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 |
| U.S. Capital Wealth Advisors, LLC | 0.30% | Add +0.8% | 209,783 | $7.7M |
| Waypoint Capital Advisors, LLC | 1.98% | Add +0.0% | 206,708 | $7.6M |
| Bridge Advisory, LLC | 3.68% | Add +0.5% | 202,741 | $7.4M |
| FMB Wealth Management | 5.82% | Add +1.8% | 199,554 | $7.3M |
| Beacon Pointe Advisors, LLC | 0.08% | Add +7.5% | 192,719 | $7.0M |
| Glass Jacobson Investment Advisors llc | 2.62% | Reduce -6.7% | 190,649 | $7.0M |
| Maryland Capital Advisors Inc. | 4.31% | Add +6.0% | 190,052 | $6.9M |
| Diversified Portfolios, Inc. | 0.95% | Reduce -2.1% | 184,148 | $6.7M |
| Abel Hall, LLC | 5.02% | Reduce -0.1% | 183,575 | $6.7M |
| Weinberger Asset Management, Inc | 3.23% | Add +7.5% | 182,744 | $6.7M |
| Teamwork Financial Advisors, LLC | 1.01% | Add +21.5% | 179,954 | $6.6M |
| Private Advisor Group, LLC | 0.05% | Add +14.0% | 176,642 | $6.5M |
| Centennial Bank | 3.29% | New | 176,061 | $6.4M |
| Hemington Wealth Management | 2.33% | New | 175,855 | $6.4M |
| Morton Capital Management LLC | 1.71% | Reduce -2.9% | 173,025 | $6.3M |
| Cowa, LLC | 3.71% | Reduce -6.7% | 172,205 | $6.3M |
| Annapolis Financial Services, LLC | 2.04% | Reduce -76.9% | 169,732 | $6.2M |
| CGN Advisors LLC | 0.77% | Add +10.3% | 167,048 | $6.1M |
| Chico Wealth RIA | 5.36% | No change | 155,193 | $5.7M |
| Hutchinson Capital Management | 1.13% | Add +4.1% | 152,841 | $5.6M |
| MML Investors Services, LLC | 0.02% | Add +11.5% | 151,657 | $5.5M |
| Heirloom Wealth Management | 1.81% | Add +3.8% | 145,125 | $5.3M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +3.3% | 142,272 | $5.2M |
| CreativeOne Wealth, LLC | 0.21% | New | 142,254 | $5.2M |
| Hardy Reed LLC | 0.65% | No change | 142,252 | $5.2M |
| Portfolio Strategies, Inc. | 0.35% | New | 142,252 | $5.2M |
| Sollinda Capital Management LLC | 1.61% | Add +4.9% | 140,768 | $5.1M |
| HTG Investment Advisors, Inc. | 2.97% | Add +31.4% | 140,255 | $5.1M |
| Jacobi Capital Management LLC | 0.47% | Add +292.9% | 138,785 | $5.1M |
| Retirement Solution LLC | 1.34% | Reduce -1.2% | 135,832 | $5.0M |
| Capital Investment Advisory Services, LLC | 0.53% | Reduce -0.9% | 135,296 | $4.9M |
| Cypress Point Wealth Management, LLC | 2.46% | Add +45.3% | 131,463 | $4.8M |
| Mattern Wealth Management LLC | 1.14% | Reduce -0.7% | 127,993 | $4.7M |
| Rather & Kittrell, Inc. | 1.39% | Reduce -4.3% | 126,791 | $4.6M |
| HFG Wealth Management, LLC | 2.72% | Add +0.1% | 126,182 | $4.6M |
| Andrews, Lucia Wealth Management LLC | 3.16% | Add +0.0% | 121,600 | $4.4M |
| My Personal CFO, LLC | 2.45% | Reduce -0.5% | 116,267 | $4.2M |
| Sageworth Trust Co | 0.27% | Reduce -5.3% | 115,886 | $4.2M |
| GEM Asset Management, LLC | 2.82% | Add +5.3% | 120,258 | $4.2M |
| Kestra Advisory Services, LLC | 0.03% | Add +134.1% | 113,447 | $4.1M |
| Auxano Advisors, LLC | 1.20% | Reduce -2.6% | 113,044 | $4.1M |
| Aspen Wealth Management LLC | 1.58% | Add +6.0% | 111,762 | $4.1M |
| Claris Advisors, LLC / Mo / | 2.05% | Reduce -1.7% | 111,148 | $4.1M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +14.8% | 109,990 | $4.0M |
| RFG Advisory, LLC | 0.14% | Reduce -2.0% | 109,925 | $4.0M |
| ERn Financial, LLC | 0.70% | Reduce -20.4% | 109,870 | $4.0M |
| Signature Resources Capital Management, LLC | 3.75% | Reduce -15.2% | 120,349 | $4.0M |
| Rehmann Capital Advisory Group | 0.30% | Reduce -2.1% | 108,613 | $4.0M |
| D.A. Davidson & Co. | 0.04% | Reduce -1.8% | 108,450 | $4.0M |
| Park Avenue Securities LLC | 0.05% | Reduce -0.8% | 108,019 | $3.9M |
| Catalyst Private Wealth, LLC | 1.92% | Add +5.4% | 100,416 | $3.7M |
| SYM FINANCIAL Corp | 0.60% | Add +23.8% | 99,030 | $3.6M |
| Quarry Hill Advisors, LLC | 2.64% | Reduce -1.2% | 98,064 | $3.6M |
| Dodds Wealth, LLC | 1.37% | Add +25.7% | 91,945 | $3.4M |
| Apella Capital, LLC | 0.16% | Reduce -9.3% | 88,635 | $3.2M |
| Quad-Cities Investment Group, LLC | 1.87% | Add +2.9% | 87,448 | $3.2M |
| Raymond James & Associates | 0.00% | Add +3.4% | 82,736 | $3.0M |
| Seamount Financial Group Inc. | 2.57% | Add +12.7% | 80,315 | $2.9M |
| Red Lighthouse Investment Management, LLC | 1.15% | No change | 77,983 | $2.8M |
| Investmark Advisory Group LLC | 1.53% | Reduce -10.7% | 76,286 | $2.8M |
| Waterfront Wealth Inc. | 0.78% | Reduce -3.1% | 79,044 | $2.8M |
| Melfa Wealth Management, Inc. | 2.01% | Add +2.6% | 76,132 | $2.8M |
| Meritas Wealth Management, LLC | 1.93% | Reduce -13.5% | 76,072 | $2.8M |
| Firethorn Wealth Partners, LLC | 1.60% | Reduce -21.8% | 74,381 | $2.7M |
| Apollon Wealth Management, LLC | 0.09% | Add +1070.2% | 73,841 | $2.7M |
| American Capital Advisory, LLC | 2.34% | Reduce -47.3% | 93,032 | $2.7M |
| Alkeme Wealth, LLC | 1.23% | Add +4.7% | 74,264 | $2.7M |
| Raffa Wealth Management, LLC | 0.77% | Add +1.7% | 70,609 | $2.6M |
| Foundations Investment Advisors, LLC | 0.07% | Add +9.0% | 69,897 | $2.6M |
| 180 Wealth Advisors, LLC | 0.46% | Add +7.2% | 69,848 | $2.6M |
| Robinson Smith Wealth Advisors LLC | 2.42% | Reduce -0.1% | 69,005 | $2.5M |
| Pinnacle Financial Group, LLC / IL | 1.09% | Reduce -6.2% | 67,782 | $2.5M |
| RCS Financial Planning, LLC | 1.50% | Reduce -29.4% | 66,902 | $2.4M |
| Truist Financial Corp. | 0.00% | Add +3.6% | 65,175 | $2.4M |
| Marshall Financial Group, LLC | 0.68% | Reduce -13.2% | 64,702 | $2.4M |
| Lakeridge Wealth Management LLC | 1.53% | Reduce -10.3% | 64,624 | $2.4M |
| Cerity Partners LLC | 0.01% | Reduce -18.9% | 63,579 | $2.3M |
| BCU Wealth Advisors, LLC | 1.97% | Add +49.5% | 63,574 | $2.3M |
| Retirement Guys Formula LLC | 1.13% | Reduce -35.6% | 63,403 | $2.3M |
| VanderPol Investments L.L.C. | 6.54% | Add +6.0% | 62,395 | $2.3M |
| Mgo One Seven LLC | 0.12% | Add +8.4% | 62,009 | $2.3M |
| B.O.S.S. Retirement Advisors, LLC | 0.86% | Reduce -2.8% | 67,741 | $2.3M |
| Elevate Wealth Advisory, Inc. | 1.87% | Reduce -30.8% | 58,648 | $2.1M |
| Farther Finance Advisors, LLC | 0.13% | Add +27.1% | 58,651 | $2.1M |
| Tanglewood Legacy Advisors, LLC | 1.05% | No change | 58,336 | $2.1M |
| First Citizens Bank & Trust Co. | 0.04% | No change | 56,332 | $2.1M |
| Canopy Partners, LLC | 1.00% | Add +394.9% | 56,137 | $2.1M |
| Financial Alternatives, Inc | 1.56% | Reduce -1.5% | 55,109 | $2.0M |
| Stratos Wealth Partners, LTD. | 0.03% | No change | 54,853 | $2.0M |
| Ieq Capital, LLC | 0.03% | Add +6.3% | 54,686 | $2.0M |
| Market Street Wealth Management Advisors LLC | 0.35% | Add +217.1% | 54,254 | $2.0M |
| LRI Investments, LLC | 0.50% | — | 53,858 | $2.0M |
| American Investment Services, Inc. | 0.34% | Add +68.5% | 52,773 | $1.9M |
| USAdvisors Wealth Management, LLC | 0.72% | Add +3.9% | 52,331 | $1.9M |
| Cahill Financial Advisors Inc. | 0.25% | No change | 51,072 | $1.9M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -3.0% | 50,224 | $1.8M |
| Orion Portfolio Solutions, LLC | 0.02% | Reduce -3.0% | 50,224 | $1.8M |
| Magnolia Capital Advisors LLC | 1.51% | Add +10.3% | 52,150 | $1.8M |
| Texas Capital Bank Wealth Management Services Inc | 0.20% | Add +41.5% | 49,092 | $1.8M |
| Waverly Advisors, LLC | 0.04% | Add +1.4% | 47,464 | $1.7M |
| Forthright Family Wealth Advisory LLC | 1.16% | Add +14.1% | 47,353 | $1.7M |
| Shore Point Advisors, LLC | 0.98% | Add +4.3% | 46,910 | $1.7M |
| Forum Private Client Group LLC | 0.81% | Reduce -8.9% | 46,105 | $1.7M |
| Altiora Financial Group, LLC | 0.45% | No change | 45,720 | $1.7M |
| Earned Wealth Advisors, LLC | 0.64% | Reduce -1.6% | 45,555 | $1.7M |
| Olistico Wealth, LLC | 1.16% | Reduce -0.7% | 43,824 | $1.6M |
| Ancora Advisors LLC | 0.04% | Reduce -39.5% | 42,015 | $1.5M |
| HighTower Advisors, LLC | 0.00% | Add +0.0% | 40,554 | $1.5M |
| Captrust Financial Advisors | 0.01% | Add +23.3% | 40,538 | $1.5M |
| G2 Capital Management, LLC / Oh | 0.47% | Add +6.3% | 40,242 | $1.5M |
| Burton Enright Welch | 0.35% | Reduce -2.2% | 40,123 | $1.5M |
| Lauer Wealth, LLC | 1.27% | Add +38.4% | 40,600 | $1.5M |
| BetterWealth, LLC | 0.47% | Add +0.0% | 39,164 | $1.4M |
| Acorn Wealth Advisors, LLC | 0.73% | Add +2.8% | 38,443 | $1.4M |
| NewEdge Advisors, LLC | 0.01% | Reduce -50.6% | 37,676 | $1.4M |
| Forum Financial Management, LP | 0.02% | No change | 36,434 | $1.3M |
| Townsquare Capital LLC | 0.02% | Reduce -1.2% | 36,309 | $1.3M |
| Oceanside Advisors LLC | 1.01% | Reduce -0.7% | 33,501 | $1.2M |
| Wescott Financial Advisory Group, LLC | 0.15% | Add +0.1% | 33,336 | $1.2M |
| Dynamic Advisor Solutions LLC | 0.04% | Add +30.5% | 33,016 | $1.2M |
| Capstone Financial Advisors, Inc. | 0.08% | Reduce -0.5% | 32,716 | $1.2M |
| Hiley Hunt Wealth Management | 0.76% | Add +23.6% | 31,793 | $1.2M |
| Spire Wealth Management | 0.02% | Reduce -7.8% | 31,541 | $1.2M |
| Lauterbach Financial Advisors, LLC | 0.73% | Reduce -1.4% | 30,388 | $1.1M |
| UBS Group AG | 0.00% | Add +26.9% | 29,704 | $1.1M |
| Intrepid Financial Planning Group LLC | 0.47% | Reduce -1.5% | 29,637 | $1.1M |
| Flow Traders U.S. LLC | 0.06% | New | 29,539 | $1.1M |
| Parsons Capital Management Inc. | 0.07% | Reduce -15.5% | 29,463 | $1.1M |
| Rockbridge Investment Management, LCC | 0.16% | Add +1.7% | 29,457 | $1.1M |
| Evanson Asset Management, LLC | 0.08% | Reduce -3.1% | 29,439 | $1.1M |
| Sanctuary Wealth Management, L.L.C. | 0.82% | Reduce -1.9% | 27,702 | $1.0M |
| Cullen/Frost Bankers, Inc. | 0.01% | Reduce -33.1% | 26,684 | $975K |
| Cardiff Park Advisors, LLC | 0.09% | Add +0.0% | 26,543 | $970K |
| Elevation Wealth Partners, LLC | 0.48% | New | 26,284 | $960K |
| Morgan Stanley | 0.00% | Reduce -0.3% | 25,684 | $939K |
| CW Advisors, LLC | 0.02% | Add +12.7% | 25,557 | $934K |
| Yoder Wealth Management, Inc. | 0.59% | Add +0.2% | 24,949 | $912K |
| Root Financial Partners, LLC | 0.26% | No change | 23,956 | $875K |
| Main Street Financial Solutions, LLC | 0.09% | Add +6.3% | 23,512 | $859K |
| Bromfield Sneider Wealth Advisors | 0.53% | Add +3.6% | 23,275 | $850K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -77.5% | 22,156 | $810K |
| SOL Capital Management CO | 0.10% | No change | 21,750 | $795K |
| CFS Investment Advisory Services, LLC | 0.13% | No change | 21,400 | $782K |
| Beacon Financial Advisory LLC | 0.38% | Add +0.1% | 21,367 | $781K |
| Gould Asset Management LLC | 0.19% | Reduce -13.5% | 21,020 | $768K |
| Financial Symmetry Inc | 0.67% | Add +30.0% | 20,982 | $767K |
| First National Bank Sioux Falls | 0.40% | Reduce -26.5% | 19,944 | $729K |
| Porter White Investment Advisors, Inc. | 0.38% | Add +10.7% | 19,744 | $721K |
| Warwick Investment Management, Inc. | 0.17% | Add +0.0% | 19,552 | $714K |
| Pure Financial Advisors, LLC | 0.02% | Reduce -7.6% | 19,405 | $709K |
| Barrett & Company, Inc. | 0.33% | Add +0.0% | 19,111 | $698K |
| Cahill Wealth Management, LLC | 0.40% | Reduce -0.8% | 19,006 | $694K |
| Wealthfront Advisers LLC | 0.00% | Add +2.8% | 18,822 | $688K |
| Mather Group, Llc. | 0.01% | No change | 20,366 | $677K |
| Heritage Wealth Management, Inc./Texas | 0.44% | Add +3.8% | 18,401 | $672K |
| Baird Financial Group, Inc. | 0.00% | New | 18,248 | $667K |
| Susquehanna International Group, LLP | 0.00% | Reduce -64.6% | 17,954 | $656K |
| C M Bidwell & Associates Ltd. | 0.44% | Reduce -0.3% | 17,827 | $651K |
| Dopkins Wealth Management, LLC | 0.39% | Add +21.3% | 17,616 | $644K |
| Kennedy Investment Group, Inc. | 0.34% | Add +53.5% | 17,566 | $642K |
| Colony Family Offices, LLC | 0.20% | No change | 16,930 | $619K |
| Cypress Wealth Services, LLC | 0.14% | No change | 16,928 | $619K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -26.0% | 16,924 | $618K |
| World Investment Advisors | 0.09% | Add +8.5% | 16,839 | $615K |
| Mosaic Family Wealth Partners, LLC | 0.10% | Add +1.8% | 16,546 | $605K |
| Patten & Patten Inc. | 0.04% | New | 16,043 | $586K |
| Kraft Asset Management, LLC | 0.47% | Reduce -1.9% | 15,838 | $579K |
| Patriot Financial Group Insurance Agency, LLC | 0.09% | New | 15,665 | $572K |
| Cooper Financial Group | 0.09% | Reduce -57.9% | 15,571 | $569K |
| WMG Financial Advisors, LLC | 0.32% | Reduce -13.8% | 15,286 | $559K |
| Csenge Advisory Group | 0.03% | Add +11.0% | 14,969 | $547K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +3.3% | 14,950 | $546K |
| Eldridge Investment Advisors, Inc. | 0.14% | Add +0.0% | 14,802 | $541K |
| Shearwater Capital LLC | 0.40% | Reduce -10.1% | 14,722 | $538K |
| Investment Advisory Group, LLC | 0.22% | Add +21.7% | 14,419 | $527K |
| Ullmann Wealth Partners Group, LLC | 0.08% | Reduce -10.7% | 13,950 | $510K |
| Total Wealth Planning, LLC | 0.09% | Reduce -3.5% | 13,764 | $503K |
| Rockwood Wealth Management, LLC | 0.06% | No change | 13,147 | $480K |
| Keb Asset Management, LLC | 0.16% | No change | 12,999 | $475K |
| Silver Oak Advisory Group, Inc. | 0.26% | No change | 12,819 | $469K |
| Hibernia Wealth Partners, LLC | 0.32% | Add +23.1% | 12,765 | $466K |
| Lam Group, Inc. | 0.37% | Reduce -0.0% | 12,445 | $455K |
| Baron Silver Stevens Financial Advisors, LLC | 0.09% | Add +52.9% | 12,280 | $449K |
| Invst, LLC | 0.05% | New | 12,167 | $443K |
| Essex Financial Services, Inc. | 0.04% | Add +45.4% | 11,839 | $433K |
| Versant Capital Management, Inc | 0.12% | Reduce -11.4% | 11,796 | $431K |
| Greenspring Advisors, LLC | 0.11% | Reduce -86.3% | 11,761 | $430K |
| LifePro Asset Management | 0.28% | Add +41.6% | 11,692 | $427K |
| Advisory Services Network, LLC | 0.01% | Reduce -3.9% | 11,577 | $423K |
| DecisionPoint Financial, LLC | 0.17% | Reduce -23.3% | 11,847 | $420K |
| Tranquility Partners, LLC | 0.16% | Reduce -1.3% | 11,153 | $408K |
| Exencial Wealth Advisors, LLC | 0.01% | Add +14.0% | 10,709 | $391K |
| Cibc World Market Inc. | 0.00% | No change | 10,700 | $391K |
| Sensible Financial Planning & Management, LLC. | 0.08% | New | 10,522 | $384K |
| Emprise Bank | 0.26% | — | 10,489 | $383K |
| tru Independence LLC | 0.11% | Add +0.2% | 9,825 | $359K |
| Ruedi Wealth Management, Inc. | 0.15% | Reduce -0.5% | 9,771 | $357K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +0.7% | 9,717 | $355K |
| Private Trust Co. NA | 0.04% | Add +0.2% | 9,415 | $344K |
| City State Bank | 0.15% | Add +1.1% | 9,367 | $342K |
| Axxcess Wealth Management, LLC | 0.01% | New | 9,228 | $337K |
| Vertex Planning Partners, LLC | 0.09% | Add +8.7% | 9,169 | $335K |
| ML & R Wealth Management LLC | 0.07% | Reduce -31.4% | 8,933 | $326K |
| Parallel Advisors, LLC | 0.01% | No change | 8,831 | $323K |
| Glassman Wealth Services | 0.07% | No change | 8,810 | $322K |
| Dixon Fnancial Services, Inc. | 0.18% | Add +16.3% | 8,774 | $321K |
| 1900 Wealth Management LLC | 0.03% | Add +0.0% | 8,748 | $320K |
| Peirce Capital Management, LLC | 0.17% | Reduce -2.5% | 8,529 | $312K |
| ELCO Management Co., LLC | 0.19% | New | 8,430 | $308K |
| Morris Financial Concepts, Inc. | 0.16% | Add +4.9% | 8,415 | $307K |
| Sprinkle Financial Consultants LLC | 0.26% | New | 8,411 | $307K |
| Madrona Financial Services, LLC | 0.11% | Reduce -0.7% | 8,331 | $304K |
| Vawter Financial, Ltd. | 0.22% | Reduce -2.4% | 8,297 | $303K |
| Heritage Wealth Management, Inc. | 0.30% | No change | 8,291 | $303K |
| Creative Financial Designs Inc. | 0.03% | Add +0.2% | 8,242 | $301K |
| Foster & Motley Inc. | 0.02% | New | 8,239 | $301K |
| Annandale Capital, LLC | 0.07% | Add +1.1% | 8,154 | $298K |
| Blue Trust, Inc. | 0.00% | Add +6.9% | 8,095 | $296K |
| Brookstone Capital Management | 0.01% | New | 7,700 | $281K |
| Synergy Asset Management, LLC | 0.05% | New | 7,638 | $279K |
| Prospera Financial Services Inc | 0.01% | New | 7,505 | $274K |
| Smartleaf Asset Management LLC | 0.05% | Reduce -7.7% | 7,459 | $272K |
| Quadrature Capital Ltd | 0.00% | New | 7,333 | $268K |
| Hill Investment Group Partners, LLC | 0.04% | Reduce -14.3% | 7,163 | $262K |
| Builder Investment Group Inc. | 0.07% | Reduce -29.4% | 6,854 | $250K |
| Index Fund Advisors, Inc. | 0.01% | No change | 6,816 | $249K |
| Ethos Financial Group, LLC | 0.05% | New | 6,750 | $247K |
| Liberty Capital Management, Inc. | 0.06% | No change | 6,744 | $246K |
| Ascent Group, LLC | 0.02% | No change | 6,571 | $240K |
| Pine Harbor Wealth Management, LLC | 0.15% | No change | 6,545 | $239K |
| Graves Light Lenhart Wealth, Inc. | 0.03% | Reduce -11.5% | 6,493 | $237K |
| Facet Wealth, Inc. | 0.01% | New | 6,587 | $237K |
| Squire Investment Management Company, LLC | 0.14% | Reduce -1.4% | 6,282 | $230K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 6,291 | $228K |
| Cassady Schiller Wealth Management, LLC | 0.10% | No change | 6,222 | $227K |
| Blodgett Wealth Advisors, LLC | 0.20% | No change | 6,072 | $222K |
| ARS Wealth Advisors Group, LLC | 0.03% | New | 5,960 | $218K |
| Wealthstream Advisors, Inc. | 0.08% | New | 5,941 | $217K |
| Marshall Financial Group Inc. | 0.07% | New | 5,774 | $211K |
| Criterion Capital Advisors, LLC | 0.14% | Reduce -5.7% | 5,660 | $207K |
| Soundmark Wealth Management, LLC | 0.09% | New | 5,569 | $204K |
| True Wealth Design, LLC | 0.04% | No change | 4,600 | $168K |
| Cwm, LLC | 0.00% | Add +617.3% | 3,651 | $133K |
| Wells Fargo & Company | 0.00% | Add +785.0% | 2,602 | $95K |
| Citigroup Inc. | 0.00% | No change | 2,208 | $81K |
| Oliver Lagore Vanvalin Investment Group | 0.02% | Reduce -53.0% | 2,140 | $78K |
| Phillips Financial Management, LLC | 0.01% | Add +0.1% | 1,940 | $71K |
| Evolution Advisers, Inc. | 0.04% | No change | 1,699 | $63K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -45.8% | 1,678 | $61K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -27.6% | 1,615 | $59K |
| Orion Capital Management LLC | 0.03% | Reduce -13.7% | 1,593 | $58K |
| Concord Wealth Partners | 0.01% | Add +0.2% | 1,490 | $54K |
| Atlas Capital Advisors Inc. | 0.01% | Add +7.4% | 1,457 | $53K |
| US Bancorp \de | 0.00% | Reduce -90.5% | 1,372 | $50K |
| Avior Wealth Management, LLC | 0.00% | No change | 1,195 | $44K |
| West Financial Advisors, LLC | 0.01% | No change | 1,184 | $43K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | No change | 1,106 | $40K |
| Montag A & Associates Inc. | 0.00% | New | 1,000 | $37K |
| Creative Capital Management Investments LLC | 0.02% | Reduce -24.5% | 991 | $36K |
| Bank of Montreal | 0.00% | No change | 815 | $30K |
| Mark Sheptoff Financial Planning, LLC | 0.02% | Add +40.0% | 770 | $28K |
| Salem Investment Counselors Inc. | 0.00% | Add +74.9% | 768 | $28K |
| Comerica Bank | 0.00% | No change | 720 | $26K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 465 | $17K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 431 | $16K |
| Asset Dedication, LLC | 0.00% | New | 414 | $15K |
| Kathleen S. Wright Associates Inc. | 0.00% | New | 280 | $10K |
| NorthRock Partners, LLC | 0.00% | No change | 256 | $9K |
| Fortitude Family Office, LLC | 0.00% | New | 200 | $7K |
| Harbour Investments, Inc. | 0.00% | No change | 189 | $7K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | New | 92 | $3K |
| Financial Synergies Wealth Advisors, Inc. | 0.00% | Add +1.3% | 76 | $3K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 68 | $2K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +611.1% | 64 | $2K |
| Quent Capital, LLC | 0.00% | Add +23.3% | 53 | $2K |
| FMR LLC | 0.00% | New | 1 | $37 |
| Sound Income Strategies, LLC | 0.00% | No change | 1 | $37 |
"% 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.