DFAU institutional holders

Dimensional US Core Equity Market ETF · 617 reporting institutions · $9.1B reported value

Funds that can replace DFAU · DFAU return decomposition

Institutional holdings

Institutions reporting DFAU, largest first
InstitutionReported positionAdvisors at firmReport period
Sequoia Financial Group, LLC$393.2M2582026-06-30
Rvw Wealth, LLC$249.4M82026-06-30
Onedigital Investment Advisors LLC$235.8M3862026-06-30
Sageworth Trust Co$229.7M02026-06-30
Annex Advisory Services, LLC$225.3M982026-06-30
Allworth Financial, LP$203.8M3172026-06-30
Aquire Wealth Advisors, LLC$186.8M82026-06-30
Focus Partners Wealth$182.9M1,0482026-06-30
Mai Capital Management$169.4M3082026-06-30
Mars Jewett Financial Group, Inc.$168.5M72026-06-30
Modera Wealth Management, LLC$162.1M1352026-06-30
Sym Financial Corp$157M332026-06-30
Beacon Pointe Advisors, LLC$152M4662026-06-30
Kooman & Associates$148.1M82026-06-30
Spinnaker Investment Group, LLC$136.7M82026-06-30
Blankinship & Foster, LLC$133.5M102026-06-30
Ae Wealth Management LLC$124.2M4712026-06-30
Apella Capital, LLC$110.2M1042026-06-30
Savant Wealth Management$109M4052026-06-30
Arista Wealth Management, LLC$108.8M112026-06-30
Maseco LLP$105.6M82026-06-30
Elser Financial Planning, Inc.$102.9M132026-06-30
Wpwealth LLP$94.4M152026-06-30
55 North Private Wealth, LLC$92.9M72026-06-30
Focus Partners Advisor Solutions, LLC$91.9M422026-06-30
Pioneer Wealth Management Group$89M112026-06-30
Krilogy$86M642026-06-30
Cetera Investment Advisers$71.1M10,3702026-06-30
Hill Island Financial LLC$65.7M82026-06-30
Commonwealth Equity Services, LLC$64.8M2,8632026-06-30
Hb Wealth Management, LLC$64.6M1692026-06-30
Pandowealth. LLC$61.1M132026-06-30
Amicus Financial Advisors, LLC$60.7M192026-06-30
Bcm Advisors, LLC$59.3M82026-06-30
Mariner, LLC$59.1M02026-06-30
Meridian Wealth Partners, LLC$58.7M102026-06-30
Sterling Wealth Advisors Inc$58.5M32026-06-30
Lpl Financial LLC$58.3M23,4582026-06-30
Austin Wealth Management, LLC$58M102026-06-30
Curio Wealth, LLC$57.3M72026-06-30
Diversify Advisory Services, LLC$56.3M1162026-06-30
Diversify Wealth Management, LLC$56.3M782026-06-30
Essential Planning, Llc.$55.7M32026-06-30
Keating Financial Advisory Services, Inc.$55.2M252026-06-30
Note Advisors, LLC$54.8M62026-06-30
Brighton Jones LLC$52.5M1592026-06-30
Alphastar Capital Management, LLC$51.6M1572026-06-30
Alpha Financial Advisors, LLC$51.2M82026-06-30
Verabank, N.A.$50.2M02026-06-30
Valued Wealth Advisors LLC$49.6M52026-06-30
Tcp Asset Management, LLC$49.5M252026-06-30
Cva Family Office, LLC$49M82026-06-30
Advisornet Wealth Partners$48.3M582026-06-30
Advisory Alpha, LLC$47.2M662026-06-30
Moneta Group Investment Advisors LLC$46.5M2562026-06-30
Corient Private Wealth LP$46.4M6742026-06-30
Ep Wealth Advisors, LLC$46M3382026-06-30
Pbmares Wealth Management LLC$45.8M12025-09-30
Sc&h Financial Advisors, Inc.$45.7M192026-06-30
Plancorp, LLC$45M522026-06-30
Fonville Wealth Management LLC$43.4M122026-06-30
Act Advisors$42.2M42026-06-30
Live Oak Private Wealth LLC$41.5M102026-06-30
Highland Financial Advisors, LLC$41.1M82026-06-30
Timonier Family Office, Ltd.$40.9M42026-06-30
Two West Capital Advisors LLC$40.6M162026-06-30
Baird Financial Group, Inc.$38.7M02026-06-30
Envestnet Pmc$38.2M602026-06-30
Physician Wealth Solutions Inc.$38M12026-06-30
Yardley Wealth Management LLC$37.8M32026-06-30
Wealthspire Advisors, LLC$37.6M2372026-06-30
Bay Harbor Wealth Management, LLC$36.7M32026-06-30
Private Wealth Management Group, LLC$36.6M72026-06-30
Creative Planning$36.5M1,1712026-06-30
Pathstone Holdings, LLC$36.3M02026-06-30
Zhang Financial LLC$35.6M202026-06-30
Allegiance Financial Group Advisory Services LLC$34.8M72026-06-30
UBS Group AG$33.5M02026-06-30
Mercer Global Advisors Inc /adv$33.4M02026-06-30
Kure Advisory, LLC$32.6M62026-06-30
Osaic Holdings, Inc.$32.5M02026-06-30
Liberty Wealth Management LLC$32.5M252026-06-30
Keystone Financial Group, Inc.$32.1M72026-06-30
Spectrum Investment Advisors, Inc.$32M232026-06-30
M Wealth Management, LLC$30.8M32026-06-30
Bank of America Corp /de$30.2M02026-06-30
Heritage Investment Group, Inc.$30M122026-06-30
Shira Ridge Wealth Management$29.4M42026-06-30
Awm Capital, LLC$29.3M292026-06-30
Stifel Financial Corp$28.7M02026-06-30
Morling Financial Advisors, LLC$27.9M172026-06-30
Schwarz Dygos Wheeler Investment Advisors LLC$27.3M72026-06-30
Entrewealth, LLC$27.2M172026-06-30
Envision Financial Planning, LLC$27.1M72026-06-30
Mission Wealth Management, LP$27M1382026-06-30
Arax Advisory Partners$26.8M2322026-06-30
Jfs Wealth Advisors, LLC$25.8M332026-06-30
Quantum Financial Advisors, LLC$25.6M02026-06-30
Royal Bank of Canada$25.4M02026-06-30
Tassel Capital Management, Inc$24.1M42026-06-30
Sax Wealth Advisors, LLC$24M422026-06-30
Jpmorgan Chase & Co$22.9M02026-06-30
Claris Advisors, LLC / Mo$21.8M42026-06-30
Perigon Wealth Management, LLC$21.4M922026-06-30
Stadion Money Management, LLC$21.3M132026-06-30
Tortoise Investment Management, LLC$20.9M152026-06-30
Jacobi Capital Management LLC$20.8M322026-06-30
Physician Wealth Advisors, Inc.$19.6M92026-06-30
Maryland Capital Advisors Inc.$19.6M42026-06-30
Sollinda Capital Management LLC$19.5M172026-06-30
Raymond James Financial Inc$18.6M02026-06-30
Security Financial Services, Inc.$17.2M102026-06-30
Willow Creek Wealth Management Inc.$16.7M102025-09-30
Weinberger Asset Management, Inc$16.6M32026-06-30
Ledgewood Wealth Advisors, LLC$16.4M22026-06-30
North Capital, Inc.$16.3M102026-06-30
Clarity Capital Advisors, LLC$16.1M22026-06-30
Legacy Financial Group, Inc.$16.1M82026-06-30
Prudent Man Investment Management$16M32026-06-30
Great Point Wealth Advisors, LLC$15.8M32026-06-30
Wealth Enhancement Advisory Services, LLC$15.7M1,0262026-06-30
Hutchinson Capital Management/ca$15.6M02026-06-30
Assetmark, Inc$15.5M2202026-06-30
Farther Finance Advisors, LLC$15.4M3342026-06-30
Jackson Thornton Wealth Management, LLC$15.3M92026-06-30
Binnacle Investments Inc$14.6M52025-09-30
Integrated Wealth Concepts LLC$14.3M4802026-06-30
Platform Wealth Management, LLC$14M112026-06-30
Aqr Capital Management LLC$13.9M12026-06-30
Centennial Bank/ar$13.9M02026-06-30
MML Investors Services, LLC$13.4M5,1202026-06-30
Mathis Wealth Management$13.2M52026-06-30
Lauer Wealth Management$13.1M32026-06-30
Canopy Partners$13M32026-06-30
Firethorn Wealth Partners, LLC$13M72026-06-30
First Financial Group Corp$13M42026-06-30
Johnson Wealth Management, LLC$12.8M32026-06-30
Cherrydale Wealth Management, LLC$12.8M12026-06-30
Ifp Advisors, Inc$12.7M3182026-06-30
Sowell Financial Services LLC$12M1082026-06-30
Forvis Mazars Wealth Advisors, LLC$12M832026-06-30
Prodigy Asset Management LLC$11.8M52026-06-30
Htg Investment Advisors Inc$11.8M122026-06-30
Vsm Wealth Advisory, LLC$11.7M52026-06-30
Oak Wealth Advisors LLC$11.5M32026-06-30
Fmb Wealth Management$11.2M82026-06-30
Glass Jacobson Investment Advisors LLC$11.1M102026-06-30
Parkwoods Wealth Partners, LLC$11M312026-06-30
Pacific Asset Management, LLC$10.9M02026-06-30
Invst, LLC$10.5M332026-06-30
Findec Wealth Services, Inc.$10.5M22026-06-30
Syverson Strege$10.4M142026-06-30
Vise Technologies, Inc.$10.4M02026-06-30
Kestra Private Wealth Services, LLC$10.4M2062026-06-30
Chicago Partners Investment Group LLC$10.3M572026-06-30
Root Financial Partners, LLC$10.1M642026-06-30
Great Path Planning$10M22026-06-30
American Capital Advisory, LLC$9.7M72026-06-30
International Private Wealth Advisors LLC$9.7M32026-06-30
Vigil Wealth Management, LLC$9.6M32026-06-30
U.S. Capital Wealth Advisors, LLC$9.5M02026-03-31
Kennedy Investment Group$9.4M52026-06-30
Capital Investment Advisory Services, LLC$9.2M1032026-06-30
Abel Hall, LLC$9M72026-06-30
Lido Advisors, LLC$9M3202026-06-30
Forteris Wealth Management Inc.$8.9M22026-06-30
My Personal Cfo, LLC$8.9M22026-06-30
Aspen Wealth Management LLC$8.4M82026-06-30
Diversified Portfolios, Inc.$8.4M102026-06-30
Mattern Wealth Management LLC$8.3M42026-06-30
3 Factor Indexing, LLC$8.3M22026-06-30
Summit Wealth Group LLC / Co$7.9M392026-06-30
Morton Capital Management Llc/ca$7.8M302026-06-30
Chico Wealth RIA$7.7M02026-06-30
Cerity Partners LLC$7.7M7772026-06-30
World Investment Advisors$7.7M3592026-06-30
Gem Asset Management, LLC$7.6M42026-06-30
Quad-Cities Investment Group, LLC$7.5M72026-06-30
Hardy Reed LLC$7.3M132026-06-30
Kestra Advisory Services, LLC$7.3M1,4792026-06-30
Keb Asset Management, LLC$7.2M142026-06-30
Aegis Wealth Management LLC$7.2M02026-06-30
Croban$7.1M02026-06-30
Wealth Advisors Northwest LLC$7.1M72026-06-30
Jdh Wealth Management, LLC$7.1M12026-06-30
Concurrent Investment Advisors, LLC$6.8M3492026-06-30
D.A. Davidson & Co.$6.7M6892026-06-30
Level Wealth Management LLC$6.7M32026-06-30
Rockefeller Capital Management LP$6.5M3462026-06-30
Advanced Portfolio Strategies$6.4M92026-06-30
Truist Financial Corp$6.4M02026-06-30
Rather & Kittrell, Inc.$6.4M202026-06-30
Dodds Wealth, LLC$6.3M72026-06-30
Revolve Wealth Partners, LLC$6.3M142026-06-30
Signature Resources Capital Management, LLC$6.3M02026-06-30
Cypress Point Wealth Management, LLC$6.3M42026-06-30
Sunesis Advisors, LLC$6.3M102026-06-30
Stratos Wealth Partners, Ltd.$6.3M3862026-06-30
Rfg Advisory, LLC$6.1M1912026-06-30
Baron Silver Stevens Financial Advisors, LLC$6.1M82026-06-30
Andrews, Lucia Wealth Management LLC$6.1M12026-06-30
Alkeme Wealth, LLC$6.1M52026-06-30
Sanchez Levi Garrett$6M52026-06-30
Aznar Financial Advisors, LLC$5.9M02025-12-31
Accurate Wealth Management, LLC$5.9M492026-06-30
Tci Wealth Advisors, Inc.$5.8M462026-06-30
Robinson Smith Wealth Advisors LLC$5.7M52026-06-30
Csp Financial Group, LLC$5.5M212026-06-30
Tableaux Wealth$5.3M52026-06-30
Waverly Advisors, LLC$5.3M2312026-06-30
Noble Wealth Partners$5.1M32026-06-30
Fiduciary Financial Group, LLC$5M92026-06-30
Magnolia Capital Advisors LLC$5M162026-06-30
Elevation Wealth Partners, LLC$5M02026-06-30
Twin Cities Retirement Group$4.9M22026-06-30
Blueprint Investing LLC$4.8M22026-06-30
J Hagan Capital, Inc.$4.8M52026-06-30
Market Street Wealth Management Advisors LLC$4.8M82026-06-30
180 Wealth Advisors, LLC$4.8M62026-06-30
Ark & Tlk Investments, LLC$4.6M92026-06-30
Private Advisor Group, LLC$4.5M9272026-06-30
Retirement Solution LLC$4.5M182026-06-30
Seamount Financial Group Inc$4.5M62026-06-30
Cowa, LLC$4.5M52026-06-30
Savvy Advisors, Inc.$4.4M2142026-06-30
Strategic Investment Solutions, Inc. /il$4.3M102026-06-30
G2 Capital Management, LLC / Oh$4.3M02026-06-30
Quarry Hill Advisors, LLC$4.3M42026-06-30
Tandem Financial, LLC$4.1M62026-06-30
Arkadios Wealth Advisors$4.1M2262026-06-30
Burton Enright Welch$4.1M122026-06-30
Sageworth Trust Co of South Dakota$4.1M02026-06-30
Hfg Wealth Management, LLC$4.1M32026-06-30
Vantage Point Financial LLC$4.1M162026-06-30
Red Lighthouse Investment Management, LLC$4M12026-06-30
Hmv Wealth Advisors, LLC$4M32026-06-30
Stratos Investment Management, LLC$4M72026-06-30
Washington Trust Advisors$4M142026-06-30
Sterling Financial Group, Inc.$4M02025-09-30
Milestone Asset Management Group, LLC$3.9M42026-06-30
V2 Financial Group LLC$3.9M42026-06-30
Assuredpartners Investment Advisors$3.9M292026-06-30
Apollon Wealth Management, LLC$3.8M1512026-06-30
Investmark Advisory Group LLC$3.8M112026-06-30
Versant Capital Management, Inc.$3.7M112026-06-30
Switchpoint Financial Planning, LLC$3.7M22026-06-30
Axxcess Wealth Management, LLC$3.7M382026-06-30
Freegulliver, LLC$3.7M52026-06-30
Hightower Advisors, LLC$3.7M1,0462026-06-30
Factor Investing Group$3.6M42026-06-30

The 250 largest of 617 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30