Dimensional US Core Equity MDFAUETF
13F holders, Q1 2024 (March 31)377holders
$36.41avg. 13F price*
At the end of Q1 2024, 377 institutions reported holding Dimensional US Core Equity M (DFAU) in their 13F filings. The largest holders were Modera Wealth Management, LLC ($152.6M), Sequoia Financial Advisors, LLC ($134.1M) and Aquire Wealth Advisors, LLC ($118.0M).
- Company
- Dimensional US Core Equity M
- CUSIP
- 25434V104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $80.2M |
| Exits | 24 | $11.4M |
Ownership 377 holders
| Modera Wealth Management, LLC | 2.32% | Reduce -14.1% | 4,175,186 | $152.6M |
| Sequoia Financial Advisors, LLC | 1.67% | Add +3.6% | 3,668,922 | $134.1M |
| Aquire Wealth Advisors, LLC | 41.24% | Add +2.7% | 3,229,409 | $118.0M |
| Blankinship & Foster, LLC | 26.59% | Add +4.0% | 2,776,587 | $101.5M |
| Kooman & Associates | 38.55% | Add +0.7% | 2,531,448 | $92.5M |
| Allworth Financial LP | 0.62% | Reduce -1.8% | 2,412,078 | $88.1M |
| Meridian Wealth Partners, LLC | 12.53% | Add +1.4% | 1,900,627 | $69.4M |
| Spinnaker Investment Group, LLC | 18.84% | Add +7.2% | 1,835,552 | $67.1M |
| Buckingham Strategic Wealth, LLC | 0.64% | Reduce -1.3% | 1,665,420 | $60.9M |
| AE Wealth Management LLC | 0.66% | Reduce -9.1% | 1,599,499 | $58.4M |
| BCM Advisors, LLC | 14.03% | Reduce -0.1% | 1,570,607 | $55.4M |
| Wealth Enhancement Advisory Services, LLC | 0.13% | Add +2.9% | 1,371,424 | $50.1M |
| Evoke Wealth, LLC | 1.44% | New | 1,327,786 | $48.5M |
| RVW Wealth, LLC | 4.65% | Add +1.2% | 1,239,538 | $45.3M |
| Krilogy Financial LLC | 3.43% | Add +2.5% | 1,223,209 | $44.7M |
| Corient Private Wealth LP | 0.08% | Add +4.4% | 1,208,816 | $44.2M |
| HB Wealth Management, LLC | 0.55% | Add +7.5% | 1,199,553 | $43.8M |
| Commonwealth Equity Services, LLC | 0.07% | Add +2.3% | 1,152,575 | $42.1M |
| FirstPurpose Wealth LLC | 14.24% | Add +2.5% | 1,094,777 | $39.2M |
| Essential Planning, LLC. | 19.63% | Add +0.1% | 1,178,730 | $39.2M |
| WPWealth LLP | 9.76% | Add +8.2% | 1,033,337 | $37.8M |
| Betterment LLC | 0.10% | Reduce -18.4% | 1,024,476 | $37.4M |
| Aveo Capital Partners, LLC | 3.94% | Add +0.3% | 1,013,206 | $36.1M |
| OneDigital Investment Advisors LLC | 0.55% | Add +106.0% | 957,204 | $35.0M |
| Mariner, LLC | 0.07% | Add +18.8% | 926,066 | $33.8M |
| Brighton Jones LLC | 1.21% | Add +10.8% | 915,748 | $33.5M |
| Pioneer Wealth Management Group | 19.11% | Add +16.4% | 914,839 | $33.4M |
| TCP Asset Management, LLC | 7.82% | Add +22.9% | 810,071 | $29.6M |
| Rappaport Reiches Capital Management, LLC | 9.17% | Add +13.1% | 801,815 | $29.3M |
| Forvis Mazars Wealth Advisors, LLC | 0.72% | Add +8.0% | 775,058 | $28.3M |
| Valued Wealth Advisors LLC | 19.37% | Add +16.3% | 748,147 | $27.3M |
| Creative Planning | 0.03% | Add +1.1% | 706,631 | $25.8M |
| Focus Partners Advisor Solutions, LLC | 0.75% | Add +17.8% | 705,308 | $25.8M |
| Financial Connections Group, Inc. | 28.05% | Add +14.4% | 700,802 | $25.6M |
| PBMares Wealth Management LLC | 6.49% | Add +25.9% | 682,203 | $24.9M |
| Liberty Wealth Management LLC | 4.81% | Add +4.0% | 674,426 | $24.7M |
| SC&H Financial Advisors, Inc. | 6.10% | Add +5.5% | 641,496 | $23.4M |
| Savant Capital, LLC | 0.26% | Add +21.7% | 629,680 | $23.0M |
| Arista Wealth Management, LLC | 17.54% | Reduce -62.4% | 628,354 | $23.0M |
| Stifel Financial Corp. | 0.03% | Reduce -2.6% | 608,331 | $22.2M |
| Sterling Financial Group, Inc. | 10.29% | Add +2.4% | 593,116 | $21.7M |
| Austin Wealth Management, LLC | 5.25% | Add +17.0% | 576,099 | $21.2M |
| Spectrum Investment Advisors, Inc. | 15.32% | Add +2.4% | 567,951 | $20.8M |
| Alpha Financial Advisors, LLC | 9.53% | Add +7.0% | 553,025 | $20.2M |
| Cetera Investment Advisers | 0.05% | Add +39.6% | 547,720 | $20.0M |
| Highland Financial Advisors, LLC | 7.76% | Reduce -1.3% | 530,657 | $19.4M |
| Awm Capital, LLC | 3.23% | Reduce -1.6% | 529,817 | $19.4M |
| Shira Ridge Wealth Management | 11.02% | Reduce -2.1% | 527,022 | $19.3M |
| Fonville Wealth Management LLC | 8.28% | Add +21.6% | 511,325 | $18.7M |
| ACT Advisors, LLC. | 10.10% | Add +0.1% | 504,196 | $18.4M |
| Private Ocean, LLC | 1.95% | Reduce -7.1% | 503,216 | $18.4M |
| Kure Advisory, LLC | 15.66% | Add +4.5% | 501,726 | $18.3M |
| Assetmark, Inc. | 0.06% | Reduce -3.1% | 500,713 | $18.3M |
| Bank of America Corp. | 0.00% | Add +6.7% | 500,603 | $18.3M |
| Quantum Financial Advisors, LLC | 3.36% | Add +401.8% | 499,695 | $18.3M |
| Mission Wealth Management, LP | 0.49% | Add +12.1% | 496,841 | $18.2M |
| LPL Financial LLC | 0.01% | Add +103.1% | 488,288 | $17.8M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 4.94% | Add +11.5% | 476,322 | $17.4M |
| Heritage Investment Group, Inc. | 2.31% | Add +3.0% | 465,158 | $17.0M |
| Morling Financial Advisors, LLC | 9.70% | Add +887.9% | 464,065 | $17.0M |
| Plancorp, LLC | 0.71% | Add +12.9% | 447,733 | $16.4M |
| VeraBank, N.A. | 5.05% | Add +10.3% | 443,757 | $16.2M |
| Envision Financial Planning, LLC | 12.74% | Add +2.5% | 430,889 | $15.7M |
| Envestnet Asset Management Inc. | 0.01% | Add +2.5% | 422,568 | $15.4M |
| Zhang Financial LLC | 1.11% | Add +0.8% | 411,193 | $15.0M |
| Pathstone Holdings, LLC | 0.07% | Add +2.1% | 398,268 | $14.6M |
| IFP Advisors, Inc | 0.63% | Add +13.5% | 395,636 | $14.5M |
| Sax Wealth Advisors, LLC | 1.61% | Add +46.7% | 377,406 | $13.8M |
| Tortoise Investment Management, LLC | 1.62% | Add +5.3% | 365,620 | $13.4M |
| Physician Wealth Advisors, Inc. | 2.76% | Add +3.9% | 375,196 | $13.1M |
| Perigon Wealth Management, LLC | 0.40% | Reduce -31.0% | 359,086 | $13.1M |
| AdvisorNet Financial, Inc | 1.26% | Reduce -4.7% | 358,492 | $13.1M |
| Bay Harbor Wealth Management, LLC | 4.48% | Add +8.7% | 341,675 | $12.5M |
| Allegiance Financial Group Advisory Services LLC | 5.06% | Add +10.7% | 338,703 | $12.4M |
| Advisory Alpha, LLC | 0.51% | Add +8.7% | 337,349 | $12.3M |
| FinDec Wealth Services, Inc. | 7.65% | Reduce -1.5% | 333,191 | $12.2M |
| Physician Wealth Solutions Inc. | 10.12% | Add +15.1% | 329,962 | $12.1M |
| Great Point Wealth Advisors, LLC | 2.79% | Reduce -2.5% | 327,469 | $12.0M |
| Willow Creek Wealth Management Inc. | 1.36% | Add +0.0% | 318,997 | $11.7M |
| MAI Capital Management | 0.12% | Add +10.0% | 317,994 | $11.6M |
| Sowell Financial Services LLC | 0.55% | Add +166.8% | 317,527 | $11.6M |
| JPMorgan Chase & Co. | 0.00% | Add +12.9% | 313,715 | $11.5M |
| JFS Wealth Advisors, LLC | 0.91% | Add +5.8% | 313,016 | $11.4M |
| Chicago Partners Investment Group LLC | 0.48% | Add +1.7% | 320,771 | $11.3M |
| CVA Family Office, LLC | 2.02% | Add +6.3% | 308,707 | $11.3M |
| Syverson Strege & Co | 3.89% | Reduce -3.6% | 295,059 | $10.8M |
| Legacy Financial Group, Inc. | 4.07% | Add +3.3% | 283,029 | $10.3M |
| Security Financial Services, INC. | 2.20% | Add +10.1% | 267,027 | $9.8M |
| Relative Value Partners Group, LLC | 0.60% | Add +9.2% | 284,726 | $9.6M |
| ARK & TLK Investments, LLC | 3.42% | Reduce -22.6% | 239,626 | $8.8M |
| Ledgewood Wealth Advisors, LLC | 8.11% | Add +4.8% | 238,842 | $8.7M |
| Cherrydale Wealth Management, LLC | 4.07% | Reduce -5.3% | 237,915 | $8.7M |
| Integrated Wealth Concepts LLC | 0.13% | Reduce -7.5% | 237,847 | $8.7M |
| Clarity Capital Advisors, LLC | 6.90% | Add +5.9% | 236,754 | $8.7M |
| Walden Wealth Partners LLC | 4.99% | Add +1.0% | 239,921 | $8.6M |
| WMS Partners, LLC | 0.58% | Reduce -0.8% | 232,236 | $8.5M |
| Jackson Thornton Wealth Management, LLC | 1.44% | Reduce -1.0% | 232,064 | $8.5M |
| Royal Bank of Canada | 0.00% | Add +1.7% | 221,089 | $8.1M |
| Mercer Global Advisors Inc. | 0.02% | Add +0.0% | 219,400 | $8.0M |
| Osaic Holdings, Inc. | 0.02% | Add +4.8% | 217,814 | $8.0M |
"% 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.