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Disclosery

DFAU DIMENSIONAL ETF TRUST

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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
Sequoia Financial Advisors, LLC6,662,285$282M1.93%+1,034,59013F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding4,411,461$187M+1,448,316Timeline
RVW Wealth, LLC4,331,669$183M15.58%+1,557,05313F-HRTimeline
Allworth Financial LP3,813,798$162M0.78%+606,26813F-HRTimeline
OneDigital Investment Advisors LLC3,767,059$160M1.77%+237,15613F-HRTimeline
Modera Wealth Management, LLC3,468,551$147M1.82%-55,86713F-HRTimeline
Aquire Wealth Advisors, LLC3,461,789$147M39.41%-295,49413F-HRTimeline
Blankinship & Foster, LLC2,728,541$116M27.06%-17,24413F-HRTimeline
Kooman & Associates2,709,582$115M38.79%+11,36213F-HRTimeline
AE Wealth Management LLC2,511,824$106M0.78%+303,48413F-HRTimeline
Hemington Wealth Management2,133,206$90.4M13.08%-101,54213F-HRTimeline
Spinnaker Investment Group, LLC2,111,792$89.5M21.02%-106,34713F-HRTimeline
EVOKE WEALTH, LLC2,007,907$85.1M1.99%+146,36513F-HRTimeline
Arista Wealth Management, LLC2,003,960$84.9M11.74%+28,63513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,935,348$83.2M0.14%+710,72713F-HRTimeline
Meridian Wealth Partners, LLC1,824,109$77.3M11.2%+12,14813F-HRTimeline
Krilogy Financial LLC1,616,979$68.5M3.93%+56,18313F-HRTimeline
Austin Wealth Management, LLC1,500,959$65.1M11.57%+474,86613F-HRTimeline
WPWealth LLP1,478,538$62.6M11.3%+191,92013F-HRTimeline
HB Wealth Management, LLC1,365,823$57.9M0.46%-335,06613F-HRTimeline
BCM ADVISORS, LLC1,291,409$56.3M11.98%+7,71913F-HRTimeline
Pioneer Wealth Management Group1,301,476$55.1M20.44%+96,91213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,291,662$54.7M0.07%-236,12813F-HRTimeline
Essential Planning, LLC.1,269,662$53.8M20.02%+16,41913F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC1,259,980$53.4M0.38%+144,42813F-HR/ATimelineGroup
HILL ISLAND FINANCIAL LLC1,253,779$53.1M14.81%-31,81113F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …1,195,351$52.7M3.26%-20,82513F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC1,079,322$45.7M0.07%+23,20513F-HRTimelineGroup
Sterling Wealth Advisors Inc1,029,072$44.1M31.2%+89,43913F-HRTimeline
BRIGHTON JONES LLC961,273$40.7M1.1%+21,05213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP943,027$39.9M0.05%-136,66313F-HR/ATimelineGroup
AdvisorNet Financial, Inc918,120$38.9M2.51%+323,82013F-HRTimeline
PBMares Wealth Management LLC909,269$38.5M7.05%-26,13913F-HRTimeline
NorthCoast Asset Management LLC905,106$38.3M0.16%+59,38413F-HRTimeline
TCP Asset Management, LLC901,194$38.2M7.57%+25,34613F-HRTimeline
Stadion Money Management, LLC890,856$37.7M3.1%-23,00013F-HRTimeline
Wealthspire Advisors, LLC851,789$36.1M0.2%+61,08513F-HRTimeline
Valued Wealth Advisors LLC833,680$35.3M18.42%+55,28713F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC828,196$35.1M5.5%+13,70913F-HRTimeline
LPL Financial LLC827,449$35.1M0.01%+83,05113F-HRTimeline
Fonville Wealth Management LLC823,593$34.9M8.83%+107,42413F-HRTimeline
CURIO WEALTH, LLC823,273$34.9M15.28%+822,85213F-HRTimeline
Two West Capital Advisors LLC791,943$34.6M22.69%+41,03813F-HRTimeline
SC&H Financial Advisors, Inc.812,484$34.4M5.88%+34,79813F-HRTimeline
Plancorp, LLC796,250$33.7M1.17%+60613F-HRTimeline
Note Advisors, LLC773,824$32.8M22.67%+170,63613F-HRTimeline
Advisory Alpha, LLC771,916$32.7M1.02%+62,87213F-HRTimeline
Cetera Investment Advisers769,987$32.6M0.06%+418,35713F-HRTimeline
Financial Connections Group, Inc.767,659$32.5M13.41%-67,36413F-HRTimeline
VeraBank, N.A.761,903$32.3M6.47%+128,61113F-HRTimeline
MASECO LLP756,976$32.1M1.22%13F-HRTimeline
Alpha Financial Advisors, LLC755,918$32M12.37%-28,77813F-HRTimeline
Yardley Wealth Management LLC732,989$31M16.98%+14,01313F-HRTimeline
Highland Financial Advisors, LLC694,295$29.4M9.44%+15,64313F-HRTimeline
Creative Planningin group Creative Planning674,545$28.6M0.02%-19213F-HRTimelineGroup
Betterment LLC669,297$28.4M0.06%-625,42713F-HRTimeline
Timonier Family Office, LTD.653,679$27.7M10.36%+82,30713F-HRTimeline
Physician Wealth Solutions Inc.648,830$27.5M12.75%+42,12413F-HRTimeline
Keystone Financial Group, Inc.636,076$27.4M17.46%-3,37813F-HRTimeline
AWM CAPITAL, LLC646,574$27.4M2.88%+97,26913F-HRTimeline
Spectrum Investment Advisors, Inc.627,820$26.6M15.42%+23,99013F-HRTimeline
Zhang Financial LLC627,018$26.6M1.23%+180,21013F-HRTimeline
Bay Harbor Wealth Management, LLC625,611$26.5M7.69%+22,87813F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…617,878$26.2M5.96%+52,07313F-HRTimeline
Quantum Financial Advisors, LLC597,517$25.3M3.43%-10,88913F-HRTimeline
ACT Advisors, LLC.586,499$24.8M11.49%-2,63913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP583,460$24.7M0.02%-3,51713F-HRTimelineGroup
M Wealth Management, LLC581,137$24.6M22.7%-69313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding579,938$24.6M+25,216Timeline
Kure Advisory, LLC554,274$23.5M15.56%+42,90613F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.531,832$22.5M0.04%+66,28013F-HR/ATimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC528,434$22.4M0.09%+36,19913F-HRTimelineGroup
MAI Capital Management524,082$22.2M0.15%+37,50813F-HRTimeline
Morling Financial Advisors, LLC518,697$22M7.2%+5,73613F-HRTimeline
Heritage Investment Group, Inc.514,569$21.8M3.76%+13,11913F-HRTimeline
Shira Ridge Wealth Management513,147$21.7M9.93%-12,46713F-HRTimeline
Envision Financial Planning, LLC493,050$20.9M9.77%-1,65113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/492,415$20.9M<0.01%+12,30813F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP488,074$20.7M0.45%+13,40013F-HRTimeline
Allegiance Financial Group Advisory Ser…481,620$20.4M5.4%+34,00413F-HRTimeline
SAX WEALTH ADVISORS, LLC460,202$19.5M1.18%+74,59513F-HRTimeline
CLARIS ADVISORS, LLC / MO /456,829$19.4M6.73%+350,13913F-HRTimeline
UBS Group AGin group UBS Group AG432,609$18.3M<0.01%-17,35713F-HRTimelineGroup
CVA Family Office, LLC422,690$17.9M2.52%+51,35013F-HRTimeline
Private Wealth Management Group, LLC420,275$17.8M5.91%+97,58613F-HRTimeline
JFS WEALTH ADVISORS, LLC414,266$17.5M1.12%+69,93513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV411,806$17.4M0.04%-164,46613F-HRTimeline
Perigon Wealth Management, LLC409,663$17.4M0.41%+11,31613F-HRTimeline
Physician Wealth Advisors, Inc.407,023$17.2M2.71%+6,32613F-HRTimeline
Tortoise Investment Management, LLC382,201$16.2M1.54%-20,06513F-HRTimeline
Forvis Mazars Wealth Advisors, LLC376,909$16M0.34%-126,68513F-HRTimeline
Willow Creek Wealth Management Inc.367,975$15.6M1.4%+22,71513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO365,430$15.5M<0.01%-13,55013F-HRTimelineGroup
Prudent Man Investment Management, Inc.376,342$15.2M8.46%013F-HRTimeline
ENTREWEALTH, LLC358,703$15.2M10.51%+101,74113F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding357,629$15.1M+80,030Timeline
Tassel Capital Management, Inc.352,693$14.9M11.47%-15,08913F-HRTimeline
Cambridge Investment Research Advisors,…347,364$14.7M0.04%+32,96313F-HRTimeline
Ledgewood Wealth Advisors, LLC336,100$14.2M8.97%-1,58413F-HRTimeline
Syverson Strege & Co331,387$14M3.32%+21,11713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA328,424$13.9M<0.01%+108,72813F-HR/ATimelineGroup
LEGACY FINANCIAL GROUP, INC.327,699$13.9M4.1%+16,77313F-HRTimeline
Security Financial Services, INC.324,996$13.8M2.43%+4,72313F-HRTimeline
Jacobi Capital Management LLC322,321$13.7M0.91%+38,00513F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.316,413$13.4M5.25%+58,70313F-HRTimeline
Arax Advisory Partners315,681$13.4M0.61%+2,91613F-HRTimeline
Binnacle Investments Inc311,005$13.2M8.57%+15,65013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC308,092$13.1M0.03%-126,05013F-HRTimelineGroup
JACKSON THORNTON WEALTH MANAGEMENT, LLC304,744$13M1.49%+2,59613F-HRTimeline
Clarity Capital Advisors, LLC304,622$12.9M7.53%+11,51013F-HRTimeline
FinDec Wealth Services, Inc.282,101$11.9M12.5%-30,97013F-HRTimeline
Integrated Wealth Concepts LLC268,549$11.4M0.11%-12,69713F-HRTimeline
North Capital, Inc.264,614$11.2M9.67%+25913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC261,417$11.1M<0.01%-8,26613F-HRTimelineGroup
Centennial Bank/AR/in group Centennial Bank/AR/260,590$11M4.63%-11,68113F-HR/ATimelineGroup
MML INVESTORS SERVICES, LLC259,884$11M0.03%+37,77613F-HRTimeline
First Financial Group Corp252,200$10.7M10.43%+99613F-HRTimeline
CHERRYDALE WEALTH MANAGEMENT, LLC251,963$10.7M3.71%+6,85813F-HRTimeline
Navigoe, LLC250,392$10.6M8.01%+20,37013F-HRTimeline
Lauer Wealth, LLC241,912$10.5M8.83%+6,00613F-HRTimeline
HUTCHINSON CAPITAL MANAGEMENT/CA244,363$10.4M1.89%+43,66713F-HRTimeline
Sollinda Capital Management LLC235,956$10M2.6%+26,59213F-HRTimeline
Live Oak Private Wealth LLC229,853$9.74M1.45%+133,66813F-HRTimeline
Weinberger Asset Management, Inc228,055$9.66M3.73%+2,31313F-HRTimeline
Oak Wealth Advisors LLC224,182$9.5M6.09%+72,53213F-HRTimeline
M Holdings Securities, Inc.225,193$9.5M1.63%new13F-HRTimeline
Martin Worley Group223,965$9.49M4.64%+1,94713F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.219,652$9.3M0.23%new13F-HRTimelineGroup
FMB WEALTH MANAGEMENT218,270$9.25M4.4%-10,61313F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC217,428$9.21M3.99%+26,87613F-HRTimeline
U.S. Capital Wealth Advisors, LLC216,958$9.19M0.27%+2,55213F-HRTimeline
Canopy Partners, LLC209,405$8.87M3.25%+20,05113F-HRTimeline
Chicago Partners Investment Group LLC200,549$8.74M0.25%-44413F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding203,891$8.64M+28,068Timeline
Pacific Asset Management, LLC199,480$8.45M6.8%+2,27113F-HRTimeline
Farther Finance Advisors, LLC199,258$8.44M0.17%-13,11213F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.198,905$8.43M0.01%+95,79813F-HRTimelineGroup
American Capital Advisory, LLC196,482$8.32M4.16%+19,41513F-HRTimeline
Beacon Pointe Advisors, LLC185,741$7.87M0.08%+16,08713F-HRTimeline
Abel Hall, LLC183,571$7.78M3.6%-1,03013F-HRTimeline
Foundations Investment Advisors, LLC182,789$7.74M0.12%+25,47613F-HRTimeline
VSM Wealth Advisory, LLC113,405$7.6M2.51%-85,90513F-HRTimeline
ARK & TLK INVESTMENTS, LLC178,575$7.56M2.43%-3,82813F-HRTimeline
Private Advisor Group, LLC178,402$7.56M0.04%+4,15913F-HRTimeline
Diversified Portfolios, Inc.176,732$7.49M0.71%-5,58013F-HRTimeline
HTG Investment Advisors, Inc.176,090$7.46M2.77%+31,26413F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO170,519$7.22M1.81%13F-HRTimeline
Orion Porfolio Solutions, LLC169,199$7.17M0.06%+114,57213F-HR/ATimeline
Wealth Advisors Northwest LLC168,837$7.15M3.77%+11,17713F-HRTimeline
World Investment Advisors168,763$7.15M0.16%+63,87313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC168,580$7.14M0.01%+5,14013F-HRTimelineGroup
Capital Investment Advisory Services, L…164,298$6.96M0.57%+7,84613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC160,114$6.78M0.06%+5,71813F-HRTimelineGroup
My Personal CFO, LLC159,831$6.77M3.08%+25,62413F-HRTimeline
Morton Capital Management LLC/CA159,465$6.75M1.2%+1,00813F-HRTimeline
Glass Jacobson Investment Advisors llc156,255$6.62M2.55%-57,34713F-HRTimeline
Heirloom Wealth Management151,944$6.44M1.7%+8,19013F-HRTimeline
Sowell Financial Services LLC151,782$6.43M0.26%+12,00113F-HRTimeline
Aspen Wealth Management LLC150,064$6.36M1.58%+34,05713F-HRTimeline
Chico Wealth RIA149,602$6.34M5.01%-2,96313F-HRTimeline
Mattern Wealth Management LLC149,226$6.32M1.32%+3,30213F-HRTimeline
KEB ASSET MANAGEMENT, LLC147,538$6.25M1.56%+99,24113F-HRTimeline
Aegis Wealth Management LLC161,245$6.2M3.72%013F-HRTimeline
JDH Wealth Management, LLC145,703$6.17M4.73%+27,72513F-HRTimeline
Strategic Investment Solutions, Inc. /IL142,666$6.04M1.83%-105,65513F-HRTimeline
Level Wealth Management LLC142,372$6.03M3.51%+32213F-HRTimeline
Hardy Reed LLC140,471$5.95M0.48%-8413F-HRTimeline
Root Financial Partners, LLC139,825$5.92M0.57%+80,87213F-HRTimeline
SEMITAM BONAM LLC139,558$5.91M5.56%13F-HRTimeline
GEM Asset Management, LLC136,652$5.83M2.99%+1,10413F-HRTimeline
Prodigy Asset Management LLC137,617$5.83M3.82%+6,45113F-HRTimeline
RFG Advisory, LLC131,466$5.57M0.13%+119,83813F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC130,454$5.53M0.13%-20,62913F-HRTimeline
Dodds Wealth, LLC129,831$5.5M1.47%+1,22513F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP127,900$5.42M0.01%new13F-HRTimelineGroup
Waverly Advisors, LLC127,626$5.41M0.06%+73,82013F-HRTimeline
Invst, LLC127,265$5.39M0.67%+24,50813F-HRTimeline
HFG Wealth Management, LLC138,374$5.32M3.24%-56713F-HRTimeline
Cypress Point Wealth Management, LLC125,125$5.3M1.29%-39,98413F-HRTimeline
D.A. DAVIDSON & CO.123,000$5.21M0.04%+1,14013F-HRTimeline
ANDREWS, LUCIA WEALTH MANAGEMENT LLC122,144$5.17M3.36%+2,17213F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC119,796$5.07M0.13%+48213F-HRTimelineGroup
Quad-Cities Investment Group, LLC119,399$5.06M2.3%+5,35913F-HRTimeline
Rather & Kittrell, Inc.118,320$5.01M0.99%+2,67213F-HRTimeline
Signature Resources Capital Management,…113,839$4.82M2.93%-1,19913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP113,555$4.81M0.01%+2,34113F-HRTimelineGroup
MAGNOLIA CAPITAL ADVISORS LLC113,174$4.79M1.21%+30,91013F-HRTimeline
SYM FINANCIAL Corp110,687$4.69M0.52%+2,47613F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding110,674$4.69M+20,510Timeline
Concord Wealth Partnersgroup of 2 filers holding108,832$4.61M+94,210Timeline
TABLEAUX LLC108,665$4.6M2.64%-8,76413F-HR/ATimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…107,789$4.57M0.01%+46,57113F-HR/ATimelineGroup
IFP Advisors, Inc104,640$4.43M0.13%-394,05613F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC100,686$4.27M0.77%+3,54213F-HRTimeline
Apella Capital, LLC99,230$4.23M0.11%-9,17713F-HRTimeline
Waterfront Wealth Inc.99,758$4.23M0.95%+2,88513F-HRTimeline
Sageworth Trust Co97,602$4.13M0.23%-1,19013F-HRTimeline
TCI Wealth Advisors, Inc.97,470$4.13M0.28%new13F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC96,436$4.09M3.26%+1,94613F-HRTimeline
ALKEME WEALTH, LLC96,253$4.08M1.81%+8,73813F-HRTimeline