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 |
| U.S. Capital Wealth Advisors, LLC | 0.30% | Add +1.0% | 211,846 | $7.9M |
| Lauer Wealth, LLC | 6.19% | Add +402.3% | 203,917 | $7.8M |
| Glass Jacobson Investment Advisors llc | 2.79% | Add +7.1% | 204,126 | $7.7M |
| Bridge Advisory, LLC | 3.76% | Add +0.3% | 203,444 | $7.6M |
| FMB Wealth Management | 5.68% | Reduce -0.2% | 199,209 | $7.5M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +80.3% | 198,262 | $7.4M |
| Integrated Wealth Concepts LLC | 0.10% | Reduce -18.6% | 193,527 | $7.3M |
| Diversified Portfolios, Inc. | 0.95% | Add +4.8% | 193,073 | $7.2M |
| Maryland Capital Advisors Inc. | 3.86% | Add +0.5% | 191,032 | $7.2M |
| Cerity Partners LLC | 0.02% | Add +198.1% | 189,533 | $7.1M |
| Strategic Investment Solutions, Inc. | 2.27% | — | 183,415 | $7.0M |
| Abel Hall, LLC | 4.91% | Add +0.9% | 185,324 | $6.9M |
| Weinberger Asset Management, Inc | 3.24% | Add +0.5% | 183,614 | $6.9M |
| Sollinda Capital Management LLC | 2.08% | Add +29.1% | 181,692 | $6.8M |
| Beacon Pointe Advisors, LLC | 0.08% | Reduce -6.3% | 180,629 | $6.8M |
| Waypoint Capital Advisors, LLC | 1.68% | Reduce -13.1% | 179,552 | $6.7M |
| Private Advisor Group, LLC | 0.04% | Reduce -2.1% | 172,974 | $6.5M |
| Cowa, LLC | 3.38% | Reduce -1.9% | 168,998 | $6.3M |
| Morton Capital Management LLC | 1.50% | Reduce -2.3% | 168,981 | $6.3M |
| CGN Advisors LLC | 0.73% | Reduce -0.5% | 166,214 | $6.2M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +12.8% | 160,537 | $6.0M |
| American Capital Advisory, LLC | 4.19% | Add +89.7% | 176,457 | $5.9M |
| Hutchinson Capital Management | 1.19% | Add +1.6% | 155,285 | $5.8M |
| Chico Wealth RIA | 5.33% | No change | 155,193 | $5.8M |
| MML Investors Services, LLC | 0.02% | Add +0.3% | 152,186 | $5.7M |
| Canopy Partners, LLC | 2.54% | Add +160.4% | 146,183 | $5.5M |
| Osaic Holdings, Inc. | 0.01% | Reduce -35.0% | 141,633 | $5.3M |
| Capital Investment Advisory Services, LLC | 0.55% | Add +4.4% | 141,250 | $5.3M |
| Jacobi Capital Management LLC | 0.46% | Add +1.5% | 140,879 | $5.3M |
| Hardy Reed LLC | 0.53% | Reduce -1.1% | 140,755 | $5.3M |
| HFG Wealth Management, LLC | 3.31% | Add +9.9% | 138,618 | $5.2M |
| HTG Investment Advisors, Inc. | 2.80% | Reduce -1.4% | 138,362 | $5.2M |
| Mattern Wealth Management LLC | 1.23% | Add +6.3% | 136,011 | $5.1M |
| Heirloom Wealth Management | 1.61% | Reduce -8.5% | 132,841 | $5.0M |
| Retirement Solution LLC | 1.32% | Reduce -3.3% | 131,317 | $4.9M |
| Cypress Point Wealth Management, LLC | 2.32% | Reduce -0.6% | 130,679 | $4.9M |
| Annapolis Financial Services, LLC | 1.55% | Reduce -24.8% | 127,712 | $4.8M |
| GEM Asset Management, LLC | 2.91% | Add +3.5% | 124,523 | $4.7M |
| Rather & Kittrell, Inc. | 1.27% | Reduce -3.1% | 122,895 | $4.6M |
| Signature Resources Capital Management, LLC | 3.75% | Add +0.1% | 120,405 | $4.5M |
| My Personal CFO, LLC | 2.39% | Add +2.9% | 119,625 | $4.5M |
| Andrews, Lucia Wealth Management LLC | 3.11% | No change | 121,600 | $4.4M |
| Sageworth Trust Co | 0.27% | Reduce -1.5% | 114,191 | $4.3M |
| Park Avenue Securities LLC | 0.05% | Add +4.9% | 113,292 | $4.2M |
| D.A. Davidson & Co. | 0.04% | Add +2.3% | 110,935 | $4.2M |
| RFG Advisory, LLC | 0.13% | Reduce -1.0% | 108,875 | $4.1M |
| Rehmann Capital Advisory Group | 0.29% | Add +0.1% | 108,672 | $4.1M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -5.4% | 107,289 | $4.0M |
| B.O.S.S. Retirement Advisors, LLC | 1.03% | Add +58.2% | 107,169 | $4.0M |
| Aspen Wealth Management LLC | 1.39% | Reduce -4.4% | 106,850 | $4.0M |
| Catalyst Private Wealth, LLC | 2.08% | Add +4.3% | 104,761 | $3.9M |
| Claris Advisors, LLC / Mo / | 2.00% | Reduce -6.9% | 103,491 | $3.9M |
| SYM FINANCIAL Corp | 0.62% | Add +4.2% | 103,194 | $3.9M |
| Apollon Wealth Management, LLC | 0.11% | Add +34.5% | 99,353 | $3.7M |
| Quarry Hill Advisors, LLC | 2.44% | Reduce -0.8% | 97,257 | $3.6M |
| Quad-Cities Investment Group, LLC | 1.93% | Add +6.1% | 92,793 | $3.5M |
| Dodds Wealth, LLC | 1.36% | Reduce -1.0% | 91,061 | $3.5M |
| ERn Financial, LLC | 0.57% | Reduce -17.1% | 91,099 | $3.4M |
| Apella Capital, LLC | 0.15% | Add +0.6% | 89,129 | $3.4M |
| Foundations Investment Advisors, LLC | 0.08% | Add +28.7% | 89,939 | $3.4M |
| Two Sigma Investments, LP | 0.01% | New | 81,600 | $3.1M |
| Seamount Financial Group Inc. | 2.44% | Reduce -0.8% | 79,667 | $3.0M |
| Raymond James & Associates | 0.00% | Reduce -4.5% | 79,026 | $3.0M |
| Firethorn Wealth Partners, LLC | 1.65% | Add +4.9% | 78,006 | $2.9M |
| Red Lighthouse Investment Management, LLC | 1.22% | No change | 77,983 | $2.9M |
| Investmark Advisory Group LLC | 1.55% | Add +1.3% | 77,276 | $2.9M |
| Jane Street Group, LLC | 0.00% | New | 76,367 | $2.9M |
| 180 Wealth Advisors, LLC | 0.47% | Add +6.7% | 74,554 | $2.9M |
| BCU Wealth Advisors, LLC | 2.10% | Add +19.3% | 75,855 | $2.8M |
| Melfa Wealth Management, Inc. | 1.99% | Reduce -0.4% | 75,803 | $2.8M |
| Robinson Smith Wealth Advisors LLC | 2.50% | Add +9.8% | 75,761 | $2.8M |
| Alkeme Wealth, LLC | 1.34% | Add +1.2% | 75,147 | $2.8M |
| Waterfront Wealth Inc. | 0.75% | Reduce -6.2% | 74,146 | $2.8M |
| Raffa Wealth Management, LLC | 0.74% | Reduce -1.2% | 69,730 | $2.6M |
| Meritas Wealth Management, LLC | 1.81% | Reduce -9.8% | 68,627 | $2.6M |
| VanderPol Investments L.L.C. | 7.66% | Add +7.9% | 67,315 | $2.5M |
| RCS Financial Planning, LLC | 1.47% | Reduce -0.7% | 66,415 | $2.5M |
| Pinnacle Financial Group, LLC / IL | 1.05% | Reduce -2.9% | 65,799 | $2.5M |
| Mgo One Seven LLC | 0.12% | Add +5.5% | 65,411 | $2.5M |
| Marshall Financial Group, LLC | 0.65% | Reduce -4.4% | 61,842 | $2.3M |
| Auxano Advisors, LLC | 0.63% | Reduce -46.2% | 60,767 | $2.3M |
| Stratos Wealth Partners, LTD. | 0.04% | Add +10.6% | 60,656 | $2.3M |
| Farther Finance Advisors, LLC | 0.11% | Add +3.2% | 60,520 | $2.3M |
| Market Street Wealth Management Advisors LLC | 0.39% | Add +11.4% | 60,438 | $2.3M |
| Truist Financial Corp. | 0.00% | Reduce -7.8% | 60,119 | $2.3M |
| American Investment Services, Inc. | 0.40% | Add +13.9% | 60,087 | $2.3M |
| Retirement Guys Formula LLC | 1.06% | Reduce -6.9% | 59,052 | $2.2M |
| Tanglewood Legacy Advisors, LLC | 1.03% | Reduce -0.1% | 58,287 | $2.2M |
| Baird Financial Group, Inc. | 0.00% | Add +215.6% | 57,595 | $2.2M |
| First Citizens Bank & Trust Co. | 0.04% | No change | 56,332 | $2.1M |
| World Investment Advisors | 0.13% | Add +233.7% | 56,195 | $2.1M |
| Lakeridge Wealth Management LLC | 1.25% | Reduce -14.2% | 55,458 | $2.1M |
| Elevate Wealth Advisory, Inc. | 1.67% | Reduce -6.3% | 54,984 | $2.1M |
| Ieq Capital, LLC | 0.03% | Add +0.2% | 54,777 | $2.1M |
| LRI Investments, LLC | 0.23% | Reduce -0.4% | 53,653 | $2.0M |
| Magnolia Capital Advisors LLC | 1.12% | Add +2.1% | 53,269 | $2.0M |
| Financial Alternatives, Inc | 1.49% | Reduce -3.9% | 52,967 | $2.0M |
| Cahill Financial Advisors Inc. | 0.26% | No change | 51,072 | $1.9M |
| Altiora Financial Group, LLC | 0.46% | Add +10.9% | 50,720 | $1.9M |
| USAdvisors Wealth Management, LLC | 0.67% | Reduce -3.6% | 50,437 | $1.9M |
| Texas Capital Bank Wealth Management Services Inc | 0.19% | No change | 49,092 | $1.8M |
| Private Wealth Management Group, LLC | 0.79% | New | 48,871 | $1.8M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -3.3% | 48,590 | $1.8M |
| Orion Portfolio Solutions, LLC | 0.02% | Reduce -3.3% | 48,590 | $1.8M |
| Shore Point Advisors, LLC | 1.03% | Add +2.9% | 48,270 | $1.8M |
| Waverly Advisors, LLC | 0.04% | Add +1.0% | 47,949 | $1.8M |
| Forthright Family Wealth Advisory LLC | 1.14% | No change | 47,353 | $1.8M |
| Earned Wealth Advisors, LLC | 0.66% | Add +2.2% | 46,539 | $1.7M |
| HighTower Advisors, LLC | 0.00% | Add +9.8% | 44,534 | $1.7M |
| Fiduciary Financial Group, LLC | 0.40% | — | 42,266 | $1.7M |
| NewEdge Advisors, LLC | 0.01% | Add +12.5% | 42,375 | $1.6M |
| G2 Capital Management, LLC / Oh | 0.48% | Add +2.9% | 41,402 | $1.6M |
| Captrust Financial Advisors | 0.00% | Add +0.1% | 40,563 | $1.5M |
| Olistico Wealth, LLC | 0.96% | Reduce -8.2% | 40,228 | $1.5M |
| Burton Enright Welch | 0.34% | Reduce -1.6% | 39,497 | $1.5M |
| Acorn Wealth Advisors, LLC | 0.72% | Add +1.7% | 39,090 | $1.5M |
| Keel Point, LLC | 0.13% | New | 39,026 | $1.5M |
| Invst, LLC | 0.16% | Add +218.6% | 38,766 | $1.5M |
| Forum Private Client Group LLC | 0.69% | Reduce -16.2% | 38,628 | $1.4M |
| Ancora Advisors LLC | 0.03% | Reduce -11.0% | 37,398 | $1.4M |
| Townsquare Capital LLC | 0.02% | Add +0.4% | 36,443 | $1.4M |
| Forum Financial Management, LP | 0.02% | Add +0.0% | 36,440 | $1.4M |
| Vestia Personal Wealth Advisors | 1.43% | — | 35,642 | $1.3M |
| Hiley Hunt Wealth Management | 0.81% | Add +10.6% | 35,177 | $1.3M |
| Cullen/Frost Bankers, Inc. | 0.02% | Add +28.7% | 34,350 | $1.3M |
| Oceanside Advisors LLC | 1.03% | Add +1.8% | 34,094 | $1.3M |
| Elevation Wealth Partners, LLC | 0.60% | Add +28.6% | 33,794 | $1.3M |
| Herold Advisors, Inc. | 0.29% | New | 33,473 | $1.3M |
| Wescott Financial Advisory Group, LLC | 0.15% | Add +0.2% | 33,389 | $1.3M |
| Capstone Financial Advisors, Inc. | 0.08% | Reduce -0.2% | 32,657 | $1.2M |
| Spire Wealth Management | 0.04% | Add +1.9% | 32,127 | $1.2M |
| UBS Group AG | 0.00% | Add +7.2% | 31,836 | $1.2M |
| Rockbridge Investment Management, LCC | 0.17% | Add +7.0% | 31,525 | $1.2M |
| Lauterbach Financial Advisors, LLC | 0.77% | Add +3.6% | 31,496 | $1.2M |
| Flow Traders U.S. LLC | 0.06% | Add +1.6% | 29,999 | $1.1M |
| Intrepid Financial Planning Group LLC | 0.48% | No change | 29,637 | $1.1M |
| Evanson Asset Management, LLC | 0.08% | Add +0.0% | 29,442 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Add +61.1% | 28,918 | $1.1M |
| Washington Trust Advisors, Inc. | 0.10% | Add +6077.9% | 28,727 | $1.1M |
| Yoder Wealth Management, Inc. | 0.68% | Add +12.9% | 28,159 | $1.1M |
| Sanctuary Wealth Management, L.L.C. | 0.79% | No change | 27,702 | $1.0M |
| Dynamic Advisor Solutions LLC | 0.03% | Reduce -16.1% | 27,690 | $1.0M |
| Versant Capital Management, Inc | 0.26% | Add +129.3% | 27,046 | $1.0M |
| Renaissance Technologies | 0.00% | New | 27,000 | $1.0M |
| Cardiff Park Advisors, LLC | 0.10% | Add +0.0% | 26,544 | $995K |
| Wealthfront Advisers LLC | 0.00% | Add +39.6% | 26,274 | $985K |
| CW Advisors, LLC | 0.02% | No change | 25,557 | $958K |
| Baron Silver Stevens Financial Advisors, LLC | 0.18% | Add +103.0% | 24,923 | $934K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1347.0% | 24,280 | $910K |
| Root Financial Partners, LLC | 0.21% | No change | 23,956 | $898K |
| Brookstone Capital Management | 0.01% | Add +190.0% | 22,331 | $862K |
| Kennedy Investment Group, Inc. | 0.42% | Add +27.0% | 22,302 | $836K |
| Investment Advisory Group, LLC | 0.32% | Add +51.1% | 21,791 | $817K |
| SOL Capital Management CO | 0.10% | Reduce -1.0% | 21,525 | $807K |
| Morgan Stanley | 0.00% | Reduce -16.7% | 21,399 | $802K |
| Beacon Financial Advisory LLC | 0.30% | Add +0.1% | 21,380 | $802K |
| Main Street Financial Solutions, LLC | 0.08% | Reduce -9.4% | 21,291 | $798K |
| CFS Investment Advisory Services, LLC | 0.06% | Reduce -1.8% | 21,016 | $788K |
| Gould Asset Management LLC | 0.18% | Reduce -1.1% | 20,785 | $779K |
| Warwick Investment Management, Inc. | 0.18% | Add +5.3% | 20,597 | $772K |
| First National Bank Sioux Falls | 0.39% | No change | 19,944 | $748K |
| Financial Symmetry Inc | 0.58% | Reduce -5.3% | 19,862 | $745K |
| Csenge Advisory Group | 0.04% | Add +31.2% | 19,633 | $736K |
| Cahill Wealth Management, LLC | 0.44% | Add +3.2% | 19,621 | $736K |
| Porter White Investment Advisors, Inc. | 0.39% | Reduce -0.8% | 19,580 | $734K |
| Mather Group, Llc. | 0.01% | Reduce -2.0% | 19,954 | $729K |
| Pure Financial Advisors, LLC | 0.02% | Add +0.2% | 19,446 | $729K |
| Parsons Capital Management Inc. | 0.05% | Reduce -35.1% | 19,132 | $717K |
| Patriot Financial Group Insurance Agency, LLC | 0.10% | Add +21.2% | 18,988 | $712K |
| Barrett & Company, Inc. | 0.32% | Reduce -2.6% | 18,613 | $698K |
| Black Point Wealth Management | 0.72% | — | 18,579 | $697K |
| Heritage Wealth Management, Inc./Texas | 0.43% | Reduce -0.2% | 18,361 | $688K |
| C M Bidwell & Associates Ltd. | 0.45% | No change | 17,827 | $668K |
| Mosaic Family Wealth Partners, LLC | 0.10% | Add +3.6% | 17,148 | $643K |
| Cwm, LLC | 0.00% | Add +368.1% | 17,092 | $641K |
| Colony Family Offices, LLC | 0.20% | No change | 16,930 | $635K |
| Avantax Advisory Services, Inc. | 0.00% | New | 16,395 | $615K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -4.5% | 16,167 | $606K |
| Patten & Patten Inc. | 0.04% | No change | 16,043 | $601K |
| Cypress Wealth Services, LLC | 0.13% | Reduce -7.5% | 15,650 | $587K |
| Dopkins Wealth Management, LLC | 0.35% | Reduce -11.8% | 15,546 | $583K |
| Cooper Financial Group | 0.09% | Reduce -0.5% | 15,491 | $581K |
| Kraft Asset Management, LLC | 0.49% | Reduce -2.3% | 15,474 | $580K |
| Essex Financial Services, Inc. | 0.04% | Add +32.4% | 15,674 | $575K |
| Summit Financial Wealth Advisors, LLC | 0.12% | New | 15,170 | $569K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -1.9% | 14,658 | $550K |
| Concord Wealth Partners | 0.10% | Add +872.7% | 14,493 | $543K |
| Eldridge Investment Advisors, Inc. | 0.14% | Reduce -2.6% | 14,418 | $541K |
| Total Wealth Planning, LLC | 0.09% | Add +0.0% | 13,766 | $539K |
| OneAscent Financial Services LLC | 0.07% | New | 13,920 | $522K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -38.4% | 13,650 | $512K |
| Rockwood Wealth Management, LLC | 0.06% | No change | 13,147 | $493K |
| Advisory Services Network, LLC | 0.01% | Add +12.3% | 13,003 | $487K |
| Keb Asset Management, LLC | 0.16% | No change | 12,999 | $487K |
| Ethos Financial Group, LLC | 0.09% | Add +90.5% | 12,858 | $482K |
| Silver Oak Advisory Group, Inc. | 0.27% | No change | 12,819 | $480K |
| Morris Financial Concepts, Inc. | 0.22% | Add +48.5% | 12,499 | $469K |
| Lam Group, Inc. | 0.39% | Reduce -0.3% | 12,405 | $465K |
| DecisionPoint Financial, LLC | 0.15% | Reduce -0.2% | 11,820 | $452K |
| Ullmann Wealth Partners Group, LLC | 0.06% | Reduce -18.6% | 11,354 | $426K |
| Performance Wealth Partners, LLC | 0.02% | New | 11,330 | $425K |
| Tranquility Partners, LLC | 0.16% | Add +1.4% | 11,309 | $424K |
| Exencial Wealth Advisors, LLC | 0.02% | Add +4.8% | 11,221 | $421K |
| Prospera Financial Services Inc | 0.01% | Add +49.3% | 11,205 | $420K |
| Private Trust Co. NA | 0.05% | Add +19.0% | 11,204 | $420K |
| Greenspring Advisors, LLC | 0.10% | Reduce -5.3% | 11,137 | $418K |
| Cibc World Market Inc. | 0.00% | No change | 10,700 | $401K |
| Coppell Advisory Solutions LLC | 0.06% | — | 10,250 | $384K |
| WMG Financial Advisors, LLC | 0.20% | Reduce -34.7% | 9,980 | $374K |
| Emprise Bank | 0.23% | Reduce -5.7% | 9,893 | $371K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +1.5% | 9,861 | $370K |
| tru Independence LLC | 0.11% | Add +0.2% | 9,843 | $369K |
| City State Bank | 0.15% | Add +4.1% | 9,747 | $365K |
| Ruedi Wealth Management, Inc. | 0.14% | Reduce -0.5% | 9,725 | $365K |
| Dixon Fnancial Services, Inc. | 0.20% | Add +10.0% | 9,649 | $362K |
| Shearwater Capital LLC | 0.26% | Reduce -35.0% | 9,566 | $359K |
| ELCO Management Co., LLC | 0.20% | Add +10.7% | 9,330 | $350K |
| Axxcess Wealth Management, LLC | 0.01% | Add +0.3% | 9,254 | $347K |
| Vertex Planning Partners, LLC | 0.09% | Reduce -0.1% | 9,158 | $343K |
| Parallel Advisors, LLC | 0.01% | No change | 8,831 | $331K |
| LifePro Asset Management | 0.24% | Reduce -24.6% | 8,818 | $331K |
| Glassman Wealth Services | 0.06% | No change | 8,810 | $330K |
| Squire Investment Management Company, LLC | 0.18% | Add +38.3% | 8,685 | $326K |
| Annandale Capital, LLC | 0.07% | Add +5.8% | 8,627 | $323K |
| Peirce Capital Management, LLC | 0.17% | No change | 8,529 | $320K |
| Sprinkle Financial Consultants LLC | 0.25% | Add +0.3% | 8,434 | $316K |
| Heritage Wealth Management, Inc. | 0.30% | No change | 8,291 | $311K |
| Creative Financial Designs Inc. | 0.03% | Add +0.3% | 8,264 | $310K |
| Foster & Motley Inc. | 0.02% | No change | 8,239 | $309K |
| Blue Trust, Inc. | 0.00% | No change | 8,095 | $296K |
| Vawter Financial, Ltd. | 0.20% | Reduce -6.1% | 7,794 | $292K |
| Smartleaf Asset Management LLC | 0.05% | Reduce -1.6% | 7,339 | $276K |
| Builder Investment Group Inc. | 0.07% | No change | 6,854 | $257K |
| Index Fund Advisors, Inc. | 0.01% | No change | 6,816 | $256K |
| Liberty Capital Management, Inc. | 0.06% | No change | 6,744 | $253K |
| Financial Engines Advisors L.L.C. | 0.00% | New | 6,692 | $251K |
| Facet Wealth, Inc. | 0.01% | No change | 6,587 | $248K |
| Ascent Group, LLC | 0.02% | No change | 6,571 | $246K |
| Pine Harbor Wealth Management, LLC | 0.14% | No change | 6,545 | $245K |
| Wealthstream Advisors, Inc. | 0.09% | Add +10.1% | 6,539 | $245K |
| Graves Light Lenhart Wealth, Inc. | 0.03% | No change | 6,493 | $244K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 6,291 | $236K |
| Hill Investment Group Partners, LLC | 0.03% | Reduce -14.4% | 6,128 | $235K |
| Cassady Schiller Wealth Management, LLC | 0.09% | No change | 6,222 | $233K |
| Blodgett Wealth Advisors, LLC | 0.19% | No change | 6,072 | $228K |
| Ascentis Independent Advisors | 0.05% | — | 6,040 | $226K |
| ARS Wealth Advisors Group, LLC | 0.03% | No change | 5,960 | $223K |
| Neuberger Berman Group LLC | 0.00% | New | 5,845 | $219K |
| Criterion Capital Advisors, LLC | 0.13% | No change | 5,660 | $212K |
| Montis Financial, LLC | 0.09% | New | 5,450 | $204K |
| True Wealth Design, LLC | 0.04% | No change | 4,600 | $172K |
| EP Wealth Advisors, LLC | 0.00% | New | 3,574 | $134K |
| Qube Research & Technologies Ltd | 0.00% | New | 3,564 | $134K |
| Fort Vancouver Investment Management, LLC | 0.11% | — | 3,056 | $115K |
| Oliver Lagore Vanvalin Investment Group | 0.03% | Add +39.6% | 2,987 | $112K |
| Kings Path Partners LLC | 0.04% | — | 2,464 | $92K |
| Citigroup Inc. | 0.00% | No change | 2,208 | $83K |
| Phillips Financial Management, LLC | 0.01% | Add +0.1% | 1,942 | $73K |
| Geneos Wealth Management Inc. | 0.00% | Add +15.8% | 1,871 | $70K |
| Evolution Advisers, Inc. | 0.04% | No change | 1,699 | $63K |
| Orion Capital Management LLC | 0.03% | Add +1.1% | 1,610 | $60K |
| Atlas Capital Advisors Inc. | 0.01% | No change | 1,457 | $55K |
| Avior Wealth Management, LLC | 0.00% | Add +1.3% | 1,210 | $45K |
| Montag A & Associates Inc. | 0.00% | Add +13.5% | 1,135 | $43K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | No change | 1,106 | $41K |
| Creative Capital Management Investments LLC | 0.02% | No change | 991 | $37K |
| Global Retirement Partners, LLC | 0.00% | New | 828 | $31K |
| Bank of Montreal | 0.00% | No change | 815 | $31K |
| Mark Sheptoff Financial Planning, LLC | 0.02% | No change | 770 | $29K |
| Salem Investment Counselors Inc. | 0.00% | No change | 768 | $29K |
| Comerica Bank | 0.00% | No change | 720 | $27K |
| US Bancorp \de | 0.00% | Reduce -50.1% | 685 | $26K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 431 | $16K |
| Fortitude Family Office, LLC | 0.01% | Add +107.0% | 414 | $16K |
| Nemes Rush Group LLC | 0.00% | New | 362 | $14K |
| Harbour Investments, Inc. | 0.00% | No change | 189 | $7K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | No change | 92 | $3K |
| Asset Dedication, LLC | 0.00% | Reduce -78.0% | 91 | $3K |
| West Financial Advisors, LLC | 0.00% | Reduce -92.4% | 90 | $3K |
| Quent Capital, LLC | 0.00% | Add +67.9% | 89 | $3K |
| Wells Fargo & Company | 0.00% | Reduce -96.8% | 83 | $3K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 68 | $3K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 64 | $2K |
| Signaturefd, LLC | 0.00% | New | 58 | $2K |
| FMR LLC | 0.00% | No change | 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.