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Disclosery

DFAE DIMENSIONAL ETF TRUST

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EMGR CRE EQT MNG (fund)

670 managers (675 13F filers) reported a position in DFAE shares at 2026-03-31, 208,987,711 shares in all. 60 filers opened a position and 26 filers sold out during the quarter.

Managers
670
13F filers
675
New
60
Added
317
Reduced
195
Sold out
26
Shares held by filers
208,987,711

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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$429M1.43%013F-HRTimeline
MATHER GROUP, LLC.12,087,652$409M4.08%-78,96913F-HRTimeline
FMR LLCin group FMR LLC9,835,944$333M0.02%+569,36313F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding6,812,721$231M+383,479Timeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/6,797,040$230M0.02%+671,31113F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC4,308,904$146M1.8%+15,80313F-HRTimeline
Mariner, LLCin group Mariner, LLC4,257,033$144M0.17%+114,94613F-HRTimelineGroup
Foster Group, Inc.3,795,256$129M3.82%-135,81713F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding3,384,509$115M+198,486Timeline
Root Financial Partners, LLC3,229,392$109M5.06%+194,90213F-HRTimeline
FACTORY MUTUAL INSURANCE CO3,086,900$105M1.18%013F-HRTimeline
Horizon Investments, LLC2,777,922$94.1M1.05%+1,437,00513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,681,016$90.8M0.06%+195,61013F-HRTimelineGroup
Washington Trust Bank2,606,969$88.3M6.51%+80,97013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Vise Technologies, Inc.2,670,478$87M1.71%013F-HRTimeline
Wealthspire Advisors, LLC2,436,299$82.5M0.65%-118,31313F-HRTimeline
Cetera Investment Advisers2,351,377$79.6M0.08%-36,14613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC2,317,535$78.5M0.11%+588,99413F-HRTimelineGroup
McKinley Carter Wealth Services, Inc.2,179,072$73.8M4.26%+1,655,72113F-HRTimeline
EVOKE WEALTH, LLC2,129,704$72.1M1.33%+109,97913F-HRTimeline
Annex Advisory Services, LLC2,099,668$71.1M1.33%new13F-HRTimeline
HighTower Advisors, LLC2,072,908$70.2M0.07%+51,79613F-HRTimeline
TCI Wealth Advisors, Inc.2,056,150$69.6M3.7%+106,75013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,924,506$65.2M0.01%-163,63713F-HRTimelineGroup
True Link Financial Advisors, LLC1,819,051$61.6M3.8%+40,22113F-HR/ATimeline
Millburn Ridgefield LLC /DE/1,706,676$57.8M1.24%+137,02313F-HRTimeline
Catalyst Capital Advisors LLC1,706,676$57.8M1.08%+137,02313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP1,646,838$55.8M0.08%-39,80613F-HRTimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC1,396,774$50.1M2.83%+50,10713F-HR/ATimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC1,468,867$49.7M0.01%+371,56813F-HRTimelineGroup
Creative Planningin group Creative Planning1,440,907$48.8M0.03%-50,11613F-HRTimelineGroup
MASECO LLP1,399,794$47.4M1.49%+108,10313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV1,342,067$45.4M0.07%+154,52013F-HRTimeline
RAM Investment Partners, LLC1,325,462$44.9M7.88%+36,73413F-HRTimeline
Petersen Hastings Wealth Advisors Inc.1,284,848$43.5M3.99%+13,05613F-HRTimeline
CWM, LLCin group CWM, LLC1,265,472$42.8M0.11%+17,88113F-HRTimelineGroup
LPL Financial LLC1,153,999$39.1M0.01%+15,32913F-HRTimeline
Aquire Wealth Advisors, LLC1,093,683$37M9.74%+12,08413F-HRTimeline
Klaas Financial Asset Advisors, LLC1,075,966$36.4M5.03%+1,067,53313F-HRTimeline
Great Point Wealth Advisors, LLC1,073,678$36.4M6.71%-3,64213F-HRTimeline
OneDigital Investment Advisors LLC1,049,627$35.5M0.35%+10,85513F-HRTimeline
Ledyard National Bank1,000,247$33.9M2.94%+6,59413F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC945,379$32M0.25%+44,93713F-HRTimelineGroup
WPWealth LLP873,406$29.6M4.52%+8,87213F-HRTimeline
West Financial Advisors, LLC862,196$29.2M4.96%-27,95213F-HRTimeline
RVW Wealth, LLC858,565$29.1M2.26%-26,64113F-HRTimeline
Prime Capital Investment Advisors, LLC850,754$28.8M0.33%-10,14313F-HRTimeline
Perigon Wealth Management, LLC817,064$27.7M0.5%+34,22613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC806,633$27.3M0.04%+44,43213F-HRTimeline
Physician Wealth Advisors, Inc.779,259$26.4M3.67%+36,10513F-HRTimeline
Bedel Financial Consulting, Inc.773,996$26.2M3.01%+34,83213F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…769,872$26.1M4.11%-25,25313F-HRTimeline
Morling Financial Advisors, LLC769,272$26M8.03%+10,14513F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC765,800$25.9M3.44%+51,99213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…763,514$25.8M0.06%-493,31213F-HRTimeline
Stadion Money Management, LLC752,507$25.5M2.56%-54,56813F-HRTimeline
Annandale Capital, LLC717,027$24.3M3.99%-34,64813F-HRTimeline
MISSION WEALTH MANAGEMENT, LP714,267$24.2M0.51%-59,18413F-HRTimeline
Diversified Portfolios, Inc.699,905$23.7M1.95%-9,98613F-HRTimeline
Marquette Asset Management, LLC697,279$23.6M3.53%+1,42813F-HRTimeline
CPA Asset Management Group, LLC683,939$23.2M7.77%+13,02213F-HRTimeline
Apella Capital, LLC610,144$23.1M0.34%+457,03913F-HRTimeline
Clearstead Advisors, LLC679,741$23M0.21%+4,10813F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska675,630$22.9M2.32%+24,20813F-HRTimelineGroup
BRIGHTON JONES LLC672,686$22.8M0.5%+21,19313F-HR/ATimeline
JFS WEALTH ADVISORS, LLC671,726$22.7M1.27%-74713F-HRTimeline
Pioneer Wealth Management Group662,686$22.4M6.29%+50,86713F-HRTimeline
MCF Advisors LLC645,426$21.9M0.96%new13F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC627,078$21.2M0.16%-2,68313F-HRTimeline
Beacon Pointe Advisors, LLC616,667$20.9M0.11%+53,61513F-HRTimeline
Arista Wealth Management, LLC616,083$20.9M2.54%-21,83513F-HRTimeline
Colony Family Offices, LLC608,449$20.6M5.08%+9,35913F-HRTimeline
Modera Wealth Management, LLC606,150$20.5M0.25%-9,32313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC601,957$20.4M0.01%+101,20613F-HRTimelineGroup
GRIMES & Co WEALTH MANAGEMENT, LLC597,361$20.2M0.56%+47,91113F-HRTimeline
Creative Capital Management Investments…592,892$20.1M5.76%-9,84413F-HRTimeline
BlueSky Wealth Advisors, LLC592,361$20.1M2.58%new13F-HRTimeline
Everhart Financial Group, Inc.590,888$20M1.7%+102,31313F-HRTimeline
Moisand Fitzgerald Tamayo, LLC587,776$19.9M2.14%-9,33113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO606,357$19.8M<0.01%-46,93313F-HR/ATimelineGroup
Pallas Capital Advisors LLC584,856$19.8M0.75%-56,06713F-HRTimeline
Berger Financial Group, Inc574,782$19.5M1.09%-131,56113F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC572,970$19.4M0.42%+39,70913F-HRTimeline
Index Fund Advisors, Inc.567,117$19.2M0.86%+29,45113F-HRTimeline
Avior Wealth Management, LLC562,999$19.1M0.54%+13,50613F-HRTimeline
Wealth Dimensions Group, Ltd.562,413$19M3.75%+27,25713F-HRTimeline
Austin Wealth Management, LLC542,811$18.5M4.2%-247,47313F-HRTimeline
OLD MISSION CAPITAL LLC539,918$18.3M0.43%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/529,415$17.9M0.01%-49,11813F-HRTimelineGroup
ECLECTIC ASSOCIATES INC /ADV526,294$17.8M2.37%+92,12613F-HRTimeline
Freedom Investment Management, Inc.515,358$17.5M5.18%-26,93713F-HRTimeline
Bridgewater Advisors Inc.436,182$17.3M1.03%+23,84213F-HRTimeline
EP Wealth Advisors, LLC500,273$16.9M0.08%-6,70913F-HRTimeline
Private Advisor Group, LLC498,237$16.9M0.08%+6,87513F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.497,958$16.9M3.6%+5,53813F-HRTimeline
Sterling Wealth Management, Inc.488,126$16.5M4.54%+6,29213F-HRTimeline
CFS Investment Advisory Services, LLC434,590$16.5M1.13%+3,17313F-HRTimeline
Wescott Financial Advisory Group, LLC482,096$16.3M1.43%+4,95413F-HRTimeline
Sequoia Financial Advisors, LLC478,572$16.2M0.09%-21,83013F-HRTimeline
Confluence Wealth Services, Inc.466,852$15.8M0.61%+18,29213F-HRTimeline
Chico Wealth RIA466,111$15.8M9.64%+24,91613F-HRTimeline
Envision Financial Planning, LLC464,671$15.7M5.69%+1,98313F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC458,919$15.5M3.5%+14,88713F-HRTimeline
Avantax Planning Partners, Inc.454,437$15.4M0.42%-13,38213F-HRTimeline
First Bancorp, Inc /ME/444,593$15.1M7.48%-24,52013F-HRTimeline
Dynamic Advisor Solutions LLC432,990$14.7M0.46%+9,74013F-HRTimeline
DiNuzzo Private Wealth, Inc.425,244$14.4M1.55%-9,24113F-HRTimeline
SC&H Financial Advisors, Inc.421,263$14.3M2.15%+14,75413F-HRTimeline
TCP Asset Management, LLC418,665$14.2M1.82%-11,35113F-HRTimeline
Avondale Wealth Management417,883$14.1M6.95%+32,41513F-HRTimeline
Falcon Wealth Planning415,746$14.1M0.96%-1,356,09313F-HRTimeline
AWM CAPITAL, LLC414,880$14M1.27%-1,16813F-HRTimeline
Newman Dignan & Sheerar, Inc.409,567$13.9M2.92%+31,34213F-HRTimeline
Keyes, Stange & Wooten Wealth Managemen…401,152$13.6M6.06%+12,04013F-HRTimeline
MAI Capital Management395,743$13.4M0.08%+54,66713F-HRTimeline
BWM Planning, LLC365,577$12.4M3.27%-34,70113F-HRTimeline
Guardian Wealth Management, LLC362,031$12.3M3.72%-16,19213F-HRTimeline
Tortoise Investment Management, LLC351,334$11.9M0.98%+11,54013F-HRTimeline
Cresset Asset Management, LLC343,800$11.6M0.05%-7,68513F-HRTimeline
Advisory Alpha, LLC342,023$11.6M0.32%+110,81013F-HRTimeline
Vawter Financial, Ltd.338,341$11.5M4.82%-9,84413F-HR/ATimeline
EXENCIAL WEALTH ADVISORS, LLC335,680$11.4M0.35%+3,29713F-HRTimeline
Crusonia Wealth Advisors LLC335,404$11.4M2.35%+28,80713F-HRTimeline
Prudent Man Investment Management, Inc.347,647$11.3M3.81%+213F-HRTimeline
DDFG, Inc328,561$11.1M2.4%-23,15813F-HRTimeline
Financial Alternatives, Inc319,154$10.8M5.83%+71,92213F-HRTimeline
ROCKLAND TRUST CO318,615$10.8M0.43%-2,66313F-HRTimeline
Forum Private Client Group LLC317,053$10.8M3.59%+19,44313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.309,692$10.5M0.02%+37,69213F-HRTimelineGroup
Farther Finance Advisors, LLC305,373$10.4M0.1%+144,42413F-HRTimeline
Allodium Investment Consultants, LLC306,050$10.4M4.96%-14,17213F-HRTimeline
Betterment LLC305,674$10.3M0.02%-16,26113F-HRTimeline
STOLZ & ASSOCIATES, PS274,718$10.2M7.12%-1,02513F-HRTimeline
MML INVESTORS SERVICES, LLC295,896$10M0.03%-18,84113F-HRTimeline
Rothschild Wealth LLC294,457$9.97M0.9%+2,95113F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding265,921$9.93M-15,482Timeline
Spectrum Investment Advisors, Inc.293,208$9.93M4.93%+5,04313F-HRTimeline
Disciplined Investments, LLC292,372$9.9M3.55%+11,33013F-HRTimeline
Navigation Group, LLC291,935$9.88M2.31%13F-HRTimeline
AE Wealth Management LLC287,556$9.74M0.05%+5,32513F-HRTimeline
PCA Investment Advisory Services Inc.284,747$9.64M3.22%+17,22313F-HRTimeline
Sterling Wealth Advisors Inc254,342$9.57M5.45%+2,42013F-HRTimeline
Parkwoods Wealth Partners, LLC275,705$9.34M2.29%+50,62813F-HRTimeline
Towneley Capital Management, Inc / DE273,986$9.28M1.94%-4,00013F-HRTimeline
Colorado Capital Management, Inc.268,745$9.1M3.39%+13,93913F-HRTimeline
Beaird Harris Wealth Management, LLC267,339$9.05M0.62%-6,21113F-HRTimeline
ENTREWEALTH, LLC266,785$9.03M4.05%+18,27813F-HRTimeline
Kure Advisory, LLC266,672$9.03M4.92%+2,04813F-HRTimeline
Aptus Capital Advisors, LLC262,545$8.89M0.07%+4,08713F-HRTimeline
Amicus Financial Advisors, LLC257,683$8.73M2.4%-63713F-HRTimeline
Vermillion & White Wealth Management Gr…257,595$8.72M5.02%+30,85513F-HR/ATimeline
CLARIS ADVISORS, LLC / MO /255,752$8.66M2.59%+3,94713F-HRTimeline
Security Financial Services, INC.253,863$8.6M1.36%-160,14013F-HRTimeline
Monument Group Wealth Advisors, LLC252,834$8.56M4.75%+4,29713F-HRTimeline
Efficient Advisors, LLC250,564$8.48M0.6%-161,90413F-HRTimeline
DecisionPoint Financial, LLC247,931$8.39M1.81%-43013F-HRTimeline
Quantum Financial Advisors, LLC247,630$8.38M0.94%-2,19713F-HRTimeline
Compass Financial Group, Inc.246,771$8.36M3.77%-1,90113F-HRTimeline
Parkshore Wealth Management, Inc.245,836$8.32M2.78%+47,06513F-HRTimeline
DEMMING FINANCIAL SERVICES CORP /ADV243,278$8.24M5.98%+7,15213F-HRTimeline
Essential Planning, LLC.241,138$8.16M2.6%-2,96013F-HRTimeline
Graver Capital Management, LLC239,699$8.12M6.17%+9,33813F-HRTimeline
Koshinski Asset Management, Inc.239,271$8.1M0.51%new13F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC223,022$8.04M0.72%-15,04713F-HRTimeline
Great Waters Wealth Management236,533$8.01M0.85%-28,46813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.236,438$8.01M0.01%+55,16613F-HRTimelineGroup
SIMA Wealth Partners, LLC235,507$7.97M6.07%+18,10913F-HRTimeline
Discipline Wealth Solutions, LLC235,333$7.97M0.84%+141,73713F-HRTimeline
GEM Asset Management, LLC233,263$7.9M3.49%+25,25413F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC232,657$7.88M0.04%+116,59913F-HRTimelineGroup
Trinity Financial Advisors LLC227,921$7.72M2.2%+54,60213F-HRTimeline
Midwest Heritage Bank, FSB226,648$7.67M2.46%+7,69913F-HRTimeline
Wealthquest Corp225,999$7.65M0.54%+4,15813F-HR/ATimeline
SAX WEALTH ADVISORS, LLC234,750$7.65M0.37%013F-HRTimeline
Archford Capital Strategies, LLC222,361$7.53M0.86%+40,14113F-HRTimeline
DeLarme Wealth Management, Inc.217,654$7.37M4.75%+12,18613F-HRTimeline
Heritage Wealth Management, Inc./Texas216,940$7.35M3.14%+5,03213F-HRTimeline
Oceanside Advisors LLC215,863$7.31M4.17%+60513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS207,842$7.04M0.01%-39,74513F-HRTimeline
Jacobi Capital Management LLC206,558$6.99M0.39%+27,91313F-HRTimeline
IronBridge Private Wealth, LLC205,435$6.96M2.24%new13F-HRTimeline
Shore Point Advisors, LLC204,960$6.94M2.74%-7,38513F-HRTimeline
KEB ASSET MANAGEMENT, LLC202,275$6.85M1.31%+15,16113F-HRTimeline
Arax Advisory Partners201,754$6.84M0.19%+6,60213F-HRTimeline
GK Wealth Management LLC208,033$6.8M5.92%new13F-HRTimeline
DWR WEALTH MANAGEMENT, LLC208,033$6.8M5.92%+33,96713F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC200,492$6.79M0.03%+58,09813F-HRTimelineGroup
SEVEN MILE ADVISORY199,511$6.76M4.88%-167,99513F-HRTimeline
MBA Advisors LLC194,560$6.59M2.53%+10,80313F-HRTimeline
Waverly Advisors, LLC192,267$6.51M0.05%new13F-HRTimeline
LEGACY FINANCIAL GROUP, INC.188,414$6.38M1.69%-5,56613F-HRTimeline
PINNACLE ASSOCIATES LTD187,793$6.36M0.08%-28,78013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…187,793$6.36M0.43%-28,78013F-HRTimeline
Note Advisors, LLC185,564$6.28M3.14%+7,44113F-HRTimeline
Vermillion Wealth Management, Inc.183,184$6.2M2.47%+14,66613F-HRTimeline
Integrity Wealth Solutions LLC181,883$6.16M2.42%-4,41113F-HRTimeline
Keebeck Wealth Management181,208$6.14M0.69%+113,66013F-HRTimeline
Fort Henry Capital, LLC174,904$5.92M3.58%-4,90813F-HRTimeline
CURIO WEALTH, LLC174,471$5.91M2.02%-5,49713F-HRTimeline
Strategic Wealth Advisors LLC174,313$5.9M4.73%+22,44413F-HRTimeline