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Disclosery

DFAE DIMENSIONAL ETF TRUST

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EMGR CRE EQT MNG (fund)

515 managers (517 13F filers) reported a position in DFAE shares at 2024-12-31, 172,960,585 shares in all. 34 filers opened a position and 22 filers sold out during the quarter.

Managers
515
13F filers
517
New
34
Added
257
Reduced
120
Sold out
22
Shares held by filers
172,960,585

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Essential Planning, LLC.15,544,324$411M2.68%+15,300,06613F-HRTimeline
FMR LLCin group FMR LLC12,788,483$324M0.02%+3,029,00913F-HRTimelineGroup
Retirement Systems of Alabama12,668,769$321M1.19%013F-HRTimeline
MATHER GROUP, LLC.8,944,939$227M2.94%+2,809,59513F-HRTimeline
UBS Group AGin group UBS Group AG5,280,064$134M0.03%+21,76913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,583,599$116M0.01%+45,44313F-HRTimelineGroup
Foster Group, Inc.3,553,632$90.2M3.44%+56,72513F-HRTimeline
Mariner, LLCin group Mariner, LLC3,413,922$86.6M0.15%+114,47113F-HRTimelineGroup
FACTORY MUTUAL INSURANCE CO3,086,900$78.3M0.85%013F-HRTimeline
Wealthspire Advisors, LLC2,530,427$64.2M0.64%+250,92013F-HRTimeline
Cable Hill Partners, LLC2,463,057$62.5M6.3%+26,01113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,432,349$61.7M-1,404Timeline
Corient Private Wealth LPin group Corient Private Wealth LP2,175,806$55.2M0.09%+35,07313F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding2,067,017$52.4M+100,776Timeline
Millburn Ridgefield LLC /DE/1,869,821$47.4M1.19%+216,08313F-HRTimeline
Catalyst Capital Advisors LLC1,869,821$47.4M1.01%+216,08313F-HRTimeline
Root Financial Partners, LLC1,820,815$46.2M5.73%+351,66913F-HRTimeline
Creative Planningin group Creative Planning1,618,182$41.1M0.04%-68,69413F-HRTimelineGroup
Falcon Wealth Planning1,511,576$38.3M4.27%+37,74413F-HRTimeline
True Link Financial Advisors, LLC1,430,900$36.3M3.05%-123,04713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,386,580$35.2M0.01%+93,43813F-HRTimelineGroup
EVOKE WEALTH, LLC1,336,359$33.9M0.94%+31,01513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,300,312$33M0.03%+354,92613F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,283,197$32.6M0.06%+183,21613F-HR/ATimeline
MERCER GLOBAL ADVISORS INC /ADV1,282,333$32.5M0.08%-318,60113F-HRTimeline
Aquire Wealth Advisors, LLC1,191,617$30.2M9.36%+61,91513F-HRTimeline
CWM, LLCin group CWM, LLC1,141,847$29M0.12%+52,83513F-HRTimelineGroup
TCI Wealth Advisors, Inc.1,115,590$28.3M2.36%+218,30813F-HRTimeline
Great Point Wealth Advisors, LLC1,077,471$27.3M5.98%+30,10813F-HRTimeline
MISSION WEALTH MANAGEMENT, LP1,053,641$26.7M0.64%-128,78713F-HRTimeline
RVW Wealth, LLC1,046,024$26.5M2.48%+9,01013F-HRTimeline
RAM Investment Partners, LLC1,025,293$26M6.39%+89,54013F-HRTimeline
West Financial Advisors, LLC927,328$23.5M4.54%+15,98913F-HRTimeline
Ledyard National Bank922,884$23.4M2.2%+126,09113F-HRTimeline
Prime Capital Investment Advisors, LLC914,556$23.2M0.34%+30,89613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC895,123$22.7M0.05%+326,10813F-HRTimelineGroup
WPWealth LLP852,842$21.6M4.42%+40,16813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC840,586$21.3M0.01%13F-HR/ATimelineGroup
OneDigital Investment Advisors LLC803,080$20.4M0.24%+115,39713F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…796,884$20.2M3.39%+12,40213F-HRTimeline
Aveo Capital Partners, LLC718,425$18.2M2%-22,15413F-HRTimeline
Diversified Portfolios, Inc.706,798$17.9M1.96%+25,40213F-HRTimeline
HighTower Advisors, LLC698,001$17.7M0.02%+71,15613F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC694,055$17.6M1.59%-27,97413F-HRTimeline
Horizon Investments, LLC690,013$17.5M0.5%-23,21113F-HRTimeline
Freedom Investment Management, Inc.687,078$17.4M1.45%+3,96913F-HRTimeline
Perigon Wealth Management, LLC691,617$17.4M0.43%+75,29713F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.674,452$17.1M0.11%+12,42113F-HRTimeline
JFS WEALTH ADVISORS, LLC673,699$17.1M1.17%-8,37513F-HRTimeline
Morling Financial Advisors, LLC669,853$17M5.92%+51,80613F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/669,501$17M0.01%-9,37413F-HRTimelineGroup
Marquette Asset Management, LLC668,387$17M2.77%+4,51613F-HRTimeline
Modera Wealth Management, LLC655,125$16.6M0.2%+73,81813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC654,372$16.6M0.17%+58,02713F-HRTimelineGroup
CPA Asset Management Group, LLC644,286$16.3M7.6%+13,51513F-HRTimeline
Annandale Capital, LLC607,403$15.4M3.05%-1,44013F-HRTimeline
Clearstead Advisors, LLC598,061$15.2M0.23%+41,12213F-HRTimeline
Moisand Fitzgerald Tamayo, LLC590,919$15M2.12%+3,34713F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC589,437$14.6M3.21%+16,64413F-HRTimeline
Bedel Financial Consulting, Inc.564,450$14.6M2.03%+13,18413F-HRTimeline
Arista Wealth Management, LLC563,145$14.3M3.43%+14,08313F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska558,488$14.2M2.3%13F-HRTimelineGroup
Dynamic Advisor Solutions LLC545,405$13.8M0.6%+17,02813F-HRTimeline
Creative Capital Management Investments…540,030$13.7M5.73%+17,37113F-HRTimeline
Pallas Capital Advisors LLC525,840$13.3M0.57%-1,88013F-HRTimeline
Cetera Investment Advisers515,489$13.1M0.03%-1,72113F-HRTimeline
Colony Family Offices, LLC510,254$12.9M4.07%+6,29213F-HRTimeline
EP Wealth Advisors, LLC501,220$12.7M0.1%-545,15013F-HRTimeline
BRIGHTON JONES LLC487,353$12.4M0.36%+73,90613F-HR/ATimeline
Envision Financial Planning, LLC486,813$12.4M6.38%+9,13313F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.481,234$12.2M4.08%+12,78913F-HRTimeline
DDFG, Inc478,249$12.1M3.5%+14,95913F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC476,094$12.1M3.31%+14,07713F-HRTimeline
Efficient Advisors, LLC475,552$12.1M0.78%+37,58913F-HRTimeline
Index Fund Advisors, Inc.473,470$12M0.65%+35,61013F-HRTimeline
Physician Wealth Advisors, Inc.471,923$12M2.02%+8,44013F-HRTimeline
DiNuzzo Private Wealth, Inc.461,634$11.7M1.48%+4,72313F-HRTimeline
Wescott Financial Advisory Group, LLC458,170$11.6M1.2%+2,63813F-HRTimeline
MML INVESTORS SERVICES, LLC454,936$11.5M0.04%-14,39413F-HRTimeline
Great Waters Wealth Management438,615$11.1M1.43%-75,44913F-HRTimeline
CFS Investment Advisory Services, LLC432,390$11M0.98%-1,06413F-HRTimeline
Wealth Dimensions Group, Ltd.421,326$10.7M2.62%+40,09813F-HRTimeline
Avondale Wealth Management417,118$10.6M6.78%+26,46013F-HRTimeline
PBMares Wealth Management LLC414,112$10.5M2.15%+32,45513F-HRTimeline
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L…405,676$10.3M2.05%+17,31113F-HRTimeline
TCP Asset Management, LLC389,584$9.88M2.18%+18,31713F-HRTimeline
BWM Planning, LLC388,458$9.86M4.29%-5,06113F-HRTimeline
Sterling Wealth Management, Inc.388,160$9.85M3.64%+34,12813F-HRTimeline
Chico Wealth RIA387,873$9.84M8.6%+11,61513F-HRTimeline
NorthCoast Asset Management LLC383,899$9.74M0.05%+108,63813F-HR/ATimeline
Betterment LLC371,348$9.42M0.02%+33,99113F-HRTimeline
LPL Financial LLC371,249$9.42M<0.01%+60,93713F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC369,590$9.38M0.31%+2,63013F-HRTimeline
Integrated Wealth Concepts LLC367,958$9.34M0.11%-70,65513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC367,801$9.33M0.01%+71,91113F-HRTimeline
Keyes, Stange & Wooten Wealth Managemen…365,391$9.27M5.46%+6,93413F-HRTimeline
Sequoia Financial Advisors, LLC365,249$9.27M0.09%-5,65713F-HR/ATimeline
Austin Wealth Management, LLC364,445$9.26M1.92%+44,81713F-HRTimeline
AWM CAPITAL, LLC364,771$9.25M1.13%-1,63813F-HRTimeline
Confluence Wealth Services, Inc.352,523$9.07M0.59%+82,62313F-HRTimeline
SC&H Financial Advisors, Inc.355,251$9.01M1.86%+20,15813F-HRTimeline
Newman Dignan & Sheerar, Inc.347,586$8.82M2.26%+6,79813F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …345,245$8.57M0.67%+6,42113F-HRTimelineGroup
Bridgewater Advisors Inc.341,062$8.5M0.89%+5,70713F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC327,607$8.31M0.31%+18,08913F-HRTimeline
Vawter Financial, Ltd.320,693$8.14M4.89%+7,99013F-HRTimeline
Plan Group Financial, LLC314,926$7.99M4.22%+72613F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC312,058$7.92M0.23%+56,87913F-HRTimeline
Stadion Money Management, LLC310,691$7.88M0.62%-7,80013F-HRTimeline
Wealthquest Corp306,417$7.77M0.63%+28,28913F-HRTimeline
Perritt Capital Management Inc285,993$7.26M3.77%+3,81913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO285,207$7.24M<0.01%+62,91613F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS282,244$7.16M0.02%-11,32313F-HRTimeline
Beaird Harris Wealth Management, LLC278,663$7.07M0.61%-3,12713F-HRTimeline
Towneley Capital Management, Inc / DE277,850$7.05M1.67%+2,45913F-HRTimeline
Allodium Investment Consultants, LLC276,668$7.02M5.86%13F-HRTimeline
AA Financial Advisors, LLC272,739$6.92M1.85%+36,49113F-HRTimeline
Aptus Capital Advisors, LLC266,035$6.75M0.08%+6,80613F-HRTimeline
Cresset Asset Management, LLC264,569$6.71M0.03%+12813F-HRTimeline
AE Wealth Management LLC260,273$6.6M0.06%+29,34713F-HRTimeline
Private Advisor Group, LLC256,154$6.5M0.04%+82,46713F-HRTimeline
Quantum Financial Advisors, LLC254,748$6.46M0.99%+106,94113F-HRTimeline
Atria Investments, Inc251,651$6.38M0.08%+209,62413F-HRTimeline
SOL Capital Management CO250,843$6.36M0.71%-32,56613F-HRTimeline
Tortoise Investment Management, LLC250,818$6.36M0.67%+38,23413F-HR/ATimeline
MAI Capital Management248,596$6.31M0.05%+20,46613F-HRTimeline
Archford Capital Strategies, LLC246,859$6.26M0.95%+56,76213F-HRTimeline
CATALYST PRIVATE WEALTH, LLC243,741$6.18M2.75%+10,35313F-HRTimeline
Cassady Schiller Wealth Management, LLC243,660$6.18M2.27%+59,13113F-HRTimeline
tru Independence LLC242,276$6.15M1.93%+9,71513F-HRTimeline
Forum Private Client Group LLC241,411$6.12M2.73%+4,57813F-HRTimeline
Financial Alternatives, Inc238,841$6.06M4.27%+5,27513F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC235,936$5.99M0.76%+26,44313F-HRTimeline
Shore Point Advisors, LLC229,030$5.81M3.12%-82,13313F-HRTimeline
LEGACY FINANCIAL GROUP, INC.228,565$5.8M1.87%-30413F-HRTimeline
Monument Group Wealth Advisors, LLC224,871$5.71M4.04%-44,10213F-HRTimeline
FinDec Wealth Services, Inc.223,814$5.68M3.94%-21,50813F-HRTimeline
Larson Financial Group LLC223,043$5.66M0.29%-24,18213F-HRTimeline
DecisionPoint Financial, LLC217,276$5.51M1.68%+10,69213F-HRTimeline
Rappaport Reiches Capital Management, L…212,800$5.4M1.39%+12,53213F-HRTimeline
Sterling Wealth Advisors Inc210,010$5.33M4.18%13F-HRTimeline
Oceanside Advisors LLC209,382$5.31M3.96%+8,10413F-HRTimeline
PINNACLE ASSOCIATES LTD208,150$5.28M0.07%-7,33013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…208,045$5.28M0.49%+1,60313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.206,271$5.24M0.01%+6,44813F-HR/ATimelineGroup
Advisory Alpha, LLC205,604$5.22M0.19%+6,14213F-HRTimeline
Enterprise Bank & Trust Co200,637$5.09M1.68%new13F-HRTimeline
Graver Capital Management, LLC199,342$5.06M5.28%13F-HRTimeline
Trinity Financial Advisors LLC198,560$5.03M1.91%+93,88413F-HRTimeline
McMill Wealth Management197,462$5.01M2.03%13F-HRTimeline
Disciplined Investments, LLC193,564$4.91M2.42%+12,76013F-HRTimeline
CURIO WEALTH, LLC190,976$4.85M2.61%13F-HRTimeline
Heritage Wealth Management, Inc./Texas190,096$4.82M2.84%+22,90313F-HRTimeline
PCA Investment Advisory Services Inc.183,708$4.66M2.16%-25,00913F-HRTimeline
Midwest Heritage Bank, FSB179,308$4.55M2.11%+9,56313F-HRTimeline
SUTTON PLACE INVESTORS LLC178,136$4.52M2.62%+25,61213F-HRTimeline
Colorado Capital Management, Inc.178,107$4.52M2.19%+68,10313F-HRTimeline
GEM Asset Management, LLC177,625$4.51M2.51%-33,83513F-HRTimeline
KEB ASSET MANAGEMENT, LLC173,357$4.4M1.27%+3,19913F-HRTimeline
Ledgewood Wealth Advisors, LLC172,884$4.39M2.83%+7,57213F-HRTimeline
Sageworth Trust Co171,785$4.36M0.27%-1,41813F-HRTimeline
Integrity Wealth Solutions LLC168,950$4.29M2.4%+6,84013F-HRTimeline
Fort Henry Capital, LLC168,678$4.28M3.06%+8,17413F-HRTimeline
Willow Creek Wealth Management Inc.168,515$4.28M0.44%+3,24613F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC166,745$4.23M1.57%+10,87113F-HRTimeline
IAG Wealth Partners, LLC158,868$4.03M0.71%new13F-HRTimeline
Pettinga Financial Advisors LLC155,278$3.94M0.89%-2,47013F-HRTimeline
SIMA Wealth Partners, LLC153,733$3.9M3.31%+1,95613F-HRTimeline
Two West Capital Advisors LLC152,777$3.88M3.32%-8,48513F-HRTimeline
SEVEN MILE ADVISORY150,530$3.82M2.44%-14,08813F-HRTimeline
BANNERMAN WEALTH MANAGEMENT GROUP, LLC149,493$3.79M3.14%13F-HRTimeline
Aegis Wealth Management LLC146,720$3.72M2.52%13F-HRTimeline
ANDREWS, LUCIA WEALTH MANAGEMENT LLC134,940$3.7M2.47%+29613F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV140,123$3.55M0.97%+2,16713F-HRTimeline
FMB WEALTH MANAGEMENT139,626$3.54M1.99%+26013F-HRTimeline
Security Financial Services, INC.137,957$3.5M0.71%+50,99813F-HRTimeline
SAX WEALTH ADVISORS, LLC136,300$3.46M0.27%+19,29813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP136,137$3.45M<0.01%-7,57713F-HRTimelineGroup
GeoWealth Management, LLC135,128$3.43M0.11%-15,08013F-HRTimeline
One Capital Management, LLC134,592$3.41M0.11%+1,06313F-HRTimeline
PFG Advisors132,856$3.37M0.21%+9,81613F-HRTimeline
Vermillion Wealth Management, Inc.130,934$3.32M1.7%13F-HRTimeline
Daner Wealth Management, LLC123,997$3.21M2.35%13F-HRTimeline
Prudent Man Investment Management, Inc.125,616$3.19M1.76%13F-HRTimeline
Plancorp, LLC125,394$3.18M0.13%+62,05613F-HRTimeline
MBA Advisors LLC122,665$3.11M1.58%+5,18413F-HRTimeline
1900 WEALTH MANAGEMENT LLC122,360$3.1M0.26%-5,33413F-HRTimeline
Martin Worley Group121,058$3.07M1.92%13F-HRTimeline
Burton Enright Welch118,936$3.02M0.63%+1,14713F-HRTimeline
Glass Jacobson Investment Advisors llc117,134$2.97M0.98%-89013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Navigoe, LLC115,294$2.92M2.86%13F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC115,041$2.92M0.62%+80313F-HRTimeline
IFP Advisors, Inc113,575$2.88M0.09%+4,33413F-HRTimeline
Parkshore Wealth Management, Inc.113,019$2.87M1.72%13F-HRTimeline
Level Financial Advisors112,497$2.85M1.05%-14,69613F-HRTimeline
Blue Trust, Inc.109,604$2.78M0.04%+43,65213F-HR/ATimeline
Apella Capital, LLC106,675$2.71M0.1%-1,95613F-HRTimeline
Bay Harbor Wealth Management, LLC103,118$2.62M0.85%+15,09213F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC101,149$2.57M0.08%-3,87713F-HRTimelineGroup
BAKER BOYER NATIONAL BANK100,766$2.56M0.88%-3,67513F-HRTimeline