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Disclosery

DFAU DIMENSIONAL ETF TRUST

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US CORE EQT MKT (fund)

557 managers (563 13F filers) reported a position in DFAU shares at 2025-12-31, 161,008,527 shares in all. 32 filers opened a position and 18 filers sold out during the quarter.

Managers
557
13F filers
563
New
32
Added
240
Reduced
168
Sold out
18
Shares held by filers
161,008,527

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Ancora Advisors LLCin group Ancora Advisors LLC116,744$5.46M0.11%+12,43413F-HRTimelineGroup
Waterfront Wealth Inc.114,048$5.45M1.04%+34313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP115,676$5.41M0.01%+7,84213F-HRTimelineGroup
Signature Resources Capital Management,…112,406$5.26M2.66%+1,90013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…110,397$5.17M0.01%+1,56913F-HR/ATimelineGroup
Apella Capital, LLC108,892$5.1M0.1%+13,02613F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding107,746$5.04M-823Timeline
TABLEAUX LLC104,929$4.91M3.48%-104,24913F-HR/ATimeline
HighTower Advisors, LLC101,715$4.76M0.01%+33,79313F-HRTimeline
ALKEME WEALTH, LLC101,276$4.74M2.02%-57013F-HRTimeline
TCI Wealth Advisors, Inc.100,791$4.72M0.26%-1,86613F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC100,356$4.7M0.66%+1,12513F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC96,963$4.54M3.1%-2,14413F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…96,842$4.53M0.65%+1,45113F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC93,689$4.38M1.55%+9,25513F-HRTimeline
BluePrint Investing LLC93,476$4.37M3.92%13F-HRTimeline
Larry Mathis Financial Planning, LLC93,288$4.37M3.85%13F-HRTimeline
180 WEALTH ADVISORS, LLC89,330$4.18M0.48%+2,47213F-HRTimeline
Retirement Solution LLC87,761$4.11M0.91%+2,77013F-HRTimeline
Strategic Investment Solutions, Inc. /IL86,831$4.06M0.98%-23,36013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC85,659$4.01M0.07%-4,85013F-HR/ATimeline
Burton Enright Welch85,007$3.98M0.56%+2,34213F-HRTimeline
Twin Cities Retirement Group LLC83,396$3.9M3.77%13F-HRTimeline
Vantage Point Financial LLC83,079$3.89M1.39%-2,36313F-HRTimeline
Strategic Wealth Advisors LLC82,320$3.85M3.29%13F-HRTimeline
QUARRY HILL ADVISORS, LLC82,188$3.85M1.79%-29613F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC81,813$3.83M1.74%+1,52013F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…81,422$3.81M0.59%-56913F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…79,560$3.72M0.04%+31,82113F-HRTimelineGroup
Parkwoods Wealth Partners, LLC79,196$3.71M1.09%+28,76713F-HRTimeline
Sageworth Trust Co of South Dakota78,146$3.66M2.99%new13F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…78,084$3.65M1.31%013F-HRTimeline
HMV Wealth Advisors, LLC75,692$3.54M1.77%-34513F-HRTimeline
SwitchPoint Financial Planning, LLC72,101$3.37M2.36%013F-HRTimeline
J HAGAN CAPITAL, INC.72,027$3.37M1.87%new13F-HRTimeline
CATALYST PRIVATE WEALTH, LLC71,531$3.35M1.46%-3,75913F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.71,118$3.33M1.92%+613F-HRTimeline
Investmark Advisory Group LLC70,574$3.3M1.41%-14313F-HRTimeline
SpringVest Wealth Management LLC70,211$3.29M2.29%-5813F-HRTimeline
Factor Wealth Management LTD70,146$3.28M0.71%+8,63013F-HRTimeline
Legacy Capital Wealth Partners, LLC69,992$3.28M0.7%-3,24113F-HRTimeline
Donalies Financial Planning, LLC69,934$3.27M2.79%13F-HRTimeline
Financial Alternatives, Inc68,785$3.22M1.87%-1,90213F-HRTimeline
AssuredPartners Investment Advisors, LLC68,376$3.2M0.48%+3,42113F-HRTimeline
Savvy Advisors, Inc.67,261$3.15M0.1%+1,18913F-HRTimeline
Milestone Asset Management Group, LLC66,310$3.1M1.75%+13,76713F-HRTimeline
NewEdge Advisors, LLC65,363$3.06M0.01%+1,68213F-HRTimeline
Versant Capital Management, Inc65,312$3.06M0.38%+83513F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners65,005$3.04M0.4%+7,58613F-HRTimelineGroup
BCR Wealth Strategies, LLC64,950$3.04M1.01%new13F-HRTimeline
Kane Co Wealth Management, Inc.64,334$3.01M2.66%13F-HRTimeline
Ballast Rock Private Wealth LLC63,294$2.96M1.85%13F-HRTimeline
Altiora Financial Group, LLC62,372$2.92M0.5%+4,33713F-HRTimeline
Washington Trust Advisors, Inc.62,224$2.91M0.22%+2,26913F-HRTimeline
Meritas Wealth Management, LLC62,102$2.91M1.4%013F-HRTimeline
ERn Financial, LLC62,074$2.91M0.55%-91913F-HRTimeline
Smartleaf Asset Management LLC59,115$2.79M0.11%+52,23713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY59,296$2.78M<0.01%+14,54313F-HR/ATimelineGroup
Capstone Financial Advisors, Inc.58,935$2.76M0.15%+313F-HRTimeline
FIRST CITIZENS BANK & TRUST CO58,864$2.75M0.06%+2,53213F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC57,727$2.7M0.42%-1,26313F-HRTimeline
Shore Point Advisors, LLC57,656$2.7M1.14%-1,11113F-HRTimeline
CGN Advisors LLC56,550$2.65M0.21%-70113F-HRTimeline
CHOREO, LLC56,095$2.65M0.03%+16413F-HRTimeline
IEQ CAPITAL, LLC55,338$2.59M0.01%+8713F-HRTimeline
Rehmann Capital Advisory Group55,106$2.58M0.13%-2,52713F-HRTimeline
G2 CAPITAL MANAGEMENT, LLC / OH53,678$2.51M0.61%+1,51413F-HRTimeline
RCS Financial Planning, LLC52,499$2.46M1.06%-4,34713F-HRTimeline
EARNED WEALTH ADVISORS, LLC52,346$2.45M0.17%-95213F-HR/ATimeline
ELEVATE WEALTH ADVISORY, INC52,223$2.44M1.67%-5,64413F-HRTimeline
Herold Advisors, Inc.52,175$2.44M0.55%+6,17513F-HRTimeline
Pinnacle Financial Group, LLC / IL51,870$2.43M0.7%+24213F-HRTimeline
LRI Investments, LLC51,728$2.42M0.2%-87013F-HRTimeline
CAHILL FINANCIAL ADVISORS INC51,072$2.39M0.26%013F-HRTimeline
COGENT STRATEGIC WEALTH LLC47,934$2.28M2.49%13F-HRTimeline
Verisail Partners, LLC48,538$2.27M0.93%013F-HRTimeline
GWN SECURITIES INC.47,473$2.22M0.45%+36,44513F-HRTimeline
Greenspring Advisors, LLC45,115$2.11M0.13%+30,08913F-HRTimeline
Werba Rubin Papier Wealth Management44,859$2.1M0.57%+7,22213F-HRTimeline
Parkshore Wealth Management, Inc.44,731$2.09M0.79%-73013F-HRTimeline
DAVENPORT & Co LLC44,328$2.07M0.01%new13F-HRTimeline
Berger Financial Group, Inc44,264$2.07M0.12%+7,03913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS43,809$2.05M<0.01%-56613F-HRTimeline
Tanglewood Legacy Advisors, LLC42,517$1.99M0.75%013F-HRTimeline
Woodside Wealth Management LLC42,351$1.98M1.48%+3,32713F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP41,380$1.94M0.03%+4,95313F-HRTimelineGroup
MGO ONE SEVEN LLC41,213$1.93M0.04%+63413F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS40,518$1.92M0.98%+35213F-HRTimeline
MB Generational Wealth, LLC40,236$1.88M1%+27,82913F-HRTimeline
Foundations Investment Advisors, LLC40,132$1.88M0.02%+1,35813F-HRTimeline
Hiley Hunt Wealth Management39,507$1.85M0.83%+2,39213F-HRTimeline
Rockbridge Investment Management, LCC39,255$1.84M0.17%-19513F-HRTimeline
Capstone Wealth Management, LLC39,123$1.83M1.34%013F-HRTimeline
American Investment Services, Inc.38,809$1.82M0.42%+5,32213F-HRTimeline
CARDIFF PARK ADVISORS, LLC37,802$1.77M0.15%+3713F-HRTimeline
RETIREMENT GUYS FORMULA LLC37,645$1.76M0.8%-1,99213F-HRTimeline
Marshall Financial Group, LLC37,639$1.76M0.34%-58513F-HRTimeline
Keel Point, LLC37,212$1.74M0.1%+2,81113F-HRTimeline
Westwood Wealth Management37,070$1.73M1.3%new13F-HRTimeline
Lionshead Wealth Management, LLC37,070$1.73M1.3%+1,64113F-HRTimeline
Balance Wealth Partners LLC36,118$1.69M0.54%-3,61113F-HRTimeline
SB Capital Management Inc35,993$1.68M0.62%13F-HRTimeline
Olistico Wealth, LLC34,764$1.63M0.79%+6813F-HRTimeline
Forthright Family Wealth Advisory LLC34,725$1.63M1.02%+44613F-HRTimeline
Financial Symmetry Inc34,630$1.62M0.66%+3,06213F-HRTimeline
Texas Capital Bank Wealth Management Se…34,339$1.61M0.09%new13F-HRTimeline
Sincerus Advisory, LLC34,233$1.6M1.29%+5313F-HRTimeline
Beckerman Institutional, LLC33,574$1.57M0.88%-24913F-HRTimeline
Kaufman Rossin Wealth, LLC32,810$1.54M0.8%-64913F-HRTimeline
Lauterbach Financial Advisors, LLC32,745$1.53M0.75%-2,40013F-HRTimeline
Wescott Financial Advisory Group, LLC32,609$1.53M0.13%+4713F-HRTimeline
Financial Plan, Inc.32,023$1.5M0.17%13F-HRTimeline
Forum Private Client Group LLC31,667$1.48M0.51%+69313F-HRTimeline
SLT Holdings LLC31,260$1.46M0.98%+93213F-HRTimeline
Ares Financial Consulting, LLC29,963$1.4M1.34%13F-HRTimeline
Seneschal Advisors, LLC29,299$1.37M1.01%+11,12413F-HRTimeline
Lexington Hill Partners, LLC29,074$1.36M1.02%13F-HRTimeline
Prospera Financial Services Inc29,035$1.36M0.02%+2,62213F-HRTimeline
Auxano Advisors, LLC28,924$1.35M0.27%-1,21913F-HRTimeline
XY Planning Network, Inc.28,701$1.34M0.23%+17,76113F-HRTimeline
Pure Financial Advisors, LLC27,760$1.3M0.02%+3913F-HRTimeline
Evanson Asset Management, LLC27,361$1.28M0.07%+76413F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.26,951$1.26M0.44%+15613F-HRTimeline
Financial Engines Advisors L.L.C.26,783$1.25M<0.01%+1,98213F-HRTimeline
Oceanside Advisors LLC26,738$1.25M0.76%-5,29113F-HRTimeline
CFS Investment Advisory Services, LLC26,423$1.24M0.09%-42713F-HRTimeline
Squire Investment Management Company, L…26,281$1.23M0.37%+12113F-HRTimeline
USAdvisors Wealth Management, LLC26,260$1.23M0.4%-99213F-HRTimeline
Peirce Capital Management, LLC26,054$1.22M0.49%013F-HRTimeline
Intrepid Financial Planning Group LLC25,633$1.2M0.46%-10513F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.24,350$1.14M0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC23,944$1.12M<0.01%+3,31513F-HRTimelineGroup
NORTHWEST WEALTH MANAGEMENT, LLC23,914$1.12M0.18%-84313F-HRTimeline
Powerhouse Assets LLC23,550$1.1M0.97%13F-HRTimeline
Huntleigh Advisors, Inc.23,459$1.1M0.19%+1313F-HRTimeline
Integrated Wealth Concepts LLC23,172$1.08M0.01%-248,58313F-HRTimeline
Acorn Wealth Advisors, LLC23,091$1.08M0.32%-13,99813F-HRTimeline
CWM, LLCin group CWM, LLC23,002$1.08M<0.01%+6,11313F-HRTimelineGroup
Csenge Advisory Group22,776$1.07M0.05%+9913F-HRTimeline
Trailhead Planners LLC22,689$1.06M1.04%13F-HRTimeline
Investment Advisory Group, LLC22,211$1.04M0.27%-21013F-HRTimeline
Yoder Wealth Management, Inc.21,895$1.02M0.47%-4,18913F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC21,565$1.01M0.03%-9313F-HRTimeline
Patriot Financial Group Insurance Agenc…21,531$1.01M0.12%013F-HRTimeline
Kovack Advisors, Inc.21,495$1.01M0.05%new13F-HR/ATimeline
Solutions 4 Wealth, Ltd21,378$1M1.51%013F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/21,190$992K0.18%+85513F-HRTimeline
SOL Capital Management CO20,973$982K0.09%+90013F-HRTimeline
Wealthfront Advisers LLC20,865$976K<0.01%+63213F-HRTimeline
Gutierrez Wealth Advisory, LLC20,601$964K0.61%+13,01713F-HRTimeline
Vertex Planning Partners, LLC20,542$961K0.22%+4,27413F-HRTimeline
Cascade Wealth Advisors, Inc19,942$957K0.44%-113F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC20,020$937K0.01%013F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS19,461$911K0.27%013F-HRTimeline
SageOak Financial, LLC19,077$893K0.65%-213F-HRTimeline
Allodium Investment Consultants, LLC19,016$890K0.45%-3313F-HRTimeline
Stewardship Advisors, LLC18,625$872K0.2%-44313F-HRTimeline
Longview Financial Advisors LLC18,576$869K0.48%-6313F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC17,909$838K0.09%-24313F-HRTimeline
Optimus Capital Advisors, LLC17,906$838K0.49%13F-HRTimeline
C M BIDWELL & ASSOCIATES LTD17,827$834K0.39%013F-HRTimeline
Triad Wealth Partners, LLC17,710$829K0.08%+5,72913F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC17,359$812K0.06%013F-HRTimeline
OPTIMA CAPITAL LLC17,054$798K0.35%+1913F-HRTimeline
ELCO Management Co., LLC17,045$798K0.5%-5013F-HRTimeline
Colony Family Offices, LLC16,930$792K0.2%013F-HRTimeline
Medallion Wealth Advisors, LLC16,764$785K0.26%-3,52613F-HRTimeline
BARRETT & COMPANY, INC.16,748$784K0.26%-79813F-HRTimeline
Approach Retirement Advisors, LLC16,701$782K0.67%13F-HRTimeline
Merit Financial Group, LLC16,496$772K0.01%-12,73013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC16,400$768K<0.01%-8,50013F-HRTimeline
Lakeridge Wealth Management LLC16,037$751K0.34%-42313F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding15,956$747K+5Timeline
Wheels Up Wealth, Inc.15,766$738K0.69%13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN15,198$711K<0.01%+2,72913F-HRTimelineGroup
Advisory Services Network, LLC15,190$711K0.01%+5,88513F-HRTimeline
Bay Capital Advisors, LLC14,854$695K0.42%+513F-HRTimeline
Lynch Investment Planning, LLC14,135$662K0.63%13F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC14,058$658K0.16%-10,36313F-HRTimeline
Rialto Wealth Management, LLC14,014$656K0.16%013F-HRTimeline
Quadcap Wealth Management, LLC15,405$655K0.07%013F-HRTimeline
Broadhurst Jeffrey B13,980$654K0.68%13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\13,770$644K<0.01%+9,55513F-HRTimelineGroup
Woodward Financial Advisors, Inc.13,578$635K0.24%+28113F-HRTimeline
Cardinal Point Capital Management ULC13,454$630K0.04%+3513F-HRTimeline
VanderPol Investments L.L.C.13,237$619K1.18%+17713F-HRTimeline
Axis Wealth Partners, LLC13,188$617K0.34%-4513F-HRTimeline
Rockwood Wealth Management, LLC13,131$615K0.05%013F-HRTimeline
Financial Harvest, LLC12,573$588K0.36%013F-HRTimeline
Strathmore Capital Advisors, Inc.12,516$586K0.19%+1,90213F-HRTimeline
MATHER GROUP, LLC.12,435$582K0.01%013F-HRTimeline
DecisionPoint Financial, LLC12,322$577K0.13%-2213F-HRTimeline
Cypress Wealth Services, LLC12,317$576K0.08%+4313F-HRTimeline
Aspect Partners, LLC12,122$567K0.25%-75213F-HRTimeline
Annandale Capital, LLC11,932$558K0.09%013F-HRTimeline
Triune Financial Partners, LLC11,616$554K0.13%013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT11,552$541K0.01%new13F-HRTimeline
Warburton Capital Management, LLC11,523$539K0.3%+30613F-HRTimeline
Beacon Financial Advisory LLC11,444$536K0.12%-66413F-HRTimeline
PRIVATE TRUST CO NA11,382$533K0.05%+50013F-HRTimeline