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Disclosery

DFAE DIMENSIONAL ETF TRUST

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EMGR CRE EQT MNG (fund)

643 managers (648 13F filers) reported a position in DFAE shares at 2025-12-31, 196,070,559 shares in all. 44 filers opened a position and 26 filers sold out during the quarter.

Managers
643
13F filers
648
New
44
Added
287
Reduced
189
Sold out
26
Shares held by filers
196,070,559

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Retirement Systems of Alabama12,668,769$413M1.34%013F-HRTimeline
MATHER GROUP, LLC.12,166,621$396M4.08%+13,81713F-HRTimeline
FMR LLCin group FMR LLC9,266,581$302M0.02%-168,95413F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding6,429,242$209M-20,427Timeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/6,125,729$200M0.01%+362,70813F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC4,293,101$140M1.8%-194,72413F-HRTimeline
Mariner, LLCin group Mariner, LLC4,142,087$135M0.16%+180,13013F-HRTimelineGroup
Foster Group, Inc.3,931,073$128M3.87%-89,47613F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding3,186,023$104M+446,835Timeline
FACTORY MUTUAL INSURANCE CO3,086,900$101M1.02%013F-HRTimeline
Root Financial Partners, LLC3,034,490$98.8M5.11%+295,27313F-HRTimeline
Vise Technologies, Inc.2,670,478$87M1.7%+1,991,13413F-HRTimeline
Wealthspire Advisors, LLC2,554,612$83.2M0.66%-73,24613F-HRTimeline
Washington Trust Bank2,525,999$82.3M5.76%+81,52313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,485,406$80.9M0.05%+541,77713F-HR/ATimelineGroup
Cetera Investment Advisers2,387,523$77.8M0.08%+223,75813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,088,143$68M0.01%+276,86313F-HRTimelineGroup
HighTower Advisors, LLC2,021,112$65.8M0.07%-101,61513F-HRTimeline
EVOKE WEALTH, LLC2,019,725$65.8M1.27%+156,29113F-HRTimeline
TCI Wealth Advisors, Inc.1,949,400$63.5M3.5%+230,77413F-HRTimeline
True Link Financial Advisors, LLC1,778,830$57.9M3.52%+22,58013F-HRTimeline
Falcon Wealth Planning1,771,839$57.7M4.86%+29,72613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC1,728,541$56.3M0.08%+260,94913F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP1,686,644$54.9M0.07%+1,222,91513F-HR/ATimelineGroup
Millburn Ridgefield LLC /DE/1,569,653$51.1M1.22%-127,95513F-HRTimeline
Catalyst Capital Advisors LLC1,569,653$51.1M1.05%-127,95513F-HRTimeline
Creative Planningin group Creative Planning1,491,023$48.6M0.03%-14,87313F-HRTimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC1,346,667$43.9M2.58%+592,24313F-HRTimeline
Horizon Investments, LLC1,340,917$43.7M0.55%+587,67813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,256,826$42.7M0.06%+26,36313F-HRTimeline
MASECO LLP1,291,691$42.1M1.83%+73,52613F-HRTimeline
RAM Investment Partners, LLC1,288,728$42M7.59%+103,43713F-HRTimeline
Petersen Hastings Wealth Advisors Inc.1,271,792$41.4M3.98%13F-HRTimeline
CWM, LLCin group CWM, LLC1,247,591$40.6M0.11%+87,43513F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV1,187,547$38.7M0.06%-27,66213F-HRTimeline
LPL Financial LLC1,138,670$37.1M0.01%+27,66513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC1,097,299$35.7M0.01%-14,60613F-HRTimelineGroup
Aquire Wealth Advisors, LLC1,081,599$35.2M9.17%-52,60513F-HRTimeline
Great Point Wealth Advisors, LLC1,077,320$35.1M6.4%-20,38613F-HRTimeline
OneDigital Investment Advisors LLC1,038,772$33.8M0.33%+60,78913F-HRTimeline
Ledyard National Bank993,653$32.4M2.79%-5,16813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC900,442$29.3M0.25%+55,68313F-HRTimelineGroup
West Financial Advisors, LLC890,148$29M4.89%-31,40013F-HRTimeline
RVW Wealth, LLC885,206$28.8M2.2%-19,97013F-HRTimeline
WPWealth LLP864,534$28.2M4.41%-4,08613F-HRTimeline
Prime Capital Investment Advisors, LLC860,897$28M0.34%-14,63413F-HRTimeline
Austin Wealth Management, LLC790,284$26.7M3.94%+40,43313F-HRTimeline
Stadion Money Management, LLC807,075$26.3M2.13%+541,99113F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…795,125$25.9M4.03%-5,32013F-HRTimeline
Perigon Wealth Management, LLC782,838$25.5M0.46%-5,28213F-HRTimeline
MISSION WEALTH MANAGEMENT, LP773,451$25.2M0.51%-82,72213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC762,201$24.8M0.03%+75,02613F-HRTimeline
Morling Financial Advisors, LLC759,127$24.7M7.8%+23,26213F-HRTimeline
Annandale Capital, LLC751,675$24.5M3.99%+43,47213F-HRTimeline
Physician Wealth Advisors, Inc.743,154$24.2M3.37%+159,06113F-HRTimeline
Bedel Financial Consulting, Inc.739,164$24.1M2.59%+105,13613F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC713,808$23.2M3.28%+46,98713F-HRTimeline
Diversified Portfolios, Inc.709,891$23.1M1.92%-20,95713F-HRTimeline
Berger Financial Group, Inc706,343$23M1.33%+14,13813F-HRTimeline
Marquette Asset Management, LLC695,851$22.7M3.35%+4,66413F-HRTimeline
Clearstead Advisors, LLC675,633$22M0.28%+5,51713F-HRTimeline
JFS WEALTH ADVISORS, LLC672,473$21.9M1.23%+5,06213F-HRTimeline
CPA Asset Management Group, LLC670,917$21.9M7.67%+27,07913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO653,290$21.3M<0.01%+75,56313F-HRTimelineGroup
BRIGHTON JONES LLC651,493$21.2M0.78%+44,90313F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska651,422$21.2M2.43%+31,77813F-HRTimelineGroup
Pallas Capital Advisors LLC640,923$20.9M0.69%+40,38913F-HRTimeline
Arista Wealth Management, LLC637,918$20.8M2.55%+15,65513F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC629,761$20.5M0.16%+5,45713F-HRTimeline
Modera Wealth Management, LLC615,473$20M0.23%-23,56813F-HRTimeline
Pioneer Wealth Management Group611,819$19.9M6.05%+8,87713F-HRTimeline
Creative Capital Management Investments…602,736$19.6M5.92%+16,22113F-HRTimeline
Colony Family Offices, LLC599,090$19.5M4.87%+18,79013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC597,107$19.4M2.2%-5,00213F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/578,533$18.8M0.01%-31,08213F-HRTimelineGroup
Beacon Pointe Advisors, LLC563,052$18.3M0.13%+41,93413F-HRTimeline
Avior Wealth Management, LLC549,493$17.9M0.56%+125,32213F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC549,450$17.9M0.43%+54,57013F-HRTimeline
Freedom Investment Management, Inc.542,295$17.7M5.14%-60,22213F-HRTimeline
Index Fund Advisors, Inc.537,666$17.5M0.82%+23,97513F-HRTimeline
Wealth Dimensions Group, Ltd.535,156$17.4M3.46%+25,91513F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC533,261$17.4M0.39%+113,20913F-HRTimeline
McKinley Carter Wealth Services, Inc.523,351$17M0.95%new13F-HRTimeline
EP Wealth Advisors, LLC506,982$16.5M0.09%13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC500,751$16.3M0.01%+25,05113F-HRTimelineGroup
Orion Porfolio Solutions, LLC500,409$16.3M0.12%+464,41613F-HRTimeline
Sequoia Financial Advisors, LLC500,402$16.3M0.09%-36,16513F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.492,420$16M3.46%+7,38613F-HRTimeline
Private Advisor Group, LLC491,362$16M0.08%+45,25013F-HRTimeline
Everhart Financial Group, Inc.488,575$15.9M1.47%+126,34913F-HRTimeline
Sterling Wealth Management, Inc.481,834$15.7M4.48%+29,32313F-HRTimeline
Wescott Financial Advisory Group, LLC477,142$15.5M1.36%+2,30513F-HRTimeline
First Bancorp, Inc /ME/469,113$15.3M8.12%+3,31913F-HRTimeline
Avantax Planning Partners, Inc.467,819$15.2M0.43%-24,19513F-HRTimeline
Envision Financial Planning, LLC462,688$15.1M5.7%-13,56213F-HRTimeline
Confluence Wealth Services, Inc.448,560$14.6M0.61%+12,25013F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC444,032$14.5M3.32%+1,41813F-HRTimeline
Chico Wealth RIA441,195$14.4M9.36%+35,07513F-HRTimeline
Bridgewater Advisors Inc.412,340$14.2M0.92%+21,87413F-HRTimeline
DiNuzzo Private Wealth, Inc.434,485$14.2M1.54%-23,88513F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV434,168$14.1M2.21%+111,76413F-HRTimeline
CFS Investment Advisory Services, LLC431,417$14.1M1.03%+15,10913F-HRTimeline
TCP Asset Management, LLC430,016$14M2.36%+12,07313F-HRTimeline
Dynamic Advisor Solutions LLC423,250$13.8M0.44%-112,99113F-HRTimeline
AWM CAPITAL, LLC416,048$13.6M1.23%-13,90213F-HRTimeline
Security Financial Services, INC.414,003$13.5M2.12%+19,77113F-HRTimeline
Efficient Advisors, LLC412,468$13.4M0.78%-85,04113F-HR/ATimeline
SC&H Financial Advisors, Inc.406,509$13.2M2.05%+8,45313F-HRTimeline
BWM Planning, LLC400,278$13M3.48%+89013F-HRTimeline
Keyes, Stange & Wooten Wealth Managemen…389,112$12.7M6.01%-8,40013F-HRTimeline
Avondale Wealth Management385,468$12.6M6.46%+9,25313F-HRTimeline
Newman Dignan & Sheerar, Inc.378,225$12.3M2.57%+27,35913F-HRTimeline
Guardian Wealth Management, LLC378,223$12.3M3.91%13F-HRTimeline
SEVEN MILE ADVISORY367,506$12M2.06%+16,92213F-HRTimeline
DDFG, Inc351,719$11.5M2.51%-2,15813F-HRTimeline
Cresset Asset Management, LLC351,485$11.4M0.05%+3,29713F-HRTimeline
Vawter Financial, Ltd.348,185$11.3M4.79%-4,98813F-HR/ATimeline
Prudent Man Investment Management, Inc.347,645$11.3M3.81%+222,66513F-HRTimeline
MAI Capital Management341,076$11.1M0.06%+39,28913F-HRTimeline
Tortoise Investment Management, LLC339,794$11.1M0.97%+8,11813F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC332,383$10.8M0.34%-4,26713F-HRTimeline
Betterment LLC321,935$10.5M0.02%-15,52713F-HRTimeline
ROCKLAND TRUST CO321,278$10.5M0.41%-4,00313F-HRTimeline
Allodium Investment Consultants, LLC320,222$10.4M5.29%+28,65613F-HRTimeline
MML INVESTORS SERVICES, LLC314,737$10.3M0.02%+5,45613F-HRTimeline
Crusonia Wealth Advisors LLC306,597$9.99M2.2%13F-HRTimeline
Forum Private Client Group LLC297,610$9.69M3.3%+15,65913F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding281,403$9.59M+20,348Timeline
Rothschild Wealth LLC291,506$9.49M0.91%new13F-HR/ATimeline
AA Financial Advisors, LLC290,800$9.47M1.75%-51,57913F-HRTimeline
Spectrum Investment Advisors, Inc.288,165$9.39M4.7%-4,98313F-HRTimeline
AE Wealth Management LLC282,231$9.19M0.05%-18,43913F-HRTimeline
Disciplined Investments, LLC281,042$9.15M3.52%+10,67413F-HRTimeline
Towneley Capital Management, Inc / DE277,986$9.05M1.91%+52813F-HRTimeline
STOLZ & ASSOCIATES, PS275,743$8.98M6.93%13F-HRTimeline
Beaird Harris Wealth Management, LLC273,550$8.91M0.61%-7,14713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.272,000$8.86M0.01%+19,75313F-HRTimelineGroup
ENTREWEALTH, LLC248,507$8.85M3.99%+36,17613F-HRTimeline
PCA Investment Advisory Services Inc.267,524$8.71M3.05%+16,51013F-HRTimeline
Great Waters Wealth Management265,001$8.63M0.95%-63,80513F-HRTimeline
Kure Advisory, LLC264,624$8.62M4.82%+11,89513F-HRTimeline
Aptus Capital Advisors, LLC258,458$8.42M0.07%-4,75013F-HRTimeline
Amicus Financial Advisors, LLC258,320$8.41M2.35%13F-HRTimeline
Colorado Capital Management, Inc.254,806$8.3M3.12%+10,41513F-HRTimeline
Sterling Wealth Advisors Inc251,922$8.21M4.95%+27,63413F-HRTimeline
CLARIS ADVISORS, LLC / MO /251,805$8.2M2.5%+20,68113F-HRTimeline
Quantum Financial Advisors, LLC249,827$8.14M0.91%-15613F-HRTimeline
Compass Financial Group, Inc.248,672$8.1M3.57%+52813F-HRTimeline
Monument Group Wealth Advisors, LLC248,537$8.09M4.41%+6,01713F-HRTimeline
DecisionPoint Financial, LLC248,361$8.09M1.78%-8,40513F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC238,069$8.09M0.76%+4413F-HRTimeline
CAPTRUST FINANCIAL ADVISORS247,587$8.06M0.02%-7,34313F-HRTimeline
Financial Alternatives, Inc247,232$8.05M4.68%+7,15713F-HRTimeline
Essential Planning, LLC.244,098$7.95M2.54%-7,67413F-HRTimeline
DEMMING FINANCIAL SERVICES CORP /ADV236,126$7.69M5.78%13F-HRTimeline
SAX WEALTH ADVISORS, LLC234,750$7.65M0.36%+29,15813F-HRTimeline
Advisory Alpha, LLC231,213$7.53M0.21%+4,72713F-HRTimeline
Graver Capital Management, LLC230,361$7.5M5.93%+6,79613F-HRTimeline
SOL Capital Management CO226,954$7.39M0.66%-31,53413F-HRTimeline
Vermillion & White Wealth Management Gr…226,740$7.38M4.02%+7,69013F-HRTimeline
Parkwoods Wealth Partners, LLC225,077$7.33M2.16%+33,86913F-HRTimeline
Wealthquest Corp221,841$7.23M0.55%-156,57613F-HRTimeline
Midwest Heritage Bank, FSB218,949$7.13M2.46%+1,91313F-HRTimeline
McMill Wealth Management217,567$7.09M1.99%-68313F-HRTimeline
SIMA Wealth Partners, LLC217,398$7.08M5.38%+39,72413F-HRTimeline
PINNACLE ASSOCIATES LTD216,573$7.05M0.09%013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…216,573$7.05M0.49%013F-HRTimeline
GEM Asset Management, LLC208,009$7.02M3.13%+13,65713F-HRTimeline
Oceanside Advisors LLC215,258$7.01M4.25%-4,61513F-HRTimeline
Shore Point Advisors, LLC212,345$6.92M2.93%-8,03113F-HRTimeline
Heritage Wealth Management, Inc./Texas211,908$6.9M3%-7,42513F-HRTimeline
DeLarme Wealth Management, Inc.205,468$6.69M4.75%13F-HRTimeline
Parkshore Wealth Management, Inc.198,771$6.47M2.43%+22,53113F-HRTimeline
Arax Advisory Partners195,152$6.36M0.19%new13F-HRTimeline
LEGACY FINANCIAL GROUP, INC.193,980$6.32M1.66%-10,72313F-HRTimeline
Note Advisors, LLC178,123$6.15M3.15%+22,34513F-HRTimeline
KEB ASSET MANAGEMENT, LLC187,114$6.09M1.24%-1,06213F-HRTimeline
Integrity Wealth Solutions LLC186,294$6.07M2.4%+7,48113F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC184,656$6.01M1.81%+37813F-HRTimeline
MBA Advisors LLC183,757$5.98M2.41%+36,61713F-HRTimeline
Archford Capital Strategies, LLC182,220$5.93M0.69%-20713F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.181,272$5.9M0.01%+16,46813F-HRTimelineGroup
Fort Henry Capital, LLC179,812$5.86M3.59%+4,19613F-HRTimeline
CURIO WEALTH, LLC179,968$5.84M2.07%+6,38113F-HRTimeline
Jacobi Capital Management LLC178,645$5.82M0.34%+18,15713F-HRTimeline
DWR WEALTH MANAGEMENT, LLC174,066$5.68M5.28%13F-HRTimeline
Trinity Financial Advisors LLC173,319$5.64M1.58%+10,27013F-HRTimeline
Vermillion Wealth Management, Inc.168,518$5.49M2.25%-2,84913F-HRTimeline
Sageworth Trust Co166,786$5.43M0.23%013F-HRTimeline
Farther Finance Advisors, LLC160,949$5.24M0.06%+24,51213F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV160,706$5.23M1.13%+7,86613F-HRTimeline
FMB WEALTH MANAGEMENT160,207$5.22M2.06%-2,28513F-HRTimeline
BANNERMAN WEALTH MANAGEMENT GROUP, LLC159,853$5.21M3.69%+2,76213F-HRTimeline
IAG Wealth Partners, LLC157,269$5.12M0.59%-4,65513F-HRTimeline
Two West Capital Advisors LLC155,967$5.08M2.95%-1,06913F-HRTimeline
SUTTON PLACE INVESTORS LLC155,078$5.05M2.77%-63113F-HRTimeline
Thayer Financial, L.L.C.153,609$5M5.29%13F-HRTimeline
Apella Capital, LLC153,105$4.99M0.1%+50,23413F-HRTimeline
PFG Advisors151,858$4.95M0.24%-24,91513F-HRTimeline
Strategic Wealth Advisors LLC151,869$4.95M4.23%13F-HRTimeline