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 |
| Legacy Financial Group, Inc. | 3.75% | Reduce -0.8% | 287,896 | $11.7M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +4.2% | 285,285 | $11.6M |
| Clarity Capital Advisors, LLC | 7.53% | Add +3.7% | 277,550 | $11.2M |
| Integrated Wealth Concepts LLC | 0.13% | Add +42.5% | 276,285 | $11.2M |
| FinDec Wealth Services, Inc. | 7.74% | Reduce -16.6% | 275,356 | $11.1M |
| Centennial Bank | 5.12% | Reduce -1.0% | 268,743 | $10.9M |
| First Financial Group Corp | 11.17% | — | 249,473 | $10.1M |
| Cherrydale Wealth Management, LLC | 3.82% | Add +0.4% | 243,995 | $9.9M |
| Raymond James Financial Inc. | 0.00% | — | 243,055 | $9.8M |
| Jackson Thornton Wealth Management, LLC | 1.20% | Add +4.3% | 234,927 | $9.5M |
| Weinberger Asset Management, Inc | 3.77% | Add +6.8% | 222,870 | $9.0M |
| WMS Partners, LLC | 0.50% | Reduce -0.4% | 220,314 | $8.9M |
| Lauer Wealth, LLC | 5.94% | Add +1.5% | 219,340 | $8.9M |
| Cerity Partners LLC | 0.02% | Add +15.5% | 216,711 | $8.8M |
| Maryland Capital Advisors Inc. | 4.07% | Add +7.7% | 216,666 | $8.8M |
| U.S. Capital Wealth Advisors, LLC | 0.27% | Add +0.2% | 213,906 | $8.7M |
| Glass Jacobson Investment Advisors llc | 2.84% | Add +1.6% | 213,602 | $8.6M |
| Strategic Investment Solutions, Inc. | 2.90% | Add +11.7% | 220,133 | $8.6M |
| Royal Bank of Canada | 0.00% | Add +1.2% | 209,778 | $8.5M |
| MML Investors Services, LLC | 0.03% | Add +1.7% | 205,088 | $8.3M |
| FMB Wealth Management | 4.67% | Add +3.0% | 204,845 | $8.3M |
| Pacific Asset Management, LLC | 7.73% | — | 203,178 | $8.2M |
| Farther Finance Advisors, LLC | 0.30% | Reduce -4.6% | 202,772 | $8.2M |
| Chicago Partners Investment Group LLC | 0.27% | Reduce -35.5% | 198,428 | $8.1M |
| Hutchinson Capital Management | 1.53% | Add +9.6% | 199,701 | $8.1M |
| Martin Worley Group | 5.04% | — | 199,112 | $8.1M |
| Sollinda Capital Management LLC | 2.21% | Add +8.7% | 198,507 | $8.0M |
| Jacobi Capital Management LLC | 0.60% | Add +11.4% | 198,232 | $8.0M |
| Private Wealth Management Group, LLC | 2.94% | Add +71.5% | 189,391 | $7.7M |
| ARK & TLK Investments, LLC | 2.64% | Reduce -1.3% | 187,579 | $7.6M |
| VSM Wealth Advisory, LLC | 2.69% | — | 186,040 | $7.5M |
| Abel Hall, LLC | 4.76% | Reduce -0.0% | 184,611 | $7.5M |
| Private Advisor Group, LLC | 0.04% | Add +2.7% | 175,288 | $7.1M |
| Diversified Portfolios, Inc. | 0.77% | Reduce -2.4% | 174,870 | $7.1M |
| American Capital Advisory, LLC | 3.91% | Add +5.0% | 174,110 | $7.0M |
| Beacon Pointe Advisors, LLC | 0.08% | Add +5.3% | 173,940 | $7.0M |
| CGN Advisors LLC | 0.68% | Add +2.0% | 173,476 | $7.0M |
| Navigoe, LLC | 6.80% | — | 172,124 | $7.0M |
| Canopy Partners, LLC | 2.61% | Add +5.8% | 169,010 | $6.8M |
| Cypress Point Wealth Management, LLC | 2.13% | Reduce -1.0% | 168,812 | $6.8M |
| Osaic Holdings, Inc. | 0.01% | Reduce -0.3% | 162,118 | $6.6M |
| Firethorn Wealth Partners, LLC | 3.23% | Add +27.6% | 160,835 | $6.5M |
| Wealth Advisors Northwest LLC | 4.30% | — | 156,019 | $6.3M |
| Entrewealth, LLC | 5.79% | — | 159,439 | $6.3M |
| Morton Capital Management LLC | 1.18% | Reduce -5.6% | 154,597 | $6.3M |
| Chico Wealth RIA | 5.40% | No change | 152,565 | $6.2M |
| Morgan Stanley | 0.00% | Add +433.7% | 151,733 | $6.1M |
| Level Wealth Management LLC | 4.25% | — | 148,689 | $6.0M |
| Aegis Wealth Management LLC | 4.07% | — | 148,628 | $6.0M |
| Oak Wealth Advisors LLC | 4.61% | — | 148,086 | $6.0M |
| Mattern Wealth Management LLC | 1.32% | Add +1.6% | 147,952 | $6.0M |
| HTG Investment Advisors, Inc. | 2.67% | Add +0.2% | 144,365 | $5.8M |
| Hardy Reed LLC | 0.50% | No change | 140,555 | $5.7M |
| HFG Wealth Management, LLC | 3.63% | Add +1.7% | 140,973 | $5.6M |
| Sowell Financial Services LLC | 0.29% | Reduce -58.7% | 136,836 | $5.5M |
| My Personal CFO, LLC | 2.84% | Add +36.3% | 136,680 | $5.5M |
| Capital Investment Advisory Services, LLC | 0.53% | Reduce -1.2% | 135,577 | $5.5M |
| CreativeOne Wealth, LLC | 0.16% | Reduce -0.1% | 132,521 | $5.4M |
| GEM Asset Management, LLC | 2.98% | Add +2.3% | 132,197 | $5.4M |
| Park Avenue Securities LLC | 0.05% | Add +12.9% | 129,174 | $5.2M |
| Heirloom Wealth Management | 1.53% | Reduce -3.2% | 126,230 | $5.1M |
| Foundations Investment Advisors, LLC | 0.10% | Add +12.2% | 121,465 | $4.9M |
| Prodigy Asset Management LLC | 4.16% | — | 120,553 | $4.9M |
| Catalyst Private Wealth, LLC | 2.16% | Add +2.4% | 119,683 | $4.8M |
| Tableaux LLC | 3.97% | — | 118,494 | $4.8M |
| D.A. Davidson & Co. | 0.04% | Add +1.9% | 118,010 | $4.8M |
| Andrews, Lucia Wealth Management LLC | 3.18% | Reduce -1.4% | 119,956 | $4.8M |
| Signature Resources Capital Management, LLC | 4.20% | Reduce -1.3% | 116,176 | $4.7M |
| Rather & Kittrell, Inc. | 1.07% | Reduce -2.0% | 112,884 | $4.6M |
| Truist Financial Corp. | 0.01% | Add +3.1% | 110,842 | $4.5M |
| Quad-Cities Investment Group, LLC | 2.14% | Add +9.0% | 107,539 | $4.4M |
| SYM FINANCIAL Corp | 0.56% | Add +1.4% | 106,833 | $4.3M |
| Sageworth Trust Co | 0.25% | Reduce -2.0% | 100,615 | $4.1M |
| RFG Advisory, LLC | 0.11% | Add +8.9% | 99,733 | $4.0M |
| Claris Advisors, LLC / Mo / | 1.52% | Reduce -1.5% | 99,511 | $4.0M |
| Sterling Financial Group, Inc. | 1.47% | Reduce -84.6% | 97,849 | $4.0M |
| JDH Wealth Management, LLC | 3.45% | — | 97,155 | $3.9M |
| Baird Financial Group, Inc. | 0.01% | Add +10.3% | 96,867 | $3.9M |
| SpringVest Wealth Management LLC | 3.33% | — | 96,055 | $3.9M |
| Retirement Solution LLC | 1.02% | Reduce -16.2% | 95,809 | $3.9M |
| Aspen Wealth Management LLC | 1.14% | Reduce -12.3% | 95,309 | $3.9M |
| Dodds Wealth, LLC | 1.24% | Add +0.3% | 91,476 | $3.8M |
| Apollon Wealth Management, LLC | 0.09% | Reduce -2.9% | 93,748 | $3.8M |
| Cowa, LLC | 1.83% | Reduce -14.4% | 92,895 | $3.8M |
| Wolfstich Capital, LLC | 3.29% | — | 91,783 | $3.7M |
| Quarry Hill Advisors, LLC | 2.41% | Reduce -6.8% | 88,502 | $3.6M |
| Apella Capital, LLC | 0.14% | Add +0.0% | 88,229 | $3.6M |
| Vantage Point Financial LLC | 1.89% | — | 86,654 | $3.5M |
| Robinson Smith Wealth Advisors LLC | 2.96% | Add +16.2% | 86,187 | $3.5M |
| Invst, LLC | 0.41% | Add +27.8% | 82,911 | $3.4M |
| 180 Wealth Advisors, LLC | 0.51% | Add +2.8% | 81,050 | $3.3M |
| Waterfront Wealth Inc. | 0.78% | Add +0.3% | 78,588 | $3.2M |
| Red Lighthouse Investment Management, LLC | 1.25% | Add +0.1% | 78,084 | $3.2M |
| Stratos Wealth Partners, LTD. | 0.04% | Reduce -9.7% | 77,681 | $3.1M |
| Alkeme Wealth, LLC | 1.40% | Add +0.4% | 75,604 | $3.1M |
| Seamount Financial Group Inc. | 2.09% | Reduce -6.1% | 74,904 | $3.0M |
| Melfa Wealth Management, Inc. | 1.98% | Add +0.1% | 73,156 | $3.0M |
| World Investment Advisors | 0.08% | Add +4.1% | 72,477 | $2.9M |
| Investmark Advisory Group LLC | 1.44% | Reduce -7.3% | 72,465 | $2.9M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -27.7% | 72,455 | $2.9M |
| Ancora Advisors LLC | 0.07% | Add +180.2% | 72,011 | $2.9M |
| ERn Financial, LLC | 0.44% | Reduce -5.1% | 71,926 | $2.9M |
| Magnolia Capital Advisors LLC | 0.75% | Add +45.8% | 71,266 | $2.9M |
| HMV Wealth Advisors, LLC | 2.85% | — | 70,342 | $2.8M |
| Raffa Wealth Management, LLC | 0.64% | Reduce -1.2% | 67,956 | $2.8M |
| Mgo One Seven LLC | 0.11% | Reduce -0.3% | 67,897 | $2.7M |
| Meritas Wealth Management, LLC | 1.65% | No change | 67,657 | $2.7M |
| Pinnacle Financial Group, LLC / IL | 1.07% | Add +2.8% | 67,473 | $2.7M |
| Market Street Wealth Management Advisors LLC | 0.45% | Add +1.1% | 66,641 | $2.7M |
| Baron Silver Stevens Financial Advisors, LLC | 0.45% | Add +39.0% | 65,375 | $2.6M |
| Factor Wealth Management LTD | 0.85% | — | 63,072 | $2.6M |
| RCS Financial Planning, LLC | 1.32% | Reduce -3.9% | 61,309 | $2.5M |
| Tanglewood Legacy Advisors, LLC | 1.01% | No change | 58,287 | $2.4M |
| Rehmann Capital Advisory Group | 0.15% | Reduce -46.3% | 58,238 | $2.4M |
| First Citizens Bank & Trust Co. | 0.04% | No change | 56,332 | $2.3M |
| Retirement Guys Formula LLC | 1.15% | Reduce -9.0% | 56,089 | $2.3M |
| AQR Capital Management | 0.00% | Add +285.1% | 55,983 | $2.3M |
| Ieq Capital, LLC | 0.02% | Add +0.2% | 54,994 | $2.2M |
| Marshall Financial Group, LLC | 0.54% | Reduce -7.3% | 54,589 | $2.2M |
| Rockefeller Capital Management L.P. | 0.01% | New | 53,981 | $2.2M |
| Cahill Financial Advisors Inc. | 0.29% | No change | 53,404 | $2.2M |
| LRI Investments, LLC | 0.21% | Reduce -0.8% | 53,310 | $2.2M |
| Kennedy Investment Group, Inc. | 0.97% | Add +34.2% | 53,153 | $2.2M |
| NewEdge Advisors, LLC | 0.01% | Add +20.5% | 53,050 | $2.1M |
| Earned Wealth Advisors, LLC | 0.69% | No change | 52,937 | $2.1M |
| Shore Point Advisors, LLC | 1.15% | Add +7.3% | 52,871 | $2.1M |
| Altiora Financial Group, LLC | 0.46% | Add +0.3% | 52,256 | $2.1M |
| SwitchPoint Financial Planning, LLC | 2.01% | — | 51,903 | $2.1M |
| Elevate Wealth Advisory, Inc. | 1.57% | Reduce -1.3% | 51,839 | $2.1M |
| Elevation Wealth Partners, LLC | 0.88% | Add +44.5% | 51,721 | $2.1M |
| Financial Alternatives, Inc | 1.47% | No change | 51,534 | $2.1M |
| Waverly Advisors, LLC | 0.03% | Reduce -0.9% | 51,087 | $2.1M |
| Parkshore Wealth Management, Inc. | 1.24% | — | 50,735 | $2.1M |
| USAdvisors Wealth Management, LLC | 0.65% | Add +3.1% | 49,139 | $2.0M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -1.2% | 48,795 | $2.0M |
| Orion Portfolio Solutions, LLC | 0.02% | Reduce -1.2% | 48,795 | $2.0M |
| AssuredPartners Investment Advisors, LLC | 0.39% | — | 48,780 | $2.0M |
| Verisail Partners, LLC | 0.92% | — | 48,538 | $2.0M |
| G2 Capital Management, LLC / Oh | 0.54% | Add +2.4% | 45,194 | $1.8M |
| Renaissance Technologies | 0.00% | New | 45,000 | $1.8M |
| Lionshead Wealth Management, LLC | 1.31% | — | 44,775 | $1.8M |
| SageOak Financial, LLC | 1.65% | — | 44,719 | $1.8M |
| HighTower Advisors, LLC | 0.00% | Reduce -0.2% | 44,438 | $1.8M |
| Captrust Financial Advisors | 0.01% | Add +0.3% | 44,209 | $1.8M |
| Wealthfront Advisers LLC | 0.00% | Add +3.7% | 41,741 | $1.7M |
| Wells Fargo & Company | 0.00% | Add +374.6% | 41,086 | $1.7M |
| Beckerman Institutional, LLC | 1.28% | Reduce -3.6% | 39,600 | $1.6M |
| Live Oak Private Wealth LLC | 0.27% | New | 39,179 | $1.6M |
| Rockbridge Investment Management, LCC | 0.20% | Add +21.1% | 38,223 | $1.5M |
| Townsquare Capital LLC | 0.02% | Add +2.8% | 37,340 | $1.5M |
| Keel Point, LLC | 0.12% | Reduce -2.6% | 37,319 | $1.5M |
| Riverchase Wealth Management, LLC | 1.13% | — | 37,304 | $1.5M |
| Burton Enright Welch | 0.32% | Reduce -0.1% | 37,302 | $1.5M |
| Herold Advisors, Inc. | 0.32% | Add +9.1% | 36,826 | $1.5M |
| Forum Financial Management, LP | 0.02% | Reduce -0.4% | 36,299 | $1.5M |
| Vestia Personal Wealth Advisors | 1.19% | Reduce -0.3% | 35,748 | $1.4M |
| Auxano Advisors, LLC | 0.36% | Reduce -23.8% | 35,500 | $1.4M |
| Lakeridge Wealth Management LLC | 0.74% | Reduce -28.5% | 35,364 | $1.4M |
| Kaufman Rossin Wealth, LLC | 1.47% | — | 35,232 | $1.4M |
| Olistico Wealth, LLC | 0.82% | Reduce -0.1% | 34,695 | $1.4M |
| Acorn Wealth Advisors, LLC | 0.58% | Reduce -10.6% | 34,694 | $1.4M |
| Cullen/Frost Bankers, Inc. | 0.02% | No change | 34,350 | $1.4M |
| Forthright Family Wealth Advisory LLC | 0.90% | Reduce -5.3% | 34,342 | $1.4M |
| Citadel Advisors | 0.00% | New | 34,243 | $1.4M |
| Sincerus Advisory, LLC | 1.48% | — | 33,987 | $1.4M |
| Oceanside Advisors LLC | 1.02% | Add +3.1% | 33,903 | $1.4M |
| American Investment Services, Inc. | 0.24% | Reduce -2.4% | 33,588 | $1.4M |
| Wescott Financial Advisory Group, LLC | 0.14% | Add +0.2% | 33,515 | $1.4M |
| Milestone Asset Management Group, LLC | 1.20% | — | 33,254 | $1.3M |
| Brookstone Capital Management | 0.02% | Add +48.0% | 32,818 | $1.3M |
| Capstone Financial Advisors, Inc. | 0.08% | Add +0.0% | 32,774 | $1.3M |
| Yoder Wealth Management, Inc. | 0.71% | Add +7.2% | 31,911 | $1.3M |
| Hiley Hunt Wealth Management | 0.71% | Add +0.7% | 31,774 | $1.3M |
| Forum Private Client Group LLC | 0.54% | Reduce -16.0% | 30,219 | $1.2M |
| Lauterbach Financial Advisors, LLC | 0.73% | Reduce -4.6% | 29,882 | $1.2M |
| Evanson Asset Management, LLC | 0.08% | Add +0.0% | 29,447 | $1.2M |
| Fiduciary Financial Group, LLC | 0.26% | Add +1.3% | 29,194 | $1.2M |
| Washington Trust Advisors, Inc. | 0.10% | No change | 28,727 | $1.2M |
| Intrepid Financial Planning Group LLC | 0.49% | Reduce -3.0% | 28,635 | $1.2M |
| CW Advisors, LLC | 0.02% | Add +0.5% | 27,422 | $1.1M |
| Cardiff Park Advisors, LLC | 0.10% | Add +0.0% | 26,665 | $1.1M |
| Versant Capital Management, Inc | 0.23% | Add +0.3% | 26,593 | $1.1M |
| Dynamic Advisor Solutions LLC | 0.05% | Reduce -1.4% | 25,897 | $1.0M |
| Root Financial Partners, LLC | 0.12% | No change | 23,956 | $970K |
| Financial Symmetry Inc | 0.66% | Add +0.0% | 23,918 | $968K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +27.6% | 23,537 | $953K |
| SOL Capital Management CO | 0.10% | Add +3.3% | 22,225 | $900K |
| Exencial Wealth Advisors, LLC | 0.03% | Add +93.2% | 22,076 | $894K |
| Beacon Financial Advisory LLC | 0.29% | Add +10.9% | 21,912 | $887K |
| Investment Advisory Group, LLC | 0.30% | Add +1.4% | 21,851 | $885K |
| Capstone Wealth Management, LLC | 0.85% | — | 21,609 | $875K |
| Solutions 4 Wealth, Ltd | 1.57% | No change | 21,378 | $866K |
| Main Street Financial Solutions, LLC | 0.09% | No change | 21,291 | $862K |
| Keb Asset Management, LLC | 0.25% | Reduce -10.1% | 21,176 | $857K |
| CFS Investment Advisory Services, LLC | 0.08% | No change | 20,997 | $850K |
| Warwick Investment Management, Inc. | 0.17% | Add +0.0% | 20,610 | $835K |
| Prospera Financial Services Inc | 0.02% | Add +37.1% | 20,505 | $830K |
| Black Point Wealth Management | 0.95% | No change | 20,329 | $823K |
| Gould Asset Management LLC | 0.17% | Reduce -3.3% | 20,095 | $814K |
| Csenge Advisory Group | 0.04% | Reduce -10.1% | 20,079 | $813K |
| Medallion Wealth Advisors, LLC | 0.40% | — | 19,792 | $797K |
| Cahill Wealth Management, LLC | 0.41% | Add +0.0% | 19,614 | $794K |
| Pure Financial Advisors, LLC | 0.02% | Add +0.3% | 19,545 | $791K |
| First National Bank Sioux Falls | 0.34% | Reduce -2.4% | 19,461 | $788K |
| Longview Financial Advisors LLC | 0.52% | — | 19,282 | $781K |
| Mosaic Family Wealth Partners, LLC | 0.11% | Add +8.8% | 19,111 | $774K |
| Patriot Financial Group Insurance Agency, LLC | 0.10% | Reduce -0.2% | 18,839 | $763K |
| VanderPol Investments L.L.C. | 1.64% | Reduce -74.1% | 18,533 | $750K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +133.8% | 18,425 | $746K |
| Squire Investment Management Company, LLC | 0.32% | Add +107.0% | 17,970 | $728K |
| C M Bidwell & Associates Ltd. | 0.44% | No change | 17,827 | $722K |
| Titleist Asset Management, LLC | 0.08% | New | 17,822 | $722K |
| ELCO Management Co., LLC | 0.37% | Add +9.6% | 17,180 | $696K |
| Heritage Wealth Management, Inc./Texas | 0.40% | Add +0.3% | 16,965 | $687K |
| Colony Family Offices, LLC | 0.22% | No change | 16,930 | $685K |
| Family Office Research LLC | 0.29% | — | 16,352 | $662K |
| Allodium Investment Consultants, LLC | 0.55% | — | 16,228 | $657K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +1.1% | 16,212 | $656K |
| Barrett & Company, Inc. | 0.28% | Reduce -2.4% | 16,191 | $656K |
| Stewardship Advisors, LLC | 0.18% | Add +14.7% | 16,188 | $655K |
| RHS Financial, LLC | 0.32% | No change | 15,400 | $624K |
| Cooper Financial Group | 0.07% | Reduce -0.7% | 15,391 | $623K |
| Summit Financial Wealth Advisors, LLC | 0.12% | Reduce -1.0% | 15,015 | $621K |
| Optima Capital LLC | 0.42% | — | 14,905 | $604K |
| Eldridge Investment Advisors, Inc. | 0.14% | Add +0.0% | 14,623 | $592K |
| Concord Wealth Partners | 0.10% | Add +0.4% | 14,588 | $591K |
| Bay Capital Advisors, LLC | 0.47% | — | 14,438 | $585K |
| Sanctuary Wealth Management, L.L.C. | 0.38% | Reduce -49.1% | 14,228 | $576K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -0.1% | 14,143 | $573K |
| Patten & Patten Inc. | 0.04% | No change | 13,963 | $565K |
| Axis Wealth Partners, LLC | 0.47% | — | 13,833 | $560K |
| Morris Financial Concepts, Inc. | 0.24% | Add +7.5% | 13,731 | $556K |
| DecisionPoint Financial, LLC | 0.17% | Add +2.4% | 13,589 | $550K |
| Cwm, LLC | 0.00% | Reduce -43.0% | 13,295 | $538K |
| Eclectic Associates Inc. | 0.16% | New | 13,257 | $537K |
| Rockwood Wealth Management, LLC | 0.06% | No change | 13,147 | $534K |
| Cypress Wealth Services, LLC | 0.11% | Add +0.1% | 13,170 | $533K |
| Ethos Financial Group, LLC | 0.07% | Add +2.2% | 13,161 | $533K |
| Total Wealth Planning, LLC | 0.08% | Reduce -5.1% | 13,063 | $529K |
| Dopkins Wealth Management, LLC | 0.27% | New | 12,953 | $524K |
| Aspect Partners, LLC | 0.30% | Reduce -13.4% | 12,874 | $521K |
| Kraft Asset Management, LLC | 0.40% | Reduce -18.4% | 12,628 | $519K |
| Lam Group, Inc. | 0.36% | Add +0.2% | 12,540 | $508K |
| Strathmore Capital Advisors, Inc. | 0.37% | — | 12,521 | $507K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +77.2% | 12,465 | $505K |
| Mather Group, Llc. | 0.01% | Reduce -27.3% | 12,435 | $503K |
| Freedom Financial Partners LLC | 0.23% | — | 11,892 | $482K |
| Blue Oak Capital, LLC | 0.29% | — | 11,800 | $478K |
| BCU Wealth Advisors, LLC | 0.27% | Reduce -87.3% | 11,773 | $477K |
| Emprise Bank | 0.27% | Add +39.1% | 11,725 | $475K |
| Tranquility Partners, LLC | 0.17% | Add +0.5% | 11,416 | $463K |
| Vertex Planning Partners, LLC | 0.10% | Add +9.7% | 11,411 | $462K |
| Sigma Planning Corp | 0.01% | New | 11,097 | $449K |
| Private Trust Co. NA | 0.05% | No change | 11,078 | $449K |
| Porter White Investment Advisors, Inc. | 0.22% | Add +0.3% | 10,779 | $436K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +93.3% | 10,680 | $432K |
| Rialto Wealth Management, LLC | 0.14% | — | 10,636 | $431K |
| Ullmann Wealth Partners Group, LLC | 0.06% | Add +0.3% | 10,545 | $427K |
| Annandale Capital, LLC | 0.08% | Add +1.5% | 10,230 | $414K |
| Greenspring Advisors, LLC | 0.09% | Reduce -6.1% | 10,157 | $411K |
| Private Advisory Group LLC | 0.05% | New | 10,124 | $410K |
| Essex Financial Services, Inc. | 0.03% | Reduce -2.3% | 10,020 | $406K |
| OneAscent Financial Services LLC | 0.03% | New | 9,946 | $403K |
| tru Independence LLC | 0.13% | Add +0.3% | 9,902 | $401K |
| Glassman Wealth Services | 0.07% | Add +11.9% | 9,860 | $399K |
| FMR LLC | 0.00% | Add +906.5% | 9,763 | $395K |
| Dixon Fnancial Services, Inc. | 0.21% | Reduce -5.8% | 9,732 | $394K |
| Ruedi Wealth Management, Inc. | 0.12% | Add +0.0% | 9,730 | $394K |
| Shearwater Capital LLC | 0.26% | Reduce -0.6% | 9,506 | $385K |
| Coppell Advisory Solutions LLC | 0.05% | Reduce -2.6% | 9,302 | $378K |
| Advisory Services Network, LLC | 0.01% | Reduce -28.5% | 9,299 | $377K |
| City State Bank | 0.13% | Reduce -1.7% | 9,274 | $376K |
| WMG Financial Advisors, LLC | 0.16% | Reduce -2.5% | 9,241 | $374K |
| Archer Investment Management, LLC | 0.22% | — | 8,870 | $359K |
| Parallel Advisors, LLC | 0.01% | No change | 8,831 | $358K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -1.1% | 8,767 | $355K |
| Peirce Capital Management, LLC | 0.18% | No change | 8,529 | $345K |
| Warburton Capital Management, LLC | 0.26% | — | 8,479 | $343K |
| Creative Financial Designs Inc. | 0.03% | Add +0.4% | 8,319 | $337K |
| Oliver Lagore Vanvalin Investment Group | 0.09% | Add +155.7% | 8,271 | $335K |
| Smartleaf Asset Management LLC | 0.03% | Add +12.0% | 8,223 | $334K |
| Foster & Motley Inc. | 0.02% | No change | 8,239 | $334K |
| Stark Wealth Management LLC | 0.24% | — | 8,194 | $332K |
| Michael A. Dubis Financial Planning, LLC | 0.32% | — | 8,169 | $331K |
| Sprinkle Financial Consultants LLC | 0.22% | Reduce -4.0% | 8,121 | $329K |
| Ascentis Independent Advisors | 0.06% | Add +10.2% | 8,068 | $327K |
| Financial Counselors Inc. | 0.00% | New | 7,902 | $320K |
| Blue Trust, Inc. | 0.00% | No change | 7,872 | $319K |
| Heritage Wealth Management, Inc. | 0.27% | Reduce -5.2% | 7,857 | $318K |
| Clark Capital Management Group, Inc. | 0.00% | New | 7,582 | $307K |
| Vawter Financial, Ltd. | 0.18% | No change | 7,484 | $303K |
| Facet Wealth, Inc. | 0.01% | Add +9.8% | 7,229 | $301K |
| Performance Wealth Partners, LLC | 0.01% | Reduce -16.2% | 7,352 | $298K |
| Builder Investment Group Inc. | 0.08% | No change | 7,347 | $297K |
| L.K. Benson & Company, P.C. | 0.20% | — | 7,180 | $291K |
| Parsons Capital Management Inc. | 0.02% | Reduce -32.7% | 7,065 | $286K |
| Montis Financial, LLC | 0.09% | Add +14.6% | 6,955 | $282K |
| Index Fund Advisors, Inc. | 0.02% | Add +2.0% | 6,953 | $282K |
| Liberty Capital Management, Inc. | 0.06% | No change | 6,744 | $273K |
| Joel Isaacson & Co., LLC | 0.01% | Add +0.4% | 6,710 | $272K |
| Wealthstream Advisors, Inc. | 0.05% | Add +0.1% | 6,555 | $265K |
| Pine Harbor Wealth Management, LLC | 0.11% | No change | 6,545 | $265K |
| Graves Light Lenhart Wealth, Inc. | 0.03% | No change | 6,493 | $263K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 6,291 | $255K |
| Cassady Schiller Wealth Management, LLC | 0.09% | No change | 6,222 | $252K |
| Momentous Wealth Management, Inc. | 0.21% | — | 6,136 | $248K |
| Fisher Asset Management | 0.00% | New | 6,133 | $248K |
| Blodgett Wealth Advisors, LLC | 0.19% | No change | 6,072 | $246K |
| Hill Investment Group Partners, LLC | 0.03% | Reduce -1.2% | 6,054 | $245K |
| Ascent Group, LLC | 0.02% | Reduce -8.0% | 6,047 | $245K |
| ARS Wealth Advisors Group, LLC | 0.03% | No change | 5,960 | $241K |
| Neuberger Berman Group LLC | 0.00% | No change | 5,845 | $237K |
| IronBridge Private Wealth, LLC | 0.09% | New | 5,814 | $235K |
| Avantax Advisory Services, Inc. | 0.00% | New | 5,282 | $214K |
| Criterion Capital Advisors, LLC | 0.13% | No change | 5,660 | $212K |
| LongView Asset Management LLC | 0.18% | — | 5,239 | $212K |
| Huntleigh Advisors, Inc. | 0.05% | — | 5,220 | $211K |
| Cornerstone Wealth Management, LLC | 0.01% | New | 5,210 | $211K |
| Lodestone Wealth Management LLC | 0.11% | Add +0.4% | 5,189 | $210K |
| BOS Asset Management, LLC | 0.08% | No change | 5,168 | $209K |
| Ameriprise Financial Inc. | 0.00% | Add +2.0% | 5,149 | $208K |
| Werba Rubin Papier Wealth Management | 0.05% | New | 5,008 | $203K |
| Qube Research & Technologies Ltd | 0.00% | Add +71.4% | 4,625 | $187K |
| True Wealth Design, LLC | 0.07% | No change | 4,600 | $186K |
| Pillar Financial Advisors, LLC | 0.12% | — | 3,831 | $155K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 3,784 | $153K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -14.6% | 2,633 | $107K |
| Nemes Rush Group LLC | 0.01% | New | 2,570 | $104K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -15.1% | 2,557 | $104K |
| Fort Vancouver Investment Management, LLC | 0.09% | No change | 2,511 | $102K |
| Kings Path Partners LLC | 0.04% | No change | 2,350 | $95K |
| Citigroup Inc. | 0.00% | No change | 2,208 | $89K |
| Synergy Investment Management, LLC | 0.03% | — | 2,000 | $81K |
| Phillips Financial Management, LLC | 0.01% | Add +0.1% | 1,945 | $79K |
| Evolution Advisers, Inc. | 0.04% | No change | 1,699 | $68K |
| Conquis Financial LLC | 0.07% | — | 1,646 | $67K |
| Global Retirement Partners, LLC | 0.00% | Add +96.3% | 1,629 | $66K |
| Orion Capital Management LLC | 0.03% | New | 1,444 | $58K |
| Arlington Trust Co LLC | 0.01% | New | 1,376 | $56K |
| Atlas Capital Advisors Inc. | 0.01% | No change | 1,202 | $49K |
| Principal Securities, Inc. | 0.00% | Add +203.6% | 1,108 | $45K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | Reduce -2.8% | 1,075 | $44K |
| NorthRock Partners, LLC | 0.00% | Add +5.0% | 1,002 | $41K |
| Jones Financial Companies LLLP | 0.00% | New | 958 | $39K |
| Bank of Montreal | 0.00% | Reduce -1.5% | 803 | $33K |
| Mark Sheptoff Financial Planning, LLC | 0.02% | No change | 770 | $31K |
| Comerica Bank | 0.00% | No change | 720 | $29K |
| Salem Investment Counselors Inc. | 0.00% | Add +55.8% | 684 | $28K |
| Creative Capital Management Investments LLC | 0.01% | Reduce -48.6% | 509 | $21K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 431 | $17K |
| Fortitude Family Office, LLC | 0.01% | Add +0.2% | 416 | $17K |
| Pinney & Scofield, Inc. | 0.01% | — | 415 | $17K |
| MPWM Advisory Solutions, LLC | 0.01% | — | 389 | $16K |
| Harbour Investments, Inc. | 0.00% | Add +11.7% | 230 | $9K |
| Spurstone Advisory Services, LLC | 0.12% | — | 162 | $7K |
| Vermillion Wealth Management, Inc. | 0.00% | — | 149 | $6K |
| Quent Capital, LLC | 0.00% | Add +4.5% | 116 | $5K |
| Hurley Capital, LLC | 0.00% | — | 105 | $4K |
| Sound Income Strategies, LLC | 0.00% | No change | 101 | $4K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | No change | 92 | $4K |
| Asset Dedication, LLC | 0.00% | Reduce -95.8% | 91 | $4K |
| West Financial Advisors, LLC | 0.00% | Reduce -22.2% | 70 | $3K |
| Signaturefd, LLC | 0.00% | No change | 58 | $2K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 9 | $367 |
"% 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.