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 |
| Great Point Wealth Advisors, LLC | 2.66% | Reduce -0.8% | 319,687 | $12.3M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +10.2% | 314,401 | $12.1M |
| FinDec Wealth Services, Inc. | 11.90% | Add +13.7% | 313,071 | $12.0M |
| Arax Advisory Partners | 0.77% | New | 312,765 | $12.0M |
| Legacy Financial Group, Inc. | 3.84% | Add +8.0% | 310,926 | $12.0M |
| Syverson Strege & Co | 3.83% | Add +1.9% | 310,270 | $11.9M |
| Binnacle Investments Inc | 8.28% | — | 295,355 | $11.4M |
| Clarity Capital Advisors, LLC | 7.40% | Add +5.6% | 293,112 | $11.3M |
| Jacobi Capital Management LLC | 0.81% | Add +43.4% | 284,316 | $10.9M |
| Jackson Thornton Wealth Management, LLC | 1.45% | Add +28.6% | 302,148 | $10.9M |
| Integrated Wealth Concepts LLC | 0.13% | Add +1.8% | 281,246 | $10.8M |
| Centennial Bank | 4.98% | Add +1.3% | 272,271 | $10.5M |
| Raymond James Financial Inc. | 0.00% | Add +11.0% | 269,683 | $10.4M |
| North Capital, Inc. | 9.59% | — | 264,355 | $10.2M |
| Maryland Capital Advisors Inc. | 4.37% | Add +18.9% | 257,710 | $9.9M |
| Entrewealth, LLC | 7.59% | Add +61.2% | 256,962 | $9.9M |
| First Financial Group Corp | 10.93% | Add +0.7% | 251,204 | $9.7M |
| Strategic Investment Solutions, Inc. | 2.77% | Add +12.8% | 248,321 | $9.5M |
| Cherrydale Wealth Management, LLC | 3.73% | Add +0.5% | 245,105 | $9.4M |
| Lauer Wealth, LLC | 6.92% | Add +7.5% | 235,906 | $9.0M |
| Navigoe, LLC | 7.66% | Add +33.6% | 230,022 | $8.8M |
| FMB Wealth Management | 4.87% | Add +11.7% | 228,883 | $8.8M |
| Weinberger Asset Management, Inc | 3.72% | Add +1.3% | 225,742 | $8.7M |
| Glass Jacobson Investment Advisors llc | 2.84% | No change | 213,602 | $8.6M |
| Kestra Advisory Services, LLC | 0.04% | Add +260.9% | 261,484 | $8.6M |
| MML Investors Services, LLC | 0.03% | Add +8.3% | 222,108 | $8.5M |
| Martin Worley Group | 4.87% | Add +11.5% | 222,018 | $8.5M |
| Royal Bank of Canada | 0.00% | Add +4.7% | 219,696 | $8.4M |
| U.S. Capital Wealth Advisors, LLC | 0.25% | Add +0.2% | 214,406 | $8.2M |
| Farther Finance Advisors, LLC | 0.21% | Add +4.7% | 212,370 | $8.2M |
| Sollinda Capital Management LLC | 2.24% | Add +5.5% | 209,364 | $8.0M |
| Chicago Partners Investment Group LLC | 0.26% | Add +1.3% | 200,993 | $7.7M |
| Hutchinson Capital Management | 1.47% | Add +0.5% | 200,696 | $7.7M |
| VSM Wealth Advisory, LLC | 2.75% | Add +7.1% | 199,310 | $7.7M |
| Pacific Asset Management, LLC | 6.79% | Reduce -2.9% | 197,209 | $7.6M |
| Firethorn Wealth Partners, LLC | 3.50% | Add +18.5% | 190,552 | $7.3M |
| Canopy Partners, LLC | 2.84% | Add +12.0% | 189,354 | $7.3M |
| Abel Hall, LLC | 4.28% | Reduce -0.0% | 184,601 | $7.1M |
| ARK & TLK Investments, LLC | 2.47% | Reduce -2.8% | 182,403 | $7.0M |
| Diversified Portfolios, Inc. | 0.74% | Add +4.3% | 182,312 | $7.0M |
| American Capital Advisory, LLC | 3.67% | Add +1.7% | 177,067 | $6.8M |
| Private Advisor Group, LLC | 0.04% | Reduce -0.6% | 174,243 | $6.7M |
| Beacon Pointe Advisors, LLC | 0.07% | Reduce -2.5% | 169,654 | $6.5M |
| Cypress Point Wealth Management, LLC | 2.01% | Reduce -2.2% | 165,109 | $6.3M |
| Cerity Partners LLC | 0.01% | Reduce -24.6% | 163,440 | $6.3M |
| Aegis Wealth Management LLC | 3.64% | Add +8.5% | 161,245 | $6.2M |
| Morton Capital Management LLC | 1.18% | Add +2.5% | 158,457 | $6.1M |
| Wealth Advisors Northwest LLC | 3.84% | Add +1.1% | 157,660 | $6.1M |
| Foundations Investment Advisors, LLC | 0.11% | Add +29.5% | 157,313 | $6.0M |
| Capital Investment Advisory Services, LLC | 0.54% | Add +15.4% | 156,452 | $6.0M |
| Park Avenue Securities LLC | 0.07% | Add +19.5% | 154,396 | $5.9M |
| Chico Wealth RIA | 5.09% | No change | 152,565 | $5.9M |
| Oak Wealth Advisors LLC | 4.31% | Add +2.4% | 151,650 | $5.8M |
| Axxcess Wealth Management, LLC | 0.16% | New | 151,083 | $5.8M |
| HFG Wealth Management, LLC | 3.41% | Reduce -1.4% | 138,941 | $5.6M |
| Mattern Wealth Management LLC | 1.24% | Reduce -1.4% | 145,924 | $5.6M |
| HTG Investment Advisors, Inc. | 2.32% | Add +0.3% | 144,826 | $5.6M |
| Heirloom Wealth Management | 1.58% | Add +13.9% | 143,754 | $5.5M |
| Level Wealth Management LLC | 3.57% | Reduce -4.5% | 142,050 | $5.5M |
| Hardy Reed LLC | 0.48% | No change | 140,555 | $5.4M |
| Sowell Financial Services LLC | 0.24% | Add +2.1% | 139,781 | $5.4M |
| CGN Advisors LLC | 0.52% | Reduce -20.2% | 138,457 | $5.3M |
| GEM Asset Management, LLC | 2.93% | Add +2.5% | 135,548 | $5.2M |
| My Personal CFO, LLC | 2.60% | Reduce -1.8% | 134,207 | $5.2M |
| Prodigy Asset Management LLC | 4.07% | Add +8.8% | 131,166 | $5.0M |
| Dodds Wealth, LLC | 1.61% | Add +40.6% | 128,606 | $4.9M |
| Andrews, Lucia Wealth Management LLC | 3.26% | Add +0.0% | 119,972 | $4.9M |
| D.A. Davidson & Co. | 0.04% | Add +3.3% | 121,860 | $4.7M |
| CreativeOne Wealth, LLC | 0.14% | Reduce -10.0% | 119,314 | $4.6M |
| JDH Wealth Management, LLC | 3.89% | Add +21.4% | 117,978 | $4.5M |
| Tableaux LLC | 3.26% | Reduce -0.9% | 117,429 | $4.5M |
| Aspen Wealth Management LLC | 1.26% | Add +21.7% | 116,007 | $4.5M |
| Rather & Kittrell, Inc. | 0.96% | Add +2.5% | 115,648 | $4.4M |
| Signature Resources Capital Management, LLC | 3.80% | Reduce -1.0% | 115,038 | $4.4M |
| Quad-Cities Investment Group, LLC | 2.17% | Add +6.0% | 114,040 | $4.4M |
| Truist Financial Corp. | 0.01% | Add +0.3% | 111,214 | $4.3M |
| SYM FINANCIAL Corp | 0.51% | Add +1.3% | 108,211 | $4.2M |
| Claris Advisors, LLC / Mo / | 1.53% | Add +7.2% | 106,690 | $4.1M |
| Asset Dedication, LLC | 0.33% | Add +115959.3% | 105,614 | $4.1M |
| Apella Capital, LLC | 0.14% | Add +22.9% | 108,407 | $4.0M |
| World Investment Advisors | 0.10% | Add +44.7% | 104,890 | $4.0M |
| Stratos Investment Management, LLC | 0.21% | New | 103,598 | $4.0M |
| Baird Financial Group, Inc. | 0.01% | Add +6.4% | 103,107 | $4.0M |
| Invst, LLC | 0.54% | Add +23.9% | 102,757 | $3.9M |
| Kennedy Investment Group, Inc. | 1.79% | Add +89.2% | 100,542 | $3.9M |
| Sageworth Trust Co | 0.24% | Reduce -1.8% | 98,792 | $3.8M |
| Morgan Stanley | 0.00% | Reduce -35.4% | 98,075 | $3.8M |
| Waterfront Wealth Inc. | 0.91% | Add +23.3% | 96,873 | $3.7M |
| Catalyst Private Wealth, LLC | 1.80% | Reduce -19.6% | 96,277 | $3.7M |
| Live Oak Private Wealth LLC | 0.60% | Add +145.5% | 96,185 | $3.7M |
| SpringVest Wealth Management LLC | 3.02% | Reduce -1.3% | 94,802 | $3.6M |
| Robinson Smith Wealth Advisors LLC | 3.04% | Add +9.6% | 94,490 | $3.6M |
| Sterling Financial Group, Inc. | 1.28% | Reduce -5.8% | 92,211 | $3.5M |
| Wolfstich Capital, LLC | 3.19% | No change | 91,783 | $3.5M |
| Fiduciary Financial Group, LLC | 0.76% | Add +232.8% | 97,144 | $3.5M |
| Vantage Point Financial LLC | 1.76% | Add +4.7% | 90,735 | $3.5M |
| Apollon Wealth Management, LLC | 0.08% | Reduce -3.8% | 90,164 | $3.5M |
| Retirement Solution LLC | 0.98% | Reduce -6.7% | 89,430 | $3.4M |
| Alkeme Wealth, LLC | 1.51% | Add +15.8% | 87,515 | $3.4M |
| Baron Silver Stevens Financial Advisors, LLC | 0.58% | Add +31.9% | 86,252 | $3.3M |
| Quarry Hill Advisors, LLC | 2.09% | Reduce -5.5% | 83,587 | $3.2M |
| Magnolia Capital Advisors LLC | 0.86% | Add +15.4% | 82,264 | $3.2M |
| 180 Wealth Advisors, LLC | 0.50% | Add +0.7% | 81,585 | $3.1M |
| Seamount Financial Group Inc. | 1.98% | Add +1.2% | 75,818 | $2.9M |
| HMV Wealth Advisors, LLC | 2.31% | Add +7.5% | 75,612 | $2.9M |
| Market Street Wealth Management Advisors LLC | 0.49% | Add +12.2% | 74,771 | $2.9M |
| Red Lighthouse Investment Management, LLC | 1.16% | Reduce -0.1% | 77,983 | $2.8M |
| Investmark Advisory Group LLC | 1.38% | Add +0.5% | 72,820 | $2.8M |
| Ancora Advisors LLC | 0.06% | Add +1.1% | 72,818 | $2.8M |
| Stratos Wealth Partners, LTD. | 0.04% | Reduce -7.0% | 72,225 | $2.8M |
| Melfa Wealth Management, Inc. | 1.86% | Reduce -2.0% | 71,704 | $2.8M |
| AQR Capital Management | 0.00% | Add +24.8% | 69,878 | $2.7M |
| ERn Financial, LLC | 0.42% | Reduce -3.4% | 69,507 | $2.7M |
| Raffa Wealth Management, LLC | 0.59% | Reduce -0.5% | 67,595 | $2.6M |
| Jane Street Group, LLC | 0.00% | New | 67,003 | $2.6M |
| Versant Capital Management, Inc | 0.42% | Add +147.4% | 65,791 | $2.5M |
| Meritas Wealth Management, LLC | 1.45% | Reduce -4.7% | 64,489 | $2.5M |
| Pinnacle Financial Group, LLC / IL | 0.89% | Reduce -5.2% | 63,936 | $2.5M |
| Factor Wealth Management LTD | 0.75% | Add +0.8% | 63,586 | $2.4M |
| Rockefeller Capital Management L.P. | 0.01% | Add +13.4% | 61,218 | $2.4M |
| Elevation Wealth Partners, LLC | 0.99% | Add +15.3% | 59,636 | $2.3M |
| Root Financial Partners, LLC | 0.24% | Add +146.1% | 58,953 | $2.3M |
| AssuredPartners Investment Advisors, LLC | 0.43% | Add +19.7% | 58,401 | $2.2M |
| Rehmann Capital Advisory Group | 0.14% | Reduce -0.1% | 58,178 | $2.2M |
| RCS Financial Planning, LLC | 1.17% | Reduce -5.7% | 57,831 | $2.2M |
| First Citizens Bank & Trust Co. | 0.06% | No change | 56,332 | $2.2M |
| Shore Point Advisors, LLC | 1.14% | Add +5.8% | 55,959 | $2.2M |
| NewEdge Advisors, LLC | 0.01% | Add +3.8% | 55,083 | $2.1M |
| Ieq Capital, LLC | 0.02% | Add +0.1% | 55,070 | $2.1M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +11.9% | 54,627 | $2.1M |
| Orion Portfolio Solutions, LLC | 0.02% | Add +11.9% | 54,627 | $2.1M |
| Waverly Advisors, LLC | 0.03% | Add +5.3% | 53,806 | $2.1M |
| LRI Investments, LLC | 0.20% | Reduce -0.5% | 53,030 | $2.0M |
| Earned Wealth Advisors, LLC | 0.45% | Reduce -0.2% | 52,818 | $2.0M |
| Altiora Financial Group, LLC | 0.43% | Add +0.2% | 52,365 | $2.0M |
| SwitchPoint Financial Planning, LLC | 1.89% | No change | 51,903 | $2.0M |
| Cahill Financial Advisors Inc. | 0.27% | Reduce -4.4% | 51,072 | $2.0M |
| Parkshore Wealth Management, Inc. | 1.13% | Reduce -0.4% | 50,535 | $1.9M |
| Elevate Wealth Advisory, Inc. | 1.36% | Reduce -3.3% | 50,107 | $1.9M |
| Burton Enright Welch | 0.39% | Add +34.3% | 50,089 | $1.9M |
| Financial Alternatives, Inc | 1.37% | Reduce -3.3% | 49,822 | $1.9M |
| Cowa, LLC | 0.81% | Reduce -45.9% | 50,275 | $1.9M |
| Verisail Partners, LLC | 0.86% | No change | 48,538 | $1.9M |
| Keb Asset Management, LLC | 0.53% | Add +128.1% | 48,297 | $1.9M |
| G2 Capital Management, LLC / Oh | 0.55% | Add +5.4% | 47,652 | $1.8M |
| Mgo One Seven LLC | 0.07% | Reduce -31.2% | 46,693 | $1.8M |
| Balance Wealth Partners LLC | 1.16% | — | 46,550 | $1.8M |
| Lionshead Wealth Management, LLC | 1.79% | Add +0.4% | 44,935 | $1.7M |
| Marshall Financial Group, LLC | 0.37% | Reduce -18.3% | 44,606 | $1.7M |
| Captrust Financial Advisors | 0.00% | Reduce -2.1% | 43,292 | $1.7M |
| Tanglewood Legacy Advisors, LLC | 0.72% | Reduce -27.1% | 42,517 | $1.6M |
| Herold Advisors, Inc. | 0.36% | Add +14.2% | 42,068 | $1.6M |
| Retirement Guys Formula LLC | 0.80% | Reduce -25.7% | 41,672 | $1.6M |
| Wealthfront Advisers LLC | 0.00% | Reduce -0.8% | 41,404 | $1.6M |
| Milestone Asset Management Group, LLC | 1.39% | Add +19.9% | 39,889 | $1.5M |
| Beckerman Institutional, LLC | 1.08% | Reduce -2.0% | 38,823 | $1.5M |
| Rockbridge Investment Management, LCC | 0.18% | Add +0.7% | 38,505 | $1.5M |
| Woodside Wealth Management LLC | 1.36% | — | 38,227 | $1.5M |
| Keel Point, LLC | 0.11% | Reduce -1.3% | 36,843 | $1.4M |
| HighTower Advisors, LLC | 0.00% | Reduce -18.0% | 36,458 | $1.4M |
| Forum Financial Management, LP | 0.02% | Add +0.3% | 36,409 | $1.4M |
| Berger Financial Group, Inc | 0.10% | New | 36,319 | $1.4M |
| Capstone Wealth Management, LLC | 1.39% | Add +67.5% | 36,189 | $1.4M |
| Vestia Personal Wealth Advisors | 1.09% | Add +0.7% | 35,979 | $1.4M |
| Hiley Hunt Wealth Management | 0.75% | Add +12.2% | 35,643 | $1.4M |
| Townsquare Capital LLC | 0.01% | Reduce -4.5% | 35,667 | $1.4M |
| Kaufman Rossin Wealth, LLC | 0.97% | No change | 35,232 | $1.4M |
| Auxano Advisors, LLC | 0.36% | Reduce -1.4% | 34,995 | $1.3M |
| Washington Trust Advisors, Inc. | 0.12% | Add +21.8% | 34,992 | $1.3M |
| Sincerus Advisory, LLC | 1.41% | Add +2.5% | 34,848 | $1.3M |
| Olistico Wealth, LLC | 0.83% | Add +0.2% | 34,756 | $1.3M |
| Brookstone Capital Management | 0.02% | Add +5.6% | 34,666 | $1.3M |
| Forthright Family Wealth Advisory LLC | 0.87% | No change | 34,342 | $1.3M |
| Acorn Wealth Advisors, LLC | 0.55% | Reduce -1.4% | 34,196 | $1.3M |
| Wescott Financial Advisory Group, LLC | 0.13% | Add +0.1% | 33,559 | $1.3M |
| American Investment Services, Inc. | 0.23% | Reduce -0.5% | 33,431 | $1.3M |
| Oceanside Advisors LLC | 0.92% | Reduce -2.0% | 33,226 | $1.3M |
| Capstone Financial Advisors, Inc. | 0.08% | Add +0.0% | 32,776 | $1.3M |
| Forum Private Client Group LLC | 0.54% | Add +7.9% | 32,600 | $1.3M |
| Lakeridge Wealth Management LLC | 0.58% | Reduce -15.2% | 29,996 | $1.2M |
| Lauterbach Financial Advisors, LLC | 0.71% | Reduce -0.3% | 29,794 | $1.1M |
| Evanson Asset Management, LLC | 0.08% | Add +0.0% | 29,450 | $1.1M |
| Werba Rubin Papier Wealth Management | 0.24% | Add +483.0% | 29,197 | $1.1M |
| Yoder Wealth Management, Inc. | 0.62% | Reduce -10.2% | 28,651 | $1.1M |
| Financial Symmetry Inc | 0.66% | Add +17.4% | 28,082 | $1.1M |
| USAdvisors Wealth Management, LLC | 0.36% | Reduce -44.9% | 27,078 | $1.0M |
| Prospera Financial Services Inc | 0.02% | Add +31.6% | 26,985 | $1.0M |
| Cardiff Park Advisors, LLC | 0.10% | Add +0.0% | 26,666 | $1.0M |
| Intrepid Financial Planning Group LLC | 0.47% | Reduce -7.0% | 26,628 | $1.0M |
| Squire Investment Management Company, LLC | 0.42% | Add +47.3% | 26,470 | $1.0M |
| Cullen/Frost Bankers, Inc. | 0.01% | Reduce -29.1% | 24,350 | $936K |
| Dynamic Advisor Solutions LLC | 0.03% | Reduce -11.6% | 22,900 | $880K |
| Investment Advisory Group, LLC | 0.29% | Add +1.9% | 22,265 | $856K |
| SOL Capital Management CO | 0.09% | No change | 22,225 | $854K |
| Medallion Wealth Advisors, LLC | 0.38% | Add +8.9% | 21,555 | $831K |
| CFS Investment Advisory Services, LLC | 0.07% | Add +2.2% | 21,452 | $825K |
| Solutions 4 Wealth, Ltd | 1.45% | No change | 21,378 | $822K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -9.2% | 21,373 | $822K |
| Mosaic Family Wealth Partners, LLC | 0.12% | Add +11.8% | 21,368 | $821K |
| SageOak Financial, LLC | 0.73% | Reduce -52.3% | 21,319 | $820K |
| Exencial Wealth Advisors, LLC | 0.03% | Reduce -3.8% | 21,244 | $817K |
| Optima Capital LLC | 0.52% | Add +41.8% | 21,128 | $812K |
| Main Street Financial Solutions, LLC | 0.07% | Reduce -1.1% | 21,061 | $810K |
| Warwick Investment Management, Inc. | 0.16% | Add +0.0% | 20,615 | $792K |
| Gould Asset Management LLC | 0.16% | Add +0.8% | 20,245 | $778K |
| Csenge Advisory Group | 0.04% | Add +4.8% | 21,049 | $759K |
| Cahill Wealth Management, LLC | 0.38% | Reduce -0.2% | 19,581 | $753K |
| Pure Financial Advisors, LLC | 0.02% | Add +0.2% | 19,579 | $753K |
| First National Bank Sioux Falls | 0.30% | No change | 19,461 | $748K |
| Stewardship Advisors, LLC | 0.20% | Add +19.8% | 19,393 | $745K |
| GWN Securities Inc. | 0.04% | New | 19,246 | $740K |
| Longview Financial Advisors LLC | 0.49% | Reduce -0.5% | 19,192 | $738K |
| Patriot Financial Group Insurance Agency, LLC | 0.10% | No change | 18,839 | $724K |
| Allodium Investment Consultants, LLC | 0.51% | Add +11.0% | 18,016 | $693K |
| Renaissance Technologies | 0.00% | Reduce -60.2% | 17,900 | $688K |
| C M Bidwell & Associates Ltd. | 0.41% | No change | 17,827 | $685K |
| Barrett & Company, Inc. | 0.29% | Add +9.3% | 17,692 | $680K |
| VanderPol Investments L.L.C. | 1.43% | Reduce -4.9% | 17,628 | $678K |
| ELCO Management Co., LLC | 0.36% | Reduce -0.3% | 17,130 | $658K |
| Virtue Capital Management, LLC | 0.08% | New | 17,100 | $657K |
| Colony Family Offices, LLC | 0.20% | No change | 16,930 | $651K |
| Transcend Capital Advisors, LLC | 0.05% | New | 16,864 | $648K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -0.6% | 16,115 | $619K |
| Beacon Financial Advisory LLC | 0.19% | Reduce -27.3% | 15,927 | $612K |
| Summit Financial Wealth Advisors, LLC | 0.11% | No change | 15,015 | $577K |
| Rialto Wealth Management, LLC | 0.18% | Add +40.2% | 14,912 | $573K |
| Merit Financial Group, LLC | 0.01% | New | 14,848 | $571K |
| Cardinal Point Capital Management ULC | 0.05% | New | 14,821 | $570K |
| Eldridge Investment Advisors, Inc. | 0.13% | Add +0.0% | 14,625 | $562K |
| Concord Wealth Partners | 0.09% | Add +0.2% | 14,622 | $562K |
| CW Advisors, LLC | 0.01% | Reduce -46.9% | 14,557 | $560K |
| Bay Capital Advisors, LLC | 0.46% | No change | 14,438 | $555K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -0.2% | 14,115 | $543K |
| Vertex Planning Partners, LLC | 0.12% | Add +22.6% | 13,987 | $538K |
| Ethos Financial Group, LLC | 0.05% | No change | 13,161 | $533K |
| DecisionPoint Financial, LLC | 0.15% | No change | 13,589 | $522K |
| Morris Financial Concepts, Inc. | 0.22% | Reduce -2.4% | 13,399 | $515K |
| Cwm, LLC | 0.00% | Reduce -0.9% | 13,175 | $506K |
| Rockwood Wealth Management, LLC | 0.05% | No change | 13,147 | $505K |
| Axis Wealth Partners, LLC | 0.37% | Reduce -5.4% | 13,090 | $503K |
| Patten & Patten Inc. | 0.03% | Reduce -7.5% | 12,913 | $496K |
| Aspect Partners, LLC | 0.28% | No change | 12,874 | $495K |
| Cypress Wealth Services, LLC | 0.10% | Reduce -3.3% | 12,733 | $489K |
| Total Wealth Planning, LLC | 0.07% | Reduce -2.9% | 12,681 | $487K |
| Financial Engines Advisors L.L.C. | 0.00% | No change | 12,465 | $479K |
| Mather Group, Llc. | 0.01% | No change | 12,435 | $478K |
| Kraft Asset Management, LLC | 0.43% | Reduce -2.7% | 12,283 | $472K |
| Lam Group, Inc. | 0.34% | Reduce -3.3% | 12,130 | $466K |
| Freedom Financial Partners LLC | 0.21% | Add +0.1% | 11,907 | $458K |
| Dopkins Wealth Management, LLC | 0.23% | Reduce -8.5% | 11,851 | $456K |
| WMG Financial Advisors, LLC | 0.19% | Add +28.2% | 11,846 | $455K |
| Fisher Asset Management | 0.00% | Add +91.1% | 11,722 | $451K |
| Cooper Financial Group | 0.06% | Reduce -24.1% | 11,675 | $449K |
| RFG Advisory, LLC | 0.01% | Reduce -88.3% | 11,628 | $447K |
| Annandale Capital, LLC | 0.08% | Add +12.0% | 11,460 | $441K |
| Tranquility Partners, LLC | 0.17% | Add +0.1% | 11,433 | $439K |
| Sigma Planning Corp | 0.01% | Add +2.5% | 11,370 | $437K |
| Private Trust Co. NA | 0.04% | No change | 11,078 | $426K |
| Geneos Wealth Management Inc. | 0.01% | Add +330.9% | 11,018 | $424K |
| Porter White Investment Advisors, Inc. | 0.21% | Add +1.0% | 10,882 | $418K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | No change | 10,680 | $411K |
| Compass Advisory Group LLC | 0.14% | New | 10,605 | $408K |
| FMR LLC | 0.00% | Add +7.3% | 10,477 | $403K |
| Eclectic Associates Inc. | 0.10% | Reduce -23.1% | 10,190 | $392K |
| Dixon Fnancial Services, Inc. | 0.21% | Add +4.1% | 10,130 | $389K |
| tru Independence LLC | 0.12% | Add +0.2% | 9,924 | $381K |
| City State Bank | 0.13% | Add +6.4% | 9,866 | $379K |
| Glassman Wealth Services | 0.06% | No change | 9,860 | $379K |
| Ullmann Wealth Partners Group, LLC | 0.05% | Reduce -6.9% | 9,814 | $377K |
| Builder Investment Group Inc. | 0.11% | Add +33.2% | 9,789 | $376K |
| Essex Financial Services, Inc. | 0.03% | Reduce -2.6% | 9,760 | $375K |
| Nemes Rush Group LLC | 0.05% | Add +278.4% | 9,726 | $374K |
| Heritage Wealth Management, Inc./Texas | 0.21% | Reduce -43.2% | 9,641 | $371K |
| Shearwater Capital LLC | 0.26% | No change | 9,506 | $365K |
| Ruedi Wealth Management, Inc. | 0.11% | Reduce -2.8% | 9,462 | $364K |
| Advisory Services Network, LLC | 0.01% | Reduce -0.0% | 9,298 | $357K |
| Cary Street Partners Financial LLC | 0.01% | New | 9,232 | $355K |
| AlphaCore Capital LLC | 0.03% | New | 9,195 | $353K |
| Coppell Advisory Solutions LLC | 0.05% | Reduce -0.7% | 9,237 | $351K |
| Greenspring Advisors, LLC | 0.08% | Reduce -11.1% | 9,035 | $347K |
| Foster Victor Wealth Advisors, LLC | 0.03% | New | 9,399 | $343K |
| Simplicity Wealth,LLC | 0.03% | New | 8,928 | $343K |
| Parallel Advisors, LLC | 0.01% | No change | 8,831 | $339K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +0.6% | 8,817 | $339K |
| Blue Trust, Inc. | 0.00% | Add +10.1% | 8,666 | $333K |
| RHS Financial, LLC | 0.18% | Reduce -44.5% | 8,550 | $329K |
| Bridgewater Advisors Inc. | 0.03% | New | 8,655 | $329K |
| Ascentis Independent Advisors | 0.07% | Add +5.9% | 8,545 | $328K |
| EP Wealth Advisors, LLC | 0.00% | Add +224.4% | 8,542 | $328K |
| Peirce Capital Management, LLC | 0.16% | No change | 8,529 | $328K |
| Financial Counselors Inc. | 0.00% | Add +7.2% | 8,471 | $326K |
| Warburton Capital Management, LLC | 0.24% | No change | 8,479 | $325K |
| Creative Financial Designs Inc. | 0.03% | Add +0.2% | 8,338 | $321K |
| Riverchase Wealth Management, LLC | 0.22% | Reduce -77.8% | 8,273 | $318K |
| Foster & Motley Inc. | 0.02% | No change | 8,239 | $317K |
| Smartleaf Asset Management LLC | 0.03% | No change | 8,223 | $314K |
| Michael A. Dubis Financial Planning, LLC | 0.30% | Add +0.1% | 8,173 | $314K |
| Sprinkle Financial Consultants LLC | 0.20% | Add +0.2% | 8,139 | $313K |
| New Dimensions Wealth Management, LLC | 0.31% | — | 8,009 | $308K |
| Montis Financial, LLC | 0.09% | Add +13.6% | 7,903 | $304K |
| Titleist Asset Management, LLC | 0.03% | Reduce -56.6% | 7,742 | $298K |
| Vawter Financial, Ltd. | 0.16% | No change | 7,484 | $288K |
| Facet Wealth, Inc. | 0.01% | No change | 7,229 | $279K |
| L.K. Benson & Company, P.C. | 0.19% | Add +0.1% | 7,187 | $276K |
| Index Fund Advisors, Inc. | 0.02% | Add +1.6% | 7,063 | $272K |
| Symmetry Partners, LLC | 0.04% | New | 6,781 | $261K |
| Liberty Capital Management, Inc. | 0.06% | No change | 6,744 | $259K |
| Joel Isaacson & Co., LLC | 0.01% | Add +0.2% | 6,726 | $259K |
| Wealthstream Advisors, Inc. | 0.05% | Add +0.1% | 6,561 | $252K |
| Pine Harbor Wealth Management, LLC | 0.10% | No change | 6,545 | $252K |
| Graves Light Lenhart Wealth, Inc. | 0.03% | No change | 6,493 | $250K |
| Parsons Capital Management Inc. | 0.01% | Reduce -9.3% | 6,406 | $246K |
| Archer Investment Management, LLC | 0.17% | Reduce -28.4% | 6,349 | $244K |
| Seneschal Advisors, LLC | 0.21% | New | 6,226 | $239K |
| CPA Asset Management Group, LLC | 0.10% | New | 6,206 | $239K |
| Blodgett Wealth Advisors, LLC | 0.20% | No change | 6,072 | $233K |
| Ascent Group, LLC | 0.01% | No change | 6,047 | $232K |
| ARS Wealth Advisors Group, LLC | 0.03% | No change | 5,960 | $229K |
| Cornerstone Wealth Management, LLC | 0.02% | Add +12.8% | 5,878 | $226K |
| Arcadia Wealth Management, LLC | 0.11% | New | 5,855 | $225K |
| Hill Investment Group Partners, LLC | 0.03% | Reduce -3.9% | 5,821 | $224K |
| Heritage Wealth Management, Inc. | 0.19% | Reduce -26.1% | 5,809 | $223K |
| Huntleigh Advisors, Inc. | 0.04% | Add +9.1% | 5,695 | $219K |
| Rossby Financial, LCC | 0.09% | New | 5,716 | $216K |
| Emprise Bank | 0.11% | Reduce -52.6% | 5,553 | $213K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 6,291 | $213K |
| LongView Asset Management LLC | 0.18% | Add +4.6% | 5,481 | $211K |
| Family Office Research LLC | 0.10% | Reduce -66.6% | 5,461 | $210K |
| Momentous Wealth Management, Inc. | 0.15% | Reduce -11.3% | 5,442 | $209K |
| FourThought Financial Partners, LLC | 0.02% | New | 5,436 | $209K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 5,381 | $207K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -71.0% | 5,353 | $206K |
| Blue Oak Capital, LLC | 0.11% | Reduce -56.1% | 5,180 | $199K |
| Nalls Sherbakoff Group, LLC | 0.15% | — | 4,902 | $188K |
| True Wealth Design, LLC | 0.07% | No change | 4,600 | $177K |
| Wealth Preservation Advisors, LLC | 0.13% | — | 4,567 | $176K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 3,784 | $145K |
| Pillar Financial Advisors, LLC | 0.10% | Reduce -6.1% | 3,597 | $138K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -25.5% | 3,446 | $132K |
| Grand Wealth Management, LLC | 0.06% | New | 2,721 | $105K |
| Fort Vancouver Investment Management, LLC | 0.07% | No change | 2,511 | $97K |
| Kings Path Partners LLC | 0.04% | No change | 2,350 | $90K |
| Citigroup Inc. | 0.00% | Add +0.5% | 2,219 | $85K |
| Cloud Capital Management, LLC | 0.06% | — | 2,089 | $80K |
| Synergy Investment Management, LLC | 0.03% | No change | 2,000 | $77K |
| CENTRAL TRUST Co | 0.00% | New | 1,947 | $75K |
| Phillips Financial Management, LLC | 0.01% | Add +0.1% | 1,946 | $75K |
| Evolution Advisers, Inc. | 0.03% | No change | 1,699 | $65K |
| Arlington Trust Co LLC | 0.01% | No change | 1,376 | $53K |
| Wells Fargo & Company | 0.00% | Reduce -96.7% | 1,356 | $52K |
| Orion Capital Management LLC | 0.02% | Reduce -14.5% | 1,235 | $47K |
| Atlas Capital Advisors Inc. | 0.01% | No change | 1,202 | $46K |
| Principal Securities, Inc. | 0.00% | No change | 1,108 | $45K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | No change | 1,075 | $41K |
| NorthRock Partners, LLC | 0.00% | Reduce -4.8% | 954 | $37K |
| Bank of Montreal | 0.00% | No change | 803 | $31K |
| Mark Sheptoff Financial Planning, LLC | 0.02% | No change | 770 | $30K |
| Comerica Bank | 0.00% | Add +0.4% | 723 | $28K |
| Salem Investment Counselors Inc. | 0.00% | No change | 684 | $26K |
| Creative Capital Management Investments LLC | 0.01% | No change | 509 | $20K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 431 | $17K |
| Fortitude Family Office, LLC | 0.01% | Add +0.2% | 417 | $16K |
| Pinney & Scofield, Inc. | 0.01% | No change | 415 | $16K |
| MPWM Advisory Solutions, LLC | 0.01% | No change | 389 | $15K |
| Harbour Investments, Inc. | 0.00% | No change | 230 | $9K |
| Spurstone Advisory Services, LLC | 0.12% | No change | 162 | $6K |
| Vermillion Wealth Management, Inc. | 0.00% | No change | 149 | $6K |
| Quent Capital, LLC | 0.00% | Add +23.3% | 143 | $6K |
| US Bancorp \de | 0.00% | New | 112 | $4K |
| Hurley Capital, LLC | 0.00% | No change | 105 | $4K |
| Capital A Wealth Management, LLC | 0.00% | New | 102 | $4K |
| Sound Income Strategies, LLC | 0.00% | No change | 101 | $4K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | No change | 92 | $4K |
| West Financial Advisors, LLC | 0.00% | No change | 70 | $3K |
| Signaturefd, LLC | 0.00% | No change | 58 | $2K |
| Transce3nd, LLC | 0.00% | New | 37 | $1K |
| Eq Wealth Advisors, LLC | 0.00% | New | 13 | $500 |
"% 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.