Dimensional US Core Equity MDFAUETF
13F holders, Q1 2025 (March 31)477holders +13
29new positions
19sold out
3famous investors
$38.63avg. 13F price*
At the end of Q1 2025, 477 institutions reported holding Dimensional US Core Equity M (DFAU) in their 13F filings, up 13 from Q4 2024. 29 opened new positions and 19 sold out. The largest holders were Sequoia Financial Advisors, LLC ($216.3M), Aquire Wealth Advisors, LLC ($144.4M) and OneDigital Investment Advisors LLC ($135.7M). 3 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 Fisher (0.0% of Fisher Asset 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $32.9M |
| Exits | 19 | $103.3M |
All 13F filers, Q4 2024 → Q1 2025: 12,041,321 shares bought and 2,061,476,807 shares sold, net −2,049,435,486 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 477 holders
| Sequoia Financial Advisors, LLC | 1.67% | Add +13.8% | 5,627,695 | $216.3M |
| Aquire Wealth Advisors, LLC | 44.45% | Add +3.9% | 3,757,283 | $144.4M |
| OneDigital Investment Advisors LLC | 1.61% | Add +12.5% | 3,529,903 | $135.7M |
| Modera Wealth Management, LLC | 1.83% | Reduce -3.2% | 3,524,418 | $135.5M |
| Allworth Financial LP | 0.68% | Add +8.5% | 3,207,530 | $120.3M |
| RVW Wealth, LLC | 10.04% | Add +91.5% | 2,774,616 | $106.7M |
| Blankinship & Foster, LLC | 26.65% | Reduce -4.4% | 2,745,785 | $105.5M |
| Kooman & Associates | 38.04% | Add +0.1% | 2,698,220 | $103.7M |
| Hemington Wealth Management | 13.33% | Add +290.0% | 2,234,748 | $85.9M |
| Spinnaker Investment Group, LLC | 19.28% | Add +8.9% | 2,218,139 | $85.3M |
| AE Wealth Management LLC | 0.71% | Add +9.6% | 2,208,340 | $84.9M |
| Focus Partners Wealth | 0.19% | Add +21.3% | 2,014,003 | $77.4M |
| Arista Wealth Management, LLC | 18.40% | Add +2.7% | 1,975,325 | $75.9M |
| Evoke Wealth, LLC | 1.87% | Add +7.0% | 1,861,542 | $71.6M |
| Meridian Wealth Partners, LLC | 11.12% | Reduce -1.9% | 1,811,961 | $69.7M |
| HB Wealth Management, LLC | 0.55% | Add +14.5% | 1,700,889 | $65.4M |
| Krilogy Financial LLC | 3.89% | Add +7.1% | 1,560,796 | $60.0M |
| Commonwealth Equity Services, LLC | 0.08% | Add +9.7% | 1,527,790 | $58.7M |
| BCM Advisors, LLC | 11.30% | Reduce -3.4% | 1,283,690 | $49.8M |
| Betterment LLC | 0.12% | Add +4.3% | 1,294,724 | $49.8M |
| WPWealth LLP | 9.77% | Add +5.0% | 1,286,618 | $49.5M |
| Hill Island Financial LLC | 14.48% | Add +10.1% | 1,285,590 | $49.4M |
| Essential Planning, LLC. | 19.41% | Reduce -98.4% | 1,253,243 | $48.2M |
| Wealth Enhancement Advisory Services, LLC | 0.09% | Add +20.9% | 1,224,621 | $47.1M |
| Pioneer Wealth Management Group | 19.94% | — | 1,204,564 | $46.3M |
| Diversify Wealth Management, LLC | 3.43% | Add +1.0% | 1,216,176 | $46.2M |
| Savant Capital, LLC | 0.36% | Add +4.8% | 1,115,552 | $42.9M |
| Corient Private Wealth LP | 0.07% | Reduce -17.9% | 1,079,690 | $41.5M |
| Rappaport Reiches Capital Management, LLC | 10.27% | Add +5.7% | 1,069,342 | $41.1M |
| Mariner, LLC | 0.07% | Add +2.8% | 1,056,117 | $40.6M |
| Aveo Capital Partners, LLC | 6.48% | Add +5.3% | 1,013,064 | $39.0M |
| Austin Wealth Management, LLC | 7.71% | Add +19.5% | 1,026,093 | $38.5M |
| Focus Partners Advisor Solutions, LLC | 0.55% | Add +28.6% | 949,142 | $36.5M |
| Brighton Jones LLC | 1.16% | Reduce -5.0% | 940,221 | $36.1M |
| Sterling Wealth Advisors Inc | 27.84% | Reduce -1.0% | 939,633 | $36.1M |
| PBMares Wealth Management LLC | 7.20% | Add +5.3% | 935,408 | $36.0M |
| Stadion Money Management, LLC | 3.50% | Reduce -2.2% | 913,856 | $35.1M |
| TCP Asset Management, LLC | 7.52% | Add +1.9% | 875,848 | $33.7M |
| NorthCoast Asset Management LLC | 0.16% | Add +5.2% | 845,722 | $32.5M |
| Financial Connections Group, Inc. | 14.41% | Add +13.8% | 835,023 | $32.1M |
| Liberty Wealth Management LLC | 5.99% | Add +8.1% | 814,487 | $31.3M |
| Curio Wealth, LLC | 16.00% | Reduce -99.9% | 421 | $30.7M |
| Plancorp, LLC | 1.21% | Add +0.1% | 795,644 | $30.6M |
| Wealthspire Advisors, LLC | 0.18% | Reduce -0.8% | 790,704 | $30.4M |
| Alpha Financial Advisors, LLC | 13.41% | Add +31.7% | 784,696 | $30.2M |
| Valued Wealth Advisors LLC | 17.96% | Add +4.7% | 778,393 | $29.9M |
| SC&H Financial Advisors, Inc. | 5.88% | Add +6.3% | 777,686 | $29.9M |
| LPL Financial LLC | 0.01% | Add +26.0% | 744,398 | $28.6M |
| Yardley Wealth Management LLC | 16.28% | Reduce -14.8% | 718,976 | $27.6M |
| Fonville Wealth Management LLC | 8.11% | Add +7.4% | 716,169 | $27.5M |
| Two West Capital Advisors LLC | 22.91% | Add +5.8% | 750,905 | $27.4M |
| Advisory Alpha, LLC | 0.93% | Reduce -4.2% | 709,044 | $27.3M |
| Highland Financial Advisors, LLC | 9.33% | Add +6.7% | 678,652 | $26.1M |
| Creative Planning | 0.02% | Reduce -2.9% | 674,737 | $25.9M |
| Keystone Financial Group, Inc. | 17.25% | Add +7.2% | 639,454 | $24.5M |
| VeraBank, N.A. | 6.79% | Add +9.7% | 633,292 | $24.3M |
| Quantum Financial Advisors, LLC | 3.49% | Reduce -15.9% | 608,406 | $23.4M |
| Physician Wealth Solutions Inc. | 11.72% | Reduce -4.9% | 606,706 | $23.3M |
| Spectrum Investment Advisors, Inc. | 14.98% | Add +0.8% | 603,830 | $23.2M |
| Note Advisors, LLC | 19.15% | Add +22.1% | 603,188 | $23.2M |
| Bay Harbor Wealth Management, LLC | 7.33% | Add +3.8% | 602,733 | $23.2M |
| AdvisorNet Financial, Inc | 1.70% | Add +23.1% | 594,300 | $22.8M |
| ACT Advisors, LLC. | 12.29% | Add +12.9% | 589,138 | $22.6M |
| Stifel Financial Corp. | 0.02% | Add +0.3% | 586,977 | $22.6M |
| M Wealth Management, LLC | 20.84% | Reduce -11.4% | 581,830 | $22.4M |
| Mercer Global Advisors Inc. | 0.05% | Add +39.0% | 576,272 | $22.2M |
| Timonier Family Office, LTD. | 9.71% | Add +34.1% | 571,372 | $22.0M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 5.18% | Add +3.9% | 565,805 | $21.7M |
| Awm Capital, LLC | 2.46% | Add +8.2% | 549,305 | $21.1M |
| Envestnet Asset Management Inc. | 0.01% | Add +1.3% | 540,607 | $20.8M |
| Shira Ridge Wealth Management | 10.07% | Add +0.8% | 525,614 | $20.2M |
| Morling Financial Advisors, LLC | 6.79% | Add +2.0% | 512,961 | $19.7M |
| Kure Advisory, LLC | 14.84% | — | 511,368 | $19.7M |
| Forvis Mazars Wealth Advisors, LLC | 0.46% | Reduce -32.5% | 503,594 | $19.4M |
| Heritage Investment Group, Inc. | 3.62% | Add +0.8% | 501,450 | $19.3M |
| IFP Advisors, Inc | 0.59% | Add +2.4% | 498,696 | $19.2M |
| Envision Financial Planning, LLC | 9.69% | Reduce -5.3% | 494,701 | $19.0M |
| Pathstone Holdings, LLC | 0.08% | Add +3.6% | 492,235 | $18.9M |
| MAI Capital Management | 0.14% | Add +12.0% | 486,574 | $18.7M |
| Bank of America Corp. | 0.00% | Add +1.3% | 480,107 | $18.5M |
| Mission Wealth Management, LP | 0.46% | Reduce -5.9% | 474,674 | $18.2M |
| Osaic Holdings, Inc. | 0.04% | Add +187.2% | 465,552 | $17.9M |
| UBS Group AG | 0.00% | Add +2.8% | 449,966 | $17.3M |
| Allegiance Financial Group Advisory Services LLC | 5.23% | Add +7.2% | 447,616 | $17.2M |
| Zhang Financial LLC | 0.91% | Add +7.7% | 446,808 | $17.2M |
| Assetmark, Inc. | 0.05% | Reduce -4.4% | 434,142 | $16.7M |
| Tortoise Investment Management, LLC | 1.61% | Add +0.7% | 402,266 | $15.5M |
| Physician Wealth Advisors, Inc. | 2.65% | Add +3.8% | 400,697 | $15.4M |
| Perigon Wealth Management, LLC | 0.39% | Reduce -0.5% | 398,347 | $15.3M |
| Prudent Man Investment Management, Inc. | 8.44% | Reduce -0.5% | 376,342 | $15.2M |
| Sax Wealth Advisors, LLC | 1.06% | Add +6.3% | 385,607 | $14.8M |
| JPMorgan Chase & Co. | 0.00% | Add +5.1% | 378,980 | $14.6M |
| CVA Family Office, LLC | 2.19% | Reduce -2.0% | 371,340 | $14.3M |
| Tassel Capital Management, Inc. | 12.36% | Add +25.3% | 367,782 | $14.1M |
| Cetera Investment Advisers | 0.03% | Reduce -20.3% | 351,630 | $13.5M |
| Willow Creek Wealth Management Inc. | 1.29% | Add +5.9% | 345,260 | $13.3M |
| JFS Wealth Advisors, LLC | 0.90% | Add +3.6% | 344,331 | $13.2M |
| Ledgewood Wealth Advisors, LLC | 8.37% | Reduce -0.8% | 337,684 | $13.0M |
| Private Wealth Management Group, LLC | 4.58% | Add +70.4% | 322,689 | $12.4M |
| Security Financial Services, INC. | 2.44% | Add +9.8% | 320,273 | $12.3M |
"% 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.