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Disclosery

DFAE DIMENSIONAL ETF TRUST

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EMGR CRE EQT MNG (fund)

584 managers (586 13F filers) reported a position in DFAE shares at 2025-09-30, 183,013,011 shares in all. 44 filers opened a position and 14 filers sold out during the quarter.

Managers
584
13F filers
586
New
44
Added
278
Reduced
179
Sold out
14
Shares held by filers
183,013,011

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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$399M1.33%013F-HRTimeline
MATHER GROUP, LLC.12,152,804$383M3.87%+22,84013F-HRTimeline
FMR LLCin group FMR LLC9,435,535$298M0.02%-86,52213F-HRTimelineGroup
UBS Group AGin group UBS Group AG6,449,669$203M0.04%+322,95813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/5,763,021$182M0.01%+688,03613F-HR/ATimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC4,487,825$142M1.91%+1,926,69513F-HRTimeline
Foster Group, Inc.4,020,549$127M3.98%+406,87413F-HRTimeline
Mariner, LLCin group Mariner, LLC3,961,957$125M0.16%+184,36013F-HRTimelineGroup
FACTORY MUTUAL INSURANCE CO3,086,900$97.3M0.95%013F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding2,739,188$86.7M+116,109Timeline
Root Financial Partners, LLC2,739,217$86.4M5.32%+768,15013F-HRTimeline
Wealthspire Advisors, LLC2,627,858$82.9M0.43%+16,95513F-HRTimeline
Washington Trust Bank2,444,476$77.1M5.65%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Cetera Investment Advisers2,163,765$68.2M0.08%+1,853,56513F-HRTimeline
HighTower Advisors, LLC2,122,727$66.9M0.08%+42,78713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,943,629$61.3M0.04%+71,73313F-HRTimelineGroup
EVOKE WEALTH, LLC1,863,434$58.8M1.23%+99,00713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,811,280$57.1M0.01%+18,24513F-HRTimelineGroup
True Link Financial Advisors, LLC1,756,250$55.4M3.56%+41,78013F-HRTimeline
Falcon Wealth Planning1,742,113$54.9M4.94%+57,78213F-HRTimeline
TCI Wealth Advisors, Inc.1,718,626$54.2M3.23%+209,54213F-HRTimeline
Millburn Ridgefield LLC /DE/1,697,608$53.5M1.28%013F-HRTimeline
Catalyst Capital Advisors LLC1,697,608$53.5M1.08%013F-HRTimeline
Creative Planningin group Creative Planning1,505,896$47.5M0.04%-29,64913F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC1,467,592$46.3M0.08%+359,74913F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,230,463$39.3M0.06%-11,29913F-HRTimeline
MASECO LLP1,218,165$38.4M1.86%+85,17713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV1,215,209$38.3M0.06%-90,47513F-HRTimeline
RAM Investment Partners, LLC1,185,291$37.4M7.01%+70,76713F-HRTimeline
CWM, LLCin group CWM, LLC1,160,156$36.6M0.11%+36,83113F-HRTimelineGroup
Aquire Wealth Advisors, LLC1,134,204$35.8M8.81%+40,14613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC1,111,905$35.1M0.01%-1,220,42113F-HRTimelineGroup
LPL Financial LLC1,111,005$35M0.01%+59,82513F-HRTimeline
Great Point Wealth Advisors, LLC1,097,706$34.6M6.5%13F-HRTimeline
Ledyard National Bank998,821$31.5M2.82%-36313F-HRTimeline
OneDigital Investment Advisors LLC977,983$30.8M0.32%+51,77413F-HRTimeline
West Financial Advisors, LLC921,548$29.1M4.8%-60,73813F-HRTimeline
RVW Wealth, LLC905,176$28.5M2.23%+3,75213F-HRTimeline
Prime Capital Investment Advisors, LLC875,531$27.6M0.35%-4,20813F-HRTimeline
WPWealth LLP868,620$27.4M4.48%+28,14013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP856,173$27M0.55%-55,78913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC844,759$26.6M0.21%+71,94113F-HRTimelineGroup
MARKET STREET WEALTH MANAGEMENT ADVISOR…800,445$25.2M4.01%-17,33013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC800,000$25.2M0.03%+54,17113F-HRTimelineGroup
Perigon Wealth Management, LLC788,120$24.8M0.51%+33,43813F-HRTimeline
Austin Wealth Management, LLC749,851$24.1M3.78%+68,81913F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC754,424$23.8M1.62%+55,11113F-HRTimeline
Horizon Investments, LLC753,239$23.7M0.31%+54,91913F-HRTimeline
Morling Financial Advisors, LLC735,865$23.2M7.7%+8,78213F-HRTimeline
Diversified Portfolios, Inc.730,848$23M2.03%-3,54913F-HRTimeline
Berger Financial Group, Inc692,205$21.8M1.31%+6,11313F-HRTimeline
Marquette Asset Management, LLC691,187$21.8M3.34%+11,71213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC687,175$21.7M0.03%+81,10713F-HRTimeline
Vise Technologies, Inc.679,344$21.4M0.8%new13F-HRTimeline
Clearstead Advisors, LLC670,116$21.1M0.31%+73913F-HRTimeline
JFS WEALTH ADVISORS, LLC667,411$21M1.23%-2,84013F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC666,821$21M3.32%+33,87413F-HRTimeline
CPA Asset Management Group, LLC643,838$20.3M7.83%-6,19613F-HRTimeline
Modera Wealth Management, LLC639,041$20.1M0.23%-16,67313F-HRTimeline
Bedel Financial Consulting, Inc.634,028$20M2.55%+50,18113F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC624,304$19.7M0.16%new13F-HRTimeline
Arista Wealth Management, LLC622,263$19.6M2.44%+21,23813F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska619,644$19.5M2.33%+18,03013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/609,615$19.2M0.01%-26,83413F-HRTimelineGroup
BRIGHTON JONES LLC606,590$19.1M0.46%+43,69113F-HRTimeline
Pioneer Wealth Management Group602,942$19M6.14%+33,82513F-HRTimeline
Freedom Investment Management, Inc.602,517$19M5.02%-22,39313F-HRTimeline
Moisand Fitzgerald Tamayo, LLC602,109$19M2.24%-4,42313F-HRTimeline
Pallas Capital Advisors LLC600,534$18.9M0.7%+22,26213F-HRTimeline
Creative Capital Management Investments…586,515$18.5M5.91%+21,81413F-HRTimeline
Physician Wealth Advisors, Inc.584,093$18.4M2.62%+131,71813F-HRTimeline
Colony Family Offices, LLC580,300$18.3M4.74%-132,68913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO577,727$18.2M<0.01%-98,73913F-HR/ATimelineGroup
Sequoia Financial Advisors, LLC536,567$16.9M0.1%+182,27113F-HRTimeline
Dynamic Advisor Solutions LLC536,241$16.9M0.49%+1,28213F-HRTimeline
Beacon Pointe Advisors, LLC521,118$16.4M0.14%+441,45413F-HRTimeline
Index Fund Advisors, Inc.513,691$16.2M0.79%-13,21413F-HRTimeline
Wealth Dimensions Group, Ltd.509,241$16.1M3.3%+26,23613F-HRTimeline
Efficient Advisors, LLC497,509$15.7M0.88%+20,92413F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC494,880$15.6M0.39%+65,52413F-HRTimeline
Avantax Planning Partners, Inc.492,014$15.5M0.44%-14,67013F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.485,034$15.3M3.54%-10,37613F-HRTimeline
Envision Financial Planning, LLC476,250$15M6.37%+5,04513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC475,700$15M<0.01%+27,29013F-HRTimelineGroup
Wescott Financial Advisory Group, LLC474,837$15M1.34%+11,60813F-HRTimeline
First Bancorp, Inc /ME/465,794$14.7M7.82%+11,55713F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP463,729$14.6M0.02%-1,245,83613F-HRTimelineGroup
Sterling Wealth Management, Inc.452,511$14.3M4.32%+41,29913F-HRTimeline
Private Advisor Group, LLC446,112$14.1M0.07%-21,04013F-HRTimeline
NorthCoast Asset Management LLC443,333$14M0.05%+12,84113F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC442,614$14M3.35%-4,16113F-HRTimeline
DiNuzzo Private Wealth, Inc.458,370$13.8M1.56%-4,90413F-HRTimeline
Confluence Wealth Services, Inc.436,310$13.8M0.68%+32,95213F-HRTimeline
AWM CAPITAL, LLC429,950$13.6M1.23%-14,88213F-HRTimeline
CFS Investment Advisory Services, LLC416,308$13.5M1.01%-11,26313F-HRTimeline
Avior Wealth Management, LLC424,171$13.4M0.43%+373,05813F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC420,052$13.2M0.31%+21,86613F-HRTimeline
TCP Asset Management, LLC417,943$13.2M2.35%+9,71913F-HRTimeline
Chico Wealth RIA406,120$12.8M8.7%+8,36013F-HRTimeline
Bridgewater Advisors Inc.390,466$12.6M0.88%+16,30413F-HRTimeline
BWM Planning, LLC399,388$12.6M3.75%+14,42313F-HRTimeline
SC&H Financial Advisors, Inc.398,056$12.6M2.05%+19,97513F-HRTimeline
Keyes, Stange & Wooten Wealth Managemen…397,512$12.5M6.07%+6,50413F-HRTimeline
PBMares Wealth Management LLC397,199$12.5M2.03%+26,53113F-HRTimeline
Security Financial Services, INC.394,232$12.4M2.01%-111,80113F-HRTimeline
Wealthquest Corp378,417$11.9M0.95%-18,17313F-HRTimeline
Avondale Wealth Management376,215$11.9M6.32%+13,59313F-HRTimeline
Everhart Financial Group, Inc.362,226$11.4M1.14%+126,02713F-HRTimeline
DDFG, Inc353,877$11.2M2.58%-14,68313F-HRTimeline
Vawter Financial, Ltd.353,173$11.1M5.05%+339,23213F-HR/ATimeline
Newman Dignan & Sheerar, Inc.350,866$11.1M2.39%+3,87013F-HRTimeline
SEVEN MILE ADVISORY350,584$11.1M1.78%+180,53113F-HRTimeline
Cresset Asset Management, LLC348,188$11M0.05%+90,23013F-HR/ATimeline
AA Financial Advisors, LLC342,379$10.8M2.12%+6,60713F-HRTimeline
Betterment LLC337,462$10.6M0.02%-11,76313F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC336,650$10.6M0.35%+8,79613F-HRTimeline
Tortoise Investment Management, LLC331,676$10.5M0.93%+10,26613F-HRTimeline
Great Waters Wealth Management328,806$10.4M1.22%-25,26113F-HRTimeline
OLD MISSION CAPITAL LLC326,712$10.3M0.37%+162,24413F-HRTimeline
ROCKLAND TRUST CO325,281$10.3M0.42%new13F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV322,404$10.2M1.87%+127,88213F-HRTimeline
MML INVESTORS SERVICES, LLC309,281$9.75M0.03%-109,89113F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.305,097$9.62M0.23%-17,00013F-HRTimelineGroup
MAI Capital Management301,787$9.52M0.06%+40,81913F-HRTimeline
AE Wealth Management LLC300,670$9.48M0.06%-15,79413F-HRTimeline
Spectrum Investment Advisors, Inc.293,148$9.24M5%+3,68113F-HRTimeline
Perritt Capital Management Inc291,631$9.2M4.36%+2,26613F-HRTimeline
Allodium Investment Consultants, LLC291,566$9.19M5.19%-1,09013F-HRTimeline
Forum Private Client Group LLC281,951$8.89M3.17%+7,23813F-HRTimeline
Beaird Harris Wealth Management, LLC280,697$8.85M0.63%-4,14913F-HRTimeline
Towneley Capital Management, Inc / DE277,458$8.75M1.9%-8,34413F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …261,055$8.58M0.5%-28,31213F-HRTimelineGroup
Disciplined Investments, LLC270,368$8.52M3.39%+4,40613F-HRTimeline
Stadion Money Management, LLC265,084$8.36M0.67%-20,50713F-HRTimeline
Aptus Capital Advisors, LLC263,208$8.3M0.08%+5,21313F-HRTimeline
DecisionPoint Financial, LLC256,766$8.16M1.9%-9,79713F-HRTimeline
SOL Capital Management CO258,488$8.15M0.73%+23,39013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS254,930$8.04M0.02%-28,38313F-HRTimeline
Kure Advisory, LLC252,729$7.97M4.92%+4,97613F-HRTimeline
Essential Planning, LLC.251,772$7.94M2.73%-4,30113F-HRTimeline
PCA Investment Advisory Services Inc.251,014$7.91M2.93%+14,91713F-HRTimeline
Quantum Financial Advisors, LLC249,983$7.88M0.96%-6,01413F-HRTimeline
Compass Financial Group, Inc.248,144$7.82M3.51%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.252,247$7.82M0.01%+36,04013F-HRTimelineGroup
Colorado Capital Management, Inc.244,391$7.71M2.98%+13,15213F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC238,025$7.65M0.78%-81913F-HRTimeline
Monument Group Wealth Advisors, LLC242,520$7.65M4.5%+7,29113F-HRTimeline
Financial Alternatives, Inc240,075$7.57M4.58%+1,15213F-HRTimeline
Advisory Alpha, LLC226,486$7.23M0.2%+10,57613F-HRTimeline
Sterling Wealth Advisors Inc224,288$7.18M4.58%+10,72813F-HRTimeline
Graver Capital Management, LLC223,565$7.05M5.94%-3,58913F-HRTimeline
Shore Point Advisors, LLC220,376$6.95M3.07%-3,34113F-HRTimeline
Oceanside Advisors LLC219,873$6.93M4.33%-2,38413F-HRTimeline
Heritage Wealth Management, Inc./Texas219,333$6.92M3.05%+69,06113F-HRTimeline
Vermillion & White Wealth Management Gr…219,050$6.91M3.93%+79,42113F-HRTimeline
McMill Wealth Management218,250$6.88M1.96%+37013F-HRTimeline
Midwest Heritage Bank, FSB217,036$6.84M2.42%-71713F-HRTimeline
PINNACLE ASSOCIATES LTD216,573$6.83M0.09%013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…216,573$6.83M0.51%013F-HRTimeline
ENTREWEALTH, LLC212,331$6.69M3.45%+59,21313F-HRTimeline
CLARIS ADVISORS, LLC / MO /231,124$6.69M2.33%013F-HRTimeline
FISCHER INVESTMENT STRATEGIES, LLC210,758$6.65M3.99%+78,96813F-HRTimeline
SAX WEALTH ADVISORS, LLC205,592$6.48M0.35%+24,36013F-HRTimeline
LEGACY FINANCIAL GROUP, INC.204,703$6.45M1.77%-8,45113F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC118,476$6.41M1.45%new13F-HRTimeline
GEM Asset Management, LLC194,352$6.2M2.94%+7,22513F-HRTimeline
Willow Creek Wealth Management Inc.195,526$6.16M0.51%+5,59513F-HRTimeline
Parkwoods Wealth Partners, LLC191,208$6.03M2.06%+106,73713F-HRTimeline
Binnacle Investments Inc189,610$5.98M3.52%+3,89913F-HRTimeline
Plan Group Financial, LLC189,184$5.96M1.6%-82,74913F-HRTimeline
KEB ASSET MANAGEMENT, LLC188,176$5.93M1.33%-14613F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC184,278$5.81M1.82%+3,15113F-HRTimeline
Archford Capital Strategies, LLC182,427$5.75M0.68%-75,67013F-HRTimeline
PFG Private Wealth Management, LLC178,813$5.64M2.51%new13F-HRTimeline
Integrity Wealth Solutions LLC178,813$5.64M2.51%+3,74813F-HRTimeline
SIMA Wealth Partners, LLC177,674$5.6M4.28%+13,67013F-HRTimeline
PFG Advisors176,773$5.57M0.23%+23,50913F-HRTimeline
Parkshore Wealth Management, Inc.176,240$5.56M2.26%+25,18613F-HRTimeline
Fort Henry Capital, LLC175,616$5.54M3.52%-2,42013F-HRTimeline
CURIO WEALTH, LLC173,587$5.47M2.25%-3,74113F-HRTimeline
Vermillion Wealth Management, Inc.171,367$5.4M1.46%+14,37213F-HRTimeline
Sageworth Trust Co166,786$5.26M0.25%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.164,804$5.2M0.01%+28,52713F-HRTimelineGroup
Trinity Financial Advisors LLC163,049$5.14M1.48%+6,23113F-HRTimeline
FMB WEALTH MANAGEMENT162,492$5.12M2.17%+8,68613F-HRTimeline
Two West Capital Advisors LLC157,036$5.11M3.09%-5,56913F-HRTimeline
IAG Wealth Partners, LLC161,924$5.11M0.61%-30813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…161,785$5.1M0.01%new13F-HRTimelineGroup
Integrated Wealth Concepts LLC161,638$5.1M0.05%-212,70413F-HRTimeline
Jacobi Capital Management LLC160,488$5.06M0.31%+23,11713F-HRTimeline
BANNERMAN WEALTH MANAGEMENT GROUP, LLC157,091$4.95M3.65%+1,69313F-HRTimeline
Note Advisors, LLC155,778$4.91M2.92%+9,50713F-HRTimeline
SUTTON PLACE INVESTORS LLC155,709$4.91M2.8%-25,56413F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV152,840$4.82M1.08%+1,74313F-HRTimeline
Pettinga Financial Advisors LLC149,341$4.71M0.92%+5,22613F-HRTimeline
MBA Advisors LLC147,140$4.64M1.98%+3,26213F-HRTimeline
Ledgewood Wealth Advisors, LLC145,771$4.6M2.72%-7,31213F-HRTimeline
ANDREWS, LUCIA WEALTH MANAGEMENT LLC145,261$4.58M2.76%+1,29413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…142,009$4.48M0.18%+6,63513F-HRTimelineGroup
North Capital, Inc.141,847$4.47M3.46%+8,68113F-HRTimeline