Dimensional US Core Equity MDFAUETF
13F holders, Q3 2025 (September 30)508holders +11
28new positions
14sold out
2famous investors
$45.78avg. 13F price*
At the end of Q3 2025, 508 institutions reported holding Dimensional US Core Equity M (DFAU) in their 13F filings, up 11 from Q2 2025. 28 opened new positions and 14 sold out. The largest holders were Sequoia Financial Advisors, LLC ($320.7M), RVW Wealth, LLC ($205.9M) and OneDigital Investment Advisors LLC ($182.8M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management'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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $95.9M |
| Exits | 14 | $39.7M |
All 13F filers, Q2 2025 → Q3 2025: 9,195,749 shares bought and 3,917,423 shares sold, net +5,278,326 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 508 holders
| Sequoia Financial Advisors, LLC | 1.96% | Add +5.2% | 7,007,237 | $320.7M |
| RVW Wealth, LLC | 16.07% | Add +3.9% | 4,499,238 | $205.9M |
| OneDigital Investment Advisors LLC | 1.88% | Add +6.0% | 3,994,457 | $182.8M |
| Allworth Financial LP | 0.81% | Add +4.6% | 3,989,254 | $182.5M |
| Aquire Wealth Advisors, LLC | 40.64% | Add +4.2% | 3,605,368 | $165.0M |
| Modera Wealth Management, LLC | 1.81% | Reduce -1.4% | 3,418,262 | $156.4M |
| Kooman & Associates | 39.31% | Add +2.8% | 2,785,357 | $127.5M |
| Blankinship & Foster, LLC | 27.27% | Reduce -0.1% | 2,725,400 | $124.7M |
| Focus Partners Advisor Solutions, LLC | 1.35% | Add +24.4% | 2,580,178 | $119.3M |
| Spinnaker Investment Group, LLC | 20.72% | Add +14.1% | 2,408,851 | $110.2M |
| AE Wealth Management LLC | 0.70% | Reduce -5.0% | 2,386,738 | $109.2M |
| Focus Partners Wealth | 0.17% | Reduce -0.4% | 2,328,209 | $106.5M |
| Hemington Wealth Management | 13.02% | Add +2.6% | 2,189,329 | $100.2M |
| Arista Wealth Management, LLC | 11.92% | Add +4.5% | 2,093,391 | $95.8M |
| Wealth Enhancement Advisory Services, LLC | 0.14% | Add +5.6% | 2,042,881 | $93.8M |
| Evoke Wealth, LLC | 1.95% | Add +1.8% | 2,042,994 | $93.5M |
| Krilogy Financial LLC | 2.96% | Add +5.1% | 1,699,653 | $78.8M |
| WPWealth LLP | 12.27% | Add +10.9% | 1,640,453 | $75.1M |
| Austin Wealth Management, LLC | 11.13% | Add +3.3% | 1,550,561 | $71.0M |
| Pioneer Wealth Management Group | 20.83% | Add +8.3% | 1,410,087 | $64.5M |
| HB Wealth Management, LLC | 0.43% | Add +0.5% | 1,372,749 | $62.8M |
| Savant Capital, LLC | 0.37% | Add +7.1% | 1,349,054 | $61.7M |
| BCM Advisors, LLC | 12.10% | Reduce -1.0% | 1,279,039 | $60.1M |
| Maseco LLP | 2.73% | Add +62.7% | 1,231,355 | $56.3M |
| Essential Planning, LLC. | 19.27% | Reduce -3.6% | 1,223,276 | $56.0M |
| Hill Island Financial LLC | 13.80% | Reduce -3.7% | 1,207,659 | $55.3M |
| Commonwealth Equity Services, LLC | 0.07% | Reduce -7.8% | 1,191,146 | $54.5M |
| Diversify Wealth Management, LLC | 3.02% | Reduce -6.4% | 1,119,298 | $52.3M |
| Meridian Wealth Partners, LLC | 7.00% | Reduce -39.1% | 1,111,458 | $50.9M |
| Mariner, LLC | 0.06% | Add +0.6% | 1,085,236 | $49.7M |
| Sterling Wealth Advisors Inc | 30.59% | Add +2.4% | 1,053,325 | $47.9M |
| NorthCoast Asset Management LLC | 0.18% | Add +11.7% | 1,011,270 | $46.3M |
| PBMares Wealth Management LLC | 7.42% | Add +10.0% | 1,000,245 | $45.8M |
| Brighton Jones LLC | 1.07% | Add +1.7% | 977,428 | $44.7M |
| LPL Financial LLC | 0.01% | Add +12.1% | 927,623 | $42.4M |
| TCP Asset Management, LLC | 7.50% | Add +1.9% | 918,558 | $42.0M |
| Corient Private Wealth LP | 0.07% | Reduce -2.7% | 917,618 | $42.0M |
| Cetera Investment Advisers | 0.05% | Add +18.8% | 914,631 | $41.9M |
| AdvisorNet Financial, Inc | 2.34% | Reduce -1.8% | 901,536 | $41.3M |
| Moneta Group Investment Advisors LLC | 0.33% | New | 899,255 | $41.1M |
| Valued Wealth Advisors LLC | 18.88% | Add +6.7% | 889,432 | $40.7M |
| Curio Wealth, LLC | 16.24% | Add +5.0% | 864,771 | $39.6M |
| Stadion Money Management, LLC | 3.09% | Reduce -5.1% | 845,414 | $38.7M |
| Advisory Alpha, LLC | 1.08% | Add +8.9% | 840,612 | $38.6M |
| Fonville Wealth Management LLC | 8.62% | Add +1.7% | 837,642 | $38.3M |
| Wealthspire Advisors, LLC | 0.20% | Reduce -2.6% | 829,947 | $38.0M |
| Liberty Wealth Management LLC | 5.24% | Reduce -1.8% | 813,588 | $37.2M |
| SC&H Financial Advisors, Inc. | 6.07% | Add +0.1% | 813,543 | $37.2M |
| VeraBank, N.A. | 6.95% | Add +6.6% | 811,941 | $37.2M |
| Note Advisors, LLC | 22.01% | Add +4.5% | 808,974 | $37.0M |
| Two West Capital Advisors LLC | 22.24% | Add +0.1% | 793,114 | $36.8M |
| Alpha Financial Advisors, LLC | 12.95% | Add +6.3% | 803,942 | $36.8M |
| Plancorp, LLC | 1.14% | Reduce -0.2% | 794,766 | $36.4M |
| Financial Connections Group, Inc. | 13.36% | Reduce -2.5% | 748,181 | $34.2M |
| Timonier Family Office, LTD. | 10.94% | Add +11.6% | 729,649 | $33.4M |
| Highland Financial Advisors, LLC | 9.55% | Add +4.8% | 727,979 | $33.3M |
| UBS Group AG | 0.01% | Add +66.2% | 719,182 | $32.9M |
| Creative Planning | 0.02% | Add +2.6% | 692,046 | $31.7M |
| Yardley Wealth Management LLC | 16.95% | Reduce -9.5% | 663,198 | $30.3M |
| Bay Harbor Wealth Management, LLC | 8.15% | Add +5.4% | 659,467 | $30.2M |
| Zhang Financial LLC | 1.22% | Add +4.6% | 655,912 | $30.0M |
| Physician Wealth Solutions Inc. | 12.95% | Reduce -0.1% | 648,220 | $29.7M |
| Betterment LLC | 0.06% | Reduce -5.1% | 635,040 | $29.1M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 6.13% | Add +2.2% | 631,695 | $28.9M |
| Spectrum Investment Advisors, Inc. | 15.51% | Reduce -0.3% | 625,919 | $28.6M |
| Keystone Financial Group, Inc. | 16.08% | Reduce -2.0% | 623,534 | $28.5M |
| Awm Capital, LLC | 2.59% | Reduce -3.9% | 621,615 | $28.4M |
| ACT Advisors, LLC. | 11.44% | Add +5.6% | 619,487 | $28.3M |
| Pathstone Holdings, LLC | 0.11% | Add +16.0% | 613,195 | $28.1M |
| M Wealth Management, LLC | 23.69% | Add +1.4% | 589,523 | $27.0M |
| Stifel Financial Corp. | 0.02% | Reduce -0.3% | 581,952 | $26.6M |
| Osaic Holdings, Inc. | 0.04% | Add +7.5% | 571,662 | $26.1M |
| Kure Advisory, LLC | 15.79% | Add +0.8% | 558,961 | $25.6M |
| MAI Capital Management | 0.16% | Add +4.7% | 548,527 | $25.1M |
| Allegiance Financial Group Advisory Services LLC | 5.68% | Add +12.0% | 539,299 | $24.7M |
| Heritage Investment Group, Inc. | 3.95% | Add +4.8% | 539,200 | $24.7M |
| Private Wealth Management Group, LLC | 6.57% | Add +24.1% | 521,724 | $23.9M |
| Quantum Financial Advisors, LLC | 2.91% | Reduce -12.7% | 521,430 | $23.9M |
| Morling Financial Advisors, LLC | 7.92% | Add +0.5% | 521,207 | $23.9M |
| Shira Ridge Wealth Management | 10.11% | Add +1.5% | 520,768 | $23.8M |
| Beacon Pointe Advisors, LLC | 0.20% | Add +176.9% | 514,363 | $23.5M |
| Envision Financial Planning, LLC | 9.91% | Add +3.6% | 510,893 | $23.4M |
| Bank of America Corp. | 0.00% | Add +3.7% | 510,465 | $23.4M |
| CVA Family Office, LLC | 2.85% | Add +14.4% | 483,620 | $22.1M |
| Mission Wealth Management, LP | 0.45% | Reduce -2.0% | 478,451 | $21.9M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -18.2% | 463,009 | $21.2M |
| AlphaStar Capital Management, LLC | 1.81% | New | 458,542 | $21.0M |
| JFS Wealth Advisors, LLC | 1.23% | Add +10.5% | 457,644 | $20.9M |
| Sax Wealth Advisors, LLC | 1.08% | Reduce -4.6% | 438,890 | $20.1M |
| Claris Advisors, LLC / Mo / | 6.73% | No change | 456,829 | $19.4M |
| Entrewealth, LLC | 9.70% | Add +14.9% | 412,074 | $18.9M |
| Perigon Wealth Management, LLC | 0.37% | Reduce -2.5% | 399,499 | $18.3M |
| JPMorgan Chase & Co. | 0.00% | Add +6.4% | 388,945 | $17.8M |
| Baird Financial Group, Inc. | 0.03% | Add +94.8% | 387,508 | $17.7M |
| Physician Wealth Advisors, Inc. | 2.50% | Reduce -5.8% | 383,323 | $17.5M |
| Tortoise Investment Management, LLC | 1.50% | Reduce -3.9% | 367,366 | $16.8M |
| Willow Creek Wealth Management Inc. | 1.38% | Reduce -0.6% | 365,649 | $16.7M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +4.8% | 364,023 | $16.7M |
| Tassel Capital Management, Inc. | 10.62% | Add +2.8% | 362,685 | $16.6M |
| Maryland Capital Advisors Inc. | 5.88% | Add +13.6% | 359,273 | $16.4M |
"% 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.