Dimensional US Core Equity MDFAUETF
13F holders, Q2 2025 (June 30)497holders +20
38new positions
17sold out
3famous investors
$42.43avg. 13F price*
At the end of Q2 2025, 497 institutions reported holding Dimensional US Core Equity M (DFAU) in their 13F filings, up 20 from Q1 2025. 38 opened new positions and 17 sold out. The largest holders were Sequoia Financial Advisors, LLC ($282.2M), RVW Wealth, LLC ($183.5M) and Allworth Financial LP ($161.6M). 3 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Dimensional US Core Equity M
- CUSIP
- 25434V104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 38 | $53.4M |
| Exits | 17 | $10.8M |
All 13F filers, Q1 2025 → Q2 2025: 14,748,377 shares bought and 4,230,973 shares sold, net +10,517,404 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 497 holders
| Sequoia Financial Advisors, LLC | 1.93% | Add +18.4% | 6,662,285 | $282.2M |
| RVW Wealth, LLC | 15.58% | Add +56.1% | 4,331,669 | $183.5M |
| Allworth Financial LP | 0.78% | Add +18.9% | 3,813,798 | $161.6M |
| OneDigital Investment Advisors LLC | 1.77% | Add +6.7% | 3,767,059 | $159.6M |
| Modera Wealth Management, LLC | 1.82% | Reduce -1.6% | 3,468,551 | $146.9M |
| Aquire Wealth Advisors, LLC | 39.41% | Reduce -7.9% | 3,461,789 | $146.6M |
| Blankinship & Foster, LLC | 27.06% | Reduce -0.6% | 2,728,541 | $115.6M |
| Kooman & Associates | 38.79% | Add +0.4% | 2,709,582 | $114.8M |
| AE Wealth Management LLC | 0.78% | Add +13.7% | 2,511,824 | $106.4M |
| Focus Partners Wealth | 0.21% | Add +16.0% | 2,336,891 | $99.0M |
| Hemington Wealth Management | 13.08% | Reduce -4.5% | 2,133,206 | $90.4M |
| Spinnaker Investment Group, LLC | 21.02% | Reduce -4.8% | 2,111,792 | $89.5M |
| Focus Partners Advisor Solutions, LLC | 1.17% | Add +118.6% | 2,074,570 | $87.9M |
| Evoke Wealth, LLC | 2.00% | Add +7.9% | 2,007,907 | $85.1M |
| Arista Wealth Management, LLC | 11.74% | Add +1.4% | 2,003,960 | $84.9M |
| Wealth Enhancement Advisory Services, LLC | 0.14% | Add +58.0% | 1,935,348 | $83.2M |
| Meridian Wealth Partners, LLC | 11.20% | Add +0.7% | 1,824,109 | $77.3M |
| Krilogy Financial LLC | 3.93% | Add +3.6% | 1,616,979 | $68.5M |
| Austin Wealth Management, LLC | 11.57% | Add +46.3% | 1,500,959 | $65.1M |
| WPWealth LLP | 11.30% | Add +14.9% | 1,478,538 | $62.6M |
| HB Wealth Management, LLC | 0.46% | Reduce -19.7% | 1,365,823 | $57.9M |
| BCM Advisors, LLC | 11.98% | Add +0.6% | 1,291,409 | $56.3M |
| Pioneer Wealth Management Group | 20.44% | Add +8.1% | 1,301,476 | $55.1M |
| Commonwealth Equity Services, LLC | 0.07% | Reduce -15.5% | 1,291,662 | $54.7M |
| Essential Planning, LLC. | 20.02% | Add +1.3% | 1,269,662 | $53.8M |
| Savant Capital, LLC | 0.38% | Add +12.9% | 1,259,980 | $53.4M |
| Hill Island Financial LLC | 14.81% | Reduce -2.5% | 1,253,779 | $53.1M |
| Diversify Wealth Management, LLC | 3.26% | Reduce -1.7% | 1,195,351 | $52.7M |
| Mariner, LLC | 0.07% | Add +2.2% | 1,079,322 | $45.7M |
| Sterling Wealth Advisors Inc | 31.20% | Add +9.5% | 1,029,072 | $44.1M |
| Brighton Jones LLC | 1.10% | Add +2.2% | 961,273 | $40.7M |
| Corient Private Wealth LP | 0.05% | Reduce -12.7% | 943,027 | $39.9M |
| AdvisorNet Financial, Inc | 2.51% | Add +54.5% | 918,120 | $38.9M |
| PBMares Wealth Management LLC | 7.05% | Reduce -2.8% | 909,269 | $38.5M |
| NorthCoast Asset Management LLC | 0.16% | Add +7.0% | 905,106 | $38.3M |
| TCP Asset Management, LLC | 7.57% | Add +2.9% | 901,194 | $38.2M |
| Stadion Money Management, LLC | 3.10% | Reduce -2.5% | 890,856 | $37.7M |
| Wealthspire Advisors, LLC | 0.20% | Add +7.7% | 851,789 | $36.1M |
| Valued Wealth Advisors LLC | 18.42% | Add +7.1% | 833,680 | $35.3M |
| Liberty Wealth Management LLC | 5.50% | Add +1.7% | 828,196 | $35.1M |
| LPL Financial LLC | 0.01% | Add +11.2% | 827,449 | $35.1M |
| Fonville Wealth Management LLC | 8.83% | Add +15.0% | 823,593 | $34.9M |
| Curio Wealth, LLC | 15.28% | Add +195451.8% | 823,273 | $34.9M |
| Two West Capital Advisors LLC | 22.69% | Add +5.5% | 791,943 | $34.6M |
| SC&H Financial Advisors, Inc. | 5.88% | Add +4.5% | 812,484 | $34.4M |
| Plancorp, LLC | 1.17% | Add +0.1% | 796,250 | $33.7M |
| Note Advisors, LLC | 22.67% | Add +28.3% | 773,824 | $32.8M |
| Advisory Alpha, LLC | 1.02% | Add +8.9% | 771,916 | $32.7M |
| Cetera Investment Advisers | 0.06% | Add +119.0% | 769,987 | $32.6M |
| Financial Connections Group, Inc. | 13.41% | Reduce -8.1% | 767,659 | $32.5M |
| VeraBank, N.A. | 6.47% | Add +20.3% | 761,903 | $32.3M |
| Maseco LLP | 1.22% | — | 756,976 | $32.1M |
| Alpha Financial Advisors, LLC | 12.37% | Reduce -3.7% | 755,918 | $32.0M |
| Yardley Wealth Management LLC | 16.98% | Add +1.9% | 732,989 | $31.0M |
| Highland Financial Advisors, LLC | 9.44% | Add +2.3% | 694,295 | $29.4M |
| Creative Planning | 0.02% | Reduce -0.0% | 674,545 | $28.6M |
| Betterment LLC | 0.06% | Reduce -48.3% | 669,297 | $28.4M |
| Timonier Family Office, LTD. | 10.36% | Add +14.4% | 653,679 | $27.7M |
| Physician Wealth Solutions Inc. | 12.75% | Add +6.9% | 648,830 | $27.5M |
| Keystone Financial Group, Inc. | 17.46% | Reduce -0.5% | 636,076 | $27.4M |
| Awm Capital, LLC | 2.88% | Add +17.7% | 646,574 | $27.4M |
| Spectrum Investment Advisors, Inc. | 15.42% | Add +4.0% | 627,820 | $26.6M |
| Zhang Financial LLC | 1.23% | Add +40.3% | 627,018 | $26.6M |
| Bay Harbor Wealth Management, LLC | 7.69% | Add +3.8% | 625,611 | $26.5M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 5.96% | Add +9.2% | 617,878 | $26.2M |
| Quantum Financial Advisors, LLC | 3.43% | Reduce -1.8% | 597,517 | $25.3M |
| ACT Advisors, LLC. | 11.49% | Reduce -0.5% | 586,499 | $24.8M |
| Stifel Financial Corp. | 0.02% | Reduce -0.6% | 583,460 | $24.7M |
| M Wealth Management, LLC | 22.70% | Reduce -0.1% | 581,137 | $24.6M |
| Envestnet Asset Management Inc. | 0.01% | Add +4.7% | 565,775 | $24.0M |
| Kure Advisory, LLC | 15.56% | Add +8.4% | 554,274 | $23.5M |
| Osaic Holdings, Inc. | 0.04% | Add +14.2% | 531,832 | $22.5M |
| Pathstone Holdings, LLC | 0.09% | Add +7.3% | 528,434 | $22.4M |
| MAI Capital Management | 0.15% | Add +7.7% | 524,082 | $22.2M |
| Morling Financial Advisors, LLC | 7.20% | Add +1.1% | 518,697 | $22.0M |
| Heritage Investment Group, Inc. | 3.76% | Add +2.6% | 514,569 | $21.8M |
| Shira Ridge Wealth Management | 9.93% | Reduce -2.4% | 513,147 | $21.7M |
| Envision Financial Planning, LLC | 9.77% | Reduce -0.3% | 493,050 | $20.9M |
| Bank of America Corp. | 0.00% | Add +2.6% | 492,415 | $20.9M |
| Mission Wealth Management, LP | 0.45% | Add +2.8% | 488,074 | $20.7M |
| Allegiance Financial Group Advisory Services LLC | 5.40% | Add +7.6% | 481,620 | $20.4M |
| Sax Wealth Advisors, LLC | 1.18% | Add +19.3% | 460,202 | $19.5M |
| Claris Advisors, LLC / Mo / | 6.73% | Add +328.2% | 456,829 | $19.4M |
| UBS Group AG | 0.00% | Reduce -3.9% | 432,609 | $18.3M |
| CVA Family Office, LLC | 2.52% | Add +13.8% | 422,690 | $17.9M |
| Private Wealth Management Group, LLC | 5.91% | Add +30.2% | 420,275 | $17.8M |
| JFS Wealth Advisors, LLC | 1.12% | Add +20.3% | 414,266 | $17.5M |
| Mercer Global Advisors Inc. | 0.04% | Reduce -28.5% | 411,806 | $17.4M |
| Perigon Wealth Management, LLC | 0.41% | Add +2.8% | 409,663 | $17.4M |
| Physician Wealth Advisors, Inc. | 2.71% | Add +1.6% | 407,023 | $17.2M |
| Tortoise Investment Management, LLC | 1.54% | Reduce -5.0% | 382,201 | $16.2M |
| Forvis Mazars Wealth Advisors, LLC | 0.34% | Reduce -25.2% | 376,909 | $16.0M |
| Willow Creek Wealth Management Inc. | 1.40% | Add +6.6% | 367,975 | $15.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -3.6% | 365,430 | $15.5M |
| Prudent Man Investment Management, Inc. | 8.46% | No change | 376,342 | $15.2M |
| Entrewealth, LLC | 10.51% | Add +39.6% | 358,703 | $15.2M |
| Tassel Capital Management, Inc. | 11.47% | Reduce -4.1% | 352,693 | $14.9M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +10.5% | 347,364 | $14.7M |
| Kestra Advisory Services, LLC | 0.07% | Add +31.1% | 342,827 | $14.5M |
| Ledgewood Wealth Advisors, LLC | 8.97% | Reduce -0.5% | 336,100 | $14.2M |
"% 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.