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Disclosery

DFAE DIMENSIONAL ETF TRUST

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EMGR CRE EQT MNG (fund)

529 managers (531 13F filers) reported a position in DFAE shares at 2025-03-31, 165,167,909 shares in all. 43 filers opened a position and 30 filers sold out during the quarter.

Managers
529
13F filers
531
New
43
Added
261
Reduced
164
Sold out
30
Shares held by filers
165,167,909

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Retirement Systems of Alabama12,668,769$328M1.28%013F-HRTimeline
MATHER GROUP, LLC.10,648,826$276M3.19%+1,703,88713F-HRTimeline
FMR LLCin group FMR LLC10,619,595$275M0.02%-2,168,88813F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding6,209,095$161M+929,031Timeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,729,474$122M0.01%+145,87513F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC3,764,583$97.5M0.16%+350,66113F-HRTimelineGroup
Foster Group, Inc.3,606,350$93.4M3.49%+52,71813F-HRTimeline
FACTORY MUTUAL INSURANCE CO3,086,900$79.9M0.93%013F-HRTimeline
Wealthspire Advisors, LLC2,597,661$67.3M0.4%+67,23413F-HRTimeline
Cable Hill Partners, LLC2,519,591$65.5M6.39%+56,53413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,296,008$59.4M-136,341Timeline
Focus Partners Wealthgroup of 2 filers holding2,240,226$58M+173,209Timeline
Root Financial Partners, LLC2,078,756$53.8M5.74%+257,94113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP1,964,910$50.9M0.08%-210,89613F-HRTimelineGroup
Millburn Ridgefield LLC /DE/1,964,116$50.9M1.23%+94,29513F-HRTimeline
Catalyst Capital Advisors LLC1,964,116$50.9M1.04%+94,29513F-HRTimeline
HighTower Advisors, LLC1,929,590$50M0.07%+1,231,58913F-HRTimeline
Falcon Wealth Planning1,696,753$43.9M4.88%+185,17713F-HRTimeline
True Link Financial Advisors, LLC1,649,675$42.7M3.19%+218,77513F-HRTimeline
EVOKE WEALTH, LLC1,598,619$41.4M1.08%+262,26013F-HRTimeline
Creative Planningin group Creative Planning1,576,314$40.8M0.04%-41,86813F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,496,613$38.7M0.03%+196,30113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,473,346$38.1M0.01%+86,76613F-HR/ATimelineGroup
TCI Wealth Advisors, Inc.1,366,603$35.4M2.83%+251,01313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV1,300,303$33.7M0.08%+17,97013F-HRTimeline
Aquire Wealth Advisors, LLC1,255,794$32.5M10.01%+64,17713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,212,516$31.4M0.06%-70,68113F-HRTimeline
CWM, LLCin group CWM, LLC1,153,729$29.9M0.12%+11,88213F-HRTimelineGroup
Great Point Wealth Advisors, LLC1,085,740$28.1M6.08%+8,26913F-HRTimeline
RAM Investment Partners, LLC1,079,634$28M6.9%+54,34113F-HRTimeline
Ledyard National Bank987,359$25.6M2.53%+64,47513F-HRTimeline
West Financial Advisors, LLC953,368$24.7M4.69%+26,04013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP937,580$24.3M0.61%-116,06113F-HRTimeline
Prime Capital Investment Advisors, LLC917,767$23.8M0.28%+3,21113F-HRTimeline
RVW Wealth, LLC911,129$23.6M2.22%-134,89513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC890,536$23.1M0.05%-4,58713F-HRTimelineGroup
WPWealth LLP862,166$22.3M4.41%+9,32413F-HRTimeline
OneDigital Investment Advisors LLC854,312$22.1M0.26%+51,23213F-HRTimeline
LPL Financial LLC819,963$21.2M0.01%+448,71413F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…814,257$21.1M3.58%+17,37313F-HRTimeline
Perigon Wealth Management, LLC740,411$19.2M0.49%+48,79413F-HRTimeline
Aveo Capital Partners, LLC716,141$19M3.16%-2,28413F-HRTimeline
Morling Financial Advisors, LLC726,123$18.8M6.48%+56,27013F-HRTimeline
Diversified Portfolios, Inc.706,140$18.3M1.92%-65813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC701,051$18.1M0.22%+46,67913F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.697,754$18.1M0.11%+23,30213F-HRTimeline
Freedom Investment Management, Inc.682,072$17.7M1.48%-5,00613F-HRTimeline
Horizon Investments, LLC676,047$17.5M0.52%-13,96613F-HRTimeline
JFS WEALTH ADVISORS, LLC675,808$17.5M1.18%+2,10913F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC676,361$17.5M1.48%-17,69413F-HRTimeline
Marquette Asset Management, LLC667,525$17.3M3.05%-86213F-HRTimeline
Clearstead Advisors, LLC667,102$17.3M0.27%+69,04113F-HRTimeline
Berger Financial Group, Inc667,067$17.3M1.2%new13F-HRTimeline
Modera Wealth Management, LLC661,056$17.1M0.23%+5,93113F-HRTimeline
CPA Asset Management Group, LLC649,677$16.8M7.4%+5,39113F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/641,873$16.6M0.01%-27,62813F-HRTimelineGroup
Annandale Capital, LLC631,775$16.4M3.06%+24,37213F-HRTimeline
Moisand Fitzgerald Tamayo, LLC608,244$15.7M2.18%+17,32513F-HRTimeline
Bedel Financial Consulting, Inc.585,366$15.7M2.25%+20,91613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC601,675$15.6M0.02%+233,87413F-HRTimeline
Arista Wealth Management, LLC584,322$15.1M3.67%+21,17713F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska574,285$14.9M2.26%+15,79713F-HRTimelineGroup
Creative Capital Management Investments…559,994$14.5M5.6%+19,96413F-HRTimeline
Dynamic Advisor Solutions LLC555,516$14.4M0.47%+10,11113F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC594,954$14.3M3.12%+5,51713F-HRTimeline
Pioneer Wealth Management Group551,976$14.3M6.15%13F-HRTimeline
Colony Family Offices, LLC539,537$14M4.36%+29,28313F-HRTimeline
Pallas Capital Advisors LLC533,026$13.8M0.57%+7,18613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC529,637$13.7M0.01%-310,94913F-HRTimelineGroup
BRIGHTON JONES LLC511,128$13.2M0.42%+23,77513F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC504,021$13M3.53%+27,92713F-HRTimeline
Envision Financial Planning, LLC501,578$13M6.62%+14,76513F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.500,668$13M3.79%+19,43413F-HRTimeline
Index Fund Advisors, Inc.484,898$12.6M0.78%+11,42813F-HRTimeline
Efficient Advisors, LLC471,540$12.2M0.79%-4,01213F-HR/ATimeline
Wealth Dimensions Group, Ltd.468,365$12.1M2.89%+47,03913F-HRTimeline
DiNuzzo Private Wealth, Inc.461,629$12M1.5%-513F-HRTimeline
Physician Wealth Advisors, Inc.457,024$11.8M2.04%-14,89913F-HRTimeline
Wescott Financial Advisory Group, LLC455,684$11.8M1.22%-2,48613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO451,463$11.7M<0.01%+166,25613F-HRTimelineGroup
MML INVESTORS SERVICES, LLC443,120$11.5M0.04%-11,81613F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp439,248$11.4M0.52%new13F-HRTimelineGroup
Avondale Wealth Management436,950$11.3M7.12%+19,83213F-HRTimeline
Austin Wealth Management, LLC423,797$11M2.2%+59,35213F-HRTimeline
CFS Investment Advisory Services, LLC423,699$11M0.98%-8,69113F-HRTimeline
NorthCoast Asset Management LLC410,300$10.6M0.05%+26,40113F-HR/ATimeline
Chico Wealth RIA401,516$10.4M9.02%+13,64313F-HRTimeline
TCP Asset Management, LLC400,217$10.4M2.32%+10,63313F-HRTimeline
Private Advisor Group, LLC399,004$10.3M0.06%+142,85013F-HRTimeline
Plan Group Financial, LLC387,218$10M3.58%+72,29213F-HRTimeline
BWM Planning, LLC386,807$10M4.24%-1,65113F-HRTimeline
Keyes, Stange & Wooten Wealth Managemen…384,010$9.94M5.65%+18,61913F-HRTimeline
PBMares Wealth Management LLC382,606$9.91M1.98%-31,50613F-HRTimeline
SC&H Financial Advisors, Inc.379,534$9.83M1.93%+24,28313F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC378,657$9.8M0.3%+66,59913F-HRTimeline
Great Waters Wealth Management375,671$9.73M1.35%-62,94413F-HRTimeline
Wealthquest Corp373,410$9.67M0.81%+66,99313F-HR/ATimeline
Confluence Wealth Services, Inc.377,811$9.66M0.61%+25,28813F-HRTimeline
Integrated Wealth Concepts LLC369,241$9.56M0.11%+1,28313F-HRTimeline
Betterment LLC367,414$9.51M0.02%-3,93413F-HRTimeline
DDFG, Inc367,294$9.51M2.64%-110,95513F-HRTimeline
EP Wealth Advisors, LLC359,709$9.31M0.07%-141,51113F-HRTimeline
AWM CAPITAL, LLC359,539$9.31M1.09%-5,23213F-HRTimeline
Bridgewater Advisors Inc.357,945$9.29M0.8%+16,88313F-HRTimeline
Sequoia Financial Advisors, LLC354,033$9.17M0.07%-11,21613F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC344,790$8.93M0.3%-24,80013F-HRTimeline
Vawter Financial, Ltd.336,627$8.72M4.88%+15,93413F-HRTimeline
Newman Dignan & Sheerar, Inc.335,627$8.69M2.37%-11,95913F-HR/ATimeline
EXENCIAL WEALTH ADVISORS, LLC327,344$8.47M0.31%-26313F-HRTimeline
First Bancorp, Inc /ME/322,552$8.35M5.42%new13F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …321,741$8.35M0.62%-23,50413F-HRTimelineGroup
AA Financial Advisors, LLC312,026$8.08M1.97%+39,28713F-HRTimeline
Stadion Money Management, LLC310,391$8.04M0.8%-30013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC306,083$7.92M0.01%new13F-HR/ATimelineGroup
Enterprise Bank & Trust Co303,408$7.86M3.03%+102,77113F-HRTimeline
Perritt Capital Management Inc289,754$7.5M4.14%+3,76113F-HRTimeline
Tortoise Investment Management, LLC288,133$7.46M0.78%+37,31513F-HR/ATimeline
Towneley Capital Management, Inc / DE287,064$7.43M1.74%+9,21413F-HRTimeline
Beaird Harris Wealth Management, LLC286,361$7.41M0.63%+7,69813F-HRTimeline
Avantax Planning Partners, Inc.284,203$7.36M0.26%+245,93013F-HRTimeline
AE Wealth Management LLC283,456$7.34M0.06%+23,18313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS282,273$7.31M0.02%+2913F-HRTimeline
Security Financial Services, INC.280,419$7.26M1.44%+142,46213F-HRTimeline
Allodium Investment Consultants, LLC272,532$7.06M5.21%-4,13613F-HRTimeline
Cresset Asset Management, LLC272,048$7.04M0.04%+7,47913F-HRTimeline
Spectrum Investment Advisors, Inc.270,808$7.01M4.52%new13F-HRTimeline
MAI Capital Management263,250$6.82M0.05%+14,65413F-HRTimeline
Aptus Capital Advisors, LLC261,671$6.77M0.08%-4,36413F-HRTimeline
Quantum Financial Advisors, LLC257,529$6.67M0.99%+2,78113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.256,079$6.63M0.01%+49,80813F-HRTimelineGroup
Forum Private Client Group LLC252,014$6.52M2.83%+10,60313F-HRTimeline
Atria Investments, Inc251,778$6.52M0.08%+12713F-HRTimeline
Essential Planning, LLC.251,403$6.51M2.62%-15,292,92113F-HRTimeline
Disciplined Investments, LLC238,940$6.19M2.84%+45,37613F-HRTimeline
SOL Capital Management CO238,178$6.17M0.68%-12,66513F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC240,362$5.99M0.8%+4,42613F-HRTimeline
Financial Alternatives, Inc230,165$5.96M4.25%-8,67613F-HRTimeline
Monument Group Wealth Advisors, LLC229,585$5.94M4.12%+4,71413F-HRTimeline
Rappaport Reiches Capital Management, L…225,808$5.85M1.46%+13,00813F-HRTimeline
Kure Advisory, LLC224,497$5.81M4.39%13F-HRTimeline
LEGACY FINANCIAL GROUP, INC.222,820$5.77M1.85%-5,74513F-HRTimeline
Shore Point Advisors, LLC222,228$5.75M3.05%-6,80213F-HRTimeline
PCA Investment Advisory Services Inc.220,653$5.71M3.02%+36,94513F-HRTimeline
Oceanside Advisors LLC218,028$5.64M4.09%+8,64613F-HRTimeline
McMill Wealth Management216,687$5.61M2.02%+19,22513F-HRTimeline
Midwest Heritage Bank, FSB215,747$5.59M2.3%+36,43913F-HRTimeline
Sterling Wealth Advisors Inc215,177$5.57M4.29%+5,16713F-HRTimeline
DecisionPoint Financial, LLC213,232$5.52M1.6%-4,04413F-HRTimeline
Graver Capital Management, LLC211,414$5.47M5.58%+12,07213F-HRTimeline
PINNACLE ASSOCIATES LTD209,331$5.42M0.08%+1,18113F-HRTimeline
Pinnacle Wealth Management Advisory Gro…209,331$5.42M0.51%+1,28613F-HRTimeline
Advisory Alpha, LLC207,419$5.37M0.18%+1,81513F-HR/ATimeline
Colorado Capital Management, Inc.207,063$5.36M2.5%+28,95613F-HRTimeline
Larson Financial Group LLC201,988$5.23M0.25%-21,05513F-HRTimeline
Archford Capital Strategies, LLC199,417$5.16M0.76%-47,44213F-HRTimeline
Trinity Financial Advisors LLC200,333$5.12M1.85%+1,77313F-HR/ATimeline
GEM Asset Management, LLC184,190$4.8M2.69%+6,56513F-HRTimeline
KEB ASSET MANAGEMENT, LLC180,927$4.68M1.33%+7,57013F-HRTimeline
Willow Creek Wealth Management Inc.180,691$4.68M0.46%+12,17613F-HRTimeline
Binnacle Investments Inc179,861$4.66M3.4%13F-HRTimeline
SUTTON PLACE INVESTORS LLC178,229$4.61M3.1%+9313F-HRTimeline
Fort Henry Capital, LLC175,166$4.54M3.26%+6,48813F-HRTimeline
Integrity Wealth Solutions LLC174,733$4.52M2.45%+5,78313F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC173,464$4.49M1.65%+6,71913F-HRTimeline
Sageworth Trust Co166,786$4.32M0.27%-4,99913F-HRTimeline
SIMA Wealth Partners, LLC160,319$4.15M3.45%+6,58613F-HRTimeline
Ledgewood Wealth Advisors, LLC158,497$4.1M2.65%-14,38713F-HRTimeline
SAX WEALTH ADVISORS, LLC158,062$4.09M0.29%+21,76213F-HRTimeline
Cetera Investment Advisers157,814$4.09M0.01%-357,67513F-HRTimeline
IAG Wealth Partners, LLC157,202$4.07M0.63%-1,66613F-HRTimeline
SEVEN MILE ADVISORY157,055$4.07M2.71%+6,52513F-HRTimeline
Two West Capital Advisors LLC162,656$4.03M3.37%+9,87913F-HRTimeline
BANNERMAN WEALTH MANAGEMENT GROUP, LLC154,565$4M3.27%+5,07213F-HRTimeline
Heritage Wealth Management, Inc./Texas153,639$3.98M2.3%-36,45713F-HRTimeline
Vermillion & White Wealth Management Gr…147,687$3.82M2.77%+101,26913F-HRTimeline
Martin Worley Group146,256$3.79M2.16%+25,19813F-HRTimeline
PFG Advisors143,678$3.72M0.21%+10,82213F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV143,555$3.72M1.06%+3,43213F-HRTimeline
Pettinga Financial Advisors LLC143,317$3.71M0.87%-11,96113F-HRTimeline
ANDREWS, LUCIA WEALTH MANAGEMENT LLC145,488$3.69M2.48%+10,54813F-HRTimeline
FMB WEALTH MANAGEMENT141,305$3.66M2.02%+1,67913F-HRTimeline
Aegis Wealth Management LLC140,248$3.63M2.14%-6,47213F-HRTimeline
Vermillion Wealth Management, Inc.139,229$3.6M1.06%+8,29513F-HRTimeline
Parkshore Wealth Management, Inc.138,887$3.6M2.09%+25,86813F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…133,000$3.44M0.19%+101,30613F-HRTimelineGroup
North Capital, Inc.132,850$3.44M3.25%13F-HRTimeline
MBA Advisors LLC128,387$3.32M1.65%+5,72213F-HRTimeline
Plancorp, LLC125,395$3.25M0.13%+113F-HRTimeline
Prudent Man Investment Management, Inc.125,298$3.18M1.76%-31813F-HRTimeline
Navigoe, LLC119,008$3.08M2.67%+3,71413F-HRTimeline
IFP Advisors, Inc118,794$3.08M0.09%+5,21913F-HRTimeline
Burton Enright Welch115,753$3M0.61%-3,18313F-HRTimeline
Glass Jacobson Investment Advisors llc117,134$2.97M0.98%013F-HRTimeline
Note Advisors, LLC114,663$2.97M2.45%+40,10013F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV114,508$2.96M0.79%+55,30713F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC113,019$2.93M0.58%-2,02213F-HRTimeline
ENTREWEALTH, LLC112,785$2.92M2.24%+38,54813F-HRTimeline
FinDec Wealth Services, Inc.112,423$2.91M2.88%-111,39113F-HRTimeline
Jacobi Capital Management LLC111,340$2.88M0.21%+18,54713F-HRTimeline
Bay Harbor Wealth Management, LLC110,109$2.85M0.9%+6,99113F-HRTimeline