, LLC150$6.03K<0.01%013F-HRTimeline
Evolution Advisers, Inc.160$6K<0.01%new13F-HRTimeline
Barnes Dennig Private Wealth Management…149$5.99K<0.01%013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/133$5.35K<0.01%013F-HRTimelineGroup
Frazier Financial Advisors, LLC132$5.3K<0.01%+113F-HRTimeline
West Branch Capital LLC125$5.03K<0.01%013F-HRTimeline
Aspect Partners, LLC107$4.3K<0.01%new13F-HRTimeline
PFS Partners, LLC74$2.98K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC62$2.49K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC40$2K<0.01%new13F-HRTimelineGroup
Rachor Investment Advisory Services, LLC22$894<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.21$834<0.01%-1013F-HRTimeline
Golden State Wealth Management, LLC12$483<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.7$281<0.01%013F-HRTimeline
Kings Path Partners LLC0$13<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.