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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
Sequoia Financial Advisors, LLC5,627,695$216M1.67%+683,20513F-HRTimeline
Aquire Wealth Advisors, LLC3,757,283$144M44.45%+140,86913F-HRTimeline
OneDigital Investment Advisors LLC3,529,903$136M1.61%+391,67613F-HRTimeline
Modera Wealth Management, LLC3,524,418$135M1.83%-115,53713F-HRTimeline
Allworth Financial LP3,207,530$120M0.68%+251,73113F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding2,963,145$114M+564,579Timeline
RVW Wealth, LLC2,774,616$107M10.04%+1,325,86013F-HRTimeline
Blankinship & Foster, LLC2,745,785$106M26.65%-127,43513F-HRTimeline
Kooman & Associates2,698,220$104M38.04%+3,53913F-HRTimeline
Hemington Wealth Management2,234,748$85.9M13.33%+1,661,68213F-HRTimeline
Spinnaker Investment Group, LLC2,218,139$85.3M19.28%+181,60813F-HRTimeline
AE Wealth Management LLC2,208,340$84.9M0.71%+193,71913F-HRTimeline
Arista Wealth Management, LLC1,975,325$75.9M18.4%+52,42913F-HRTimeline
EVOKE WEALTH, LLC1,861,542$71.6M1.87%+121,84013F-HRTimeline
Meridian Wealth Partners, LLC1,811,961$69.7M11.12%-34,80313F-HRTimeline
HB Wealth Management, LLC1,700,889$65.4M0.55%+214,90313F-HRTimeline
Krilogy Financial LLC1,560,796$60M3.89%+104,06313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,527,790$58.7M0.08%+134,54613F-HRTimeline
BCM ADVISORS, LLC1,283,690$49.8M11.3%-45,58813F-HRTimeline
Betterment LLC1,294,724$49.8M0.12%+53,14213F-HRTimeline
WPWealth LLP1,286,618$49.5M9.77%+61,24913F-HRTimeline
HILL ISLAND FINANCIAL LLC1,285,590$49.4M14.48%+118,18513F-HRTimeline
Essential Planning, LLC.1,253,243$48.2M19.41%-76,559,68313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,224,621$47.1M0.09%+211,37413F-HRTimeline
Pioneer Wealth Management Group1,204,564$46.3M19.94%13F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …1,216,176$46.2M3.43%+11,88113F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC1,115,552$42.9M0.36%+51,10213F-HR/ATimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP1,079,690$41.5M0.07%-235,47813F-HRTimelineGroup
Rappaport Reiches Capital Management, L…1,069,342$41.1M10.27%+57,38613F-HRTimeline
Mariner, LLCin group Mariner, LLC1,056,117$40.6M0.07%+28,63713F-HRTimelineGroup
Aveo Capital Partners, LLC1,013,064$39M6.48%+51,45913F-HRTimeline
Austin Wealth Management, LLC1,026,093$38.5M7.71%+167,50613F-HRTimeline
BRIGHTON JONES LLC940,221$36.1M1.16%-49,03313F-HRTimeline
Sterling Wealth Advisors Inc939,633$36.1M27.84%-9,77013F-HRTimeline
PBMares Wealth Management LLC935,408$36M7.2%+47,22313F-HRTimeline
Stadion Money Management, LLC913,856$35.1M3.5%-20,86313F-HRTimeline
TCP Asset Management, LLC875,848$33.7M7.52%+15,87413F-HRTimeline
NorthCoast Asset Management LLC845,722$32.5M0.16%+41,38613F-HR/ATimeline
Financial Connections Group, Inc.835,023$32.1M14.41%+101,37213F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC814,487$31.3M5.99%+61,13713F-HR/ATimeline
Plancorp, LLC795,644$30.6M1.21%+90013F-HRTimeline
Wealthspire Advisors, LLC790,704$30.4M0.18%-6,36413F-HRTimeline
Alpha Financial Advisors, LLC784,696$30.2M13.41%+188,89213F-HRTimeline
Valued Wealth Advisors LLC778,393$29.9M17.96%+35,13213F-HRTimeline
SC&H Financial Advisors, Inc.777,686$29.9M5.88%+45,72213F-HRTimeline
LPL Financial LLC744,398$28.6M0.01%+153,60613F-HRTimeline
Yardley Wealth Management LLC718,976$27.6M16.28%-125,28013F-HRTimeline
Fonville Wealth Management LLC716,169$27.5M8.11%+49,19613F-HRTimeline
Two West Capital Advisors LLC750,905$27.4M22.91%+41,38913F-HRTimeline
Advisory Alpha, LLC709,044$27.3M0.93%-30,93613F-HR/ATimeline
Highland Financial Advisors, LLC678,652$26.1M9.33%+42,37513F-HRTimeline
Creative Planningin group Creative Planning674,737$25.9M0.02%-20,06813F-HRTimelineGroup
Keystone Financial Group, Inc.639,454$24.5M17.25%+42,87213F-HRTimeline
VeraBank, N.A.633,292$24.3M6.79%+56,11513F-HRTimeline
Quantum Financial Advisors, LLC608,406$23.4M3.49%-115,45113F-HRTimeline
Physician Wealth Solutions Inc.606,706$23.3M11.72%-31,00513F-HRTimeline
Spectrum Investment Advisors, Inc.603,830$23.2M14.98%+4,99913F-HRTimeline
Note Advisors, LLC603,188$23.2M19.15%+109,37913F-HRTimeline
Bay Harbor Wealth Management, LLC602,733$23.2M7.33%+21,99413F-HRTimeline
AdvisorNet Financial, Inc594,300$22.8M1.7%+111,69713F-HRTimeline
ACT Advisors, LLC.589,138$22.6M12.29%+67,34213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP586,977$22.6M0.02%+1,48413F-HRTimelineGroup
M Wealth Management, LLC581,830$22.4M20.84%-75,15913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV576,272$22.2M0.05%+161,84113F-HRTimeline
Timonier Family Office, LTD.571,372$22M9.71%+145,44213F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…565,805$21.7M5.18%+21,17713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding554,722$21.3M+7,039Timeline
AWM CAPITAL, LLC549,305$21.1M2.46%+41,79313F-HRTimeline
Shira Ridge Wealth Management525,614$20.2M10.07%+4,29713F-HRTimeline
Morling Financial Advisors, LLC512,961$19.7M6.79%+10,29713F-HRTimeline
Kure Advisory, LLC511,368$19.7M14.84%13F-HRTimeline
Forvis Mazars Wealth Advisors, LLC503,594$19.4M0.46%-242,81413F-HRTimeline
Heritage Investment Group, Inc.501,450$19.3M3.62%+3,84013F-HRTimeline
IFP Advisors, Inc498,696$19.2M0.59%+11,50313F-HRTimeline
Envision Financial Planning, LLC494,701$19M9.69%-27,70113F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC492,235$18.9M0.08%+17,23013F-HRTimelineGroup
MAI Capital Management486,574$18.7M0.14%+52,10913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/480,107$18.5M<0.01%+5,90513F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP474,674$18.2M0.46%-29,83713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.465,552$17.9M0.04%+303,43413F-HRTimelineGroup
UBS Group AGin group UBS Group AG449,966$17.3M<0.01%+12,08013F-HRTimelineGroup
Allegiance Financial Group Advisory Ser…447,616$17.2M5.23%+29,90913F-HRTimeline
Zhang Financial LLC446,808$17.2M0.91%+31,99913F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC434,142$16.7M0.05%-19,91013F-HRTimelineGroup
Tortoise Investment Management, LLC402,266$15.5M1.61%+2,85013F-HR/ATimeline
Physician Wealth Advisors, Inc.400,697$15.4M2.65%+14,50513F-HRTimeline
Perigon Wealth Management, LLC398,347$15.3M0.39%-1,86713F-HRTimeline
Prudent Man Investment Management, Inc.376,342$15.2M8.44%-1,86513F-HRTimeline
SAX WEALTH ADVISORS, LLC385,607$14.8M1.06%+22,95913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO378,980$14.6M<0.01%+18,40013F-HRTimelineGroup
CVA Family Office, LLC371,340$14.3M2.19%-7,75513F-HRTimeline
Tassel Capital Management, Inc.367,782$14.1M12.36%+74,21213F-HRTimeline
Cetera Investment Advisers351,630$13.5M0.03%-89,78113F-HRTimeline
Willow Creek Wealth Management Inc.345,260$13.3M1.29%+19,19513F-HRTimeline
JFS WEALTH ADVISORS, LLC344,331$13.2M0.9%+11,92813F-HRTimeline
Ledgewood Wealth Advisors, LLC337,684$13M8.37%-2,72213F-HRTimeline
Private Wealth Management Group, LLC322,689$12.4M4.58%+133,29813F-HRTimeline
Security Financial Services, INC.320,273$12.3M2.44%+28,53513F-HRTimeline
Great Point Wealth Advisors, LLC319,687$12.3M2.66%-2,65013F-HRTimeline
Cambridge Investment Research Advisors,…314,401$12.1M0.04%+29,11613F-HRTimeline
FinDec Wealth Services, Inc.313,071$12M11.9%+37,71513F-HRTimeline
Arax Advisory Partners312,765$12M0.77%new13F-HRTimeline
LEGACY FINANCIAL GROUP, INC.310,926$12M3.84%+23,03013F-HRTimeline
Syverson Strege & Co310,270$11.9M3.83%+5,92513F-HRTimeline
Binnacle Investments Inc295,355$11.4M8.28%13F-HRTimeline
Clarity Capital Advisors, LLC293,112$11.3M7.4%+15,56213F-HRTimeline
Jacobi Capital Management LLC284,316$10.9M0.81%+86,08413F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC302,148$10.9M1.45%+67,22113F-HRTimeline
Integrated Wealth Concepts LLC281,246$10.8M0.13%+4,96113F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/272,271$10.5M4.98%+3,52813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC269,683$10.4M<0.01%+26,62813F-HRTimelineGroup
North Capital, Inc.264,355$10.2M9.59%13F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.257,710$9.91M4.37%+41,04413F-HRTimeline
ENTREWEALTH, LLC256,962$9.88M7.59%+97,52313F-HRTimeline
First Financial Group Corp251,204$9.66M10.93%+1,73113F-HRTimeline
Strategic Investment Solutions, Inc. /IL248,321$9.53M2.77%+28,18813F-HRTimeline
CHERRYDALE WEALTH MANAGEMENT, LLC245,105$9.42M3.73%+1,11013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding277,599$9.25M+188,932Timeline
Lauer Wealth, LLC235,906$8.95M6.92%+16,56613F-HRTimeline
Navigoe, LLC230,022$8.84M7.66%+57,89813F-HRTimeline
FMB WEALTH MANAGEMENT228,883$8.8M4.87%+24,03813F-HRTimeline
Weinberger Asset Management, Inc225,742$8.68M3.72%+2,87213F-HRTimeline
Glass Jacobson Investment Advisors llc213,602$8.65M2.84%013F-HRTimeline
MML INVESTORS SERVICES, LLC222,108$8.54M0.03%+17,02013F-HRTimeline
Martin Worley Group222,018$8.53M4.87%+22,90613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA219,696$8.45M<0.01%+9,91813F-HR/ATimelineGroup
U.S. Capital Wealth Advisors, LLC214,406$8.24M0.25%+50013F-HRTimeline
Farther Finance Advisors, LLC212,370$8.19M0.21%+9,59813F-HRTimeline
Sollinda Capital Management LLC209,364$8.05M2.24%+10,85713F-HRTimeline
Chicago Partners Investment Group LLC200,993$7.73M0.26%+2,56513F-HRTimeline
HUTCHINSON CAPITAL MANAGEMENT/CA200,696$7.71M1.47%+99513F-HRTimeline
VSM Wealth Advisory, LLC199,310$7.66M2.75%+13,27013F-HRTimeline
Pacific Asset Management, LLC197,209$7.58M6.79%-5,96913F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC190,552$7.32M3.5%+29,71713F-HRTimeline
Canopy Partners, LLC189,354$7.28M2.84%+20,34413F-HRTimeline
Abel Hall, LLC184,601$7.1M4.28%-1013F-HRTimeline
ARK & TLK INVESTMENTS, LLC182,403$7.01M2.47%-5,17613F-HRTimeline
Diversified Portfolios, Inc.182,312$7.01M0.74%+7,44213F-HRTimeline
American Capital Advisory, LLC177,067$6.81M3.67%+2,95713F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding175,823$6.76M+98,142Timeline
Private Advisor Group, LLC174,243$6.7M0.04%-1,04513F-HRTimeline
Beacon Pointe Advisors, LLC169,654$6.52M0.07%-4,28613F-HRTimeline
Cypress Point Wealth Management, LLC165,109$6.35M2.01%-3,70313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC163,440$6.28M0.01%-53,27113F-HRTimelineGroup
Aegis Wealth Management LLC161,245$6.2M3.64%+12,61713F-HRTimeline
Morton Capital Management LLC/CA158,457$6.09M1.18%+3,86013F-HRTimeline
Wealth Advisors Northwest LLC157,660$6.06M3.84%+1,64113F-HRTimeline
Foundations Investment Advisors, LLC157,313$6.05M0.11%+35,84813F-HRTimeline
Capital Investment Advisory Services, L…156,452$6.01M0.54%+20,87513F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC154,396$5.93M0.07%+25,22213F-HRTimelineGroup
Chico Wealth RIA152,565$5.86M5.09%013F-HRTimeline
Oak Wealth Advisors LLC151,650$5.83M4.31%+3,56413F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC151,083$5.81M0.16%new13F-HRTimeline
HFG Wealth Management, LLC138,941$5.63M3.41%-2,03213F-HRTimeline
Mattern Wealth Management LLC145,924$5.61M1.24%-2,02813F-HRTimeline
HTG Investment Advisors, Inc.144,826$5.57M2.32%+46113F-HRTimeline
Heirloom Wealth Management143,754$5.53M1.58%+17,52413F-HRTimeline
Level Wealth Management LLC142,050$5.46M3.57%-6,63913F-HRTimeline
Hardy Reed LLC140,555$5.4M0.48%013F-HRTimeline
Sowell Financial Services LLC139,781$5.37M0.24%+2,94513F-HRTimeline
CGN Advisors LLC138,457$5.32M0.52%-35,01913F-HRTimeline
GEM Asset Management, LLC135,548$5.23M2.93%+3,35113F-HRTimeline
My Personal CFO, LLC134,207$5.16M2.6%-2,47313F-HRTimeline
Prodigy Asset Management LLC131,166$5.04M4.07%+10,61313F-HRTimeline
Dodds Wealth, LLC128,606$4.94M1.61%+37,13013F-HRTimeline
ANDREWS, LUCIA WEALTH MANAGEMENT LLC119,972$4.86M3.26%+1613F-HRTimeline
D.A. DAVIDSON & CO.121,860$4.68M0.04%+3,85013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC119,314$4.59M0.14%-13,20713F-HRTimelineGroup
JDH Wealth Management, LLC117,978$4.54M3.89%+20,82313F-HRTimeline
TABLEAUX LLC117,429$4.51M3.26%-1,06513F-HRTimeline
Aspen Wealth Management LLC116,007$4.46M1.26%+20,69813F-HRTimeline
Rather & Kittrell, Inc.115,648$4.45M0.96%+2,76413F-HRTimeline
Signature Resources Capital Management,…115,038$4.42M3.8%-1,13813F-HRTimeline
Quad-Cities Investment Group, LLC114,040$4.38M2.16%+6,50113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP111,214$4.28M0.01%+37213F-HRTimelineGroup
SYM FINANCIAL Corp108,211$4.16M0.51%+1,37813F-HRTimeline
CLARIS ADVISORS, LLC / MO /106,690$4.1M1.53%+7,17913F-HRTimeline
Asset Dedication, LLC105,614$4.06M0.33%+105,52313F-HRTimeline
Apella Capital, LLC108,407$4.04M0.14%+20,17813F-HRTimeline
World Investment Advisors104,890$4.03M0.1%+32,41313F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.103,107$3.96M0.01%+6,24013F-HRTimelineGroup
Invst, LLC102,757$3.95M0.54%+19,84613F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.100,542$3.86M1.79%+47,38913F-HRTimeline
Sageworth Trust Co98,792$3.8M0.24%-1,82313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY98,075$3.77M<0.01%-53,65813F-HRTimelineGroup
Waterfront Wealth Inc.96,873$3.72M0.91%+18,28513F-HRTimeline
CATALYST PRIVATE WEALTH, LLC96,277$3.7M1.8%-23,40613F-HRTimeline
Live Oak Private Wealth LLC96,185$3.7M0.6%+57,00613F-HRTimeline
SpringVest Wealth Management LLC94,802$3.64M3.02%-1,25313F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC94,490$3.63M3.04%+8,30313F-HR/ATimeline
Sterling Financial Group, Inc.92,211$3.54M1.28%-5,63813F-HRTimeline
Wolfstich Capital, LLC91,783$3.53M3.19%013F-HR/ATimeline
FIDUCIARY FINANCIAL GROUP, LLC97,144$3.49M0.76%+67,95013F-HRTimeline
Vantage Point Financial LLC90,735$3.49M1.76%+4,08113F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC90,164$3.47M0.08%-3,58413F-HRTimelineGroup
Retirement Solution LLC89,430$3.44M0.98%-6,37913F-HR/ATimeline
ALKEME WEALTH, LLC87,515$3.36M1.51%+11,91113F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…86,252$3.32M0.58%+20,87713F-HRTimeline
QUARRY HILL ADVISORS, LLC83,587$3.21M2.09%-4,91513F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC82,264$3.16M0.86%+10,99813F-HRTimeline