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Disclosery

DFAU DIMENSIONAL ETF TRUST

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US CORE EQT MKT (fund)

462 managers (465 13F filers) reported a position in DFAU shares at 2024-12-31, 2,173,340,650 shares in all. 25 filers opened a position and 16 filers sold out during the quarter.

Managers
462
13F filers
465
New
25
Added
204
Reduced
119
Sold out
16
Shares held by filers
2,173,340,650

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
MAGNOLIA CAPITAL ADVISORS LLC71,266$2.89M0.75%+22,38513F-HR/ATimeline
HMV Wealth Advisors, LLC70,342$2.85M2.85%13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC67,956$2.75M0.64%-80913F-HRTimeline
MGO ONE SEVEN LLC67,897$2.75M0.11%-22813F-HRTimeline
Meritas Wealth Management, LLC67,657$2.74M1.65%013F-HRTimeline
Pinnacle Financial Group, LLC / IL67,473$2.73M1.07%+1,82713F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…66,641$2.7M0.45%+74913F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…65,375$2.65M0.45%+18,33213F-HRTimeline
Factor Wealth Management LTD63,072$2.55M0.85%13F-HRTimeline
RCS Financial Planning, LLC61,309$2.48M1.32%-2,47213F-HRTimeline
Tanglewood Legacy Advisors, LLC58,287$2.36M1.01%013F-HRTimeline
Rehmann Capital Advisory Group58,238$2.36M0.15%-50,19513F-HRTimeline
FIRST CITIZENS BANK & TRUST CO56,332$2.28M0.04%013F-HRTimeline
RETIREMENT GUYS FORMULA LLC56,089$2.27M1.15%-5,53513F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC55,983$2.27M<0.01%+41,44613F-HRTimelineGroup
IEQ CAPITAL, LLC54,994$2.23M0.02%+12513F-HRTimeline
Marshall Financial Group, LLC54,589$2.21M0.54%-4,30813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…53,981$2.19M0.01%new13F-HRTimelineGroup
CAHILL FINANCIAL ADVISORS INC53,404$2.16M0.29%013F-HRTimeline
LRI Investments, LLC53,310$2.16M0.21%-43813F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.53,153$2.15M0.97%+13,54413F-HRTimeline
NewEdge Advisors, LLC53,050$2.15M0.01%+9,04113F-HRTimeline
EARNED WEALTH ADVISORS, LLC52,937$2.14M0.69%013F-HRTimeline
Shore Point Advisors, LLC52,871$2.14M1.15%+3,61813F-HRTimeline
Altiora Financial Group, LLC52,256$2.12M0.46%+18113F-HRTimeline
SwitchPoint Financial Planning, LLC51,903$2.1M2.01%13F-HRTimeline
ELEVATE WEALTH ADVISORY, INC51,839$2.1M1.57%-65813F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC51,721$2.09M0.88%+15,92813F-HRTimeline
Financial Alternatives, Inc51,534$2.09M1.47%013F-HRTimeline
Waverly Advisors, LLC51,087$2.07M0.03%-45013F-HRTimeline
Parkshore Wealth Management, Inc.50,735$2.05M1.24%13F-HRTimeline
USAdvisors Wealth Management, LLC49,139$1.99M0.65%+1,50013F-HRTimeline
Orion Porfolio Solutions, LLC48,795$1.98M0.02%-59613F-HRTimeline
Orion Portfolio Solutions, LLC48,795$1.98M0.02%-59613F-HRTimeline
AssuredPartners Investment Advisors, LLC48,780$1.98M0.38%13F-HRTimeline
Verisail Partners, LLC48,538$1.97M0.92%13F-HRTimeline
G2 CAPITAL MANAGEMENT, LLC / OH45,194$1.83M0.54%+1,06913F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC45,000$1.82M<0.01%new13F-HRTimeline
Lionshead Wealth Management, LLC44,775$1.81M1.31%13F-HRTimeline
SageOak Financial, LLC44,719$1.81M1.65%13F-HRTimeline
HighTower Advisors, LLC44,438$1.8M<0.01%-9813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS44,209$1.79M0.01%+12613F-HRTimeline
Wealthfront Advisers LLC41,741$1.69M<0.01%+1,48413F-HR/ATimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN41,086$1.66M<0.01%+32,43013F-HRTimelineGroup
Beckerman Institutional, LLC39,600$1.6M1.28%-1,49413F-HRTimeline
Live Oak Private Wealth LLC39,179$1.59M0.27%new13F-HRTimeline
Rockbridge Investment Management, LCC38,223$1.55M0.2%+6,64813F-HRTimeline
TOWNSQUARE CAPITAL LLC37,340$1.51M0.02%+1,02313F-HRTimeline
Keel Point, LLC37,319$1.51M0.12%-1,01713F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC37,304$1.51M1.13%13F-HRTimeline
Burton Enright Welch37,302$1.51M0.32%-4813F-HRTimeline
Herold Advisors, Inc.36,826$1.49M0.32%+3,06713F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP36,299$1.47M0.02%-14213F-HR/ATimelineGroup
VESTIA PERSONAL WEALTH ADVISORS35,748$1.45M1.19%-10813F-HRTimeline
Auxano Advisors, LLC35,500$1.44M0.36%-11,06413F-HRTimeline
Lakeridge Wealth Management LLC35,364$1.43M0.74%-14,12013F-HRTimeline
Kaufman Rossin Wealth, LLC35,232$1.43M1.47%13F-HRTimeline
Olistico Wealth, LLC34,695$1.4M0.82%-4713F-HRTimeline
Acorn Wealth Advisors, LLC34,694$1.4M0.58%-4,11513F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.34,350$1.39M0.02%013F-HRTimelineGroup
Forthright Family Wealth Advisory LLC34,342$1.39M0.9%-1,93313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC34,243$1.39M<0.01%new13F-HRTimelineGroup
Sincerus Advisory, LLC33,987$1.38M1.48%13F-HRTimeline
Oceanside Advisors LLC33,903$1.37M1.02%+1,01013F-HRTimeline
American Investment Services, Inc.33,588$1.36M0.24%-82613F-HR/ATimeline
Wescott Financial Advisory Group, LLC33,515$1.36M0.14%+7313F-HRTimeline
Milestone Asset Management Group, LLC33,254$1.35M1.2%13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management32,818$1.33M0.02%+10,64813F-HRTimelineGroup
Capstone Financial Advisors, Inc.32,774$1.33M0.08%+513F-HRTimeline
Yoder Wealth Management, Inc.31,911$1.29M0.71%+2,14713F-HRTimeline
Hiley Hunt Wealth Management31,774$1.29M0.71%+23113F-HRTimeline
Forum Private Client Group LLC30,219$1.22M0.54%-5,76613F-HRTimeline
Lauterbach Financial Advisors, LLC29,882$1.21M0.73%-1,43013F-HRTimeline
Evanson Asset Management, LLC29,447$1.19M0.08%+213F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC29,194$1.17M0.26%+36113F-HRTimeline
Washington Trust Advisors, Inc.28,727$1.16M0.1%013F-HRTimeline
Intrepid Financial Planning Group LLC28,635$1.16M0.49%-88813F-HRTimeline
CW Advisors, LLC27,422$1.11M0.02%+12613F-HRTimeline
CARDIFF PARK ADVISORS, LLC26,665$1.08M0.1%+213F-HRTimeline
Versant Capital Management, Inc26,593$1.08M0.23%+7913F-HRTimeline
Dynamic Advisor Solutions LLC25,897$1.05M0.05%-36313F-HRTimeline
Root Financial Partners, LLC23,956$970K0.12%013F-HRTimeline
Financial Symmetry Inc23,918$968K0.66%+513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…23,537$953K<0.01%+5,09013F-HRTimelineGroup
SOL Capital Management CO22,225$900K0.1%+70013F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC22,076$894K0.03%+10,65013F-HRTimeline
Beacon Financial Advisory LLC21,912$887K0.29%+2,14713F-HRTimeline
Investment Advisory Group, LLC21,851$885K0.3%+29813F-HRTimeline
Capstone Wealth Management, LLC21,609$875K0.85%13F-HRTimeline
Solutions 4 Wealth, Ltd21,378$866K1.57%013F-HRTimeline
Main Street Financial Solutions, LLC21,291$862K0.09%013F-HRTimeline
KEB ASSET MANAGEMENT, LLC21,176$857K0.25%-2,38213F-HRTimeline
CFS Investment Advisory Services, LLC20,997$850K0.08%013F-HRTimeline
Warwick Investment Management, Inc.20,610$835K0.17%+813F-HRTimeline
Prospera Financial Services Inc20,505$830K0.02%+5,55013F-HRTimeline
BLACK POINT WEALTH MANAGEMENT20,329$823K0.95%013F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/20,095$814K0.17%-68013F-HRTimeline
Csenge Advisory Group20,079$813K0.04%-2,26513F-HRTimeline
Medallion Wealth Advisors, LLC19,792$797K0.4%13F-HRTimeline
Cahill Wealth Management, LLC19,614$794K0.41%+213F-HRTimeline
Pure Financial Advisors, LLC19,545$791K0.02%+5813F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS19,461$788K0.34%-48313F-HRTimeline
Longview Financial Advisors LLC19,282$781K0.52%13F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC19,111$774K0.11%+1,54213F-HRTimeline
Patriot Financial Group Insurance Agenc…18,839$763K0.1%-3613F-HRTimeline
VanderPol Investments L.L.C.18,533$750K1.64%-52,98413F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC18,425$746K0.01%+10,54613F-HRTimeline
Squire Investment Management Company, L…17,970$728K0.32%+9,29013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD17,827$722K0.44%013F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC17,822$722K0.08%new13F-HRTimeline
ELCO Management Co., LLC17,180$696K0.37%+1,50013F-HRTimeline
Heritage Wealth Management, Inc./Texas16,965$687K0.4%+4913F-HRTimeline
Colony Family Offices, LLC16,930$685K0.22%013F-HRTimeline
Family Office Research LLC16,352$662K0.29%13F-HRTimeline
Allodium Investment Consultants, LLC16,228$657K0.55%13F-HRTimeline
BARRETT & COMPANY, INC.16,191$656K0.28%-39713F-HRTimeline
Stewardship Advisors, LLC16,188$655K0.18%+2,07313F-HRTimeline
RHS Financial, LLC15,400$624K0.32%013F-HRTimeline
Cooper Financial Group15,391$623K0.08%-10413F-HRTimeline
Summit Financial Wealth Advisors, LLC15,015$621K0.12%-15513F-HRTimeline
OPTIMA CAPITAL LLC14,905$604K0.42%13F-HRTimeline
Eldridge Investment Advisors, Inc.14,623$592K0.14%+313F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners14,588$591K0.1%+5413F-HRTimelineGroup
Bay Capital Advisors, LLC14,438$585K0.47%13F-HRTimeline
Sanctuary Wealth Management, L.L.C.14,228$576K0.38%-13,73413F-HRTimeline
PATTEN & PATTEN INC/TN13,963$565K0.04%013F-HRTimeline
Axis Wealth Partners, LLC13,833$560K0.47%13F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.13,731$556K0.24%+95513F-HRTimeline
DecisionPoint Financial, LLC13,589$550K0.17%+31913F-HRTimeline
CWM, LLCin group CWM, LLC13,295$538K<0.01%-10,02113F-HRTimelineGroup
ECLECTIC ASSOCIATES INC /ADV13,257$537K0.16%new13F-HRTimeline
Rockwood Wealth Management, LLC13,147$534K0.06%013F-HRTimeline
Cypress Wealth Services, LLC13,170$533K0.11%+1413F-HRTimeline
Ethos Financial Group, LLC13,161$533K0.07%+28413F-HRTimeline
Total Wealth Planning, LLC13,063$529K0.08%-70513F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC12,953$524K0.27%new13F-HRTimeline
Aspect Partners, LLC12,874$521K0.3%-2,00013F-HRTimeline
KRAFT ASSET MANAGEMENT, LLC12,628$519K0.4%-2,84613F-HRTimeline
LAM GROUP, INC.12,540$508K0.36%+2513F-HRTimeline
Strathmore Capital Advisors, Inc.12,521$507K0.37%13F-HRTimeline
Financial Engines Advisors L.L.C.12,465$505K<0.01%+5,43013F-HRTimeline
MATHER GROUP, LLC.12,435$503K0.01%-4,66813F-HRTimeline
Freedom Financial Partners LLC11,892$482K0.23%13F-HRTimeline
Blue Oak Capital, LLC11,800$478K0.29%13F-HRTimeline
BCU Wealth Advisors, LLC11,773$477K0.27%-80,65213F-HRTimeline
Emprise Bank11,725$475K0.27%+3,29613F-HRTimeline
Tranquility Partners, LLC11,416$463K0.17%+5713F-HRTimeline
Vertex Planning Partners, LLC11,411$462K0.1%+1,00513F-HRTimeline
Sigma Planning Corp11,097$449K0.01%new13F-HRTimeline
PRIVATE TRUST CO NA11,078$449K0.05%013F-HRTimeline
Porter White Investment Advisors, Inc.10,779$436K0.22%+3513F-HRTimeline
Vanguard Personalized Indexing Manageme…in group VANGUARD GROUP INC10,680$432K0.01%+5,15513F-HRTimelineGroup
Rialto Wealth Management, LLC10,636$431K0.14%13F-HRTimeline
Ullmann Wealth Partners Group, LLC10,545$427K0.06%+2913F-HRTimeline
Annandale Capital, LLC10,230$414K0.08%+15313F-HRTimeline
Greenspring Advisors, LLC10,157$411K0.09%-66013F-HRTimeline
Private Advisory Group LLC10,124$410K0.05%new13F-HR/ATimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.10,020$406K0.03%-24013F-HRTimelineGroup
OneAscent Financial Services LLCin group OneAscent Financial Services …9,946$403K0.03%new13F-HRTimelineGroup
tru Independence LLC9,902$401K0.13%+3113F-HRTimeline
Glassman Wealth Services9,860$399K0.07%+1,05013F-HRTimeline
FMR LLCin group FMR LLC9,763$395K<0.01%+8,79313F-HRTimelineGroup
DIXON FNANCIAL SERVICES, INC.9,732$394K0.21%-59613F-HRTimeline
Ruedi Wealth Management, Inc.9,730$394K0.12%+313F-HRTimeline
Shearwater Capital LLC9,506$385K0.26%-6013F-HRTimeline
Coppell Advisory Solutions LLC9,302$378K0.05%-24713F-HRTimeline
Advisory Services Network, LLC9,299$377K0.01%-3,70413F-HRTimeline
City State Bank9,274$376K0.13%-16313F-HRTimeline
WMG Financial Advisors, LLC9,241$374K0.16%-23913F-HRTimeline
Archer Investment Management, LLC8,870$359K0.22%13F-HRTimeline
Parallel Advisors, LLC8,831$358K0.01%013F-HRTimeline
Atria Wealth Solutions, Inc.8,767$355K<0.01%-9913F-HRTimeline
Peirce Capital Management, LLC8,529$345K0.18%013F-HRTimeline
Warburton Capital Management, LLC8,479$343K0.26%13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV8,319$337K0.03%+3213F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP8,271$335K0.09%+5,03613F-HRTimeline
Smartleaf Asset Management LLC8,223$334K0.03%+87913F-HRTimeline
FOSTER & MOTLEY INC8,239$334K0.02%013F-HRTimeline
Stark Wealth Management LLC8,194$332K0.24%13F-HRTimeline
Michael A. Dubis Financial Planning, LLC8,169$331K0.32%13F-HRTimeline
Sprinkle Financial Consultants LLC8,121$329K0.22%-33613F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…8,068$327K0.06%+74913F-HRTimelineGroup
FINANCIAL COUNSELORS INC7,902$320K<0.01%new13F-HRTimeline
Blue Trust, Inc.7,872$319K<0.01%013F-HR/ATimeline
Heritage Wealth Management, Inc. /CA/7,857$318K0.27%-43413F-HRTimeline
Clark Capital Management Group, Inc.7,582$307K<0.01%new13F-HRTimeline
Vawter Financial, Ltd.7,484$303K0.18%013F-HRTimeline
Facet Wealth, Inc.7,229$301K0.01%+64213F-HRTimeline
Performance Wealth Partners, LLC7,352$298K0.01%-1,42513F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV7,347$297K0.08%013F-HRTimeline
L.K. Benson & Company, P.C.7,180$291K0.2%13F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI7,065$286K0.02%-3,43913F-HRTimeline
Montis Financial, LLC6,955$282K0.09%+88513F-HRTimeline
Index Fund Advisors, Inc.6,953$282K0.02%+13713F-HRTimeline
Liberty Capital Management, Inc.6,744$273K0.06%013F-HRTimeline
Joel Isaacson & Co., LLC6,710$272K0.01%+2613F-HRTimeline
Wealthstream Advisors, Inc.6,555$265K0.05%+913F-HRTimeline
Pine Harbor Wealth Management, LLC6,545$265K0.11%013F-HRTimeline
Graves Light Lenhart Wealth, Inc.6,493$263K0.03%013F-HRTimeline
TD Waterhouse Canada Inc.6,291$255K<0.01%013F-HRTimeline