Dimensional US Core Equity MDFAUETF
13F holders, Q2 2026 (June 30)602holders +25
42new positions
18sold out
4famous investors
$51.53avg. 13F price*
At the end of Q2 2026, 602 institutions reported holding Dimensional US Core Equity M (DFAU) in their 13F filings, up 25 from Q1 2026. 42 opened new positions and 18 sold out. The largest holders were Sequoia Financial Advisors, LLC ($393.2M), RVW Wealth, LLC ($249.4M) and OneDigital Investment Advisors LLC ($235.8M). 4 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Dimensional US Core Equity M
- CUSIP
- 25434V104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 42 | $84.4M |
| Exits | 18 | $11.3M |
All 13F filers, Q1 2026 → Q2 2026: 14,438,451 shares bought and 2,686,900 shares sold, net +11,751,551 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 602 holders
| Sequoia Financial Advisors, LLC | 1.96% | Add +3.1% | 7,607,402 | $393.2M |
| RVW Wealth, LLC | 16.42% | Add +4.2% | 4,825,000 | $249.4M |
| OneDigital Investment Advisors LLC | 1.99% | Add +3.1% | 4,562,729 | $235.8M |
| Sageworth Trust Co | 9.05% | Reduce -0.8% | 4,443,421 | $229.7M |
| Annex Advisory Services, LLC | 3.85% | Add +17.6% | 4,358,982 | $225.3M |
| Allworth Financial LP | 0.87% | Reduce -0.8% | 3,941,811 | $203.8M |
| Aquire Wealth Advisors, LLC | 42.84% | Add +5.7% | 3,613,432 | $186.8M |
| Focus Partners Wealth | 0.19% | Add +0.8% | 3,539,244 | $182.9M |
| MAI Capital Management | 0.64% | Add +370.4% | 3,277,574 | $169.4M |
| Mars Jewett Financial Group, Inc. | 34.10% | Add +4.5% | 3,259,597 | $168.5M |
| Modera Wealth Management, LLC | 1.73% | Reduce -2.6% | 3,135,937 | $162.1M |
| SYM FINANCIAL Corp | 12.62% | Add +2359.3% | 3,036,703 | $157.0M |
| Beacon Pointe Advisors, LLC | 0.71% | Add +4.9% | 2,939,806 | $152.0M |
| Kooman & Associates | 39.76% | Reduce -0.2% | 2,864,477 | $148.1M |
| Spinnaker Investment Group, LLC | 21.91% | Add +15.0% | 2,645,051 | $136.7M |
| Blankinship & Foster, LLC | 26.94% | Reduce -1.5% | 2,582,272 | $133.5M |
| AE Wealth Management LLC | 0.58% | Add +2.9% | 2,402,356 | $124.2M |
| Apella Capital, LLC | 1.56% | Reduce -1.1% | 2,130,305 | $110.2M |
| Savant Capital, LLC | 0.32% | Add +10.4% | 2,107,505 | $109.0M |
| Arista Wealth Management, LLC | 11.74% | Add +1.7% | 2,104,785 | $108.8M |
| Maseco LLP | 2.97% | Add +11.2% | 2,043,736 | $105.6M |
| Elser Financial Planning, Inc | 4.46% | Add +0.4% | 1,989,838 | $102.9M |
| WPWealth LLP | 14.01% | Reduce -1.9% | 1,826,859 | $94.4M |
| 55 North Private Wealth, LLC | 18.28% | Add +7.0% | 1,796,907 | $92.9M |
| Focus Partners Advisor Solutions, LLC | 0.78% | Reduce -2.7% | 1,777,063 | $91.9M |
| Pioneer Wealth Management Group | 21.51% | Add +5.6% | 1,722,295 | $89.0M |
| Krilogy Financial LLC | 2.54% | Reduce -7.0% | 1,664,175 | $86.0M |
| Cetera Investment Advisers | 0.06% | Add +9.6% | 1,375,137 | $71.1M |
| Hill Island Financial LLC | 14.01% | Add +0.8% | 1,270,580 | $65.7M |
| Commonwealth Equity Services, LLC | 0.08% | Add +3.9% | 1,254,532 | $64.8M |
| HB Wealth Management, LLC | 0.36% | Reduce -2.2% | 1,250,136 | $64.6M |
| Pandowealth. LLC | 50.30% | Add +1.3% | 1,499,476 | $61.1M |
| Amicus Financial Advisors, LLC | 14.92% | Reduce -7.5% | 1,175,114 | $60.7M |
| BCM Advisors, LLC | 11.54% | Reduce -3.3% | 1,157,030 | $59.3M |
| Mariner, LLC | 0.06% | Reduce -3.3% | 1,142,829 | $59.1M |
| Meridian Wealth Partners, LLC | 7.10% | Add +1.8% | 1,134,778 | $58.7M |
| Sterling Wealth Advisors Inc | 31.77% | Add +3.4% | 1,130,815 | $58.5M |
| LPL Financial LLC | 0.01% | Add +7.2% | 1,128,224 | $58.3M |
| Austin Wealth Management, LLC | 12.26% | Add +1.4% | 1,126,791 | $58.0M |
| Curio Wealth, LLC | 17.77% | Add +5.4% | 1,108,237 | $57.3M |
| Diversify Advisory Services, LLC | 0.95% | New | 1,097,631 | $56.3M |
| Diversify Wealth Management, LLC | 0.95% | Reduce -0.7% | 1,097,631 | $56.3M |
| Essential Planning, LLC. | 15.74% | Reduce -4.8% | 1,077,468 | $55.7M |
| Keating Financial Advisory Services, Inc. | 7.27% | Add +15.1% | 1,068,781 | $55.2M |
| Note Advisors, LLC | 23.77% | Add +13.2% | 1,060,382 | $54.8M |
| Brighton Jones LLC | 0.98% | Add +2.0% | 1,015,273 | $52.5M |
| AlphaStar Capital Management, LLC | 3.28% | Add +13.8% | 999,111 | $51.6M |
| Alpha Financial Advisors, LLC | 14.28% | Add +4.0% | 990,171 | $51.2M |
| VeraBank, N.A. | 8.30% | Add +10.2% | 970,684 | $50.2M |
| Valued Wealth Advisors LLC | 18.03% | Reduce -0.1% | 959,941 | $49.6M |
| TCP Asset Management, LLC | 5.62% | Add +0.9% | 958,294 | $49.5M |
| CVA Family Office, LLC | 4.44% | Add +14.0% | 948,466 | $49.0M |
| AdvisorNet Financial, Inc | 2.21% | Reduce -11.9% | 933,907 | $48.3M |
| Advisory Alpha, LLC | 1.16% | Add +7.5% | 913,266 | $47.2M |
| Moneta Group Investment Advisors LLC | 0.34% | Add +0.3% | 900,201 | $46.5M |
| Corient Private Wealth LP | 0.06% | Reduce -1.5% | 897,078 | $46.4M |
| EP Wealth Advisors, LLC | 0.18% | Reduce -1.7% | 889,600 | $46.0M |
| SC&H Financial Advisors, Inc. | 6.06% | Add +1.2% | 883,580 | $45.7M |
| Plancorp, LLC | 1.10% | Add +9.4% | 868,094 | $45.0M |
| Fonville Wealth Management LLC | 7.09% | Reduce -0.9% | 840,001 | $43.4M |
| ACT Advisors, LLC. | 14.01% | Add +14.4% | 815,514 | $42.2M |
| Live Oak Private Wealth LLC | 5.19% | Add +99.6% | 803,153 | $41.5M |
| Highland Financial Advisors, LLC | 9.03% | Reduce -1.9% | 794,482 | $41.1M |
| Timonier Family Office, LTD. | 11.54% | — | 790,436 | $40.9M |
| Two West Capital Advisors LLC | 20.18% | Reduce -0.2% | 790,439 | $40.6M |
| Baird Financial Group, Inc. | 0.05% | Add +16.1% | 747,813 | $38.7M |
| Envestnet Asset Management Inc. | 0.01% | Add +17.1% | 738,172 | $38.2M |
| Physician Wealth Solutions Inc. | 14.41% | Add +3.0% | 735,418 | $38.0M |
| Yardley Wealth Management LLC | 17.18% | Add +2.7% | 731,553 | $37.8M |
| Wealthspire Advisors, LLC | 0.21% | Reduce -10.7% | 727,590 | $37.6M |
| Bay Harbor Wealth Management, LLC | 8.47% | Add +0.3% | 710,366 | $36.7M |
| Private Wealth Management Group, LLC | 8.50% | Add +5.4% | 708,536 | $36.6M |
| Creative Planning | 0.02% | Reduce -0.5% | 705,296 | $36.5M |
| Pathstone Holdings, LLC | 0.11% | Add +3.2% | 702,119 | $36.3M |
| Zhang Financial LLC | 1.04% | Reduce -2.9% | 688,300 | $35.6M |
| Allegiance Financial Group Advisory Services LLC | 6.03% | Add +8.7% | 673,456 | $34.8M |
| UBS Group AG | 0.01% | Add +2.4% | 648,320 | $33.5M |
| Mercer Global Advisors Inc. | 0.04% | Add +16.4% | 646,494 | $33.4M |
| Kure Advisory, LLC | 15.45% | Add +7.2% | 630,484 | $32.6M |
| Osaic Holdings, Inc. | 0.04% | Add +5.0% | 629,305 | $32.5M |
| Liberty Wealth Management LLC | 4.06% | No change | 719,165 | $32.5M |
| Keystone Financial Group, Inc. | 16.85% | Add +2.4% | 620,943 | $32.1M |
| Spectrum Investment Advisors, Inc. | 13.10% | Reduce -4.1% | 620,035 | $32.0M |
| M Wealth Management, LLC | 24.20% | Reduce -3.5% | 596,038 | $30.8M |
| Bank of America Corp. | 0.00% | Add +2.8% | 584,237 | $30.2M |
| Heritage Investment Group, Inc. | 4.03% | Add +1.1% | 579,824 | $30.0M |
| Shira Ridge Wealth Management | 10.26% | Add +0.8% | 568,889 | $29.4M |
| Awm Capital, LLC | 2.35% | Reduce -3.3% | 567,016 | $29.3M |
| Stifel Financial Corp. | 0.02% | Reduce -1.4% | 554,983 | $28.7M |
| Morling Financial Advisors, LLC | 7.78% | Add +0.3% | 540,576 | $27.9M |
| Betterment LLC | 0.05% | Reduce -3.9% | 536,301 | $27.7M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 5.21% | Add +1.0% | 528,385 | $27.3M |
| Entrewealth, LLC | 10.08% | Add +5.0% | 511,377 | $27.2M |
| Envision Financial Planning, LLC | 8.82% | Add +0.1% | 524,562 | $27.1M |
| Mission Wealth Management, LP | 0.34% | Add +11.1% | 522,024 | $27.0M |
| Arax Advisory Partners | 0.18% | Add +63.6% | 517,726 | $26.8M |
| JFS Wealth Advisors, LLC | 1.28% | Add +2.5% | 498,319 | $25.8M |
| Quantum Financial Advisors, LLC | 2.53% | Add +1.4% | 494,933 | $25.6M |
| Royal Bank of Canada | 0.00% | Add +66.1% | 491,652 | $25.4M |
| Tassel Capital Management, Inc. | 11.29% | Add +18.8% | 466,873 | $24.1M |
"% of holder's portfolio" is DFAU's weight in each manager's 13F, not the share of Dimensional US Core Equity M the manager owns.