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Disclosery

DFAU DIMENSIONAL ETF TRUST

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US CORE EQT MKT (fund)

590 managers (600 13F filers) reported a position in DFAU shares at 2026-06-30, 176,598,732 shares in all. 41 filers opened a position and 19 filers sold out during the quarter.

Managers
590
13F filers
600
New
41
Added
251
Reduced
214
Sold out
19
Shares held by filers
176,598,732

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Sequoia Financial Advisors, LLC7,607,402$393M1.96%+227,76013F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding5,316,307$275M-22,609Timeline
RVW Wealth, LLC4,825,000$249M16.42%+194,46513F-HRTimeline
OneDigital Investment Advisors LLC4,562,729$236M1.99%+139,15013F-HRTimeline
Sageworth Trust Co4,443,421$230M9.05%-36,15713F-HRTimeline
Annex Advisory Services, LLC4,358,982$225M3.85%+651,61613F-HRTimeline
Allworth Financial LP3,941,811$204M0.87%-29,97013F-HRTimeline
Aquire Wealth Advisors, LLC3,613,432$187M42.84%+195,00413F-HRTimeline
MAI Capital Management3,277,574$169M0.64%+2,580,81513F-HRTimeline
MARS JEWETT FINANCIAL GROUP, INC.3,259,597$168M34.1%+141,69013F-HRTimeline
Modera Wealth Management, LLC3,135,937$162M1.73%-85,17313F-HRTimeline
SYM FINANCIAL Corp3,036,703$157M12.62%+2,913,22513F-HRTimeline
Beacon Pointe Advisors, LLC2,939,806$152M0.71%+138,45313F-HRTimeline
Kooman & Associates2,864,477$148M39.76%-6,46413F-HRTimeline
Spinnaker Investment Group, LLC2,645,051$137M21.91%+345,54913F-HRTimeline
Blankinship & Foster, LLC2,582,272$133M26.94%-40,21813F-HRTimeline
AE Wealth Management LLC2,402,356$124M0.58%+66,61813F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding2,195,262$113M+1,090,124Timeline
Apella Capital, LLC2,130,305$110M1.56%-23,23513F-HRTimeline
Savant Capital, LLC2,107,505$109M0.32%+199,26813F-HRTimeline
Arista Wealth Management, LLC2,104,785$109M11.74%+35,98013F-HRTimeline
MASECO LLP2,043,736$106M2.97%+205,17313F-HRTimeline
Elser Financial Planning, Inc1,989,838$103M4.46%+8,32613F-HRTimeline
WPWealth LLP1,826,859$94.4M14.01%-35,24313F-HRTimeline
55 North Private Wealth, LLC1,796,907$92.9M18.28%+116,74113F-HRTimeline
Pioneer Wealth Management Group1,722,295$89M21.51%+91,68313F-HRTimeline
Krilogy Financial LLC1,664,175$86M2.54%-124,97613F-HRTimeline
Cetera Investment Advisers1,375,137$71.1M0.06%+120,09713F-HRTimeline
HILL ISLAND FINANCIAL LLC1,270,580$65.7M14.01%+9,65413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,254,532$64.8M0.08%+46,67113F-HRTimeline
HB Wealth Management, LLC1,250,136$64.6M0.36%-28,63613F-HRTimeline
Pandowealth. LLC1,499,476$61.1M50.3%+19,54813F-HR/ATimeline
Amicus Financial Advisors, LLC1,175,114$60.7M14.92%-95,49413F-HRTimeline
BCM ADVISORS, LLC1,157,030$59.3M11.54%-39,44013F-HRTimeline
Mariner, LLCin group Mariner, LLC1,142,829$59.1M0.06%-38,86713F-HRTimelineGroup
Meridian Wealth Partners, LLC1,134,778$58.7M7.1%+19,56213F-HRTimeline
Sterling Wealth Advisors Inc1,130,815$58.5M31.77%+37,09213F-HRTimeline
LPL Financial LLC1,128,224$58.3M0.01%+75,82313F-HRTimeline
Austin Wealth Management, LLC1,126,791$58M12.26%+15,95013F-HRTimeline
CURIO WEALTH, LLC1,108,237$57.3M17.77%+57,18813F-HRTimeline
Essential Planning, LLC.1,077,468$55.7M15.74%-54,89313F-HRTimeline
Keating Financial Advisory Services, In…1,068,781$55.2M7.27%+139,92213F-HRTimeline
Note Advisors, LLC1,060,382$54.8M23.77%+123,30113F-HRTimeline
BRIGHTON JONES LLC1,015,273$52.5M0.98%+19,86213F-HRTimeline
AlphaStar Capital Management, LLC999,111$51.6M3.28%+121,37813F-HRTimeline
Alpha Financial Advisors, LLC990,171$51.2M14.28%+38,09013F-HRTimeline
VeraBank, N.A.970,684$50.2M8.3%+90,07413F-HRTimeline
Valued Wealth Advisors LLC959,941$49.6M18.03%-1,35613F-HRTimeline
TCP Asset Management, LLC958,294$49.5M5.62%+8,43313F-HRTimeline
CVA Family Office, LLC948,466$49M4.44%+116,69013F-HRTimeline
AdvisorNet Financial, Inc933,907$48.3M2.21%-125,74713F-HRTimeline
Advisory Alpha, LLC913,266$47.2M1.16%+63,97513F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC900,201$46.5M0.34%+3,14013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP897,078$46.4M0.06%-13,79913F-HR/ATimelineGroup
EP Wealth Advisors, LLC889,600$46M0.18%-15,05313F-HRTimeline
SC&H Financial Advisors, Inc.883,580$45.7M6.06%+10,32213F-HRTimeline
Plancorp, LLC868,094$45M1.1%+74,68513F-HRTimeline
Fonville Wealth Management LLC840,001$43.4M7.09%-7,41713F-HRTimeline
ACT Advisors, LLC.815,514$42.2M14.01%+102,45913F-HRTimeline
Live Oak Private Wealth LLC803,153$41.5M5.19%+400,84813F-HRTimeline
Highland Financial Advisors, LLC794,482$41.1M9.03%-15,77113F-HRTimeline
Timonier Family Office, LTD.790,436$40.9M11.54%13F-HRTimeline
Two West Capital Advisors LLC790,439$40.6M20.18%-1,46713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding757,235$39.1M+113,544Timeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.747,813$38.7M0.05%+103,99013F-HRTimelineGroup
Physician Wealth Solutions Inc.735,418$38M14.41%+21,65513F-HRTimeline
Yardley Wealth Management LLC731,553$37.8M17.18%+19,10913F-HRTimeline
Wealthspire Advisors, LLC727,590$37.6M0.21%-86,71313F-HRTimeline
Bay Harbor Wealth Management, LLC710,366$36.7M8.47%+2,29613F-HRTimeline
Private Wealth Management Group, LLC708,536$36.6M8.5%+36,03913F-HRTimeline
Creative Planningin group Creative Planning705,296$36.5M0.02%-3,77813F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC702,119$36.3M0.11%+21,92313F-HRTimelineGroup
Zhang Financial LLC688,300$35.6M1.04%-20,53313F-HRTimeline
Allegiance Financial Group Advisory Ser…673,456$34.8M6.03%+54,00713F-HRTimeline
UBS Group AGgroup of 2 filers holding652,944$33.8M+14,778Timeline
MERCER GLOBAL ADVISORS INC /ADV646,494$33.4M0.04%+90,87013F-HR/ATimeline
Kure Advisory, LLC630,484$32.6M15.45%+42,47113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.629,305$32.5M0.04%+29,73313F-HRTimelineGroup
LIBERTY WEALTH MANAGEMENT LLC719,165$32.5M4.06%013F-HRTimeline
Keystone Financial Group, Inc.620,943$32.1M16.85%+14,60613F-HRTimeline
Spectrum Investment Advisors, Inc.620,035$32M13.1%-26,39013F-HRTimeline
M Wealth Management, LLC596,038$30.8M24.2%-21,62713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/584,237$30.2M<0.01%+16,13613F-HRTimelineGroup
Heritage Investment Group, Inc.579,824$30M4.03%+6,03013F-HRTimeline
Shira Ridge Wealth Management568,889$29.4M10.26%+4,56813F-HRTimeline
AWM CAPITAL, LLC567,016$29.3M2.35%-19,40813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP554,983$28.7M0.02%-7,63313F-HRTimelineGroup
Morling Financial Advisors, LLC540,576$27.9M7.78%+1,70113F-HRTimeline
Betterment LLC536,301$27.7M0.05%-21,98313F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…528,385$27.3M5.21%+5,15013F-HRTimeline
ENTREWEALTH, LLC511,377$27.2M10.08%+24,24113F-HRTimeline
Envision Financial Planning, LLC524,562$27.1M8.82%+60713F-HRTimeline
MISSION WEALTH MANAGEMENT, LP522,024$27M0.34%+52,02113F-HRTimeline
Arax Advisory Partners517,726$26.8M0.18%+201,36713F-HRTimeline
JFS WEALTH ADVISORS, LLC498,319$25.8M1.28%+12,28413F-HRTimeline
Quantum Financial Advisors, LLC494,933$25.6M2.53%+6,63513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA491,652$25.4M<0.01%+195,72413F-HRTimelineGroup
Tassel Capital Management, Inc.466,873$24.1M11.29%+73,91813F-HRTimeline
SAX WEALTH ADVISORS, LLC530,831$24M0.97%+109,30813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO445,353$22.9M<0.01%+14,70013F-HRTimelineGroup
CLARIS ADVISORS, LLC / MO /421,038$21.8M5.68%-11,94213F-HRTimeline
Cambridge Investment Research Advisors,…419,019$21.7M0.05%+6,56813F-HR/ATimeline
Perigon Wealth Management, LLC413,676$21.4M0.34%+4,24213F-HRTimeline
Stadion Money Management, LLC411,777$21.3M1.83%-40,07813F-HRTimeline
Tortoise Investment Management, LLC404,352$20.9M1.56%+3,22813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC404,131$20.9M0.13%+96,77513F-HRTimelineGroup
Jacobi Capital Management LLC402,435$20.8M1.02%+18,35013F-HRTimeline
Physician Wealth Advisors, Inc.379,438$19.6M2.34%-2,42013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.378,629$19.6M6.27%13F-HRTimeline
Sollinda Capital Management LLC377,167$19.5M4.16%+41,86713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC359,514$18.6M0.01%+74,75613F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding340,609$17.6M+179,504Timeline
Security Financial Services, INC.332,958$17.2M2.39%-2,27613F-HRTimeline
Weinberger Asset Management, Inc321,265$16.6M5.33%+36,49713F-HRTimeline
Ledgewood Wealth Advisors, LLC318,174$16.4M8.73%-7,44213F-HRTimeline
Navigoe, LLC316,252$16.3M8.55%+14,68213F-HRTimeline
North Capital, Inc.314,380$16.3M12.28%+9,96413F-HRTimeline
Clarity Capital Advisors, LLC312,273$16.1M6.77%-30,95913F-HRTimeline
LEGACY FINANCIAL GROUP, INC.310,597$16.1M3.75%-18,88713F-HRTimeline
Prudent Man Investment Management, Inc.340,877$16M5.44%-24,49613F-HRTimeline
Great Point Wealth Advisors, LLC306,263$15.8M2.56%-1,90413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…301,432$15.7M0.03%+71,14113F-HRTimeline
HUTCHINSON CAPITAL MANAGEMENT/CA301,928$15.6M2.67%+5,25313F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC298,918$15.5M0.03%+12,29613F-HRTimelineGroup
Farther Finance Advisors, LLC297,450$15.4M0.12%-15,52813F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC295,145$15.3M1.21%-3,87213F-HRTimeline
Integrated Wealth Concepts LLC276,264$14.3M0.07%+6,51213F-HRTimeline
Platform Wealth Management, LLC270,773$14M5.12%13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC269,132$13.9M<0.01%+13,53913F-HRTimelineGroup
Centennial Bank/AR/in group Centennial Bank/AR/269,084$13.9M4.48%+1,12713F-HRTimelineGroup
MML INVESTORS SERVICES, LLC259,936$13.4M0.03%+17,56213F-HRTimeline
Larry Mathis Financial Planning, LLC255,415$13.2M10.06%+71,05613F-HR/ATimeline
Lauer Wealth, LLC251,668$13.1M8.92%+12,82013F-HRTimeline
Canopy Partners, LLC252,296$13M3.92%-1,89813F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC251,920$13M4.2%+17,77413F-HRTimeline
First Financial Group Corp251,177$13M9.38%-55113F-HRTimeline
Johnson Wealth Management, LLC247,940$12.8M5.43%-3,44513F-HRTimeline
CHERRYDALE WEALTH MANAGEMENT, LLC247,700$12.8M3.35%-27813F-HRTimeline
IFP Advisors, Inc246,034$12.7M0.23%+29,38613F-HRTimeline
Sowell Financial Services LLC232,961$12M0.39%+5,33513F-HRTimeline
Forvis Mazars Wealth Advisors, LLC232,186$12M0.2%-16,09813F-HRTimeline
Prodigy Asset Management LLC228,674$11.8M3.56%+3,87213F-HRTimeline
HTG Investment Advisors, Inc.228,534$11.8M3.03%+96213F-HRTimeline
VSM Wealth Advisory, LLC226,108$11.7M3.1%+3,97513F-HRTimeline
Oak Wealth Advisors LLC223,132$11.5M5.53%-1,97013F-HRTimeline
FMB WEALTH MANAGEMENT216,757$11.2M4.12%-67713F-HRTimeline
Glass Jacobson Investment Advisors llc213,844$11.1M3.44%-7,84213F-HRTimeline
Parkwoods Wealth Partners, LLC212,132$11M1.76%-13,19713F-HRTimeline
Pacific Asset Management, LLC211,750$10.9M5.37%+7,92213F-HRTimeline
Invst, LLC202,649$10.5M1.02%+21,40813F-HRTimeline
FinDec Wealth Services, Inc.202,390$10.5M12.36%-12,27213F-HRTimeline
Syverson Strege & Co201,662$10.4M2.27%-15,12313F-HRTimeline
Vise Technologies, Inc.201,633$10.4M0.12%+65,61613F-HRTimeline
Chicago Partners Investment Group LLC201,280$10.3M0.21%-2,18413F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding198,212$10.2M+21,581Timeline
Root Financial Partners, LLC194,759$10.1M0.39%-25,00113F-HRTimeline
SEMITAM BONAM LLC193,912$10M7.36%+6,95913F-HRTimeline
American Capital Advisory, LLC188,177$9.73M3.55%-21613F-HRTimeline
International Private Wealth Advisors L…187,100$9.67M4.98%+1,12013F-HRTimeline
Vigil Wealth Management, LLC185,766$9.6M6.85%+1,87313F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.182,548$9.44M3.2%+12,03113F-HRTimeline
Capital Investment Advisory Services, L…178,631$9.23M0.57%+22,50213F-HRTimeline
Abel Hall, LLC175,068$9.05M1.56%-5,70313F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC174,146$9M0.03%-184,34113F-HRTimelineGroup
FORTERIS WEALTH MANAGEMENT INC.172,682$8.93M7.3%+9,63113F-HRTimeline
My Personal CFO, LLC171,829$8.88M3.47%+4,82913F-HRTimeline
Aspen Wealth Management LLC162,547$8.4M1.43%-49413F-HRTimeline
Diversified Portfolios, Inc.162,068$8.38M0.61%-87113F-HRTimeline
Mattern Wealth Management LLC161,282$8.34M1.37%+10,00013F-HRTimeline
3 FACTOR INDEXING, LLC160,460$8.29M7.02%-7,91413F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO152,412$7.88M0.65%-8,04313F-HRTimeline
Morton Capital Management LLC/CA150,195$7.76M1.06%+94113F-HRTimeline
Chico Wealth RIA149,602$7.73M4.03%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC148,605$7.68M0.01%-39,57213F-HRTimelineGroup
World Investment Advisors170,133$7.68M0.13%013F-HRTimeline
GEM Asset Management, LLC147,986$7.65M3.01%-47913F-HRTimeline
Quad-Cities Investment Group, LLC145,522$7.52M2.7%+7,59813F-HRTimeline
Hardy Reed LLC140,652$7.27M0.47%-15113F-HRTimeline
KEB ASSET MANAGEMENT, LLC139,068$7.19M1.16%+3,21713F-HRTimeline
Aegis Wealth Management LLC138,404$7.15M3.36%-4,48413F-HRTimeline
CROBAN137,823$7.12M3.14%+53013F-HRTimeline
Wealth Advisors Northwest LLC137,605$7.11M2.43%-11,15413F-HRTimeline
JDH Wealth Management, LLC137,571$7.11M4.33%-7,94513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…130,865$6.76M0.06%+12,30113F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC130,337$6.74M0.13%+11,72613F-HRTimelineGroup
D.A. DAVIDSON & CO.128,805$6.66M0.04%-2,14013F-HRTimeline
Level Wealth Management LLC128,693$6.65M2.66%-90813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…124,918$6.46M0.01%+8,81713F-HRTimelineGroup
APS Management Group, Inc.124,657$6.44M4.95%+1,69013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP123,997$6.41M0.01%+7,77013F-HRTimelineGroup
Rather & Kittrell, Inc.123,101$6.36M0.89%-1,33513F-HRTimeline
Dodds Wealth, LLC122,830$6.35M1.43%-6,66313F-HRTimeline
Revolve Wealth Partners, LLC122,778$6.35M0.66%new13F-HRTimeline
Signature Resources Capital Management,…122,318$6.32M2.49%-91113F-HRTimeline
Cypress Point Wealth Management, LLC121,818$6.3M1.28%-56513F-HRTimeline
Waterfront Wealth Inc.120,660$6.3M0.98%-44713F-HRTimeline
RFG Advisory, LLC118,752$6.14M0.1%-2,07713F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…118,653$6.13M0.78%+5,98313F-HRTimeline
ANDREWS, LUCIA WEALTH MANAGEMENT LLC117,794$6.09M3.19%-2,19813F-HRTimeline
ALKEME WEALTH, LLC117,208$6.06M2.32%+16,47213F-HRTimeline