Dimensional US Core Equity MDFAUETF
13F holders, Q1 2026 (March 31)577holders +15
47new positions
30sold out
1famous investor
$45.27avg. 13F price*
At the end of Q1 2026, 577 institutions reported holding Dimensional US Core Equity M (DFAU) in their 13F filings, up 15 from Q4 2025. 47 opened new positions and 30 sold out. The largest holders were Sequoia Financial Advisors, LLC ($333.0M), RVW Wealth, LLC ($208.9M) and Sageworth Trust Co ($202.1M). One famous investor held it Cliff Asness (0.0% of AQR Capital 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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 47 | $134.3M |
| Exits | 30 | $29.8M |
All 13F filers, Q4 2025 → Q1 2026: 13,168,832 shares bought and 5,972,256 shares sold, net +7,196,576 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 577 holders
| Sequoia Financial Advisors, LLC | 1.87% | Add +3.6% | 7,379,642 | $333.0M |
| RVW Wealth, LLC | 16.27% | Add +2.6% | 4,630,535 | $208.9M |
| Sageworth Trust Co | 8.69% | Reduce -0.6% | 4,479,578 | $202.1M |
| OneDigital Investment Advisors LLC | 1.95% | Add +1.9% | 4,423,579 | $199.6M |
| Allworth Financial LP | 0.73% | Add +3.2% | 3,971,781 | $179.2M |
| Annex Advisory Services, LLC | 3.13% | Add +29.2% | 3,707,366 | $167.3M |
| Focus Partners Wealth | 0.18% | Add +3.9% | 3,513,024 | $158.5M |
| Aquire Wealth Advisors, LLC | 40.56% | Add +3.1% | 3,418,428 | $154.2M |
| Modera Wealth Management, LLC | 1.74% | Reduce -2.5% | 3,221,110 | $145.3M |
| Mars Jewett Financial Group, Inc. | 44.57% | Add +0.6% | 3,117,907 | $140.7M |
| Kooman & Associates | 38.62% | Add +1.5% | 2,870,941 | $129.5M |
| Beacon Pointe Advisors, LLC | 0.67% | Add +5.0% | 2,801,353 | $126.4M |
| Blankinship & Foster, LLC | 26.16% | Reduce -1.2% | 2,622,490 | $118.3M |
| Evoke Wealth, LLC | 2.11% | Add +5.6% | 2,537,064 | $114.5M |
| Apella Capital, LLC | 1.57% | Add +1877.7% | 2,153,540 | $105.8M |
| AE Wealth Management LLC | 0.57% | Add +3.5% | 2,335,738 | $105.4M |
| Spinnaker Investment Group, LLC | 21.13% | Reduce -5.2% | 2,299,502 | $103.8M |
| Arista Wealth Management, LLC | 11.36% | Reduce -3.5% | 2,068,805 | $93.3M |
| Elser Financial Planning, Inc | 4.34% | New | 1,981,512 | $89.4M |
| Krilogy Financial LLC | 2.79% | Add +3.0% | 1,789,151 | $86.7M |
| Savant Capital, LLC | 0.42% | Add +38.9% | 1,908,237 | $86.1M |
| WPWealth LLP | 12.84% | Add +5.5% | 1,862,102 | $84.0M |
| Maseco LLP | 2.60% | Add +27.4% | 1,838,563 | $82.9M |
| Focus Partners Advisor Solutions, LLC | 0.83% | Add +13.1% | 1,825,892 | $82.4M |
| 55 North Private Wealth, LLC | 19.41% | Add +4.4% | 1,680,166 | $75.8M |
| Pioneer Wealth Management Group | 20.64% | Add +10.2% | 1,630,612 | $73.6M |
| BCM Advisors, LLC | 11.69% | Reduce -5.5% | 1,196,470 | $59.3M |
| HB Wealth Management, LLC | 0.37% | Reduce -4.8% | 1,278,772 | $57.7M |
| Amicus Financial Advisors, LLC | 15.79% | Reduce -0.6% | 1,270,608 | $57.3M |
| Hill Island Financial LLC | 13.82% | Add +1.8% | 1,260,926 | $56.9M |
| Cetera Investment Advisers | 0.06% | Add +5.7% | 1,255,040 | $56.6M |
| Pandowealth. LLC | 47.76% | Add +4.7% | 1,479,928 | $54.7M |
| Commonwealth Equity Services, LLC | 0.08% | Reduce -0.3% | 1,207,861 | $54.5M |
| Diversify Wealth Management, LLC | 0.97% | Reduce -1.5% | 1,105,138 | $54.2M |
| Sterling Wealth Advisors Inc | 30.61% | Reduce -0.7% | 1,093,723 | $53.7M |
| Mariner, LLC | 0.06% | Add +4.1% | 1,181,696 | $53.3M |
| Essential Planning, LLC. | 16.25% | Reduce -2.9% | 1,132,361 | $51.1M |
| Austin Wealth Management, LLC | 11.53% | Reduce -31.4% | 1,110,841 | $50.8M |
| Meridian Wealth Partners, LLC | 6.91% | Add +3.4% | 1,115,216 | $50.3M |
| AdvisorNet Financial, Inc | 2.48% | Add +15.0% | 1,059,654 | $47.8M |
| LPL Financial LLC | 0.01% | Reduce -0.5% | 1,052,401 | $47.5M |
| Curio Wealth, LLC | 16.21% | Add +8.7% | 1,051,049 | $47.4M |
| Brighton Jones LLC | 0.99% | Add +0.0% | 995,411 | $44.9M |
| Financial Connections Group, Inc. | 15.11% | Reduce -0.3% | 962,980 | $43.4M |
| Valued Wealth Advisors LLC | 17.58% | Add +6.6% | 961,297 | $43.4M |
| Alpha Financial Advisors, LLC | 13.16% | Add +5.3% | 952,081 | $43.0M |
| TCP Asset Management, LLC | 5.51% | Add +0.7% | 949,861 | $42.9M |
| Note Advisors, LLC | 21.13% | Add +8.8% | 937,081 | $42.3M |
| Keating Financial Advisory Services, Inc. | 6.77% | Add +24.4% | 928,859 | $41.9M |
| Corient Private Wealth LP | 0.06% | Add +1.1% | 910,877 | $41.1M |
| EP Wealth Advisors, LLC | 0.20% | Reduce -3.2% | 904,653 | $40.8M |
| Moneta Group Investment Advisors LLC | 0.30% | Reduce -1.4% | 897,061 | $40.5M |
| VeraBank, N.A. | 7.27% | Add +4.6% | 880,610 | $39.7M |
| AlphaStar Capital Management, LLC | 2.92% | Add +13.1% | 877,733 | $39.6M |
| SC&H Financial Advisors, Inc. | 5.94% | Add +3.6% | 873,258 | $39.4M |
| Two West Capital Advisors LLC | 20.60% | Add +0.6% | 791,906 | $38.9M |
| Advisory Alpha, LLC | 1.05% | Reduce -3.6% | 849,291 | $38.3M |
| Fonville Wealth Management LLC | 7.28% | Reduce -0.7% | 847,418 | $38.2M |
| CVA Family Office, LLC | 3.95% | Add +27.9% | 831,776 | $37.5M |
| Plancorp, LLC | 1.06% | Add +0.5% | 793,409 | $37.3M |
| Wealthspire Advisors, LLC | 0.29% | Reduce -1.3% | 814,303 | $36.7M |
| Highland Financial Advisors, LLC | 9.65% | Add +8.9% | 810,253 | $36.6M |
| Liberty Wealth Management LLC | 4.06% | Reduce -10.5% | 719,165 | $32.5M |
| Physician Wealth Solutions Inc. | 13.33% | Add +8.7% | 713,763 | $32.2M |
| ACT Advisors, LLC. | 13.68% | Add +8.7% | 713,055 | $32.2M |
| Yardley Wealth Management LLC | 16.47% | Add +7.3% | 712,444 | $32.1M |
| Creative Planning | 0.02% | Add +1.9% | 709,074 | $32.0M |
| Zhang Financial LLC | 1.11% | Add +5.2% | 708,833 | $32.0M |
| Bay Harbor Wealth Management, LLC | 8.28% | Add +5.1% | 708,070 | $31.9M |
| MAI Capital Management | 0.18% | Add +18.3% | 696,759 | $31.4M |
| Pathstone Holdings, LLC | 0.12% | Add +2.4% | 680,196 | $30.7M |
| Private Wealth Management Group, LLC | 7.97% | Add +17.2% | 672,497 | $30.3M |
| Spectrum Investment Advisors, Inc. | 14.49% | Add +4.1% | 646,425 | $29.2M |
| Baird Financial Group, Inc. | 0.05% | Add +40.9% | 643,823 | $29.0M |
| UBS Group AG | 0.01% | Reduce -4.7% | 633,069 | $28.6M |
| Envestnet Asset Management Inc. | 0.01% | Add +25.0% | 630,630 | $28.5M |
| Allegiance Financial Group Advisory Services LLC | 5.56% | Add +6.8% | 619,449 | $27.9M |
| M Wealth Management, LLC | 23.46% | Add +4.7% | 617,665 | $27.9M |
| Keystone Financial Group, Inc. | 14.22% | Reduce -4.4% | 606,337 | $27.4M |
| Osaic Holdings, Inc. | 0.04% | Add +2.5% | 599,572 | $27.1M |
| Kure Advisory, LLC | 14.45% | Add +3.9% | 588,013 | $26.5M |
| Awm Capital, LLC | 2.40% | Reduce -0.7% | 586,424 | $26.5M |
| Heritage Investment Group, Inc. | 3.92% | Add +1.8% | 573,794 | $25.9M |
| Bank of America Corp. | 0.00% | Add +2.0% | 568,101 | $25.6M |
| Shira Ridge Wealth Management | 10.07% | Add +1.8% | 564,321 | $25.5M |
| Stifel Financial Corp. | 0.02% | Add +2.9% | 562,616 | $25.4M |
| Betterment LLC | 0.05% | Reduce -7.7% | 558,284 | $25.2M |
| Mercer Global Advisors Inc. | 0.04% | Add +70.9% | 555,624 | $25.1M |
| Morling Financial Advisors, LLC | 7.49% | Add +1.6% | 538,875 | $24.3M |
| Envision Financial Planning, LLC | 8.55% | Add +4.8% | 523,955 | $23.6M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 4.90% | Reduce -17.2% | 523,235 | $23.6M |
| Quantum Financial Advisors, LLC | 2.47% | Reduce -9.0% | 488,298 | $22.0M |
| Entrewealth, LLC | 9.85% | Add +6.7% | 487,136 | $22.0M |
| JFS Wealth Advisors, LLC | 1.23% | Add +3.3% | 486,035 | $21.9M |
| Mission Wealth Management, LP | 0.44% | Add +6.4% | 470,003 | $21.2M |
| Stadion Money Management, LLC | 2.05% | Reduce -59.8% | 451,855 | $20.4M |
| Sax Wealth Advisors, LLC | 0.96% | Reduce -0.0% | 421,523 | $19.7M |
| Claris Advisors, LLC / Mo / | 5.85% | Reduce -0.3% | 432,980 | $19.5M |
| JPMorgan Chase & Co. | 0.00% | Add +7.1% | 430,653 | $18.9M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +0.0% | 412,451 | $18.6M |
"% 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.