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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
Symmetry Partners, LLC6,781$261K0.04%new13F-HRTimeline
Liberty Capital Management, Inc.6,744$259K0.06%013F-HRTimeline
Joel Isaacson & Co., LLC6,726$259K0.01%+1613F-HRTimeline
Wealthstream Advisors, Inc.6,561$252K0.05%+613F-HRTimeline
Pine Harbor Wealth Management, LLC6,545$252K0.1%013F-HRTimeline
Graves Light Lenhart Wealth, Inc.6,493$250K0.03%013F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI6,406$246K0.01%-65913F-HRTimeline
Archer Investment Management, LLC6,349$244K0.17%-2,52113F-HRTimeline
Seneschal Advisors, LLC6,226$239K0.21%new13F-HRTimeline
CPA Asset Management Group, LLC6,206$239K0.11%new13F-HRTimeline
BLODGETT WEALTH ADVISORS, LLC6,072$233K0.2%013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC6,047$232K0.01%013F-HRTimelineGroup
ARS Wealth Advisors Group, LLC5,960$229K0.03%013F-HRTimeline
Cornerstone Wealth Management, LLC5,878$226K0.02%+66813F-HRTimeline
Arcadia Wealth Management, LLC5,855$225K0.11%new13F-HRTimeline
Hill Investment Group Partners, LLC5,821$224K0.03%-23313F-HRTimeline
Heritage Wealth Management, Inc. /CA/5,809$223K0.19%-2,04813F-HRTimeline
Huntleigh Advisors, Inc.5,695$219K0.05%+47513F-HR/ATimeline
Rossby Financial, LCC5,716$216K0.09%new13F-HRTimeline
Emprise Bank5,553$213K0.11%-6,17213F-HRTimeline
TD Waterhouse Canada Inc.6,291$213K<0.01%013F-HRTimeline
LongView Asset Management LLC5,481$211K0.18%+24213F-HRTimeline
Family Office Research LLC5,461$210K0.1%-10,89113F-HRTimeline
Momentous Wealth Management, Inc.5,442$209K0.15%-69413F-HRTimeline
FourThought Financial Partners, LLC5,436$209K0.02%new13F-HRTimeline
Federation des caisses Desjardins du Qu…5,381$207K<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC5,353$206K<0.01%-13,07213F-HRTimeline
Blue Oak Capital, LLC5,180$199K0.11%-6,62013F-HRTimeline
Nalls Sherbakoff Group, LLC4,902$188K0.15%13F-HRTimeline
True Wealth Design, LLC4,600$177K0.07%013F-HRTimeline
Wealth Preservation Advisors, LLC4,567$176K0.13%13F-HRTimeline
Wilmington Savings Fund Society, FSB3,784$145K<0.01%013F-HRTimeline
Pillar Financial Advisors, LLC3,597$138K0.1%-23413F-HRTimeline
Qube Research & Technologies Ltd3,446$132K<0.01%-1,17913F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC2,721$105K0.06%new13F-HRTimeline
Fort Vancouver Investment Management, L…2,511$96.5K0.07%013F-HRTimeline
Kings Path Partners LLC2,350$90.3K0.04%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC2,219$85.3K<0.01%+1113F-HRTimelineGroup
Cloud Capital Management, LLC2,089$80K0.06%13F-HRTimeline
Synergy Investment Management, LLC2,000$76.9K0.03%013F-HRTimeline
CENTRAL TRUST Co1,947$74.8K<0.01%new13F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC1,946$74.8K0.01%+113F-HRTimeline
Evolution Advisers, Inc.1,699$65K0.03%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC1,376$52.9K0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,356$52.1K<0.01%-39,73013F-HRTimelineGroup
Orion Capital Management LLC1,235$47.5K0.02%-20913F-HRTimeline
ATLAS CAPITAL ADVISORS INC.1,202$46.2K0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,108$44.9K<0.01%013F-HRTimelineGroup
Moisand Fitzgerald Tamayo, LLC1,075$41.3K0.01%013F-HRTimeline
NorthRock Partners, LLC954$36.7K<0.01%-4813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/803$30.9K<0.01%013F-HRTimelineGroup
MARK SHEPTOFF FINANCIAL PLANNING, LLC770$29.6K0.02%013F-HRTimeline
COMERICA BANK723$27.8K<0.01%+313F-HRTimeline
SALEM INVESTMENT COUNSELORS INC684$26.3K<0.01%013F-HRTimeline
Creative Capital Management Investments…509$19.6K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…431$16.6K<0.01%013F-HRTimeline
Fortitude Family Office, LLC417$16K0.01%+113F-HRTimeline
PINNEY & SCOFIELD, INC.415$16K0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC389$15K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.230$8.84K<0.01%013F-HRTimeline
Spurstone Advisory Services, LLC162$6.23K0.12%013F-HRTimeline
Vermillion Wealth Management, Inc.149$5.73K<0.01%013F-HRTimeline
Quent Capital, LLC143$5.5K<0.01%+2713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\112$4.3K<0.01%new13F-HRTimelineGroup
Hurley Capital, LLC105$4.05K<0.01%013F-HRTimeline
Capital A Wealth Management, LLC102$3.92K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC101$3.88K<0.01%013F-HRTimeline
Vermillion & White Wealth Management Gr…92$3.54K<0.01%013F-HRTimeline
West Financial Advisors, LLC70$2.69K<0.01%013F-HRTimeline
SIGNATUREFD, LLC58$2.23K<0.01%013F-HRTimeline
Transce3nd, LLC37$1.42K<0.01%new13F-HRTimeline
EQ WEALTH ADVISORS, LLC13$500<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
CURIO WEALTH, LLC421$30.7M-744,90113F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.