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Disclosery

DFAE DIMENSIONAL ETF TRUST

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EMGR CRE EQT MNG (fund)

Filings received so far for Q3 2026: 40 13F filers report a position in DFAE shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
RVW Wealth, LLC819,234$32.2M2.07%-73,07113F-HRTimeline
Everhart Financial Group, Inc.757,265$29.8M1.83%+100,80113F-HRTimeline
Apella Capital, LLC698,801$27.7M0.35%+90,76413F-HRTimeline
Pioneer Wealth Management Group702,292$27.6M6.51%+30,75413F-HRTimeline
Marquette Asset Management, LLC695,001$27.3M3.59%-54913F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV519,918$20.4M2.28%+8613F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC468,685$18.4M3.8%+5,93713F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…445,108$17.5M2.49%-299,92913F-HRTimeline
ROCKLAND TRUST CO301,444$11.8M0.45%-8,26013F-HRTimeline
Farther Finance Advisors, LLC283,044$11.1M0.08%+15,89313F-HRTimeline
Trinity Financial Advisors LLC274,306$10.8M2.78%+38,38213F-HRTimeline
Kure Advisory, LLC274,047$10.8M4.98%-6,36413F-HRTimeline
Towneley Capital Management, Inc / DE258,253$10.2M2.01%-3,01613F-HRTimeline
Great Waters Wealth Management182,668$7.18M0.65%-31,10313F-HRTimeline
BANNERMAN WEALTH MANAGEMENT GROUP, LLC172,081$6.76M3.87%+3,42613F-HRTimeline
Ledgewood Wealth Advisors, LLC147,473$5.8M3.19%-3213F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…118,144$4.64M0.38%+79713F-HRTimelineGroup
Emprise Bank96,582$3.8M1.45%-36913F-HRTimeline
Breakwater Capital Group94,948$3.73M0.44%+3,30713F-HRTimeline
Financial Symmetry Inc77,271$3.04M0.97%-3,78813F-HRTimeline
ALKEME WEALTH, LLC74,807$2.94M1.11%013F-HRTimeline
Bullock Wealth Management Group71,753$2.82M1.17%+4,64413F-HRTimeline
Factor Wealth Management LTD70,004$2.75M0.42%-3,42313F-HRTimeline
Versant Capital Management, Inc67,154$2.64M0.23%-11,46613F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC47,917$1.88M0.37%-4,18513F-HRTimeline
Friday Financial39,438$1.55M0.31%+10,89313F-HRTimeline
Cambridge Financial Group, LLC33,172$1.33M0.42%013F-HRTimeline
Sprinkle Financial Consultants LLC32,195$1.27M0.49%+11813F-HRTimeline
Valeo Financial Advisors, LLC19,653$773K0.02%-11113F-HRTimeline
Sincerus Advisory, LLC15,350$603K0.39%+2,48513F-HRTimeline
Eastover Investment Advisors LLC15,150$596K0.23%013F-HRTimeline
Prosperity Planning, Inc.12,166$478K0.11%-61813F-HRTimeline
Wedmont Private Capital11,094$433K0.01%013F-HRTimeline
Wealth Enhancement Trust Services, Inc.8,810$346K0.04%013F-HRTimeline
Athena Wealth Management, LLC7,551$297K0.21%-32413F-HRTimeline
Avidian Wealth Enterprises, LLC5,298$208K0.01%+23813F-HRTimeline
Vilga Financial Planning LLC5,164$203K0.12%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC2,928$115K0.08%+37313F-HRTimeline
Retirement Wealth Solutions LLC1,669$65.6K0.03%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC1,072$42.1K0.01%new13F-HRTimeline