Dimensional US Core Equity MDFAUETF
13F holders, Q4 2024 (December 31)464holders +66
25new positions
16sold out
4famous investors
$3.63avg. 13F price*
At the end of Q4 2024, 464 institutions reported holding Dimensional US Core Equity M (DFAU) in their 13F filings, up 66 from Q3 2024. 25 opened new positions and 16 sold out. The largest holders were Essential Planning, LLC. ($3.2B), Sequoia Financial Advisors, LLC ($200.2M) and Modera Wealth Management, LLC ($147.4M). 4 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Dimensional US Core Equity M
- CUSIP
- 25434V104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $194.6M |
| Exits | 16 | $12.8M |
All 13F filers, Q3 2024 → Q4 2024: 2,066,393,691 shares bought and 2,851,945 shares sold, net +2,063,541,746 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 464 holders
| Essential Planning, LLC. | 20.70% | Add +6181.6% | 77,812,926 | $3.2B |
| Sequoia Financial Advisors, LLC | 1.93% | Add +2.5% | 4,944,490 | $200.2M |
| Modera Wealth Management, LLC | 1.78% | Reduce -1.1% | 3,639,955 | $147.4M |
| Aquire Wealth Advisors, LLC | 45.34% | Add +3.5% | 3,616,414 | $146.4M |
| OneDigital Investment Advisors LLC | 1.47% | Add +23.9% | 3,138,227 | $127.1M |
| Allworth Financial LP | 0.68% | Add +2.7% | 2,955,799 | $124.2M |
| Blankinship & Foster, LLC | 28.61% | Add +2.6% | 2,873,220 | $116.3M |
| Kooman & Associates | 39.48% | Add +2.3% | 2,694,681 | $109.1M |
| Spinnaker Investment Group, LLC | 19.89% | Add +1.7% | 2,036,531 | $82.5M |
| AE Wealth Management LLC | 0.69% | Add +9.7% | 2,014,621 | $81.6M |
| Elser Financial Planning, Inc | 4.80% | New | 1,981,392,522 | $80.3M |
| Arista Wealth Management, LLC | 18.67% | Add +1.1% | 1,922,896 | $77.9M |
| Meridian Wealth Partners, LLC | 11.34% | Add +0.9% | 1,846,764 | $74.8M |
| Evoke Wealth, LLC | 1.96% | Add +6.8% | 1,739,702 | $70.4M |
| Focus Partners Wealth | 0.17% | Reduce -0.8% | 1,660,236 | $67.2M |
| HB Wealth Management, LLC | 0.62% | Add +5.8% | 1,485,986 | $60.2M |
| Krilogy Financial LLC | 3.93% | Add +4.3% | 1,456,733 | $59.0M |
| RVW Wealth, LLC | 5.47% | Add +12.6% | 1,448,756 | $58.7M |
| Commonwealth Equity Services, LLC | 0.08% | Add +13.0% | 1,393,244 | $56.4M |
| BCM Advisors, LLC | 12.42% | Reduce -16.1% | 1,329,278 | $55.6M |
| Corient Private Wealth LP | 0.09% | Reduce -2.5% | 1,315,168 | $53.3M |
| Betterment LLC | 0.12% | Add +5.8% | 1,241,582 | $50.3M |
| WPWealth LLP | 10.14% | Add +5.0% | 1,225,369 | $49.6M |
| Diversify Wealth Management, LLC | 3.77% | Reduce -3.7% | 1,204,295 | $48.4M |
| Hill Island Financial LLC | 13.81% | New | 1,167,405 | $47.3M |
| Savant Capital, LLC | 0.34% | Add +6.8% | 1,064,450 | $43.1M |
| Mariner, LLC | 0.07% | Reduce -2.1% | 1,027,480 | $41.6M |
| Wealth Enhancement Advisory Services, LLC | 0.08% | Add +17.8% | 1,013,247 | $41.0M |
| Rappaport Reiches Capital Management, LLC | 10.58% | Add +7.0% | 1,011,956 | $41.0M |
| Brighton Jones LLC | 1.16% | Add +11.0% | 989,254 | $40.1M |
| Aveo Capital Partners, LLC | 4.26% | Reduce -4.4% | 961,605 | $38.9M |
| Sterling Wealth Advisors Inc | 30.16% | — | 949,403 | $38.4M |
| Stadion Money Management, LLC | 2.96% | New | 934,719 | $37.8M |
| PBMares Wealth Management LLC | 7.35% | Add +4.0% | 888,185 | $36.0M |
| Austin Wealth Management, LLC | 7.37% | Add +21.3% | 858,587 | $35.6M |
| TCP Asset Management, LLC | 7.68% | Add +2.3% | 859,974 | $34.8M |
| Yardley Wealth Management LLC | 16.56% | Add +19.4% | 844,256 | $34.1M |
| NorthCoast Asset Management LLC | 0.16% | Add +16.8% | 804,336 | $32.6M |
| Wealthspire Advisors, LLC | 0.32% | Reduce -35.5% | 797,068 | $32.3M |
| Plancorp, LLC | 1.32% | Add +26.9% | 794,744 | $32.2M |
| Liberty Wealth Management LLC | 5.08% | Add +4.8% | 753,350 | $30.5M |
| Forvis Mazars Wealth Advisors, LLC | 0.70% | Reduce -3.7% | 746,408 | $30.2M |
| Curio Wealth, LLC | 16.23% | — | 745,322 | $30.2M |
| Valued Wealth Advisors LLC | 18.85% | Add +0.3% | 743,261 | $30.1M |
| Advisory Alpha, LLC | 1.07% | Add +5.5% | 739,980 | $30.0M |
| Focus Partners Advisor Solutions, LLC | 0.50% | Add +8.1% | 738,330 | $29.9M |
| Financial Connections Group, Inc. | 14.28% | Add +2.5% | 733,651 | $29.7M |
| SC&H Financial Advisors, Inc. | 6.12% | Add +3.9% | 731,964 | $29.6M |
| Quantum Financial Advisors, LLC | 4.47% | Add +20.7% | 723,857 | $29.3M |
| Two West Capital Advisors LLC | 24.62% | Reduce -10.4% | 709,516 | $28.7M |
| Creative Planning | 0.03% | Add +0.4% | 694,805 | $28.1M |
| Fonville Wealth Management LLC | 8.92% | Add +9.4% | 666,973 | $27.0M |
| M Wealth Management, LLC | 24.29% | — | 656,989 | $26.6M |
| Physician Wealth Solutions Inc. | 12.93% | Add +1.1% | 637,711 | $25.8M |
| Highland Financial Advisors, LLC | 8.92% | Add +1.9% | 636,277 | $25.8M |
| Spectrum Investment Advisors, Inc. | 16.18% | Add +1.0% | 598,831 | $24.2M |
| Keystone Financial Group, Inc. | 19.55% | — | 596,582 | $24.2M |
| Alpha Financial Advisors, LLC | 10.92% | Add +1.9% | 595,804 | $24.1M |
| LPL Financial LLC | 0.01% | Reduce -6.3% | 590,792 | $23.9M |
| Stifel Financial Corp. | 0.02% | Add +0.2% | 585,493 | $23.7M |
| Bay Harbor Wealth Management, LLC | 7.63% | Add +10.8% | 580,739 | $23.5M |
| VeraBank, N.A. | 6.59% | Add +22.8% | 577,177 | $23.4M |
| Hemington Wealth Management | 5.84% | Add +12.2% | 573,066 | $23.2M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 5.45% | Add +3.4% | 544,628 | $22.1M |
| Envestnet Asset Management Inc. | 0.01% | Add +5.3% | 533,540 | $21.6M |
| Envision Financial Planning, LLC | 10.93% | Add +2.1% | 522,402 | $21.2M |
| ACT Advisors, LLC. | 11.37% | Reduce -1.3% | 521,796 | $21.1M |
| Shira Ridge Wealth Management | 10.33% | Reduce -0.9% | 521,317 | $21.1M |
| Awm Capital, LLC | 2.51% | Reduce -0.6% | 507,512 | $20.5M |
| Mission Wealth Management, LP | 0.49% | Add +1.3% | 504,511 | $20.4M |
| Morling Financial Advisors, LLC | 7.10% | Add +2.2% | 502,664 | $20.4M |
| Heritage Investment Group, Inc. | 3.76% | Add +4.0% | 497,610 | $20.1M |
| Note Advisors, LLC | 17.71% | — | 493,809 | $20.0M |
| IFP Advisors, Inc | 0.65% | Add +1.0% | 487,193 | $19.7M |
| Pathstone Holdings, LLC | 0.09% | Reduce -2.4% | 475,005 | $19.6M |
| AdvisorNet Financial, Inc | 1.64% | Add +20.1% | 482,603 | $19.5M |
| Bank of America Corp. | 0.00% | Add +1.2% | 474,202 | $19.2M |
| Assetmark, Inc. | 0.05% | Reduce -2.3% | 454,052 | $18.4M |
| Cetera Investment Advisers | 0.04% | Add +4.7% | 441,411 | $17.9M |
| UBS Group AG | 0.00% | Add +1193.4% | 437,886 | $17.7M |
| MAI Capital Management | 0.13% | Add +8.7% | 434,465 | $17.6M |
| Timonier Family Office, LTD. | 8.85% | — | 425,930 | $17.2M |
| Two Sigma Investments, LP | 0.04% | New | 423,900 | $17.2M |
| Allegiance Financial Group Advisory Services LLC | 5.48% | Add +5.6% | 417,707 | $16.9M |
| Zhang Financial LLC | 0.96% | Add +0.5% | 414,809 | $16.8M |
| Mercer Global Advisors Inc. | 0.04% | Add +81.6% | 414,431 | $16.8M |
| Perigon Wealth Management, LLC | 0.40% | Add +0.3% | 400,214 | $16.4M |
| Tortoise Investment Management, LLC | 1.71% | Add +2.5% | 399,416 | $16.2M |
| Physician Wealth Advisors, Inc. | 2.64% | Add +3.0% | 386,192 | $15.6M |
| CVA Family Office, LLC | 2.43% | Add +11.8% | 379,095 | $15.3M |
| Prudent Man Investment Management, Inc. | 8.48% | — | 378,207 | $15.3M |
| Sax Wealth Advisors, LLC | 1.15% | Reduce -9.9% | 362,648 | $14.7M |
| JPMorgan Chase & Co. | 0.00% | Add +4.8% | 360,580 | $14.6M |
| Ledgewood Wealth Advisors, LLC | 8.90% | Add +4.6% | 340,406 | $13.8M |
| JFS Wealth Advisors, LLC | 0.92% | Reduce -2.1% | 332,403 | $13.5M |
| Willow Creek Wealth Management Inc. | 1.35% | Add +1.3% | 326,065 | $13.2M |
| Great Point Wealth Advisors, LLC | 2.85% | Reduce -0.6% | 322,337 | $13.1M |
| Syverson Strege & Co | 4.11% | Reduce -0.1% | 304,345 | $12.3M |
| Tassel Capital Management, Inc. | 10.55% | — | 293,570 | $11.9M |
| Security Financial Services, INC. | 2.41% | Reduce -14.1% | 291,738 | $11.8M |
"% 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.