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 |
| U.S. Capital Wealth Advisors, LLC | 0.30% | Add +0.7% | 213,399 | $8.5M |
| Farther Finance Advisors, LLC | 0.32% | Add +251.3% | 212,610 | $8.4M |
| Glass Jacobson Investment Advisors llc | 2.77% | Add +3.0% | 210,152 | $8.3M |
| Weinberger Asset Management, Inc | 3.53% | Add +13.7% | 208,679 | $8.3M |
| Bridge Advisory, LLC | 3.93% | Add +2.3% | 208,062 | $8.3M |
| Royal Bank of Canada | 0.00% | Reduce -3.8% | 207,380 | $8.2M |
| MML Investors Services, LLC | 0.03% | Add +32.5% | 201,669 | $8.0M |
| Maryland Capital Advisors Inc. | 3.88% | Add +5.3% | 201,206 | $8.0M |
| FMB Wealth Management | 4.46% | Reduce -0.2% | 198,774 | $7.9M |
| Strategic Investment Solutions, Inc. | 2.34% | Add +7.5% | 197,103 | $7.8M |
| Integrated Wealth Concepts LLC | 0.09% | Add +0.2% | 193,880 | $7.7M |
| ARK & TLK Investments, LLC | 2.68% | Reduce -13.1% | 189,957 | $7.5M |
| Cerity Partners LLC | 0.02% | Reduce -1.0% | 187,682 | $7.4M |
| Abel Hall, LLC | 4.80% | Reduce -0.4% | 184,621 | $7.3M |
| Sollinda Capital Management LLC | 2.05% | Add +0.5% | 182,564 | $7.2M |
| Hutchinson Capital Management | 1.37% | Add +17.3% | 182,170 | $7.2M |
| Waypoint Capital Advisors, LLC | 1.52% | Add +0.0% | 179,556 | $7.1M |
| Diversified Portfolios, Inc. | 0.74% | Reduce -7.3% | 179,076 | $7.1M |
| Jacobi Capital Management LLC | 0.53% | Add +26.3% | 177,937 | $7.1M |
| Private Advisor Group, LLC | 0.04% | Reduce -1.4% | 170,632 | $6.8M |
| Cypress Point Wealth Management, LLC | 2.66% | Add +30.5% | 170,578 | $6.8M |
| CGN Advisors LLC | 0.68% | Add +2.3% | 170,048 | $6.7M |
| American Capital Advisory, LLC | 3.82% | Reduce -6.0% | 165,844 | $6.6M |
| Beacon Pointe Advisors, LLC | 0.08% | Reduce -8.5% | 165,202 | $6.6M |
| Morton Capital Management LLC | 1.28% | Reduce -3.1% | 163,780 | $6.5M |
| Osaic Holdings, Inc. | 0.01% | Add +14.8% | 162,575 | $6.5M |
| Canopy Partners, LLC | 2.73% | Add +9.3% | 159,809 | $6.3M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -1.6% | 157,996 | $6.3M |
| Chico Wealth RIA | 5.18% | Reduce -1.7% | 152,565 | $6.1M |
| Mattern Wealth Management LLC | 1.27% | Add +7.1% | 145,622 | $5.8M |
| HTG Investment Advisors, Inc. | 2.70% | Add +4.2% | 144,111 | $5.7M |
| Hardy Reed LLC | 0.50% | Reduce -0.1% | 140,555 | $5.6M |
| Capital Investment Advisory Services, LLC | 0.52% | Reduce -2.9% | 137,221 | $5.4M |
| CreativeOne Wealth, LLC | 0.18% | New | 132,653 | $5.3M |
| HFG Wealth Management, LLC | 3.31% | No change | 138,618 | $5.2M |
| Heirloom Wealth Management | 1.61% | Reduce -1.8% | 130,436 | $5.2M |
| GEM Asset Management, LLC | 2.90% | Add +3.8% | 129,214 | $5.1M |
| Annapolis Financial Services, LLC | 1.49% | Reduce -0.9% | 126,518 | $5.0M |
| Firethorn Wealth Partners, LLC | 2.54% | Add +61.6% | 126,051 | $5.0M |
| B.O.S.S. Retirement Advisors, LLC | 0.98% | Add +14.9% | 123,121 | $4.9M |
| Signature Resources Capital Management, LLC | 4.27% | Reduce -2.3% | 117,677 | $4.7M |
| Catalyst Private Wealth, LLC | 2.28% | Add +11.6% | 116,919 | $4.6M |
| D.A. Davidson & Co. | 0.04% | Add +4.4% | 115,810 | $4.6M |
| Rather & Kittrell, Inc. | 1.12% | Reduce -6.3% | 115,214 | $4.6M |
| Andrews, Lucia Wealth Management LLC | 3.23% | Add +0.1% | 121,657 | $4.6M |
| Park Avenue Securities LLC | 0.05% | Add +1.0% | 114,430 | $4.5M |
| Retirement Solution LLC | 1.11% | Reduce -12.9% | 114,391 | $4.5M |
| Private Wealth Management Group, LLC | 1.73% | Add +125.9% | 110,402 | $4.4M |
| Aspen Wealth Management LLC | 1.31% | Add +1.7% | 108,656 | $4.3M |
| Cowa, LLC | 2.05% | Reduce -35.8% | 108,485 | $4.3M |
| Rehmann Capital Advisory Group | 0.28% | Reduce -0.2% | 108,433 | $4.3M |
| Foundations Investment Advisors, LLC | 0.09% | Add +20.3% | 108,229 | $4.3M |
| Truist Financial Corp. | 0.01% | Add +78.8% | 107,472 | $4.3M |
| SYM FINANCIAL Corp | 0.56% | Add +2.1% | 105,391 | $4.2M |
| Sageworth Trust Co | 0.24% | Reduce -10.1% | 102,668 | $4.1M |
| Claris Advisors, LLC / Mo / | 1.74% | Reduce -2.4% | 101,023 | $4.0M |
| My Personal CFO, LLC | 2.18% | Reduce -16.2% | 100,285 | $4.0M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -6.7% | 100,158 | $4.0M |
| Quad-Cities Investment Group, LLC | 1.97% | Add +6.3% | 98,661 | $3.9M |
| Apollon Wealth Management, LLC | 0.11% | Reduce -2.8% | 96,563 | $3.8M |
| Quarry Hill Advisors, LLC | 2.52% | Reduce -2.4% | 94,924 | $3.8M |
| BCU Wealth Advisors, LLC | 2.19% | Add +21.8% | 92,425 | $3.7M |
| RFG Advisory, LLC | 0.11% | Reduce -15.9% | 91,585 | $3.6M |
| Dodds Wealth, LLC | 1.21% | Add +0.2% | 91,219 | $3.6M |
| Baird Financial Group, Inc. | 0.01% | Add +52.4% | 87,785 | $3.5M |
| Apella Capital, LLC | 0.14% | Reduce -1.1% | 88,192 | $3.5M |
| Stratos Wealth Partners, LTD. | 0.05% | Add +41.8% | 86,034 | $3.4M |
| Seamount Financial Group Inc. | 2.38% | Add +0.1% | 79,742 | $3.2M |
| Waterfront Wealth Inc. | 0.77% | Add +5.7% | 78,377 | $3.1M |
| 180 Wealth Advisors, LLC | 0.49% | Add +5.7% | 78,815 | $3.1M |
| Investmark Advisory Group LLC | 1.51% | Add +1.1% | 78,160 | $3.1M |
| Red Lighthouse Investment Management, LLC | 1.21% | No change | 77,983 | $3.1M |
| ERn Financial, LLC | 0.46% | Reduce -16.8% | 75,808 | $3.0M |
| Alkeme Wealth, LLC | 1.32% | Add +0.2% | 75,300 | $3.0M |
| Raymond James & Associates | 0.00% | Reduce -5.2% | 74,918 | $3.0M |
| Robinson Smith Wealth Advisors LLC | 2.50% | Reduce -2.1% | 74,194 | $2.9M |
| Melfa Wealth Management, Inc. | 1.91% | Reduce -3.6% | 73,067 | $2.9M |
| VanderPol Investments L.L.C. | 6.32% | Add +6.2% | 71,517 | $2.8M |
| World Investment Advisors | 0.09% | Add +23.9% | 69,600 | $2.8M |
| Raffa Wealth Management, LLC | 0.66% | Reduce -1.4% | 68,765 | $2.7M |
| Mgo One Seven LLC | 0.12% | Add +4.2% | 68,125 | $2.7M |
| Meritas Wealth Management, LLC | 1.66% | Reduce -1.4% | 67,657 | $2.7M |
| Market Street Wealth Management Advisors LLC | 0.43% | Add +9.0% | 65,892 | $2.6M |
| Pinnacle Financial Group, LLC / IL | 1.02% | Reduce -0.2% | 65,646 | $2.6M |
| Invst, LLC | 0.31% | Add +67.3% | 64,856 | $2.6M |
| RCS Financial Planning, LLC | 1.41% | Reduce -4.0% | 63,781 | $2.5M |
| Retirement Guys Formula LLC | 1.14% | Add +4.4% | 61,624 | $2.4M |
| Marshall Financial Group, LLC | 0.56% | Reduce -4.8% | 58,897 | $2.3M |
| Tanglewood Legacy Advisors, LLC | 1.03% | No change | 58,287 | $2.3M |
| First Citizens Bank & Trust Co. | 0.05% | No change | 56,332 | $2.2M |
| LRI Investments, LLC | 0.22% | Add +0.2% | 53,748 | $2.2M |
| Ieq Capital, LLC | 0.03% | Add +0.2% | 54,869 | $2.2M |
| Cahill Financial Advisors Inc. | 0.29% | Add +4.6% | 53,404 | $2.1M |
| Earned Wealth Advisors, LLC | 0.64% | Add +13.8% | 52,937 | $2.1M |
| Elevate Wealth Advisory, Inc. | 1.55% | Reduce -4.5% | 52,497 | $2.1M |
| Altiora Financial Group, LLC | 0.46% | Add +2.7% | 52,075 | $2.1M |
| Waverly Advisors, LLC | 0.04% | Add +7.5% | 51,537 | $2.0M |
| Financial Alternatives, Inc | 1.44% | Reduce -2.7% | 51,534 | $2.0M |
| Lakeridge Wealth Management LLC | 1.08% | Reduce -10.8% | 49,484 | $2.0M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +1.6% | 49,391 | $2.0M |
| Orion Portfolio Solutions, LLC | 0.02% | Add +1.6% | 49,391 | $2.0M |
| Shore Point Advisors, LLC | 1.05% | Add +2.0% | 49,253 | $2.0M |
| Texas Capital Bank Wealth Management Services Inc | 0.19% | No change | 49,092 | $1.9M |
| Magnolia Capital Advisors LLC | 0.97% | Reduce -8.2% | 48,881 | $1.9M |
| USAdvisors Wealth Management, LLC | 0.66% | Reduce -5.5% | 47,639 | $1.9M |
| Baron Silver Stevens Financial Advisors, LLC | 0.33% | Add +88.8% | 47,043 | $1.9M |
| Auxano Advisors, LLC | 0.48% | Reduce -23.4% | 46,564 | $1.8M |
| HighTower Advisors, LLC | 0.00% | Add +0.0% | 44,536 | $1.8M |
| G2 Capital Management, LLC / Oh | 0.52% | Add +6.6% | 44,125 | $1.8M |
| Captrust Financial Advisors | 0.01% | Add +8.7% | 44,083 | $1.7M |
| NewEdge Advisors, LLC | 0.01% | Add +3.9% | 44,009 | $1.7M |
| Beckerman Institutional, LLC | 1.37% | — | 41,094 | $1.6M |
| Wealthfront Advisers LLC | 0.00% | Add +53.2% | 40,257 | $1.6M |
| Kennedy Investment Group, Inc. | 0.72% | Add +77.6% | 39,609 | $1.6M |
| Acorn Wealth Advisors, LLC | 0.66% | Reduce -0.7% | 38,809 | $1.5M |
| Forthright Family Wealth Advisory LLC | 0.99% | Reduce -23.4% | 36,275 | $1.5M |
| Keel Point, LLC | 0.13% | Reduce -1.8% | 38,336 | $1.5M |
| Burton Enright Welch | 0.32% | Reduce -5.4% | 37,350 | $1.5M |
| Forum Financial Management, LP | 0.02% | Add +0.0% | 36,441 | $1.4M |
| Townsquare Capital LLC | 0.02% | Reduce -0.3% | 36,317 | $1.4M |
| Forum Private Client Group LLC | 0.63% | Reduce -6.8% | 35,985 | $1.4M |
| Vestia Personal Wealth Advisors | 1.34% | Add +0.6% | 35,856 | $1.4M |
| Elevation Wealth Partners, LLC | 0.61% | Add +5.9% | 35,793 | $1.4M |
| Olistico Wealth, LLC | 0.84% | Reduce -13.6% | 34,742 | $1.4M |
| American Investment Services, Inc. | 0.23% | Reduce -42.7% | 34,414 | $1.4M |
| Cullen/Frost Bankers, Inc. | 0.02% | No change | 34,350 | $1.4M |
| Flow Traders U.S. LLC | 0.07% | Add +14.3% | 34,283 | $1.4M |
| UBS Group AG | 0.00% | Add +6.3% | 33,856 | $1.3M |
| Herold Advisors, Inc. | 0.29% | Add +0.8% | 33,759 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | Add +16.7% | 33,755 | $1.3M |
| Wescott Financial Advisory Group, LLC | 0.14% | Add +0.2% | 33,442 | $1.3M |
| Oceanside Advisors LLC | 0.97% | Reduce -3.5% | 32,893 | $1.3M |
| Capstone Financial Advisors, Inc. | 0.08% | Add +0.3% | 32,769 | $1.3M |
| Rockbridge Investment Management, LCC | 0.16% | Add +0.2% | 31,575 | $1.3M |
| Hiley Hunt Wealth Management | 0.72% | Reduce -10.3% | 31,543 | $1.3M |
| Lauterbach Financial Advisors, LLC | 0.76% | Reduce -0.6% | 31,312 | $1.2M |
| Yoder Wealth Management, Inc. | 0.71% | Add +5.7% | 29,764 | $1.2M |
| Intrepid Financial Planning Group LLC | 0.50% | Reduce -0.4% | 29,523 | $1.2M |
| Evanson Asset Management, LLC | 0.08% | Add +0.0% | 29,445 | $1.2M |
| Fiduciary Financial Group, LLC | 0.26% | Reduce -31.8% | 28,833 | $1.1M |
| Washington Trust Advisors, Inc. | 0.10% | No change | 28,727 | $1.1M |
| Morgan Stanley | 0.00% | Add +32.9% | 28,430 | $1.1M |
| Sanctuary Wealth Management, L.L.C. | 0.79% | Add +0.9% | 27,962 | $1.1M |
| CW Advisors, LLC | 0.01% | Add +6.8% | 27,296 | $1.1M |
| Cardiff Park Advisors, LLC | 0.10% | Add +0.5% | 26,663 | $1.1M |
| Versant Capital Management, Inc | 0.24% | Reduce -2.0% | 26,514 | $1.1M |
| Dynamic Advisor Solutions LLC | 0.03% | Reduce -5.2% | 26,260 | $1.0M |
| Ancora Advisors LLC | 0.02% | Reduce -31.3% | 25,700 | $1.0M |
| Root Financial Partners, LLC | 0.15% | No change | 23,956 | $951K |
| Financial Symmetry Inc | 0.66% | Add +20.4% | 23,913 | $949K |
| Keb Asset Management, LLC | 0.28% | Add +81.2% | 23,558 | $935K |
| Cwm, LLC | 0.00% | Add +36.4% | 23,316 | $925K |
| Csenge Advisory Group | 0.05% | Add +13.8% | 22,344 | $896K |
| Brookstone Capital Management | 0.01% | Reduce -0.7% | 22,170 | $880K |
| Investment Advisory Group, LLC | 0.30% | Reduce -1.1% | 21,553 | $855K |
| SOL Capital Management CO | 0.09% | No change | 21,525 | $854K |
| Solutions 4 Wealth, Ltd | 1.66% | New | 21,378 | $848K |
| Main Street Financial Solutions, LLC | 0.08% | No change | 21,291 | $845K |
| CFS Investment Advisory Services, LLC | 0.07% | Reduce -0.1% | 20,997 | $833K |
| Gould Asset Management LLC | 0.18% | Reduce -0.1% | 20,775 | $825K |
| Warwick Investment Management, Inc. | 0.19% | Add +0.0% | 20,602 | $818K |
| Black Point Wealth Management | 0.93% | Add +9.4% | 20,329 | $807K |
| First National Bank Sioux Falls | 0.36% | No change | 19,944 | $792K |
| Beacon Financial Advisory LLC | 0.27% | Reduce -7.5% | 19,765 | $784K |
| Cahill Wealth Management, LLC | 0.40% | Reduce -0.1% | 19,612 | $778K |
| Pure Financial Advisors, LLC | 0.02% | Add +0.2% | 19,487 | $773K |
| Patriot Financial Group Insurance Agency, LLC | 0.10% | Reduce -0.6% | 18,875 | $749K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -24.0% | 18,447 | $732K |
| C M Bidwell & Associates Ltd. | 0.43% | No change | 17,827 | $708K |
| Level Four Advisory Services, LLC | 0.03% | New | 17,822 | $702K |
| Mosaic Family Wealth Partners, LLC | 0.10% | Add +2.5% | 17,569 | $697K |
| Mather Group, Llc. | 0.01% | Reduce -14.3% | 17,103 | $679K |
| Colony Family Offices, LLC | 0.21% | No change | 16,930 | $672K |
| Heritage Wealth Management, Inc./Texas | 0.39% | Reduce -7.9% | 16,916 | $671K |
| Barrett & Company, Inc. | 0.29% | Reduce -10.9% | 16,588 | $658K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -0.8% | 16,043 | $637K |
| ELCO Management Co., LLC | 0.34% | Add +68.1% | 15,680 | $622K |
| Hibernia Wealth Partners, LLC | 0.22% | New | 15,639 | $621K |
| Cooper Financial Group | 0.08% | Add +0.0% | 15,495 | $615K |
| Kraft Asset Management, LLC | 0.48% | No change | 15,474 | $614K |
| RHS Financial, LLC | 0.31% | New | 15,400 | $611K |
| Summit Financial Wealth Advisors, LLC | 0.11% | No change | 15,170 | $602K |
| Prospera Financial Services Inc | 0.02% | Add +33.5% | 14,955 | $594K |
| Aspect Partners, LLC | 0.33% | New | 14,874 | $590K |
| Eldridge Investment Advisors, Inc. | 0.14% | Add +1.4% | 14,620 | $580K |
| AQR Capital Management | 0.00% | New | 14,537 | $577K |
| Concord Wealth Partners | 0.10% | Add +0.3% | 14,534 | $577K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -3.4% | 14,159 | $562K |
| Stewardship Advisors, LLC | 0.16% | New | 14,115 | $560K |
| Patten & Patten Inc. | 0.04% | Reduce -13.0% | 13,963 | $554K |
| Total Wealth Planning, LLC | 0.09% | Add +0.0% | 13,768 | $546K |
| DecisionPoint Financial, LLC | 0.17% | Add +12.3% | 13,270 | $527K |
| Cypress Wealth Services, LLC | 0.11% | Reduce -15.9% | 13,156 | $522K |
| Rockwood Wealth Management, LLC | 0.06% | No change | 13,147 | $522K |
| Ethos Financial Group, LLC | 0.09% | Add +0.1% | 12,877 | $511K |
| Morris Financial Concepts, Inc. | 0.22% | Add +2.2% | 12,776 | $507K |
| Lam Group, Inc. | 0.35% | Add +0.9% | 12,515 | $497K |
| Silver Oak Advisory Group, Inc. | 0.25% | Reduce -4.0% | 12,300 | $488K |
| Advisory Services Network, LLC | 0.01% | No change | 13,003 | $487K |
| Exencial Wealth Advisors, LLC | 0.02% | Add +1.8% | 11,426 | $453K |
| Tranquility Partners, LLC | 0.16% | Add +0.4% | 11,359 | $451K |
| Private Trust Co. NA | 0.04% | Reduce -1.1% | 11,078 | $440K |
| Greenspring Advisors, LLC | 0.09% | Reduce -2.9% | 10,817 | $429K |
| Porter White Investment Advisors, Inc. | 0.21% | Reduce -45.1% | 10,744 | $426K |
| Cibc World Market Inc. | 0.00% | No change | 10,700 | $425K |
| Ullmann Wealth Partners Group, LLC | 0.05% | Reduce -7.4% | 10,516 | $417K |
| Parsons Capital Management Inc. | 0.03% | Reduce -45.1% | 10,504 | $417K |
| Essex Financial Services, Inc. | 0.03% | Reduce -34.5% | 10,260 | $414K |
| Vertex Planning Partners, LLC | 0.10% | Add +13.6% | 10,406 | $413K |
| Dixon Fnancial Services, Inc. | 0.22% | Add +7.0% | 10,328 | $410K |
| Annandale Capital, LLC | 0.08% | Add +16.8% | 10,077 | $400K |
| tru Independence LLC | 0.11% | Add +0.3% | 9,871 | $392K |
| Ruedi Wealth Management, Inc. | 0.13% | Add +0.0% | 9,727 | $386K |
| Shearwater Capital LLC | 0.26% | No change | 9,566 | $380K |
| Coppell Advisory Solutions LLC | 0.06% | Reduce -6.8% | 9,549 | $378K |
| WMG Financial Advisors, LLC | 0.17% | Reduce -5.0% | 9,480 | $376K |
| City State Bank | 0.14% | Reduce -3.2% | 9,437 | $375K |
| Axxcess Wealth Management, LLC | 0.01% | Add +0.3% | 9,279 | $368K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -10.1% | 8,866 | $352K |
| Parallel Advisors, LLC | 0.01% | No change | 8,831 | $351K |
| Glassman Wealth Services | 0.06% | No change | 8,810 | $350K |
| Performance Wealth Partners, LLC | 0.01% | Reduce -22.5% | 8,777 | $348K |
| LifePro Asset Management | 0.21% | Reduce -1.4% | 8,694 | $345K |
| Squire Investment Management Company, LLC | 0.16% | Reduce -0.1% | 8,680 | $345K |
| Wells Fargo & Company | 0.00% | Add +10328.9% | 8,656 | $344K |
| Peirce Capital Management, LLC | 0.17% | No change | 8,529 | $339K |
| Sprinkle Financial Consultants LLC | 0.24% | Add +0.3% | 8,457 | $336K |
| Emprise Bank | 0.19% | Reduce -14.8% | 8,429 | $335K |
| Heritage Wealth Management, Inc. | 0.30% | No change | 8,291 | $329K |
| Creative Financial Designs Inc. | 0.03% | Add +0.3% | 8,287 | $329K |
| Foster & Motley Inc. | 0.02% | No change | 8,239 | $327K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 7,879 | $319K |
| Vawter Financial, Ltd. | 0.18% | Reduce -4.0% | 7,484 | $297K |
| Blue Trust, Inc. | 0.00% | Reduce -2.8% | 7,872 | $295K |
| Builder Investment Group Inc. | 0.08% | Add +7.2% | 7,347 | $292K |
| Ascentis Independent Advisors | 0.05% | Add +21.2% | 7,319 | $290K |
| Smartleaf Asset Management LLC | 0.04% | Add +0.1% | 7,344 | $290K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +5.1% | 7,035 | $279K |
| Index Fund Advisors, Inc. | 0.01% | No change | 6,816 | $271K |
| Liberty Capital Management, Inc. | 0.06% | No change | 6,744 | $268K |
| Joel Isaacson & Co., LLC | 0.01% | New | 6,684 | $265K |
| Ascent Group, LLC | 0.02% | No change | 6,571 | $261K |
| Facet Wealth, Inc. | 0.01% | No change | 6,587 | $260K |
| Wealthstream Advisors, Inc. | 0.05% | Add +0.1% | 6,546 | $260K |
| Pine Harbor Wealth Management, LLC | 0.13% | No change | 6,545 | $260K |
| Graves Light Lenhart Wealth, Inc. | 0.03% | No change | 6,493 | $258K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 6,291 | $247K |
| Cassady Schiller Wealth Management, LLC | 0.09% | No change | 6,222 | $247K |
| Blodgett Wealth Advisors, LLC | 0.20% | No change | 6,072 | $241K |
| Montis Financial, LLC | 0.09% | Add +11.4% | 6,070 | $241K |
| ARS Wealth Advisors Group, LLC | 0.03% | No change | 5,960 | $237K |
| Neuberger Berman Group LLC | 0.00% | No change | 5,845 | $232K |
| Hill Investment Group Partners, LLC | 0.03% | No change | 6,128 | $230K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | New | 5,525 | $219K |
| Criterion Capital Advisors, LLC | 0.13% | No change | 5,660 | $212K |
| Lodestone Wealth Management LLC | 0.10% | New | 5,169 | $205K |
| BOS Asset Management, LLC | 0.08% | New | 5,168 | $205K |
| Equitable Holdings, Inc. | 0.00% | New | 5,116 | $203K |
| Ameriprise Financial Inc. | 0.00% | New | 5,050 | $200K |
| True Wealth Design, LLC | 0.07% | No change | 4,600 | $183K |
| Planned Solutions, Inc. | 0.06% | New | 3,909 | $155K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 3,784 | $150K |
| First Personal Financial Services | 0.03% | New | 3,581 | $142K |
| Oliver Lagore Vanvalin Investment Group | 0.03% | Add +8.3% | 3,235 | $128K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -13.7% | 3,084 | $122K |
| Geneos Wealth Management Inc. | 0.00% | Add +60.9% | 3,010 | $119K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -24.3% | 2,698 | $107K |
| MilWealth Group LLC | 0.03% | New | 2,673 | $106K |
| Fort Vancouver Investment Management, LLC | 0.09% | Reduce -17.8% | 2,511 | $100K |
| Kings Path Partners LLC | 0.04% | Reduce -4.6% | 2,350 | $93K |
| Citigroup Inc. | 0.00% | No change | 2,208 | $88K |
| Asset Dedication, LLC | 0.01% | Add +2250.6% | 2,139 | $85K |
| Phillips Financial Management, LLC | 0.01% | Add +0.1% | 1,943 | $77K |
| DiNuzzo Private Wealth, Inc. | 0.01% | New | 1,826 | $72K |
| Evolution Advisers, Inc. | 0.04% | No change | 1,699 | $67K |
| Avior Wealth Management, LLC | 0.00% | No change | 1,210 | $48K |
| Atlas Capital Advisors Inc. | 0.01% | Reduce -17.5% | 1,202 | $48K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | No change | 1,106 | $44K |
| Creative Capital Management Investments LLC | 0.02% | No change | 991 | $39K |
| FMR LLC | 0.00% | Add +96900.0% | 970 | $39K |
| NorthRock Partners, LLC | 0.00% | New | 954 | $38K |
| Global Retirement Partners, LLC | 0.00% | Add +0.2% | 830 | $33K |
| Bank of Montreal | 0.00% | No change | 815 | $32K |
| Mark Sheptoff Financial Planning, LLC | 0.02% | No change | 770 | $31K |
| Comerica Bank | 0.00% | No change | 720 | $29K |
| Simplex Trading, LLC | 0.00% | New | 695 | $27K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -42.8% | 439 | $17K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 431 | $17K |
| Fortitude Family Office, LLC | 0.01% | Add +0.2% | 415 | $16K |
| Principal Securities, Inc. | 0.00% | New | 365 | $14K |
| Harbour Investments, Inc. | 0.00% | Add +9.0% | 206 | $8K |
| Quent Capital, LLC | 0.00% | Add +24.7% | 111 | $4K |
| Sound Income Strategies, LLC | 0.00% | Add +10000.0% | 101 | $4K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | No change | 92 | $4K |
| West Financial Advisors, LLC | 0.00% | No change | 90 | $4K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 68 | $3K |
| Signaturefd, LLC | 0.00% | No change | 58 | $2K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -85.9% | 9 | $360 |
"% 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.