Skip to content
Disclosery

DFAU DIMENSIONAL ETF TRUST

Follow

US CORE EQT MKT (fund)

493 managers (499 13F filers) reported a position in DFAU shares at 2025-06-30, 135,143,065 shares in all. 39 filers opened a position and 18 filers sold out during the quarter.

Managers
493
13F filers
499
New
39
Added
235
Reduced
161
Sold out
18
Shares held by filers
135,143,065

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Sprinkle Financial Consultants LLC8,345$354K0.22%+20613F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC8,294$351K0.22%+2113F-HRTimeline
FOSTER & MOTLEY INC8,239$349K0.02%013F-HRTimeline
Midwest Trust Co8,203$347K<0.01%13F-HRTimeline
New Dimensions Wealth Management, LLC8,009$339K0.31%013F-HRTimeline
Montis Financial, LLC7,903$335K0.09%013F-HRTimeline
Janney Montgomery Scott LLC7,834$332K<0.01%new13F-HRTimeline
Blue Trust, Inc.7,711$327K<0.01%-95513F-HRTimeline
Atria Wealth Solutions, Inc.7,490$322K0.01%-1,32713F-HRTimeline
SIGNATUREFD, LLC7,433$315K0.01%+7,37513F-HRTimeline
RHS Financial, LLC7,350$311K0.18%-1,20013F-HRTimeline
Index Fund Advisors, Inc.7,138$302K0.02%+7513F-HRTimeline
Smartleaf Asset Management LLC7,099$299K0.03%-1,12413F-HRTimeline
Summit Financial Wealth Advisors, LLC7,000$297K0.05%-8,01513F-HRTimeline
L.K. Benson & Company, P.C.6,995$296K0.18%-19213F-HRTimeline
Facet Wealth, Inc.6,658$289K0.01%-57113F-HRTimeline
Wedmont Private Capital6,659$286K0.01%new13F-HRTimeline
Joel Isaacson & Co., LLC6,744$286K0.01%+1813F-HRTimeline
Liberty Capital Management, Inc.6,744$286K0.06%013F-HRTimeline
Graves Light Lenhart Wealth, Inc.6,571$278K0.03%+7813F-HRTimeline
Wealthstream Advisors, Inc.6,561$278K0.05%013F-HRTimeline
Pine Harbor Wealth Management, LLC6,545$277K0.1%013F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC6,409$272K0.12%-5,44213F-HRTimeline
CPA Asset Management Group, LLC6,206$263K0.11%013F-HRTimeline
Hill Investment Group Partners, LLC6,198$263K0.03%+37713F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC6,125$259K0.01%+7813F-HRTimelineGroup
Core Wealth Management, Inc.6,048$256K0.09%new13F-HRTimeline
ARS Wealth Advisors Group, LLC5,960$252K0.03%013F-HRTimeline
Cornerstone Wealth Management, LLC5,893$250K0.02%+1513F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI5,831$247K0.02%-57513F-HRTimeline
Heritage Wealth Management, Inc. /CA/5,809$246K0.19%013F-HRTimeline
Rossby Financial, LCC5,716$242K0.09%013F-HRTimeline
BLODGETT WEALTH ADVISORS, LLC5,712$242K0.19%-36013F-HRTimeline
Huntleigh Advisors, Inc.5,711$242K0.05%+1613F-HRTimeline
CWS Financial Advisors, LLC5,565$236K0.07%new13F-HRTimeline
Emprise Bank5,553$235K0.11%013F-HRTimeline
FourThought Financial Partners, LLC5,439$230K0.02%+313F-HRTimeline
LongView Asset Management LLC5,430$230K0.17%-5113F-HRTimeline
Family Office Research LLC5,412$229K0.11%-4913F-HRTimeline
Parkwoods Wealth Partners, LLC5,407$229K0.13%new13F-HRTimeline
Federation des caisses Desjardins du Qu…5,381$228K<0.01%013F-HRTimeline
Momentous Wealth Management, Inc.5,252$222K0.14%-19013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.5,223$221K0.01%-4,53713F-HRTimelineGroup
Lodestone Wealth Management LLC5,194$220K0.11%new13F-HRTimeline
Blue Oak Capital, LLC5,180$219K0.12%013F-HRTimeline
Ethos Financial Group, LLC5,171$219K0.02%-7,99013F-HRTimeline
BOS Asset Management, LLC5,168$219K0.07%new13F-HRTimeline
Nalls Sherbakoff Group, LLC4,739$201K0.15%-16313F-HRTimeline
Promus Capital, LLC4,615$195K0.13%new13F-HR/ATimeline
True Wealth Design, LLC4,600$195K0.07%013F-HRTimeline
Wealth Preservation Advisors, LLC4,567$193K0.12%013F-HRTimeline
TD Waterhouse Canada Inc.4,145$176K<0.01%-2,14613F-HRTimeline
Wilmington Savings Fund Society, FSB3,784$160K<0.01%013F-HRTimeline
Pillar Financial Advisors, LLC3,597$152K0.11%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,193$135K<0.01%+2,39013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2,480$105K<0.01%-2,87313F-HRTimeline
Fort Vancouver Investment Management, L…2,411$102K0.07%-10013F-HRTimeline
Kings Path Partners LLC2,352$99.6K0.04%+213F-HRTimeline
CITIGROUP INCin group CITIGROUP INC2,208$93.5K<0.01%-1113F-HRTimelineGroup
CENTRAL TRUST Co1,947$82.5K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd1,757$74.4K<0.01%-1,68913F-HRTimeline
Evolution Advisers, Inc.1,699$71K0.03%013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC1,658$70.3K0.01%-28813F-HRTimeline
Global Retirement Partners, LLC1,638$69.4K<0.01%13F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC1,376$58.3K0.01%013F-HRTimelineGroup
ATLAS CAPITAL ADVISORS INC.1,202$50.9K0.01%013F-HRTimeline
Orion Capital Management LLC1,199$50.8K0.02%-3613F-HRTimeline
Moisand Fitzgerald Tamayo, LLC1,075$45.5K0.01%013F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC1,031$43.7K0.02%-1,69013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC770$32.6K0.02%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC684$29K<0.01%013F-HR/ATimeline
Creative Capital Management Investments…509$21.6K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…431$18.3K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN422$17.9K<0.01%-93413F-HRTimelineGroup
PINNEY & SCOFIELD, INC.415$17.6K0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC389$16.5K0.01%013F-HRTimeline
COMERICA BANK370$15.7K<0.01%-35313F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC365$15.5K<0.01%-74313F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.230$9.74K<0.01%013F-HRTimeline
Fortitude Family Office, LLC202$8.54K<0.01%-21513F-HRTimeline
Spurstone Advisory Services, LLC162$6.86K0.1%013F-HRTimeline
Vermillion Wealth Management, Inc.149$6.33K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV114$4.82K<0.01%-8,22413F-HRTimeline
Hurley Capital, LLC106$4.48K<0.01%+113F-HRTimeline
Sound Income Strategies, LLC101$4.28K<0.01%013F-HRTimeline
Vermillion & White Wealth Management Gr…92$3.9K<0.01%013F-HRTimeline
Kilter Group LLC82$3.47K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\74$3.13K<0.01%-3813F-HRTimelineGroup
West Financial Advisors, LLC70$2.97K<0.01%013F-HRTimeline
Transce3nd, LLC37$1.57K<0.01%013F-HRTimeline
EQ WEALTH ADVISORS, LLC21$890<0.01%+813F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…12$510<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.