Dimensional US Core Equity MDFAUETF
13F holders, Q2 2024 (June 30)386holders +9
18new positions
16sold out
1famous investor
$37.09avg. 13F price*
At the end of Q2 2024, 386 institutions reported holding Dimensional US Core Equity M (DFAU) in their 13F filings, up 9 from Q1 2024. 18 opened new positions and 16 sold out. The largest holders were Sequoia Financial Advisors, LLC ($164.2M), Modera Wealth Management, LLC ($150.5M) and Aquire Wealth Advisors, LLC ($126.3M). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $14.6M |
| Exits | 16 | $78.7M |
All 13F filers, Q1 2024 → Q2 2024: 9,189,357 shares bought and 3,614,941 shares sold, net +5,574,416 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 386 holders
| Sequoia Financial Advisors, LLC | 1.98% | Add +19.4% | 4,380,986 | $164.2M |
| Modera Wealth Management, LLC | 2.22% | Reduce -3.8% | 4,014,887 | $150.5M |
| Aquire Wealth Advisors, LLC | 42.43% | Add +4.3% | 3,369,490 | $126.3M |
| Blankinship & Foster, LLC | 26.74% | Reduce -0.3% | 2,768,033 | $103.8M |
| Kooman & Associates | 38.49% | Add +0.9% | 2,553,907 | $95.7M |
| Allworth Financial LP | 0.58% | Reduce -1.2% | 2,383,778 | $90.6M |
| OneDigital Investment Advisors LLC | 0.96% | Add +114.9% | 2,056,667 | $77.1M |
| Spinnaker Investment Group, LLC | 19.79% | Add +4.3% | 1,915,048 | $71.8M |
| Meridian Wealth Partners, LLC | 12.62% | Add +0.3% | 1,906,433 | $71.5M |
| Arista Wealth Management, LLC | 18.28% | Add +194.9% | 1,852,970 | $69.5M |
| AE Wealth Management LLC | 0.63% | Add +5.6% | 1,689,309 | $63.3M |
| Elser Financial Planning, Inc | 10.47% | — | 1,671,168 | $62.7M |
| Buckingham Strategic Wealth, LLC | 0.64% | Reduce -0.7% | 1,654,643 | $62.0M |
| BCM Advisors, LLC | 13.91% | Reduce -0.9% | 1,555,977 | $58.6M |
| Krilogy Financial LLC | 3.77% | Add +11.4% | 1,362,216 | $51.1M |
| Commonwealth Equity Services, LLC | 0.08% | Add +11.9% | 1,289,547 | $48.3M |
| Corient Private Wealth LP | 0.08% | Add +6.5% | 1,287,230 | $48.3M |
| HB Wealth Management, LLC | 0.56% | Add +7.1% | 1,284,693 | $48.2M |
| RVW Wealth, LLC | 4.65% | Add +0.3% | 1,243,147 | $46.6M |
| Essential Planning, LLC. | 20.20% | Add +3.9% | 1,224,668 | $45.9M |
| Diversify Wealth Management, LLC | 5.40% | — | 1,212,165 | $43.4M |
| WPWealth LLP | 10.13% | Add +8.3% | 1,119,185 | $42.0M |
| Betterment LLC | 0.11% | Add +6.8% | 1,094,099 | $41.0M |
| Mariner, LLC | 0.07% | Add +9.4% | 1,013,603 | $38.0M |
| Aveo Capital Partners, LLC | 4.22% | Reduce -2.0% | 993,373 | $37.2M |
| Pioneer Wealth Management Group | 19.69% | Add +8.1% | 988,871 | $37.1M |
| Brighton Jones LLC | 1.22% | Add +7.9% | 987,828 | $37.0M |
| Rappaport Reiches Capital Management, LLC | 9.69% | Add +9.3% | 876,709 | $32.9M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | Reduce -38.9% | 838,073 | $31.4M |
| TCP Asset Management, LLC | 7.94% | Add +3.4% | 837,578 | $31.4M |
| Savant Capital, LLC | 0.30% | Add +27.1% | 800,627 | $30.0M |
| Forvis Mazars Wealth Advisors, LLC | 0.74% | Add +2.1% | 791,735 | $29.7M |
| Valued Wealth Advisors LLC | 19.72% | Add +2.4% | 766,221 | $28.7M |
| PBMares Wealth Management LLC | 6.97% | Add +11.1% | 757,732 | $28.4M |
| Financial Connections Group, Inc. | 14.14% | Add +3.7% | 727,026 | $27.3M |
| Creative Planning | 0.03% | Add +1.1% | 714,512 | $26.8M |
| Focus Partners Advisor Solutions, LLC | 0.70% | Add +0.9% | 711,361 | $26.7M |
| Two West Capital Advisors LLC | 25.23% | — | 705,277 | $26.4M |
| Liberty Wealth Management LLC | 4.77% | Add +163.0% | 1,773,543 | $26.0M |
| Advisory Alpha, LLC | 0.99% | Add +99.6% | 673,228 | $25.2M |
| SC&H Financial Advisors, Inc. | 6.17% | Add +4.8% | 672,076 | $25.2M |
| Austin Wealth Management, LLC | 5.71% | Add +10.3% | 635,150 | $24.4M |
| Sterling Financial Group, Inc. | 10.85% | Add +7.5% | 637,796 | $23.9M |
| Plancorp, LLC | 1.02% | Add +40.1% | 627,500 | $23.5M |
| Stifel Financial Corp. | 0.03% | Add +1.5% | 617,388 | $23.1M |
| Highland Financial Advisors, LLC | 8.46% | Add +14.3% | 606,695 | $22.7M |
| Fonville Wealth Management LLC | 8.73% | Add +14.9% | 587,434 | $22.0M |
| Spectrum Investment Advisors, Inc. | 16.11% | Add +3.4% | 587,125 | $22.0M |
| LPL Financial LLC | 0.01% | Add +20.0% | 585,932 | $22.0M |
| Alpha Financial Advisors, LLC | 9.76% | Reduce -2.2% | 540,916 | $20.3M |
| Shira Ridge Wealth Management | 11.11% | Add +0.9% | 531,893 | $19.9M |
| Awm Capital, LLC | 3.01% | Reduce -0.5% | 527,454 | $19.8M |
| Bank of America Corp. | 0.00% | Add +4.7% | 524,236 | $19.7M |
| Assetmark, Inc. | 0.06% | Add +3.5% | 518,478 | $19.4M |
| Kure Advisory, LLC | 15.90% | Add +3.0% | 516,616 | $19.4M |
| Private Ocean, LLC | 1.67% | Add +0.3% | 504,608 | $18.9M |
| Quantum Financial Advisors, LLC | 3.29% | Add +0.0% | 499,698 | $18.7M |
| ACT Advisors, LLC. | 9.65% | Reduce -1.9% | 494,534 | $18.5M |
| Mission Wealth Management, LP | 0.49% | Reduce -2.0% | 486,698 | $18.2M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 4.92% | Reduce -0.2% | 475,315 | $17.8M |
| Morling Financial Advisors, LLC | 7.73% | Add +1.9% | 472,930 | $17.7M |
| Heritage Investment Group, Inc. | 2.40% | Add +0.1% | 465,534 | $17.5M |
| VeraBank, N.A. | 5.26% | Add +1.8% | 451,843 | $16.9M |
| IFP Advisors, Inc | 0.67% | Add +13.9% | 450,588 | $16.9M |
| Envestnet Asset Management Inc. | 0.01% | Add +6.4% | 449,783 | $16.9M |
| Cetera Investment Advisers | 0.04% | Reduce -18.8% | 444,821 | $16.7M |
| Envision Financial Planning, LLC | 12.61% | Add +2.0% | 439,647 | $16.5M |
| Bay Harbor Wealth Management, LLC | 5.73% | Add +28.3% | 438,390 | $16.4M |
| Pathstone Holdings, LLC | 0.07% | Add +7.0% | 426,096 | $16.0M |
| Zhang Financial LLC | 1.08% | Add +0.1% | 411,607 | $15.4M |
| Perigon Wealth Management, LLC | 0.44% | Add +12.2% | 402,881 | $15.1M |
| Physician Wealth Solutions Inc. | 10.77% | Add +22.0% | 402,546 | $15.1M |
| Sax Wealth Advisors, LLC | 1.43% | Add +6.4% | 401,549 | $15.1M |
| Physician Wealth Advisors, Inc. | 2.73% | Add +0.9% | 378,629 | $14.8M |
| Tortoise Investment Management, LLC | 1.65% | Add +5.3% | 385,052 | $14.4M |
| Allegiance Financial Group Advisory Services LLC | 5.36% | Add +10.3% | 373,568 | $14.0M |
| MAI Capital Management | 0.14% | Add +16.4% | 370,064 | $13.9M |
| AdvisorNet Financial, Inc | 1.21% | Reduce -1.2% | 354,221 | $13.3M |
| JPMorgan Chase & Co. | 0.00% | Add +5.7% | 331,677 | $12.4M |
| FinDec Wealth Services, Inc. | 7.75% | Reduce -1.7% | 327,439 | $12.3M |
| Great Point Wealth Advisors, LLC | 2.78% | Reduce -0.9% | 324,426 | $12.2M |
| JFS Wealth Advisors, LLC | 0.95% | Add +2.8% | 321,674 | $12.1M |
| CVA Family Office, LLC | 2.16% | Add +3.8% | 320,337 | $12.0M |
| Willow Creek Wealth Management Inc. | 1.36% | Add +0.3% | 320,080 | $12.0M |
| Hemington Wealth Management | 4.04% | Add +81.9% | 319,904 | $12.0M |
| Sowell Financial Services LLC | 0.57% | Add +0.7% | 319,761 | $12.0M |
| Security Financial Services, INC. | 2.60% | Add +19.5% | 318,981 | $12.0M |
| Chicago Partners Investment Group LLC | 0.46% | Reduce -1.3% | 316,478 | $11.9M |
| Syverson Strege & Co | 3.82% | Add +1.3% | 298,839 | $11.2M |
| Legacy Financial Group, Inc. | 4.06% | Add +1.0% | 285,793 | $10.7M |
| Clarity Capital Advisors, LLC | 7.37% | Add +7.5% | 254,410 | $9.5M |
| Ledgewood Wealth Advisors, LLC | 8.19% | Add +6.2% | 253,524 | $9.5M |
| Walden Wealth Partners LLC | 5.22% | Add +3.9% | 249,371 | $9.3M |
| Centennial Bank | 4.58% | Add +41.5% | 249,212 | $9.3M |
| Cherrydale Wealth Management, LLC | 3.85% | Reduce -1.5% | 234,385 | $8.8M |
| Jackson Thornton Wealth Management, LLC | 1.30% | Reduce -2.3% | 226,715 | $8.5M |
| WMS Partners, LLC | 0.55% | Reduce -2.4% | 226,634 | $8.5M |
| Mercer Global Advisors Inc. | 0.02% | Add +2.0% | 223,792 | $8.4M |
| ARK & TLK Investments, LLC | 3.07% | Reduce -8.7% | 218,686 | $8.2M |
| Royal Bank of Canada | 0.00% | Reduce -2.5% | 215,597 | $8.1M |
"% 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.