Dimensional US Core Equity ETF Sees Increased Investment

Live Oak Private Wealth LLC boosts stake in DFAU by 7.2% in Q4 2025

Apr. 13, 2026 at 10:04am

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A high-contrast, cinematic close-up of the complex inner workings of a financial mechanism, such as gears, levers, or circuits, conveying the power and stability of the US equity market.The intricate machinery of the financial markets, captured in stark industrial detail, reflects the steady growth and resilience of the US equity landscape.Live Oak Today

Live Oak Private Wealth LLC, a Florida-based investment firm, increased its position in the Dimensional US Core Equity Market ETF (DFAU) by 7.2% in the fourth quarter of 2025. The ETF, which tracks the Russell 3000 index and focuses on long-term capital appreciation, now makes up 2.1% of Live Oak's investment portfolio, making it the firm's 12th largest holding.

Why it matters

This investment signals continued confidence in the US equity market and the Dimensional fund's active management approach, which seeks to provide long-term growth by tilting towards smaller-cap companies. The increased stake also highlights the ongoing popularity of ETFs as investment vehicles among wealth management firms.

The details

According to a 13F filing, Live Oak Private Wealth LLC acquired an additional 22,392 shares of the Dimensional US Core Equity Market ETF during the fourth quarter of 2025, bringing its total position to 331,586 shares. The ETF, which has $10.7 billion in assets under management, has a market capitalization-weighted approach with a tilt towards smaller companies in an effort to enhance long-term returns.

  • Live Oak Private Wealth LLC filed its 13F report for the fourth quarter of 2025.

The players

Live Oak Private Wealth LLC

A Florida-based investment management firm that manages over $1.5 billion in client assets.

Dimensional US Core Equity Market ETF (DFAU)

An exchange-traded fund that tracks the Russell 3000 index and focuses on providing long-term capital appreciation by actively selecting US equities of all sizes with a tilt towards smaller-cap companies.

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The takeaway

This investment by Live Oak Private Wealth LLC demonstrates the continued appeal of Dimensional's actively managed, small-cap tilted equity ETF among wealth management firms seeking long-term growth in the US stock market.