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Disclosery

DFAU DIMENSIONAL ETF TRUST

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US CORE EQT MKT (fund)

570 managers (578 13F filers) reported a position in DFAU shares at 2026-03-31, 167,047,311 shares in all. 47 filers opened a position and 31 filers sold out during the quarter.

Managers
570
13F filers
578
New
47
Added
270
Reduced
175
Sold out
31
Shares held by filers
167,047,311

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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, LLC7,379,642$333M1.87%+254,21813F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding5,338,916$241M+342,101Timeline
RVW Wealth, LLC4,630,535$209M16.27%+118,16013F-HRTimeline
Sageworth Trust Co4,479,578$202M8.69%-25,05113F-HRTimeline
OneDigital Investment Advisors LLC4,423,579$200M1.95%+83,66413F-HRTimeline
Allworth Financial LP3,971,781$179M0.73%+122,38113F-HRTimeline
Annex Advisory Services, LLC3,707,366$167M3.13%+838,70113F-HRTimeline
Aquire Wealth Advisors, LLC3,418,428$154M40.56%+102,45713F-HRTimeline
Modera Wealth Management, LLC3,221,110$145M1.74%-81,29013F-HRTimeline
MARS JEWETT FINANCIAL GROUP, INC.3,117,907$141M44.57%+19,30913F-HRTimeline
Kooman & Associates2,870,941$130M38.62%+41,45213F-HRTimeline
Beacon Pointe Advisors, LLC2,801,353$126M0.67%+132,89913F-HRTimeline
Blankinship & Foster, LLC2,622,490$118M26.16%-32,07213F-HRTimeline
EVOKE WEALTH, LLC2,537,064$114M2.11%+134,30213F-HRTimeline
Apella Capital, LLC2,153,540$106M1.57%+2,044,64813F-HRTimeline
AE Wealth Management LLC2,335,738$105M0.57%+78,56013F-HRTimeline
Spinnaker Investment Group, LLC2,299,502$104M21.13%-126,58813F-HRTimeline
Arista Wealth Management, LLC2,068,805$93.3M11.36%-75,33413F-HRTimeline
Elser Financial Planning, Inc1,981,512$89.4M4.34%new13F-HRTimeline
Krilogy Financial LLC1,789,151$86.7M2.79%+52,94613F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC1,908,237$86.1M0.42%+533,98813F-HRTimelineGroup
WPWealth LLP1,862,102$84M12.84%+97,04213F-HRTimeline
MASECO LLP1,838,563$82.9M2.6%+395,17113F-HRTimeline
55 North Private Wealth, LLC1,680,166$75.8M19.41%+71,17313F-HRTimeline
Pioneer Wealth Management Group1,630,612$73.6M20.64%+151,28513F-HRTimeline
BCM ADVISORS, LLC1,196,470$59.3M11.69%-70,12913F-HRTimeline
HB Wealth Management, LLC1,278,772$57.7M0.37%-64,52813F-HRTimeline
Amicus Financial Advisors, LLC1,270,608$57.3M15.79%-8,21513F-HRTimeline
HILL ISLAND FINANCIAL LLC1,260,926$56.9M13.82%+22,55313F-HRTimeline
Cetera Investment Advisers1,255,040$56.6M0.06%+68,00913F-HRTimeline
Pandowealth. LLC1,479,928$54.7M47.76%+66,24713F-HR/ATimeline
COMMONWEALTH EQUITY SERVICES, LLC1,207,861$54.5M0.08%-4,27513F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …1,105,138$54.2M0.97%-16,62513F-HRTimelineGroup
Sterling Wealth Advisors Inc1,093,723$53.7M30.61%-8,11813F-HRTimeline
Mariner, LLCin group Mariner, LLC1,181,696$53.3M0.06%+46,33213F-HRTimelineGroup
Essential Planning, LLC.1,132,361$51.1M16.25%-34,02513F-HRTimeline
Austin Wealth Management, LLC1,110,841$50.8M11.53%-508,13613F-HRTimeline
Meridian Wealth Partners, LLC1,115,216$50.3M6.91%+37,08813F-HRTimeline
AdvisorNet Financial, Inc1,059,654$47.8M2.48%+138,49013F-HRTimeline
LPL Financial LLC1,052,401$47.5M0.01%-5,60113F-HRTimeline
CURIO WEALTH, LLC1,051,049$47.4M16.21%+83,92613F-HRTimeline
BRIGHTON JONES LLC995,411$44.9M0.99%+25813F-HR/ATimeline
Financial Connections Group, Inc.962,980$43.4M15.11%-2,98313F-HRTimeline
Valued Wealth Advisors LLC961,297$43.4M17.58%+59,21213F-HRTimeline
Alpha Financial Advisors, LLC952,081$43M13.16%+47,81313F-HRTimeline
TCP Asset Management, LLC949,861$42.9M5.51%+6,57413F-HRTimeline
Note Advisors, LLC937,081$42.3M21.13%+76,13813F-HRTimeline
Keating Financial Advisory Services, In…928,859$41.9M6.77%+181,94113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP910,877$41.1M0.06%+10,01513F-HRTimelineGroup
EP Wealth Advisors, LLC904,653$40.8M0.2%-29,80213F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC897,061$40.5M0.3%-12,29913F-HRTimeline
VeraBank, N.A.880,610$39.7M7.27%+38,59113F-HRTimeline
AlphaStar Capital Management, LLC877,733$39.6M2.92%+101,55813F-HRTimeline
SC&H Financial Advisors, Inc.873,258$39.4M5.94%+30,47013F-HRTimeline
Two West Capital Advisors LLC791,906$38.9M20.6%+4,44013F-HRTimeline
Advisory Alpha, LLC849,291$38.3M1.05%-31,33513F-HRTimeline
Fonville Wealth Management LLC847,418$38.2M7.28%-5,86413F-HRTimeline
CVA Family Office, LLC831,776$37.5M3.95%+181,45913F-HRTimeline
Plancorp, LLC793,409$37.3M1.06%+3,70013F-HRTimeline
Wealthspire Advisors, LLC814,303$36.7M0.29%-10,72513F-HRTimeline
Highland Financial Advisors, LLC810,253$36.6M9.65%+65,92513F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC719,165$32.5M4.06%-84,55913F-HRTimeline
Physician Wealth Solutions Inc.713,763$32.2M13.33%+56,84513F-HRTimeline
ACT Advisors, LLC.713,055$32.2M13.68%+56,84513F-HRTimeline
Yardley Wealth Management LLC712,444$32.1M16.47%+48,26413F-HRTimeline
Creative Planningin group Creative Planning709,074$32M0.02%+13,01913F-HRTimelineGroup
Zhang Financial LLC708,833$32M1.11%+35,26413F-HRTimeline
Bay Harbor Wealth Management, LLC708,070$31.9M8.28%+34,52213F-HRTimeline
MAI Capital Management696,759$31.4M0.18%+107,72313F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC680,196$30.7M0.12%+15,80013F-HRTimelineGroup
Private Wealth Management Group, LLC672,497$30.3M7.97%+98,62013F-HRTimeline
Spectrum Investment Advisors, Inc.646,425$29.2M14.49%+25,36513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.643,823$29M0.05%+186,99713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding643,691$29M+126,180Timeline
UBS Group AGgroup of 2 filers holding638,166$28.8M-26,435Timeline
Allegiance Financial Group Advisory Ser…619,449$27.9M5.56%+39,52513F-HRTimeline
M Wealth Management, LLC617,665$27.9M23.46%+27,68113F-HRTimeline
Keystone Financial Group, Inc.606,337$27.4M14.22%-28,00913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.599,572$27.1M0.04%+14,83713F-HRTimelineGroup
Kure Advisory, LLC588,013$26.5M14.45%+22,03813F-HRTimeline
AWM CAPITAL, LLC586,424$26.5M2.39%-3,90313F-HRTimeline
Heritage Investment Group, Inc.573,794$25.9M3.92%+9,86013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/568,101$25.6M<0.01%+11,21113F-HRTimelineGroup
Shira Ridge Wealth Management564,321$25.5M10.08%+9,90013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP562,616$25.4M0.02%+15,94513F-HRTimelineGroup
Betterment LLC558,284$25.2M0.05%-46,40813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV555,624$25.1M0.04%+230,52313F-HRTimeline
Morling Financial Advisors, LLC538,875$24.3M7.49%+8,22813F-HRTimeline
Envision Financial Planning, LLC523,955$23.6M8.55%+23,95113F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…523,235$23.6M4.9%-108,39313F-HRTimeline
Quantum Financial Advisors, LLC488,298$22M2.47%-48,05013F-HRTimeline
ENTREWEALTH, LLC487,136$22M9.85%+30,51413F-HRTimeline
JFS WEALTH ADVISORS, LLC486,035$21.9M1.23%+15,30713F-HRTimeline
MISSION WEALTH MANAGEMENT, LP470,003$21.2M0.44%+28,26613F-HRTimeline
Stadion Money Management, LLC451,855$20.4M2.05%-672,26013F-HRTimeline
SAX WEALTH ADVISORS, LLC421,523$19.7M0.96%-14913F-HRTimeline
CLARIS ADVISORS, LLC / MO /432,980$19.5M5.85%-1,22513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO430,653$18.9M<0.01%+28,45813F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…412,451$18.6M0.05%+9313F-HRTimeline
Perigon Wealth Management, LLC409,434$18.5M0.34%-58713F-HRTimeline
Live Oak Private Wealth LLC402,305$18.2M2.53%+70,71913F-HRTimeline
Tortoise Investment Management, LLC401,124$18.1M1.49%+33,08213F-HRTimeline
Tassel Capital Management, Inc.392,955$17.7M9.63%+17,70413F-HRTimeline
Jacobi Capital Management LLC384,085$17.3M0.97%+39,41313F-HRTimeline
Physician Wealth Advisors, Inc.381,858$17.2M2.4%+1,80813F-HRTimeline
Prudent Man Investment Management, Inc.365,373$17.1M5.75%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC358,487$16.2M0.06%new13F-HRTimelineGroup
Clarity Capital Advisors, LLC343,232$15.5M7.22%+10,22913F-HRTimeline
Sollinda Capital Management LLC335,300$15.1M3.68%+39,44113F-HRTimeline
Security Financial Services, INC.335,234$15.1M2.39%+3,64913F-HRTimeline
LEGACY FINANCIAL GROUP, INC.329,484$14.9M3.93%+1,63813F-HRTimeline
Ledgewood Wealth Advisors, LLC325,616$14.7M8.27%+1,50113F-HRTimeline
Arax Advisory Partners316,359$14.3M0.4%+15,20413F-HRTimeline
Farther Finance Advisors, LLC312,978$14.2M0.13%+49,48813F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC299,017$14.1M1.27%-2,57113F-HRTimeline
Great Point Wealth Advisors, LLC308,167$13.9M2.57%-1,30313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC307,356$13.9M0.11%+57,46513F-HRTimelineGroup
North Capital, Inc.304,416$13.7M11.63%+12,47613F-HRTimeline
Navigoe, LLC301,570$13.6M8.04%+11,65713F-HRTimeline
HUTCHINSON CAPITAL MANAGEMENT/CA296,675$13.4M2.46%-26,95713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA295,928$13.4M<0.01%-15,52613F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC286,622$12.9M0.03%+31713F-HRTimelineGroup
Weinberger Asset Management, Inc284,768$12.8M4.82%+25,64213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC284,758$12.8M<0.01%+26,45413F-HRTimelineGroup
Integrated Wealth Concepts LLC269,752$12.2M0.1%+246,58013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/267,957$12.1M4.34%+22,18913F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC255,593$11.5M0.01%+108,24213F-HRTimelineGroup
Canopy Partners, LLC254,194$11.5M3.93%+4,05513F-HRTimeline
First Financial Group Corp251,728$11.4M9.27%+4,18413F-HRTimeline
Johnson Wealth Management, LLC251,385$11.3M5.48%-6,03513F-HRTimeline
Forvis Mazars Wealth Advisors, LLC248,284$11.2M0.21%-53,99313F-HRTimeline
Lauer Wealth, LLC238,848$11.2M8.96%+3,63813F-HRTimeline
CHERRYDALE WEALTH MANAGEMENT, LLC247,978$11.2M3.46%-2,26113F-HRTimeline
MML INVESTORS SERVICES, LLC242,374$10.9M0.03%-16,77913F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC234,146$10.6M3.87%+11,73313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…230,291$10.5M0.02%-1,960,90113F-HRTimeline
Sowell Financial Services LLC227,626$10.3M0.38%+14,56113F-HRTimeline
HTG Investment Advisors, Inc.227,572$10.3M2.93%+28,16013F-HRTimeline
Parkwoods Wealth Partners, LLC225,329$10.2M2.49%+146,13313F-HRTimeline
Oak Wealth Advisors LLC225,102$10.2M5.58%+3,74613F-HRTimeline
Prodigy Asset Management LLC224,802$10.1M3.39%+49,18913F-HRTimeline
VSM Wealth Advisory, LLC222,133$10M2.99%+7,58613F-HRTimeline
Chicago Partners Investment Group LLC203,464$10M0.22%+1,16413F-HRTimeline
M Holdings Securities, Inc.221,821$10M0.68%013F-HRTimeline
Glass Jacobson Investment Advisors llc221,686$10M3.45%+27,76413F-HRTimeline
Root Financial Partners, LLC219,760$9.92M0.46%+67,55713F-HRTimeline
FMB WEALTH MANAGEMENT217,434$9.81M4.06%-63013F-HRTimeline
Syverson Strege & Co216,785$9.78M2.35%-28,72213F-HRTimeline
IFP Advisors, Inc216,648$9.78M0.2%+8,29713F-HRTimeline
FinDec Wealth Services, Inc.214,662$9.69M11.84%-31,50813F-HRTimeline
U.S. Capital Wealth Advisors, LLC210,828$9.51M0.24%-1,32813F-HRTimeline
Pacific Asset Management, LLC203,828$9.2M5.14%+31413F-HRTimeline
American Capital Advisory, LLC188,393$8.5M3.44%-3,15213F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC188,177$8.49M0.01%+27,82613F-HRTimelineGroup
SEMITAM BONAM LLC186,953$8.44M6.89%+9,65813F-HRTimeline
International Private Wealth Advisors L…185,980$8.39M5.13%+34,64813F-HRTimeline
Private Advisor Group, LLC184,404$8.32M0.04%+3,32913F-HRTimeline
Larry Mathis Financial Planning, LLC184,359$8.32M7.46%+91,07113F-HRTimeline
Vigil Wealth Management, LLC183,893$8.3M6.71%+3,07713F-HRTimeline
Invst, LLC181,241$8.18M0.92%+10,70513F-HRTimeline
Abel Hall, LLC180,771$8.16M1.74%-4713F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding176,631$7.97M+8,844Timeline
KENNEDY INVESTMENT GROUP, INC.170,517$7.69M3.01%+12,08013F-HRTimeline
World Investment Advisors170,133$7.68M0.12%+4,21413F-HRTimeline
3 FACTOR INDEXING, LLC168,374$7.6M7.17%13F-HRTimeline
My Personal CFO, LLC167,000$7.54M3.3%+5,48813F-HRTimeline
FORTERIS WEALTH MANAGEMENT INC.163,051$7.36M7.04%+2,28913F-HRTimeline
Aspen Wealth Management LLC163,041$7.36M1.47%+13,64013F-HRTimeline
Diversified Portfolios, Inc.162,939$7.35M0.6%-3,82013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding161,105$7.27M+38,790Timeline
SUMMIT WEALTH GROUP LLC / CO160,455$7.24M0.76%-9,44213F-HRTimeline
Capital Investment Advisory Services, L…156,129$7.04M0.51%+44513F-HRTimeline
Mattern Wealth Management LLC151,282$6.83M1.33%+78913F-HRTimeline
Chico Wealth RIA149,602$6.75M4.12%013F-HRTimeline
Morton Capital Management LLC/CA149,254$6.73M1%-6,42513F-HRTimeline
Wealth Advisors Northwest LLC148,759$6.71M2.82%-12,25613F-HRTimeline
GEM Asset Management, LLC148,465$6.7M2.96%+3,78313F-HRTimeline
JDH Wealth Management, LLC145,516$6.57M4.43%+1,71713F-HRTimeline
Aegis Wealth Management LLC142,888$6.45M3.69%+5,20513F-HRTimeline
Vise Technologies, Inc.136,017$6.37M0.13%013F-HRTimeline
Hardy Reed LLC140,803$6.35M0.46%+33213F-HRTimeline
Quad-Cities Investment Group, LLC137,924$6.22M2.48%+9,88713F-HRTimeline
CROBAN137,293$6.19M2.91%+5,18913F-HRTimeline
KEB ASSET MANAGEMENT, LLC135,851$6.13M1.17%-19,89413F-HRTimeline
D.A. DAVIDSON & CO.130,945$5.91M0.04%-45013F-HRTimeline
Level Wealth Management LLC129,601$5.85M2.74%-1,32113F-HRTimeline
Dodds Wealth, LLC129,493$5.84M1.43%-37913F-HRTimeline
HFG Wealth Management, LLC127,158$5.74M3.16%-2,83013F-HRTimeline
Rather & Kittrell, Inc.124,436$5.61M0.87%+4,33613F-HRTimeline
SYM FINANCIAL Corp123,478$5.57M0.56%+5,10913F-HRTimeline
Signature Resources Capital Management,…123,229$5.56M2.63%+10,82313F-HRTimeline
APS Management Group, Inc.122,967$5.55M4.75%+4,12513F-HRTimeline
Cypress Point Wealth Management, LLC122,383$5.52M1.19%-7913F-HRTimeline
Waterfront Wealth Inc.121,107$5.46M1%+7,05913F-HRTimeline
RFG Advisory, LLC120,829$5.45M0.1%-10,22013F-HRTimeline
ANDREWS, LUCIA WEALTH MANAGEMENT LLC119,992$5.41M3.24%-1,72213F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC118,611$5.35M0.11%+1,86713F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…118,564$5.35M0.06%+39,00413F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP116,227$5.24M0.01%+55113F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…116,101$5.24M0.01%+5,70413F-HRTimelineGroup