Dimensional US Core Equity MDFAUETF
13F holders, Q3 2024 (September 30)398holders +12
27new positions
14sold out
1famous investor
$39.68avg. 13F price*
At the end of Q3 2024, 398 institutions reported holding Dimensional US Core Equity M (DFAU) in their 13F filings, up 12 from Q2 2024. 27 opened new positions and 14 sold out. The largest holders were Sequoia Financial Advisors, LLC ($191.4M), Modera Wealth Management, LLC ($146.1M) and Aquire Wealth Advisors, LLC ($138.7M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Dimensional US Core Equity M
- CUSIP
- 25434V104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $219.5M |
| Exits | 14 | $92.5M |
All 13F filers, Q2 2024 → Q3 2024: 11,083,521 shares bought and 4,856,552 shares sold, net +6,226,969 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 398 holders
| Sequoia Financial Advisors, LLC | 2.05% | Add +10.1% | 4,822,146 | $191.4M |
| Modera Wealth Management, LLC | 1.86% | Reduce -8.3% | 3,680,477 | $146.1M |
| Aquire Wealth Advisors, LLC | 43.55% | Add +3.7% | 3,495,227 | $138.7M |
| Allworth Financial LP | 0.70% | Add +20.7% | 2,877,689 | $114.2M |
| Blankinship & Foster, LLC | 27.17% | Add +1.2% | 2,800,639 | $111.2M |
| Kooman & Associates | 38.59% | Add +3.1% | 2,633,281 | $104.5M |
| OneDigital Investment Advisors LLC | 1.15% | Add +23.1% | 2,531,792 | $100.5M |
| Spinnaker Investment Group, LLC | 19.43% | Add +4.5% | 2,001,795 | $79.5M |
| Arista Wealth Management, LLC | 18.14% | Add +2.7% | 1,902,993 | $75.5M |
| AE Wealth Management LLC | 0.66% | Add +8.7% | 1,836,949 | $72.9M |
| Meridian Wealth Partners, LLC | 11.29% | Reduce -4.0% | 1,829,656 | $72.6M |
| Focus Partners Wealth | 0.21% | New | 1,673,014 | $66.4M |
| Evoke Wealth, LLC | 1.76% | New | 1,629,710 | $64.7M |
| BCM Advisors, LLC | 14.34% | Add +1.8% | 1,583,367 | $62.5M |
| HB Wealth Management, LLC | 0.60% | Add +9.3% | 1,404,746 | $55.8M |
| Krilogy Financial LLC | 3.81% | Add +2.5% | 1,396,131 | $55.4M |
| Corient Private Wealth LP | 0.08% | Add +4.8% | 1,348,331 | $53.5M |
| RVW Wealth, LLC | 4.74% | Add +3.5% | 1,286,851 | $51.1M |
| Diversify Wealth Management, LLC | 4.81% | Add +3.2% | 1,250,528 | $49.9M |
| Essential Planning, LLC. | 20.17% | Add +1.1% | 1,238,741 | $49.2M |
| Wealthspire Advisors, LLC | 0.50% | New | 1,236,727 | $49.1M |
| Commonwealth Equity Services, LLC | 0.07% | Reduce -4.4% | 1,232,552 | $48.9M |
| Betterment LLC | 0.11% | Add +7.3% | 1,173,473 | $46.6M |
| WPWealth LLP | 9.61% | Add +4.3% | 1,167,376 | $46.3M |
| Mariner, LLC | 0.07% | Add +3.5% | 1,049,424 | $41.7M |
| Pioneer Wealth Management Group | 19.41% | Add +3.7% | 1,025,308 | $40.7M |
| Aveo Capital Partners, LLC | 4.24% | Add +1.2% | 1,005,499 | $39.9M |
| Savant Capital, LLC | 0.33% | Add +24.5% | 997,025 | $39.6M |
| Rappaport Reiches Capital Management, LLC | 9.98% | Add +7.9% | 945,985 | $37.5M |
| Brighton Jones LLC | 1.33% | Reduce -9.8% | 890,958 | $35.4M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | Add +2.7% | 860,439 | $34.2M |
| PBMares Wealth Management LLC | 7.08% | Add +12.8% | 854,471 | $33.9M |
| TCP Asset Management, LLC | 7.69% | Add +0.4% | 840,947 | $33.4M |
| Two West Capital Advisors LLC | 25.48% | Add +12.3% | 792,275 | $31.4M |
| Forvis Mazars Wealth Advisors, LLC | 0.71% | Reduce -2.1% | 775,421 | $30.8M |
| Valued Wealth Advisors LLC | 19.07% | Reduce -3.3% | 741,116 | $29.4M |
| Liberty Wealth Management LLC | 4.85% | Reduce -59.5% | 718,473 | $28.5M |
| Financial Connections Group, Inc. | 13.96% | Reduce -1.6% | 715,496 | $28.4M |
| Yardley Wealth Management LLC | 16.65% | — | 707,122 | $28.1M |
| SC&H Financial Advisors, Inc. | 6.11% | Add +4.9% | 704,833 | $28.0M |
| Advisory Alpha, LLC | 0.99% | Add +4.2% | 701,629 | $27.8M |
| Austin Wealth Management, LLC | 6.10% | Add +11.5% | 708,052 | $27.8M |
| Creative Planning | 0.03% | Reduce -3.2% | 691,827 | $27.5M |
| NorthCoast Asset Management LLC | 0.19% | New | 688,391 | $27.2M |
| Focus Partners Advisor Solutions, LLC | 0.57% | Reduce -4.0% | 682,867 | $27.1M |
| Physician Wealth Solutions Inc. | 12.61% | Add +56.7% | 630,860 | $25.3M |
| Sterling Financial Group, Inc. | 10.80% | Reduce -0.2% | 636,590 | $25.3M |
| LPL Financial LLC | 0.01% | Add +7.7% | 630,737 | $25.0M |
| Plancorp, LLC | 1.01% | Reduce -0.2% | 626,064 | $24.8M |
| Highland Financial Advisors, LLC | 8.81% | Add +3.0% | 624,746 | $24.8M |
| Fonville Wealth Management LLC | 8.36% | Add +3.8% | 609,880 | $24.2M |
| Quantum Financial Advisors, LLC | 3.73% | Add +20.0% | 599,679 | $23.8M |
| Spectrum Investment Advisors, Inc. | 16.14% | Add +1.0% | 593,122 | $23.5M |
| Alpha Financial Advisors, LLC | 10.27% | Add +8.1% | 584,782 | $23.2M |
| Stifel Financial Corp. | 0.02% | Reduce -5.3% | 584,573 | $23.2M |
| ACT Advisors, LLC. | 9.90% | Add +6.9% | 528,454 | $21.0M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 5.21% | Add +10.8% | 526,639 | $20.9M |
| Shira Ridge Wealth Management | 10.64% | Reduce -1.1% | 525,917 | $20.9M |
| Bay Harbor Wealth Management, LLC | 6.79% | Add +19.6% | 524,078 | $20.8M |
| Envision Financial Planning, LLC | 10.69% | Add +16.4% | 511,623 | $20.3M |
| Awm Capital, LLC | 2.45% | Reduce -3.2% | 510,351 | $20.3M |
| Hemington Wealth Management | 5.42% | Add +59.6% | 510,631 | $20.1M |
| Envestnet Asset Management Inc. | 0.01% | Add +12.6% | 506,617 | $20.1M |
| Mission Wealth Management, LP | 0.49% | Add +2.4% | 498,168 | $19.8M |
| Morling Financial Advisors, LLC | 7.44% | Add +4.0% | 491,773 | $19.5M |
| Pathstone Holdings, LLC | 0.09% | Add +14.2% | 486,642 | $19.3M |
| IFP Advisors, Inc | 0.69% | Add +7.0% | 482,309 | $19.1M |
| Heritage Investment Group, Inc. | 3.61% | Add +2.7% | 478,256 | $19.0M |
| VeraBank, N.A. | 5.46% | Add +4.0% | 469,935 | $18.7M |
| Bank of America Corp. | 0.00% | Reduce -10.6% | 468,677 | $18.6M |
| Assetmark, Inc. | 0.05% | Reduce -10.4% | 464,620 | $18.4M |
| Cetera Investment Advisers | 0.04% | Reduce -5.3% | 421,418 | $16.7M |
| Zhang Financial LLC | 1.03% | Add +0.2% | 412,573 | $16.4M |
| Sax Wealth Advisors, LLC | 1.42% | Add +0.2% | 402,492 | $16.0M |
| AdvisorNet Financial, Inc | 1.19% | Add +13.4% | 401,749 | $15.9M |
| MAI Capital Management | 0.15% | Add +8.0% | 399,786 | $15.9M |
| Perigon Wealth Management, LLC | 0.43% | Reduce -0.9% | 399,121 | $15.8M |
| Allegiance Financial Group Advisory Services LLC | 5.46% | Add +5.9% | 395,442 | $15.7M |
| Tortoise Investment Management, LLC | 1.62% | Add +1.2% | 389,613 | $15.5M |
| Physician Wealth Advisors, Inc. | 2.71% | Reduce -1.0% | 374,798 | $15.0M |
| JPMorgan Chase & Co. | 0.00% | Add +3.8% | 344,109 | $13.7M |
| JFS Wealth Advisors, LLC | 0.90% | Add +5.6% | 339,694 | $13.5M |
| Security Financial Services, INC. | 2.74% | Add +6.4% | 339,509 | $13.5M |
| CVA Family Office, LLC | 2.19% | Add +5.9% | 339,171 | $13.5M |
| Sowell Financial Services LLC | 0.61% | Add +3.7% | 331,675 | $13.2M |
| FinDec Wealth Services, Inc. | 7.60% | Add +0.8% | 329,963 | $13.1M |
| Ledgewood Wealth Advisors, LLC | 8.70% | Add +28.4% | 325,522 | $12.9M |
| Great Point Wealth Advisors, LLC | 2.75% | Reduce -0.1% | 324,127 | $12.9M |
| Willow Creek Wealth Management Inc. | 1.34% | Add +0.5% | 321,797 | $12.8M |
| Chicago Partners Investment Group LLC | 0.44% | Reduce -2.7% | 307,796 | $12.3M |
| Syverson Strege & Co | 4.05% | Add +1.9% | 304,635 | $12.1M |
| Legacy Financial Group, Inc. | 3.88% | Add +1.5% | 290,057 | $11.4M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +38.0% | 273,678 | $10.9M |
| Centennial Bank | 4.94% | Add +8.9% | 271,510 | $10.8M |
| Clarity Capital Advisors, LLC | 7.62% | Add +5.2% | 267,572 | $10.6M |
| Cherrydale Wealth Management, LLC | 3.94% | Add +3.7% | 243,082 | $9.6M |
| Mercer Global Advisors Inc. | 0.02% | Add +2.0% | 228,238 | $9.0M |
| Jackson Thornton Wealth Management, LLC | 1.18% | Reduce -0.6% | 225,357 | $8.9M |
| WMS Partners, LLC | 0.49% | Reduce -2.4% | 221,248 | $8.8M |
| Lauer Wealth, LLC | 6.70% | Add +5.9% | 216,018 | $8.6M |
"% 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.