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Disclosery

DFAU DIMENSIONAL ETF TRUST

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US CORE EQT MKT (fund)

474 managers (478 13F filers) reported a position in DFAU shares at 2025-03-31, 126,028,854 shares in all. 29 filers opened a position and 20 filers sold out during the quarter.

Managers
474
13F filers
478
New
29
Added
236
Reduced
136
Sold out
20
Shares held by filers
126,028,854

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
180 WEALTH ADVISORS, LLC81,585$3.14M0.5%+53513F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC75,818$2.91M1.98%+91413F-HRTimeline
HMV Wealth Advisors, LLC75,612$2.91M2.31%+5,27013F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…74,771$2.87M0.49%+8,13013F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…77,983$2.85M1.16%-10113F-HRTimeline
Investmark Advisory Group LLC72,820$2.8M1.38%+35513F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC72,818$2.8M0.06%+80713F-HRTimelineGroup
MELFA WEALTH MANAGEMENT, INC.71,704$2.76M1.86%-1,45213F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC69,878$2.69M<0.01%+13,89513F-HRTimelineGroup
ERn Financial, LLC69,507$2.67M0.42%-2,41913F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC67,595$2.6M0.59%-36113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC67,003$2.58M<0.01%new13F-HR/ATimelineGroup
Versant Capital Management, Inc65,791$2.53M0.42%+39,19813F-HRTimeline
Meritas Wealth Management, LLC64,489$2.48M1.45%-3,16813F-HRTimeline
Pinnacle Financial Group, LLC / IL63,936$2.46M0.89%-3,53713F-HRTimeline
Factor Wealth Management LTD63,586$2.44M0.75%+51413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…61,218$2.35M0.01%+7,23713F-HRTimelineGroup
ELEVATION WEALTH PARTNERS, LLC59,636$2.29M0.99%+7,91513F-HRTimeline
Root Financial Partners, LLC58,953$2.27M0.24%+34,99713F-HRTimeline
AssuredPartners Investment Advisors, LLC58,401$2.24M0.43%+9,62113F-HRTimeline
Rehmann Capital Advisory Group58,178$2.24M0.14%-6013F-HRTimeline
RCS Financial Planning, LLC57,831$2.22M1.17%-3,47813F-HRTimeline
FIRST CITIZENS BANK & TRUST CO56,332$2.17M0.05%013F-HRTimeline
Shore Point Advisors, LLC55,959$2.15M1.14%+3,08813F-HRTimeline
NewEdge Advisors, LLC55,083$2.12M0.01%+2,03313F-HRTimeline
IEQ CAPITAL, LLC55,070$2.12M0.02%+7613F-HRTimeline
Orion Porfolio Solutions, LLC54,627$2.1M0.02%+5,83213F-HRTimeline
Orion Portfolio Solutions, LLC54,627$2.1M0.02%+5,83213F-HR/ATimeline
Waverly Advisors, LLC53,806$2.07M0.03%+2,71913F-HRTimeline
LRI Investments, LLC53,030$2.04M0.2%-28013F-HRTimeline
EARNED WEALTH ADVISORS, LLC52,818$2.03M0.45%-11913F-HRTimeline
Altiora Financial Group, LLC52,365$2.01M0.43%+10913F-HRTimeline
SwitchPoint Financial Planning, LLC51,903$2M1.89%013F-HRTimeline
CAHILL FINANCIAL ADVISORS INC51,072$1.96M0.27%-2,33213F-HRTimeline
Parkshore Wealth Management, Inc.50,535$1.94M1.13%-20013F-HRTimeline
ELEVATE WEALTH ADVISORY, INC50,107$1.93M1.36%-1,73213F-HRTimeline
Burton Enright Welch50,089$1.93M0.39%+12,78713F-HRTimeline
Financial Alternatives, Inc49,822$1.92M1.37%-1,71213F-HRTimeline
COWA, LLC50,275$1.91M0.81%-42,62013F-HRTimeline
Verisail Partners, LLC48,538$1.87M0.86%013F-HRTimeline
KEB ASSET MANAGEMENT, LLC48,297$1.86M0.53%+27,12113F-HRTimeline
G2 CAPITAL MANAGEMENT, LLC / OH47,652$1.83M0.55%+2,45813F-HRTimeline
MGO ONE SEVEN LLC46,693$1.79M0.07%-21,20413F-HRTimeline
Balance Wealth Partners LLC46,550$1.79M1.16%13F-HRTimeline
Lionshead Wealth Management, LLC44,935$1.73M1.79%+16013F-HRTimeline
Marshall Financial Group, LLC44,606$1.71M0.37%-9,98313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS43,292$1.66M<0.01%-91713F-HRTimeline
Tanglewood Legacy Advisors, LLC42,517$1.63M0.72%-15,77013F-HRTimeline
Herold Advisors, Inc.42,068$1.62M0.36%+5,24213F-HRTimeline
RETIREMENT GUYS FORMULA LLC41,672$1.6M0.8%-14,41713F-HRTimeline
Wealthfront Advisers LLC41,404$1.59M<0.01%-33713F-HRTimeline
Milestone Asset Management Group, LLC39,889$1.53M1.39%+6,63513F-HRTimeline
Beckerman Institutional, LLC38,823$1.49M1.08%-77713F-HRTimeline
Rockbridge Investment Management, LCC38,505$1.48M0.18%+28213F-HRTimeline
Woodside Wealth Management LLC38,227$1.47M1.36%13F-HRTimeline
Keel Point, LLC36,843$1.42M0.11%-47613F-HRTimeline
HighTower Advisors, LLC36,458$1.4M<0.01%-7,98013F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP36,409$1.4M0.02%+11013F-HRTimelineGroup
Berger Financial Group, Inc36,319$1.4M0.1%new13F-HRTimeline
Capstone Wealth Management, LLC36,189$1.39M1.39%+14,58013F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS35,979$1.38M1.09%+23113F-HRTimeline
Hiley Hunt Wealth Management35,643$1.38M0.75%+3,86913F-HRTimeline
TOWNSQUARE CAPITAL LLC35,667$1.37M0.01%-1,67313F-HRTimeline
Kaufman Rossin Wealth, LLC35,232$1.35M0.97%013F-HRTimeline
Auxano Advisors, LLC34,995$1.35M0.36%-50513F-HRTimeline
Washington Trust Advisors, Inc.34,992$1.35M0.12%+6,26513F-HRTimeline
Sincerus Advisory, LLC34,848$1.34M1.41%+86113F-HRTimeline
Olistico Wealth, LLC34,756$1.34M0.83%+6113F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management34,666$1.33M0.02%+1,84813F-HRTimelineGroup
Forthright Family Wealth Advisory LLC34,342$1.32M0.87%013F-HRTimeline
Acorn Wealth Advisors, LLC34,196$1.31M0.55%-49813F-HRTimeline
Wescott Financial Advisory Group, LLC33,559$1.29M0.13%+4413F-HRTimeline
American Investment Services, Inc.33,431$1.29M0.23%-15713F-HRTimeline
Oceanside Advisors LLC33,226$1.28M0.92%-67713F-HRTimeline
Capstone Financial Advisors, Inc.32,776$1.26M0.08%+213F-HRTimeline
Forum Private Client Group LLC32,600$1.25M0.54%+2,38113F-HRTimeline
Lakeridge Wealth Management LLC29,996$1.15M0.58%-5,36813F-HRTimeline
Lauterbach Financial Advisors, LLC29,794$1.15M0.71%-8813F-HRTimeline
Evanson Asset Management, LLC29,450$1.13M0.08%+313F-HRTimeline
Werba Rubin Papier Wealth Management29,197$1.12M0.24%+24,18913F-HRTimeline
Yoder Wealth Management, Inc.28,651$1.1M0.62%-3,26013F-HRTimeline
Financial Symmetry Inc28,082$1.08M0.66%+4,16413F-HRTimeline
USAdvisors Wealth Management, LLC27,078$1.04M0.36%-22,06113F-HRTimeline
Prospera Financial Services Inc26,985$1.04M0.02%+6,48013F-HRTimeline
CARDIFF PARK ADVISORS, LLC26,666$1.03M0.1%+113F-HRTimeline
Intrepid Financial Planning Group LLC26,628$1.02M0.47%-2,00713F-HRTimeline
Squire Investment Management Company, L…26,470$1.02M0.42%+8,50013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.24,350$936K0.01%-10,00013F-HRTimelineGroup
Geneos Wealth Management Inc.23,567$906K0.01%+21,01013F-HRTimeline
Dynamic Advisor Solutions LLC22,900$880K0.03%-2,99713F-HRTimeline
Investment Advisory Group, LLC22,265$856K0.29%+41413F-HRTimeline
SOL Capital Management CO22,225$854K0.09%013F-HRTimeline
Medallion Wealth Advisors, LLC21,555$831K0.38%+1,76313F-HRTimeline
CFS Investment Advisory Services, LLC21,452$825K0.07%+45513F-HRTimeline
Solutions 4 Wealth, Ltd21,378$822K1.45%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…21,373$822K<0.01%-2,16413F-HRTimelineGroup
MOSAIC FAMILY WEALTH PARTNERS, LLC21,368$821K0.12%+2,25713F-HRTimeline
SageOak Financial, LLC21,319$820K0.73%-23,40013F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC21,244$817K0.03%-83213F-HRTimeline
OPTIMA CAPITAL LLC21,128$812K0.52%+6,22313F-HRTimeline
Main Street Financial Solutions, LLC21,061$810K0.07%-23013F-HRTimeline
Warwick Investment Management, Inc.20,615$792K0.16%+513F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/20,245$778K0.16%+15013F-HRTimeline
Csenge Advisory Group21,049$759K0.04%+97013F-HRTimeline
Cahill Wealth Management, LLC19,581$753K0.38%-3313F-HRTimeline
Pure Financial Advisors, LLC19,579$753K0.02%+3413F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS19,461$748K0.3%013F-HRTimeline
Stewardship Advisors, LLC19,393$745K0.2%+3,20513F-HRTimeline
GWN SECURITIES INC.19,246$740K0.04%new13F-HRTimeline
Longview Financial Advisors LLC19,192$738K0.49%-9013F-HRTimeline
Patriot Financial Group Insurance Agenc…18,839$724K0.1%013F-HRTimeline
Allodium Investment Consultants, LLC18,016$693K0.51%+1,78813F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC17,900$688K<0.01%-27,10013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD17,827$685K0.41%013F-HRTimeline
BARRETT & COMPANY, INC.17,692$680K0.29%+1,50113F-HRTimeline
VanderPol Investments L.L.C.17,628$678K1.43%-90513F-HRTimeline
ELCO Management Co., LLC17,130$658K0.36%-5013F-HRTimeline
Virtue Capital Management, LLC17,100$657K0.08%new13F-HRTimeline
Colony Family Offices, LLC16,930$651K0.2%013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC16,864$648K0.05%new13F-HRTimeline
Beacon Financial Advisory LLC15,927$612K0.19%-5,98513F-HRTimeline
Summit Financial Wealth Advisors, LLC15,015$577K0.11%013F-HRTimeline
Rialto Wealth Management, LLC14,912$573K0.18%+4,27613F-HRTimeline
Merit Financial Group, LLC14,848$571K0.01%new13F-HRTimeline
Cardinal Point Capital Management ULC14,821$570K0.05%new13F-HRTimeline
Eldridge Investment Advisors, Inc.14,625$562K0.13%+213F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners14,622$562K0.09%+3413F-HRTimelineGroup
CW Advisors, LLC14,557$560K0.01%-12,86513F-HRTimeline
Bay Capital Advisors, LLC14,438$555K0.46%013F-HRTimeline
Vertex Planning Partners, LLC13,987$538K0.12%+2,57613F-HRTimeline
Ethos Financial Group, LLC13,161$533K0.05%013F-HRTimeline
DecisionPoint Financial, LLC13,589$522K0.15%013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.13,399$515K0.22%-33213F-HRTimeline
CWM, LLCin group CWM, LLC13,175$506K<0.01%-12013F-HRTimelineGroup
Rockwood Wealth Management, LLC13,147$505K0.05%013F-HRTimeline
Axis Wealth Partners, LLC13,090$503K0.37%-74313F-HRTimeline
PATTEN & PATTEN INC/TN12,913$496K0.03%-1,05013F-HRTimeline
Aspect Partners, LLC12,874$495K0.28%013F-HRTimeline
Cypress Wealth Services, LLC12,733$489K0.1%-43713F-HRTimeline
Total Wealth Planning, LLC12,681$487K0.07%-38213F-HRTimeline
Financial Engines Advisors L.L.C.12,465$479K<0.01%013F-HRTimeline
MATHER GROUP, LLC.12,435$478K0.01%013F-HRTimeline
KRAFT ASSET MANAGEMENT, LLC12,283$472K0.43%-34513F-HRTimeline
LAM GROUP, INC.12,130$466K0.34%-41013F-HRTimeline
Freedom Financial Partners LLC11,907$458K0.21%+1513F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC11,851$456K0.23%-1,10213F-HRTimeline
WMG Financial Advisors, LLC11,846$455K0.19%+2,60513F-HRTimeline
Fisher Asset Management, LLC11,722$451K<0.01%+5,58913F-HRTimeline
Cooper Financial Group11,675$449K0.06%-3,71613F-HRTimeline
RFG Advisory, LLC11,628$447K0.01%-88,10513F-HRTimeline
Annandale Capital, LLC11,460$441K0.08%+1,23013F-HRTimeline
Tranquility Partners, LLC11,433$439K0.17%+1713F-HRTimeline
Sigma Planning Corp11,370$437K0.01%+27313F-HRTimeline
PRIVATE TRUST CO NA11,078$426K0.04%013F-HRTimeline
Porter White Investment Advisors, Inc.10,882$418K0.21%+10313F-HRTimeline
Vanguard Personalized Indexing Manageme…in group VANGUARD GROUP INC10,680$411K0.01%013F-HRTimelineGroup
Compass Advisory Group LLC10,605$408K0.14%new13F-HRTimeline
FMR LLCin group FMR LLC10,477$403K<0.01%+71413F-HRTimelineGroup
ECLECTIC ASSOCIATES INC /ADV10,190$392K0.1%-3,06713F-HRTimeline
DIXON FNANCIAL SERVICES, INC.10,130$389K0.21%+39813F-HRTimeline
tru Independence LLC9,924$381K0.12%+2213F-HRTimeline
City State Bank9,866$379K0.13%+59213F-HRTimeline
Glassman Wealth Services9,860$379K0.06%013F-HRTimeline
Ullmann Wealth Partners Group, LLC9,814$377K0.05%-73113F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV9,789$376K0.11%+2,44213F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.9,760$375K0.03%-26013F-HRTimelineGroup
Nemes Rush Group LLC9,726$374K0.05%+7,15613F-HRTimeline
Heritage Wealth Management, Inc./Texas9,641$371K0.21%-7,32413F-HRTimeline
Shearwater Capital LLC9,506$365K0.26%013F-HR/ATimeline
Ruedi Wealth Management, Inc.9,462$364K0.11%-26813F-HRTimeline
Advisory Services Network, LLC9,298$357K0.01%-113F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…9,232$355K0.01%new13F-HRTimelineGroup
AlphaCore Capital LLC9,195$353K0.03%new13F-HRTimeline
Coppell Advisory Solutions LLC9,237$351K0.05%-6513F-HRTimeline
Greenspring Advisors, LLC9,035$347K0.08%-1,12213F-HRTimeline
Foster Victor Wealth Advisors, LLC9,399$343K0.03%new13F-HRTimeline
Simplicity Wealth,LLC8,928$343K0.03%new13F-HRTimeline
Parallel Advisors, LLC8,831$339K0.01%013F-HRTimeline
Atria Wealth Solutions, Inc.8,817$339K<0.01%+5013F-HRTimeline
Blue Trust, Inc.8,666$333K<0.01%+79413F-HRTimeline
RHS Financial, LLC8,550$329K0.18%-6,85013F-HRTimeline
Bridgewater Advisors Inc.8,655$329K0.03%new13F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…8,545$328K0.07%+47713F-HRTimelineGroup
EP Wealth Advisors, LLC8,542$328K<0.01%+5,90913F-HRTimeline
Peirce Capital Management, LLC8,529$328K0.16%013F-HRTimeline
FINANCIAL COUNSELORS INC8,471$326K<0.01%+56913F-HRTimeline
Warburton Capital Management, LLC8,479$325K0.24%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV8,338$321K0.03%+1913F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC8,273$318K0.22%-29,03113F-HRTimeline
FOSTER & MOTLEY INC8,239$317K0.02%013F-HRTimeline
Smartleaf Asset Management LLC8,223$314K0.03%013F-HRTimeline
Michael A. Dubis Financial Planning, LLC8,173$314K0.3%+413F-HRTimeline
Sprinkle Financial Consultants LLC8,139$313K0.2%+1813F-HRTimeline
New Dimensions Wealth Management, LLC8,009$308K0.31%13F-HRTimeline
Montis Financial, LLC7,903$304K0.09%+94813F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC7,742$298K0.03%-10,08013F-HRTimeline
Vawter Financial, Ltd.7,484$288K0.16%013F-HRTimeline
Facet Wealth, Inc.7,229$279K0.01%013F-HRTimeline
L.K. Benson & Company, P.C.7,187$276K0.19%+713F-HRTimeline
Index Fund Advisors, Inc.7,063$272K0.02%+11013F-HRTimeline