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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
Cassady Schiller Wealth Management, LLC6,222$252K0.09%013F-HRTimeline
Momentous Wealth Management, Inc.6,136$248K0.21%13F-HRTimeline
Fisher Asset Management, LLC6,133$248K<0.01%new13F-HRTimeline
BLODGETT WEALTH ADVISORS, LLC6,072$246K0.19%013F-HRTimeline
Hill Investment Group Partners, LLC6,054$245K0.03%-7413F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC6,047$245K0.02%-52413F-HRTimelineGroup
ARS Wealth Advisors Group, LLC5,960$241K0.03%013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC5,845$237K<0.01%013F-HRTimelineGroup
IronBridge Private Wealth, LLC5,814$235K0.09%new13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.5,282$214K<0.01%new13F-HRTimeline
CRITERION CAPITAL ADVISORS, LLC5,660$212K0.13%013F-HRTimeline
LongView Asset Management LLC5,239$212K0.18%13F-HRTimeline
Huntleigh Advisors, Inc.5,220$211K0.05%13F-HRTimeline
Cornerstone Wealth Management, LLC5,210$211K0.01%new13F-HRTimeline
Lodestone Wealth Management LLC5,189$210K0.11%+2013F-HRTimeline
BOS Asset Management, LLC5,168$209K0.07%013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC5,149$208K<0.01%+9913F-HRTimelineGroup
Werba Rubin Papier Wealth Management5,008$203K0.05%new13F-HRTimeline
Qube Research & Technologies Ltd4,625$187K<0.01%+1,92713F-HRTimeline
True Wealth Design, LLC4,600$186K0.07%013F-HRTimeline
Pillar Financial Advisors, LLC3,831$155K0.12%13F-HRTimeline
Wilmington Savings Fund Society, FSB3,784$153K<0.01%013F-HRTimeline
EP Wealth Advisors, LLC2,633$107K<0.01%-45113F-HRTimeline
Nemes Rush Group LLC2,570$104K0.01%new13F-HRTimeline
Geneos Wealth Management Inc.2,557$104K<0.01%-45313F-HRTimeline
Fort Vancouver Investment Management, L…2,511$102K0.09%013F-HRTimeline
Kings Path Partners LLC2,350$95.2K0.04%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC2,208$89.4K<0.01%013F-HRTimelineGroup
Synergy Investment Management, LLC2,000$81K0.03%13F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC1,945$78.8K0.01%+213F-HRTimeline
Evolution Advisers, Inc.1,699$68K0.04%013F-HRTimeline
CONQUIS FINANCIAL LLC1,646$66.6K0.07%13F-HRTimeline
Global Retirement Partners, LLC1,629$66K<0.01%+79913F-HRTimeline
Orion Capital Management LLC1,444$58.5K0.03%new13F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC1,376$55.7K0.01%new13F-HRTimelineGroup
ATLAS CAPITAL ADVISORS INC.1,202$48.7K0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,108$44.9K<0.01%+74313F-HRTimelineGroup
Moisand Fitzgerald Tamayo, LLC1,075$43.5K0.01%-3113F-HRTimeline
NorthRock Partners, LLC1,002$40.6K<0.01%+4813F-HR/ATimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP958$38.8K<0.01%new13F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/803$32.5K<0.01%-1213F-HRTimelineGroup
MARK SHEPTOFF FINANCIAL PLANNING, LLC770$31.2K0.02%013F-HRTimeline
COMERICA BANK720$29.2K<0.01%013F-HR/ATimeline
SALEM INVESTMENT COUNSELORS INC684$27.7K<0.01%+24513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Creative Capital Management Investments…509$20.6K0.01%-48213F-HRTimeline
Steward Partners Investment Advisory, L…431$17.5K<0.01%013F-HRTimeline
Fortitude Family Office, LLC416$16.9K0.01%+113F-HRTimeline
PINNEY & SCOFIELD, INC.415$16.8K0.01%13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC389$15.8K0.01%13F-HRTimeline
HARBOUR INVESTMENTS, INC.230$9.31K<0.01%+2413F-HRTimeline
Spurstone Advisory Services, LLC162$6.56K0.12%13F-HRTimeline
Vermillion Wealth Management, Inc.149$6.02K<0.01%13F-HRTimeline
Quent Capital, LLC116$4.7K<0.01%+513F-HRTimeline
Hurley Capital, LLC105$4.31K<0.01%13F-HRTimeline
Sound Income Strategies, LLC101$4.09K<0.01%013F-HRTimeline
Vermillion & White Wealth Management Gr…92$3.73K<0.01%013F-HRTimeline
Asset Dedication, LLC91$3.69K<0.01%-2,04813F-HRTimeline
West Financial Advisors, LLC70$2.83K<0.01%-2013F-HRTimeline
SIGNATUREFD, LLC58$2.35K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…9$367<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Elser Financial Planning, Inc1,981,392,522$80.3Mnew13F-HRTimelineValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.