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Dimensional US Core Equity Market ETF (DFAU) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Dimensional US Core Equity Market ETF (NYSEARCA:DFAU)

Number of
Institutional Buyers
(last 12 months)
371
Total
Institutional Inflows
(last 12 months)
$85.67B
Number of
Institutional Sellers
(last 12 months)
212
Total
Institutional Outflows
(last 12 months)
$378.64M
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DFAU Institutional Buying and Selling by Quarter

Dimensional US Core Equity Market ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/8/2025Tortoise Investment Management LLC382,201$16.19M1.5%-5.0%0.189%
8/8/2025Blankinship & Foster LLC2,728,541$115.58M27.1%-0.6%1.348%
8/8/2025 Sequoia Financial Advisors LLC6,662,285$282.21M0.9%+18.4%3.292%
8/8/2025Rockefeller Capital Management L.P.107,789$4.57M0.0%+76.1%0.053%
8/8/2025Cetera Investment Advisers769,987$32.62M0.1%+119.0%0.380%
8/8/2025CWS Financial Advisors LLC5,565$236K0.1%N/A0.003%
8/8/2025Altiora Financial Group LLC57,900$2.45M0.5%+10.6%0.029%
8/8/2025Security Financial Services INC.324,996$13.77M2.4%+1.5%0.161%
8/8/2025Foundations Investment Advisors LLC182,789$7.74M0.1%+16.2%0.090%
8/8/2025Capstone Financial Advisors Inc.58,929$2.50M0.1%+79.8%0.029%
8/8/2025Schwarz Dygos Wheeler Investment Advisors LLC617,878$26.17M6.0%+9.2%0.305%
8/8/2025SageOak Financial LLC19,403$822K0.7%-9.0%0.010%
8/8/2025Austin Wealth Management LLC1,500,959$65.05M11.6%+46.3%0.742%
8/8/2025VeraBank N.A.761,903$32.27M6.5%+20.3%0.376%
8/7/2025 Lakeridge Wealth Management LLC16,417$695K0.3%-45.3%0.008%
8/7/2025 Timonier Family Office LTD.653,679$27.69M10.4%+14.4%0.323%
8/7/2025 Allworth Financial LP3,813,798$161.55M0.8%+18.9%1.884%
8/7/2025 Fonville Wealth Management LLC823,593$34.89M8.8%+15.0%0.407%
8/7/2025 Midwest Trust Co8,203$347K0.0%N/A0.004%
8/7/2025 Alpha Financial Advisors LLC755,918$32.02M12.4%-3.7%0.373%
8/6/2025 Prospera Financial Services Inc24,823$1.05M0.0%-8.0%0.012%
8/6/2025 Valued Wealth Advisors LLC833,680$35.32M18.4%+7.1%0.412%
8/6/2025 AE Wealth Management LLC2,511,824$106.40M0.8%+13.7%1.241%
8/6/2025 Prodigy Asset Management LLC137,617$5.83M3.8%+4.9%0.068%
8/6/2025 North Capital Inc.264,614$11.21M9.7%+0.1%0.131%
8/6/2025 Savant Capital LLC1,266,483$53.65M0.3%+11.1%0.626%
8/6/2025 Modera Wealth Management LLC3,468,551$146.93M1.8%-1.6%1.714%
8/6/2025 Commonwealth Equity Services LLC1,291,662$54.72M0.1%-15.5%0.638%
8/6/2025 Ethos Financial Group LLC5,171$219K0.0%-60.7%0.003%
8/6/2025 Entrewealth LLC358,703$15.20M10.5%+39.6%0.177%
8/6/2025 Robinson Smith Wealth Advisors LLC96,436$4.09M3.3%+2.1%0.048%
8/6/2025 Financial Alternatives Inc70,687$2.99M1.9%+41.9%0.035%
8/5/2025 Beckerman Institutional LLC34,235$1.45M1.0%-11.8%0.017%
8/5/2025 Centennial Bank AR 260,590$11.04M4.6%-4.3%0.129%
8/5/2025 Magnolia Capital Advisors LLC113,174$4.79M1.2%+37.6%0.056%
8/5/2025 American Capital Advisory LLC196,482$8.32M4.2%+11.0%0.097%
8/5/2025 Bank of Montreal Can3,193$135K0.0%+297.6%0.002%
8/5/2025 Sigma Planning Corp10,622$450K0.0%-6.6%0.005%
8/5/2025 Mission Wealth Management LP488,074$20.68M0.4%+2.8%0.241%
8/5/2025 Gould Asset Management LLC CA19,835$840K0.2%-2.0%0.010%
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8/4/2025 Syverson Strege & Co331,387$14.04M3.3%+6.8%0.164%
8/4/2025 Earned Wealth Advisors LLC52,292$2.22M0.4%-1.0%0.026%
8/4/2025 Hutchinson Capital Management CA244,363$10.35M1.9%+21.8%0.121%
8/4/2025 Savvy Advisors Inc.8,545$362K0.0%N/A0.004%
8/4/2025 Live Oak Private Wealth LLC229,853$9.74M1.5%+139.0%0.114%
8/4/2025 Assetmark Inc.308,092$13.05M0.0%-29.0%0.152%
8/4/2025 World Investment Advisors168,763$7.15M0.2%+60.9%0.083%
8/4/2025 Waterfront Wealth Inc.99,758$4.23M0.9%+3.0%0.049%
8/1/2025 JDH Wealth Management LLC145,703$6.17M4.7%+23.5%0.072%
8/1/2025 Milestone Asset Management Group LLC44,667$1.89M1.4%+12.0%0.022%
8/1/2025 SwitchPoint Financial Planning LLC72,101$3.05M2.5%+38.9%0.036%
8/1/2025 Zhang Financial LLC627,018$26.56M1.2%+40.3%0.310%
8/1/2025 GWN Securities Inc.10,806$458K0.1%-43.9%0.005%
8/1/2025 Advisory Alpha LLC771,916$32.70M1.0%+8.9%0.381%
8/1/2025 SYM FINANCIAL Corp110,687$4.69M0.5%+2.3%0.055%
8/1/2025 Facet Wealth Inc.6,658$289K0.0%-7.9%0.003%
8/1/2025 Liberty Wealth Management LLC828,196$35.08M5.5%+1.7%0.409%
8/1/2025 Transcend Capital Advisors LLC17,659$748K0.1%+4.7%0.009%
8/1/2025 Envestnet Asset Management Inc.565,775$23.97M0.0%+4.7%0.280%
7/31/2025 Wealthfront Advisers LLC21,000$890K0.0%-49.3%0.010%
7/31/2025 Heirloom Wealth Management151,944$6.44M1.7%+5.7%0.075%
7/31/2025 Brighton Jones LLC961,273$40.72M1.1%+2.2%0.475%
7/31/2025 Dodds Wealth LLC129,831$5.50M1.5%+1.0%0.064%
7/31/2025 CVA Family Office LLC422,690$17.91M2.5%+13.8%0.209%
7/31/2025 Core Wealth Management Inc.6,048$256K0.1%N/A0.003%
7/31/2025 City State Bank9,138$387K0.1%-7.4%0.005%
7/31/2025 Focus Partners Advisor Solutions LLC2,074,570$87.88M1.2%+118.6%1.025%
7/31/2025 Curio Wealth LLC823,273$34.87M15.3%+195,451.8%0.407%
7/31/2025 Glass Jacobson Investment Advisors llc156,255$6.62M2.6%-26.8%0.077%
7/31/2025 Washington Trust Advisors Inc.31,777$1.35M0.1%-9.2%0.016%
7/31/2025 AlTi Global Inc.219,652$9.30M0.2%N/A0.109%
7/31/2025 Cardinal Point Capital Management ULC13,384$567K0.0%-9.7%0.007%
7/31/2025 180 Wealth Advisors LLC85,354$3.62M0.5%+4.6%0.042%
7/31/2025 Warburton Capital Management LLC10,890$474K0.3%+28.4%0.005%
7/30/2025 Bayshore Asset Management LLC10,810$458K0.2%N/A0.005%
7/30/2025 BCM Advisors LLC1,291,409$56.27M12.0%+0.6%0.638%
7/30/2025 Brookstone Capital Management11,076$469K0.0%-68.0%0.005%
7/30/2025 Phillips Financial Management LLC1,658$70K0.0%-14.8%0.001%
7/30/2025 D.A. Davidson & CO.123,000$5.21M0.0%+0.9%0.061%
7/30/2025 Jackson Thornton Wealth Management LLC304,744$13M1.5%+0.9%0.151%
7/30/2025 Clune & Associates LTD.74,242$3.15M0.9%+16.8%0.037%
7/29/2025 Financial Symmetry Inc29,590$1.25M0.6%+5.4%0.015%
7/29/2025 Forvis Mazars Wealth Advisors LLC376,909$15.97M0.3%-25.2%0.186%
7/29/2025 Chicago Partners Investment Group LLC200,549$8.74M0.3%-0.2%0.099%
7/29/2025 Level Wealth Management LLC142,372$6.03M3.5%+0.2%0.070%
7/29/2025 Private Wealth Management Group LLC420,275$17.80M5.9%+30.2%0.208%
7/29/2025 Spectrum Investment Advisors Inc.627,820$26.59M15.4%+4.0%0.310%
7/29/2025 Arista Wealth Management LLC2,003,960$84.89M11.7%+1.4%0.990%
7/29/2025 Stratos Wealth Partners LTD.88,812$3.76M0.1%+23.0%0.044%
7/29/2025 AssuredPartners Investment Advisors LLC56,046$2.37M0.6%-4.0%0.028%
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7/29/2025 Two West Capital Advisors LLC791,943$34.64M22.7%+5.5%0.391%
7/29/2025 Stratos Investment Management LLC115,079$4.88M0.2%+11.1%0.057%
7/29/2025 Semitam Bonam LLC139,558$5.91M5.6%N/A0.069%
7/29/2025 Werba Rubin Papier Wealth Management33,358$1.41M0.3%+14.3%0.016%
7/29/2025 Sincerus Advisory LLC34,511$1.51M1.4%-1.0%0.017%
7/28/2025 Dixon Fnancial Services Inc.10,381$440K0.2%+2.5%0.005%
7/28/2025 RCS Financial Planning LLC57,437$2.43M1.2%-0.7%0.028%
7/28/2025 Patten & Patten Inc. TN11,718$496K0.0%-9.3%0.006%
7/28/2025 Delap Wealth Advisory LLC11,209$475K0.2%N/A0.006%
7/28/2025 Cypress Wealth Services LLC12,493$529K0.1%-1.9%0.006%
(Data available from 1/1/2016 forward)

DFAU Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DFAU shares?

During the previous two years, 523 institutional investors and hedge funds held shares of Dimensional US Core Equity Market ETF. The most heavily invested institutionals were Essential Planning LLC. ($3.18B), Sequoia Financial Advisors LLC ($282.21M), RVW Wealth LLC ($183.49M), Allworth Financial LP ($161.55M), Modera Wealth Management LLC ($146.93M), Aquire Wealth Advisors LLC ($146.64M), and OneDigital Investment Advisors LLC ($135.69M).Learn more on Dimensional US Core Equity Market ETF's institutional investors.

Which institutional investors have been buying Dimensional US Core Equity Market ETF's stock?

Of the 465 institutional investors that purchased Dimensional US Core Equity Market ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Elser Financial Planning Inc ($1.99B), Essential Planning LLC. ($76.65M), Sequoia Financial Advisors LLC ($4.60M), RVW Wealth LLC ($3.14M), Liberty Wealth Management LLC ($2.96M), Blankinship & Foster LLC ($2.88M), and Abacus Planning Group Inc. ($2.71M).

How much institutional buying is happening at Dimensional US Core Equity Market ETF?

Institutional investors have bought a total of 2,115,955,422 shares in the last 24 months. This purchase volume represents approximately $85.67B in transactions.

Which of Dimensional US Core Equity Market ETF's major shareholders have been selling company stock?

Of the 211 institutional investors that sold Dimensional US Core Equity Market ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Liberty Wealth Management LLC ($1.06M), Advisory Alpha LLC ($742.27K), Sterling Financial Group Inc. ($546.50K), Modera Wealth Management LLC ($546.34K), Wealthspire Advisors LLC ($446.02K), Forvis Mazars Wealth Advisors LLC ($398.51K), and IFP Advisors Inc ($394.06K).

How much institutional selling is happening at Dimensional US Core Equity Market ETF?

Institutional investors have sold a total of 9,399,651 shares in the last 24 months. This volume of shares sold represents approximately $378.64M in transactions.



This page (NYSEARCA:DFAU) was last updated on 8/8/2025 by MarketBeat.com Staff
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