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Disclosery

DFAE DIMENSIONAL ETF TRUST

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EMGR CRE EQT MNG (fund)

556 managers (559 13F filers) reported a position in DFAE shares at 2025-06-30, 172,536,976 shares in all. 50 filers opened a position and 23 filers sold out during the quarter.

Managers
556
13F filers
559
New
50
Added
290
Reduced
157
Sold out
23
Shares held by filers
172,536,976

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Retirement Systems of Alabama12,668,769$367M1.31%013F-HRTimeline
MATHER GROUP, LLC.12,129,964$351M3.75%+1,481,13813F-HRTimeline
FMR LLCin group FMR LLC9,522,057$276M0.02%-1,097,53813F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding6,126,711$177M-82,384Timeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/5,074,985$147M0.01%+345,51113F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC3,777,597$109M0.16%+13,01413F-HRTimelineGroup
Foster Group, Inc.3,613,675$105M3.58%+7,32513F-HRTimeline
FACTORY MUTUAL INSURANCE CO3,086,900$89.4M0.98%013F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding2,623,079$75.9M+382,853Timeline
Wealthspire Advisors, LLC2,610,903$75.6M0.42%+13,24213F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC2,561,130$74.1M1.21%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC2,332,326$67.5M0.02%+36,31813F-HRTimelineGroup
HighTower Advisors, LLC2,079,940$60.2M0.08%+150,35013F-HRTimeline
Root Financial Partners, LLC1,971,067$57.1M5.51%-107,68913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,871,896$54.2M0.04%+375,28313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,793,035$51.9M0.01%+319,68913F-HR/ATimelineGroup
EVOKE WEALTH, LLC1,764,427$51.1M1.2%+165,80813F-HRTimeline
True Link Financial Advisors, LLC1,714,470$49.6M3.43%+64,79513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP1,709,565$49.5M0.07%-255,34513F-HR/ATimelineGroup
Millburn Ridgefield LLC /DE/1,697,608$49.1M1.18%-266,50813F-HRTimeline
Catalyst Capital Advisors LLC1,697,608$49.1M0.99%-266,50813F-HRTimeline
Falcon Wealth Planning1,684,331$48.8M4.93%-12,42213F-HRTimeline
Creative Planningin group Creative Planning1,535,545$44.5M0.04%-40,76913F-HRTimelineGroup
TCI Wealth Advisors, Inc.1,509,084$43.7M2.99%+142,48113F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.1,506,344$43.6M0.24%+808,59013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV1,305,684$37.8M0.08%+5,38113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,241,762$36.4M0.06%+29,24613F-HRTimeline
MASECO LLP1,132,988$32.8M1.25%13F-HRTimeline
CWM, LLCin group CWM, LLC1,123,325$32.5M0.11%-30,40413F-HRTimelineGroup
RAM Investment Partners, LLC1,114,524$32.3M6.77%+34,89013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC1,107,843$32.1M0.06%+217,30713F-HRTimelineGroup
Aquire Wealth Advisors, LLC1,094,058$31.7M8.51%-161,73613F-HRTimeline
LPL Financial LLC1,051,180$30.4M0.01%+231,21713F-HRTimeline
Ledyard National Bank999,184$28.9M2.73%+11,82513F-HRTimeline
West Financial Advisors, LLC982,286$28.4M4.95%+28,91813F-HRTimeline
OneDigital Investment Advisors LLC926,209$26.8M0.3%+71,89713F-HRTimeline
MISSION WEALTH MANAGEMENT, LP911,962$26.4M0.58%-25,61813F-HRTimeline
RVW Wealth, LLC901,424$26.1M2.22%-9,70513F-HRTimeline
Prime Capital Investment Advisors, LLC879,739$25.5M0.34%-38,02813F-HRTimeline
WPWealth LLP840,480$24.3M4.39%-21,68613F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…817,775$23.7M3.86%+3,51813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC796,983$23.1M0.02%new13F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC772,818$22.4M0.21%+71,76713F-HRTimelineGroup
Perigon Wealth Management, LLC754,682$21.8M0.51%+14,27113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC745,829$21.6M0.03%+439,74613F-HRTimelineGroup
Diversified Portfolios, Inc.734,397$21.3M2.03%+28,25713F-HRTimeline
Morling Financial Advisors, LLC727,083$21M6.9%+96013F-HRTimeline
Colony Family Offices, LLC712,989$20.6M5.34%+173,45213F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC699,313$20.2M1.54%+22,95213F-HRTimeline
Horizon Investments, LLC698,320$20.2M0.32%+22,27313F-HRTimeline
Austin Wealth Management, LLC681,032$19.9M3.54%+257,23513F-HRTimeline
Berger Financial Group, Inc686,092$19.9M1.29%+19,02513F-HRTimeline
Marquette Asset Management, LLC679,475$19.7M3.3%+11,95013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO676,466$19.6M<0.01%+225,00313F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC670,251$19.4M1.23%-5,55713F-HRTimeline
Clearstead Advisors, LLC669,377$19.4M0.27%+2,27513F-HRTimeline
Annandale Capital, LLC665,118$19.3M3.55%+33,34313F-HRTimeline
Modera Wealth Management, LLC655,714$19M0.24%-5,34213F-HRTimeline
CPA Asset Management Group, LLC650,034$18.8M7.91%+35713F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/636,449$18.4M0.01%-5,42413F-HRTimelineGroup
FIDUCIARY FINANCIAL GROUP, LLC632,947$18.4M3.32%+37,99313F-HRTimeline
Freedom Investment Management, Inc.624,910$18.1M1.44%-57,16213F-HRTimeline
Moisand Fitzgerald Tamayo, LLC606,532$17.6M2.22%-1,71213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC606,068$17.5M0.02%+4,39313F-HRTimeline
Arista Wealth Management, LLC601,025$17.4M2.41%+16,70313F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska601,614$17.3M2.34%+27,32913F-HRTimelineGroup
Bedel Financial Consulting, Inc.583,847$16.9M2.31%-1,51913F-HRTimeline
Pallas Capital Advisors LLC578,272$16.7M0.64%+45,24613F-HRTimeline
Pioneer Wealth Management Group569,117$16.5M6.11%+17,14113F-HRTimeline
Creative Capital Management Investments…564,701$16.3M5.84%+4,70713F-HRTimeline
BRIGHTON JONES LLC562,899$16.3M0.44%+51,77113F-HRTimeline
Dynamic Advisor Solutions LLC534,959$15.5M0.48%-20,55713F-HRTimeline
Index Fund Advisors, Inc.526,905$15.3M0.86%+42,00713F-HRTimeline
Avantax Planning Partners, Inc.506,684$14.7M0.47%+222,48113F-HRTimeline
Security Financial Services, INC.506,033$14.6M2.59%+225,61413F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.495,410$14.3M3.7%-5,25813F-HRTimeline
Wealth Dimensions Group, Ltd.483,005$14M3.08%+14,64013F-HRTimeline
Efficient Advisors, LLC476,585$13.8M0.82%+5,04513F-HRTimeline
Envision Financial Planning, LLC471,205$13.6M6.38%-30,37313F-HRTimeline
Private Advisor Group, LLC467,152$13.5M0.07%+68,14813F-HRTimeline
DiNuzzo Private Wealth, Inc.463,274$13.4M1.59%+1,64513F-HRTimeline
Wescott Financial Advisory Group, LLC463,229$13.4M1.28%+7,54513F-HRTimeline
First Bancorp, Inc /ME/454,237$13.2M7.55%+131,68513F-HRTimeline
Physician Wealth Advisors, Inc.452,375$13.1M2.06%-4,64913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC448,410$13M<0.01%-81,22713F-HRTimelineGroup
COLLECTIVE FAMILY OFFICE LLC446,775$12.9M3.32%-57,24613F-HRTimeline
AWM CAPITAL, LLC444,832$12.9M1.35%+85,29313F-HRTimeline
FLOW TRADERS U.S. LLC438,329$12.7M0.47%new13F-HRTimeline
NorthCoast Asset Management LLC430,492$12.5M0.05%+20,19213F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC429,356$12.4M0.34%+50,69913F-HRTimeline
CFS Investment Advisory Services, LLC427,571$12.4M1.01%+3,87213F-HRTimeline
MML INVESTORS SERVICES, LLC419,172$12.1M0.04%-23,94813F-HRTimeline
Sterling Wealth Management, Inc.411,212$11.9M4.06%13F-HRTimeline
TCP Asset Management, LLC408,224$11.8M2.34%+8,00713F-HRTimeline
Confluence Wealth Services, Inc.403,358$11.7M0.64%+25,54713F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC398,186$11.5M0.35%+53,39613F-HRTimeline
Chico Wealth RIA397,760$11.5M9.11%-3,75613F-HRTimeline
Wealthquest Corp396,590$11.5M0.91%+23,18013F-HRTimeline
Keyes, Stange & Wooten Wealth Managemen…391,008$11.3M5.88%+6,99813F-HRTimeline
BWM Planning, LLC384,965$11.1M3.84%-1,84213F-HRTimeline
Bridgewater Advisors Inc.374,162$11.1M0.84%+16,21713F-HRTimeline
SC&H Financial Advisors, Inc.378,081$10.9M1.87%-1,45313F-HRTimeline
Integrated Wealth Concepts LLC374,342$10.8M0.11%+5,10113F-HRTimeline
PBMares Wealth Management LLC370,668$10.7M1.96%-11,93813F-HRTimeline
DDFG, Inc368,560$10.7M2.68%+1,26613F-HRTimeline
Avondale Wealth Management362,622$10.5M5.86%-74,32813F-HRTimeline
Sequoia Financial Advisors, LLC354,296$10.3M0.07%+26313F-HRTimeline
Great Waters Wealth Management354,067$10.3M1.33%-21,60413F-HRTimeline
Betterment LLC349,225$10.1M0.02%-18,18913F-HRTimeline
Newman Dignan & Sheerar, Inc.346,996$10M2.31%+11,36913F-HRTimeline
AA Financial Advisors, LLC335,772$9.72M2.09%+23,74613F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC327,854$9.49M0.33%+51013F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.322,097$9.33M0.23%+212,29713F-HRTimelineGroup
Tortoise Investment Management, LLC321,410$9.3M0.89%+33,27713F-HRTimeline
Enterprise Bank & Trust Co318,236$9.21M3.45%+14,82813F-HRTimeline
AE Wealth Management LLC316,464$9.16M0.07%+33,00813F-HRTimeline
Cetera Investment Advisers310,200$8.98M0.02%+152,38613F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …289,367$8.7M0.54%-32,37413F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp295,326$8.55M0.37%-143,92213F-HRTimelineGroup
EP Wealth Advisors, LLC294,847$8.54M0.06%-64,86213F-HRTimeline
Allodium Investment Consultants, LLC292,656$8.47M5.36%+20,12413F-HRTimeline
Spectrum Investment Advisors, Inc.289,467$8.38M4.86%+18,65913F-HRTimeline
Perritt Capital Management Inc289,365$8.38M4.32%-38913F-HR/ATimeline
Towneley Capital Management, Inc / DE285,802$8.27M1.9%-1,26213F-HRTimeline
Stadion Money Management, LLC285,591$8.27M0.68%-24,80013F-HRTimeline
Beaird Harris Wealth Management, LLC284,846$8.25M0.64%-1,51513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS283,313$8.2M0.02%+1,04013F-HRTimeline
Forum Private Client Group LLC274,713$7.95M3.07%+22,69913F-HRTimeline
Plan Group Financial, LLC271,933$7.87M2.59%-115,28513F-HRTimeline
DecisionPoint Financial, LLC266,563$7.74M1.98%+53,33113F-HRTimeline
Disciplined Investments, LLC265,962$7.7M3.26%+27,02213F-HRTimeline
MAI Capital Management260,968$7.56M0.05%-2,28213F-HRTimeline
Archford Capital Strategies, LLC258,097$7.47M0.96%+58,68013F-HRTimeline
Aptus Capital Advisors, LLC257,995$7.47M0.07%-3,67613F-HRTimeline
Cresset Asset Management, LLC257,958$7.47M0.04%-14,09013F-HR/ATimeline
Essential Planning, LLC.256,073$7.41M2.76%+4,67013F-HRTimeline
Quantum Financial Advisors, LLC255,997$7.41M1%-1,53213F-HRTimeline
Atria Investments, Inc250,815$7.26M0.09%-96313F-HRTimeline
Kure Advisory, LLC247,753$7.17M4.75%+23,25613F-HR/ATimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC238,844$6.93M0.79%-1,51813F-HRTimeline
Financial Alternatives, Inc238,923$6.92M4.5%+8,75813F-HRTimeline
Everhart Financial Group, Inc.236,199$6.84M0.79%+148,39713F-HRTimeline
PCA Investment Advisory Services Inc.236,097$6.84M2.88%+15,44413F-HRTimeline
Monument Group Wealth Advisors, LLC235,229$6.81M4.29%+5,64413F-HRTimeline
SOL Capital Management CO235,098$6.81M0.66%-3,08013F-HRTimeline
Colorado Capital Management, Inc.231,239$6.69M2.87%+24,17613F-HRTimeline
CLARIS ADVISORS, LLC / MO /231,124$6.69M2.33%+129,52413F-HRTimeline
Graver Capital Management, LLC227,154$6.58M5.82%+15,74013F-HRTimeline
Shore Point Advisors, LLC223,717$6.48M3.11%+1,48913F-HRTimeline
Oceanside Advisors LLC222,257$6.43M4.3%+4,22913F-HRTimeline
Midwest Heritage Bank, FSB217,753$6.3M2.37%+2,00613F-HRTimeline
McMill Wealth Management217,880$6.3M2.09%+1,19313F-HRTimeline
PINNACLE ASSOCIATES LTD216,573$6.27M0.09%+7,24213F-HRTimeline
Pinnacle Wealth Management Advisory Gro…216,573$6.27M0.52%+7,24213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.216,207$6.26M0.01%-39,87213F-HR/ATimelineGroup
Advisory Alpha, LLC215,910$6.25M0.19%+8,49113F-HRTimeline
Sterling Wealth Advisors Inc213,560$6.2M4.38%-1,61713F-HRTimeline
LEGACY FINANCIAL GROUP, INC.213,154$6.17M1.82%-9,66613F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV194,522$5.63M1.22%+80,01413F-HRTimeline
Willow Creek Wealth Management Inc.189,931$5.5M0.49%+9,24013F-HRTimeline
KEB ASSET MANAGEMENT, LLC188,322$5.45M1.36%+7,39513F-HRTimeline
GEM Asset Management, LLC187,127$5.4M2.76%+2,93713F-HRTimeline
Binnacle Investments Inc185,711$5.38M3.5%+5,85013F-HRTimeline
SUTTON PLACE INVESTORS LLC181,273$5.25M3.16%+3,04413F-HRTimeline
SAX WEALTH ADVISORS, LLC181,232$5.25M0.32%+23,17013F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC181,127$5.24M1.78%+7,66313F-HRTimeline
Fort Henry Capital, LLC178,036$5.15M3.46%+2,87013F-HRTimeline
CURIO WEALTH, LLC177,328$5.13M2.25%+177,00013F-HRTimeline
Integrity Wealth Solutions LLC175,065$5.07M2.47%+33213F-HRTimeline
Martin Worley Group173,904$5.03M2.46%+27,64813F-HRTimeline
SEVEN MILE ADVISORY170,053$4.92M2.96%+12,99813F-HRTimeline
Two West Capital Advisors LLC162,605$4.84M3.17%-5113F-HRTimeline
Sageworth Trust Co166,786$4.83M0.27%013F-HRTimeline
Larson Financial Group LLC165,556$4.79M0.19%-36,43213F-HRTimeline
OLD MISSION CAPITAL LLC164,468$4.76M0.13%new13F-HRTimeline
SIMA Wealth Partners, LLC164,004$4.75M3.83%+3,68513F-HRTimeline
IAG Wealth Partners, LLC162,232$4.7M0.62%+5,03013F-HRTimeline
Vermillion Wealth Management, Inc.156,995$4.55M2.17%+17,76613F-HRTimeline
Trinity Financial Advisors LLC156,818$4.54M1.39%-43,51513F-HRTimeline
BANNERMAN WEALTH MANAGEMENT GROUP, LLC155,398$4.5M3.45%+83313F-HRTimeline
FMB WEALTH MANAGEMENT153,806$4.45M2.12%+12,50113F-HRTimeline
PFG Advisors153,264$4.44M0.2%+9,58613F-HRTimeline
ENTREWEALTH, LLC153,118$4.43M3.07%+40,33313F-HRTimeline
Ledgewood Wealth Advisors, LLC153,083$4.43M2.79%-5,41413F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV151,097$4.37M1.08%+7,54213F-HRTimeline
Parkshore Wealth Management, Inc.151,054$4.37M2.14%+12,16713F-HRTimeline
Heritage Wealth Management, Inc./Texas150,272$4.34M2.16%-3,36713F-HRTimeline
Note Advisors, LLC146,271$4.23M2.93%+31,60813F-HRTimeline
Pettinga Financial Advisors LLC144,115$4.17M0.91%+79813F-HRTimeline
ANDREWS, LUCIA WEALTH MANAGEMENT LLC143,967$4.17M2.71%-1,52113F-HRTimeline
MBA Advisors LLC143,878$4.17M1.92%+15,49113F-HRTimeline
Vermillion & White Wealth Management Gr…139,629$4.04M2.63%-8,05813F-HRTimeline
Jacobi Capital Management LLC137,371$3.98M0.26%+26,03113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.136,277$3.95M0.01%+61,40513F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…135,374$3.92M0.18%+2,37413F-HRTimelineGroup
North Capital, Inc.133,166$3.86M3.33%+31613F-HRTimeline
FISCHER INVESTMENT STRATEGIES, LLC131,790$3.82M2.56%+47,16313F-HRTimeline
Navigoe, LLC131,563$3.81M2.87%+12,55513F-HRTimeline
Aegis Wealth Management LLC140,248$3.63M2.18%013F-HRTimeline
Plancorp, LLC125,397$3.63M0.13%+213F-HRTimeline