Dimensional US Core Equity MDFAUETF
13F holders, Q4 2025 (December 31)562holders +54
32new positions
18sold out
2famous investors
$46.79avg. 13F price*
At the end of Q4 2025, 562 institutions reported holding Dimensional US Core Equity M (DFAU) in their 13F filings, up 54 from Q3 2025. 32 opened new positions and 18 sold out. The largest holders were Sequoia Financial Advisors, LLC ($333.5M), RVW Wealth, LLC ($211.2M) and Sageworth Trust Co ($210.8M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $185.8M |
| Exits | 18 | $56.9M |
All 13F filers, Q3 2025 → Q4 2025: 17,689,354 shares bought and 4,292,333 shares sold, net +13,397,021 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 562 holders
| Sequoia Financial Advisors, LLC | 1.87% | Add +1.7% | 7,125,424 | $333.5M |
| RVW Wealth, LLC | 16.13% | Add +0.3% | 4,512,375 | $211.2M |
| Sageworth Trust Co | 9.03% | Add +4798.5% | 4,504,629 | $210.8M |
| OneDigital Investment Advisors LLC | 1.99% | Add +8.7% | 4,339,915 | $203.1M |
| Allworth Financial LP | 0.74% | Reduce -3.5% | 3,849,400 | $180.2M |
| Focus Partners Wealth | 0.18% | Add +45.3% | 3,382,769 | $158.3M |
| Aquire Wealth Advisors, LLC | 40.39% | Reduce -8.0% | 3,315,971 | $155.2M |
| Modera Wealth Management, LLC | 1.79% | Reduce -3.4% | 3,302,400 | $154.6M |
| Mars Jewett Financial Group, Inc. | 44.26% | — | 3,098,598 | $148.7M |
| Annex Advisory Services, LLC | 2.56% | New | 2,868,665 | $134.3M |
| Kooman & Associates | 39.17% | Add +1.6% | 2,829,489 | $132.4M |
| Beacon Pointe Advisors, LLC | 0.88% | Add +418.8% | 2,668,454 | $124.9M |
| Blankinship & Foster, LLC | 26.85% | Reduce -2.6% | 2,654,562 | $124.2M |
| Spinnaker Investment Group, LLC | 20.59% | Add +0.7% | 2,426,090 | $113.5M |
| Evoke Wealth, LLC | 2.16% | Add +17.6% | 2,402,762 | $112.4M |
| AE Wealth Management LLC | 0.61% | Reduce -5.4% | 2,257,178 | $105.6M |
| Wealth Enhancement Advisory Services, LLC | 0.14% | Add +7.3% | 2,191,192 | $104.5M |
| Arista Wealth Management, LLC | 12.34% | Add +2.4% | 2,144,139 | $100.3M |
| Krilogy Financial LLC | 2.82% | Add +2.1% | 1,736,205 | $83.0M |
| WPWealth LLP | 12.93% | Add +7.6% | 1,765,060 | $82.6M |
| Austin Wealth Management, LLC | 11.37% | Add +4.4% | 1,618,977 | $76.9M |
| Focus Partners Advisor Solutions, LLC | 0.93% | Reduce -37.4% | 1,614,046 | $75.5M |
| 55 North Private Wealth, LLC | 19.84% | — | 1,608,993 | $75.3M |
| Pioneer Wealth Management Group | 21.02% | Add +4.9% | 1,479,327 | $69.2M |
| Maseco LLP | 2.94% | Add +17.2% | 1,443,392 | $67.6M |
| Savant Capital, LLC | 0.37% | Add +1.9% | 1,374,249 | $64.3M |
| HB Wealth Management, LLC | 0.41% | Reduce -2.1% | 1,343,300 | $62.9M |
| BCM Advisors, LLC | 11.55% | Reduce -1.0% | 1,266,599 | $60.3M |
| Amicus Financial Advisors, LLC | 16.69% | — | 1,278,823 | $59.8M |
| Hill Island Financial LLC | 13.87% | Add +2.5% | 1,238,373 | $58.0M |
| Commonwealth Equity Services, LLC | 0.08% | Add +1.8% | 1,212,136 | $56.7M |
| Cetera Investment Advisers | 0.06% | Add +29.8% | 1,187,031 | $55.6M |
| Essential Planning, LLC. | 17.41% | Reduce -4.7% | 1,166,386 | $54.6M |
| Diversify Wealth Management, LLC | 2.50% | Add +0.2% | 1,121,763 | $53.7M |
| Mariner, LLC | 0.06% | Add +4.6% | 1,135,364 | $53.1M |
| Stadion Money Management, LLC | 4.26% | Add +33.0% | 1,124,115 | $52.6M |
| Sterling Wealth Advisors Inc | 31.12% | Add +4.6% | 1,101,841 | $51.6M |
| Pandowealth. LLC | 46.78% | — | 1,413,681 | $51.0M |
| Meridian Wealth Partners, LLC | 6.95% | Reduce -3.0% | 1,078,128 | $50.5M |
| LPL Financial LLC | 0.01% | Add +14.1% | 1,058,002 | $49.5M |
| Brighton Jones LLC | 1.72% | Add +1.8% | 995,153 | $46.6M |
| Curio Wealth, LLC | 16.26% | Add +11.8% | 967,123 | $45.9M |
| Financial Connections Group, Inc. | 15.54% | Add +29.1% | 965,963 | $45.2M |
| TCP Asset Management, LLC | 7.44% | Add +2.7% | 943,287 | $44.1M |
| EP Wealth Advisors, LLC | 0.23% | — | 934,455 | $43.7M |
| AdvisorNet Financial, Inc | 2.30% | Add +2.2% | 921,164 | $43.1M |
| Moneta Group Investment Advisors LLC | 0.32% | Add +1.1% | 909,360 | $42.6M |
| Alpha Financial Advisors, LLC | 12.94% | Add +12.5% | 904,268 | $42.3M |
| Valued Wealth Advisors LLC | 18.57% | Add +1.4% | 902,085 | $42.2M |
| Corient Private Wealth LP | 0.06% | Reduce -1.8% | 900,862 | $42.2M |
| Advisory Alpha, LLC | 1.12% | Add +4.8% | 880,626 | $41.2M |
| Note Advisors, LLC | 20.93% | Add +6.4% | 860,943 | $40.8M |
| Fonville Wealth Management LLC | 8.16% | Add +1.9% | 853,282 | $39.9M |
| SC&H Financial Advisors, Inc. | 6.10% | Add +3.6% | 842,788 | $39.4M |
| VeraBank, N.A. | 7.17% | Add +3.7% | 842,019 | $39.4M |
| Wealthspire Advisors, LLC | 0.31% | Reduce -0.6% | 825,028 | $38.6M |
| Liberty Wealth Management LLC | 4.85% | Reduce -1.2% | 803,724 | $37.6M |
| Plancorp, LLC | 1.12% | Reduce -0.6% | 789,709 | $37.0M |
| Two West Capital Advisors LLC | 21.42% | Reduce -0.7% | 787,466 | $36.9M |
| Timonier Family Office, LTD. | 11.54% | Add +6.5% | 777,232 | $36.4M |
| AlphaStar Capital Management, LLC | 2.67% | Add +69.3% | 776,175 | $36.3M |
| Keating Financial Advisory Services, Inc. | 4.74% | — | 746,918 | $35.0M |
| Highland Financial Advisors, LLC | 9.66% | Add +2.3% | 744,328 | $34.8M |
| Creative Planning | 0.02% | Add +0.6% | 696,055 | $32.6M |
| Zhang Financial LLC | 1.18% | Add +2.7% | 673,569 | $31.5M |
| Bay Harbor Wealth Management, LLC | 8.24% | Add +2.1% | 673,548 | $31.5M |
| UBS Group AG | 0.01% | Reduce -7.6% | 664,601 | $31.1M |
| Pathstone Holdings, LLC | 0.12% | Add +8.3% | 664,396 | $31.1M |
| Yardley Wealth Management LLC | 16.52% | Add +0.1% | 664,180 | $31.1M |
| Physician Wealth Solutions Inc. | 13.04% | Add +1.3% | 656,918 | $30.7M |
| ACT Advisors, LLC. | 12.11% | Add +5.9% | 656,210 | $30.7M |
| CVA Family Office, LLC | 3.50% | Add +34.5% | 650,317 | $30.4M |
| Keystone Financial Group, Inc. | 15.55% | Add +1.7% | 634,346 | $29.7M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 6.11% | Reduce -0.0% | 631,628 | $29.6M |
| Spectrum Investment Advisors, Inc. | 14.57% | Reduce -0.8% | 621,060 | $29.1M |
| Betterment LLC | 0.05% | Reduce -4.8% | 604,692 | $28.3M |
| Awm Capital, LLC | 2.51% | Reduce -5.0% | 590,327 | $27.6M |
| M Wealth Management, LLC | 24.03% | Add +0.1% | 589,984 | $27.6M |
| MAI Capital Management | 0.16% | Add +7.4% | 589,036 | $27.6M |
| Osaic Holdings, Inc. | 0.04% | Add +2.3% | 584,735 | $27.4M |
| Allegiance Financial Group Advisory Services LLC | 5.70% | Add +7.5% | 579,924 | $27.1M |
| Private Wealth Management Group, LLC | 7.17% | Add +10.0% | 573,877 | $26.9M |
| Kure Advisory, LLC | 14.81% | Add +1.3% | 565,975 | $26.5M |
| Heritage Investment Group, Inc. | 4.02% | Add +4.6% | 563,934 | $26.4M |
| Bank of America Corp. | 0.00% | Add +9.1% | 556,890 | $26.1M |
| Shira Ridge Wealth Management | 10.42% | Add +6.5% | 554,421 | $25.9M |
| Stifel Financial Corp. | 0.02% | Reduce -6.1% | 546,671 | $25.6M |
| Quantum Financial Advisors, LLC | 2.82% | Add +2.9% | 536,348 | $25.1M |
| Morling Financial Advisors, LLC | 7.83% | Add +1.8% | 530,647 | $24.8M |
| Envestnet Asset Management Inc. | 0.01% | Add +8.9% | 504,456 | $23.6M |
| Envision Financial Planning, LLC | 8.85% | Reduce -2.1% | 500,004 | $23.4M |
| JFS Wealth Advisors, LLC | 1.24% | Add +2.9% | 470,728 | $22.0M |
| Entrewealth, LLC | 9.86% | Add +10.8% | 456,622 | $21.9M |
| Baird Financial Group, Inc. | 0.03% | Add +17.9% | 456,826 | $21.4M |
| Mission Wealth Management, LP | 0.42% | Reduce -7.7% | 441,737 | $20.7M |
| Claris Advisors, LLC / Mo / | 6.19% | Reduce -5.0% | 434,205 | $20.3M |
| Sax Wealth Advisors, LLC | 0.93% | Reduce -3.9% | 421,672 | $19.7M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +13.3% | 412,358 | $19.3M |
| Perigon Wealth Management, LLC | 0.34% | Add +2.6% | 410,021 | $19.2M |
| JPMorgan Chase & Co. | 0.00% | Add +3.4% | 402,195 | $18.8M |
"% 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.