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Dimensional US Core Equity Market ETF (DFAU) Institutional Ownership

Dimensional US Core Equity Market ETF logo
$40.69 -0.14 (-0.34%)
As of 05/20/2025 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
347
Total
Institutional Inflows
(last 12 months)
$85.17B
Number of
Institutional Sellers
(last 12 months)
184
Total
Institutional Outflows
(last 12 months)
$307.19M
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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
5/20/2025 Focus Partners Wealth2,014,003$77.42M0.2%+21.3%1.034%
5/19/2025 Jane Street Group LLC67,003$2.58M0.0%N/A0.034%
5/19/2025 Advisory Alpha LLC709,044$27.26M0.9%-4.2%0.364%
5/16/2025 Plancorp LLC795,644$30.59M1.2%+0.1%0.417%
5/16/2025 NewEdge Advisors LLC55,083$2.12M0.0%+3.8%0.029%
5/16/2025 Integrated Wealth Concepts LLC281,246$10.81M0.1%+1.8%0.147%
5/16/2025 Investmark Advisory Group LLC72,820$2.80M1.4%+0.5%0.038%
5/16/2025 AQR Capital Management LLC69,878$2.69M0.0%+24.8%0.037%
5/16/2025 Ancora Advisors LLC72,818$2.80M0.1%+1.1%0.038%
5/15/2025 Family Office Research LLC5,461$210K0.1%-66.6%0.003%
5/15/2025 EP Wealth Advisors LLC8,542$328K0.0%+224.4%0.004%
5/15/2025 Focus Partners Advisor Solutions LLC949,142$36.49M0.6%+28.6%0.497%
5/15/2025 Royal Bank of Canada219,696$8.45M0.0%+4.7%0.115%
5/15/2025 Betterment LLC1,294,724$49.77M0.1%+4.3%0.679%
5/15/2025 MAI Capital Management486,574$18.70M0.1%+12.0%0.255%
5/15/2025 Titleist Asset Management LLC7,742$298K0.0%-56.6%0.004%
5/15/2025 Baird Financial Group Inc.103,107$3.96M0.0%+6.4%0.054%
5/15/2025 Tortoise Investment Management LLC402,266$15.46M1.6%+0.7%0.211%
5/14/2025 Wealth Preservation Advisors LLC4,567$176K0.1%N/A0.002%
5/14/2025 Note Advisors LLC603,188$23.19M19.1%+22.2%0.316%
5/14/2025 CreativeOne Wealth LLC119,314$4.59M0.1%-10.0%0.063%
5/14/2025 Entrewealth LLC256,962$9.88M7.6%+61.2%0.135%
5/14/2025 Envision Financial Planning LLC494,701$19.02M9.7%-5.3%0.259%
5/14/2025 Northwestern Mutual Wealth Management Co.21,373$822K0.0%-9.2%0.011%
5/14/2025 Sax Wealth Advisors LLC385,607$14.82M1.1%+6.3%0.202%
5/14/2025 Kestra Advisory Services LLC261,484$10.05M0.0%+260.9%0.137%
5/14/2025 CW Advisors LLC14,557$560K0.0%-46.9%0.008%
5/14/2025 Elevate Wealth Advisory Inc.50,107$1.93M1.4%-3.3%0.026%
5/14/2025 VanderPol Investments L.L.C.17,628$678K1.4%-4.9%0.009%
5/14/2025 Arista Wealth Management LLC1,975,325$75.93M18.4%+2.7%1.035%
5/14/2025 Vertex Planning Partners LLC13,987$538K0.1%+22.6%0.007%
5/13/2025 Intrepid Financial Planning Group LLC26,628$1.02M0.5%-7.0%0.014%
5/13/2025 Raymond James Financial Inc.269,683$10.37M0.0%+11.0%0.141%
5/13/2025 Cowa LLC50,275$1.91M0.8%-45.9%0.026%
5/13/2025 Forvis Mazars Wealth Advisors LLC503,594$19.36M0.5%-32.5%0.264%
5/13/2025 Compass Advisory Group LLC10,605$408K0.1%N/A0.006%
5/13/2025 Kovitz Investment Group Partners LLC845,722$32.51M0.2%+5.1%0.443%
5/13/2025 Annandale Capital LLC11,460$441K0.0%+12.0%0.006%
5/13/2025 HighTower Advisors LLC36,458$1.40M0.0%-18.0%0.019%
5/13/2025 Sterling Wealth Advisors Inc939,633$36.12M27.8%-1.0%0.492%
URGENT: Someone's Moving Gold Out of London... (Ad)

People who don’t understand the gold market are about to lose a lot of money. Unfortunately, most so-called “gold analysts” have it all wrong… They tell you to invest in gold ETFs - because the popular mining ETFs will someday catch fire and close the price gap with spot gold.

Go here to learn about my Top Four picks for the coming bull mania.
5/12/2025 Cooper Financial Group11,675$449K0.1%-24.1%0.006%
5/12/2025 Aveo Capital Partners LLC1,013,064$38.97M6.3%+5.4%0.531%
5/12/2025 Robinson Smith Wealth Advisors LLC94,490$3.63M3.0%+9.6%0.050%
5/12/2025 Berger Financial Group Inc36,319$1.40M0.1%N/A0.019%
5/12/2025 Townsquare Capital LLC35,667$1.37M0.0%-4.5%0.019%
5/12/2025 AlphaCore Capital LLC9,195$353K0.0%N/A0.005%
5/9/2025 Keb Asset Management LLC48,297$1.86M0.5%+128.1%0.025%
5/9/2025 VeraBank N.A.633,292$24.34M6.8%+9.7%0.332%
5/9/2025 Chicago Partners Investment Group LLC200,993$7.73M0.3%+1.3%0.105%
5/9/2025 Navigoe LLC230,022$8.84M7.7%+33.6%0.121%
5/9/2025 Hemington Wealth Management2,234,748$85.90M13.3%+290.0%1.171%
5/9/2025 Exencial Wealth Advisors LLC21,244$817K0.0%-3.8%0.011%
5/9/2025 Wealthspire Advisors LLC790,704$30.40M0.2%-0.8%0.414%
5/9/2025 Financial Connections Group Inc.835,023$32.10M14.5%+13.8%0.438%
5/9/2025 Aquire Wealth Advisors LLC3,757,283$144.43M44.5%+3.9%1.969%
5/9/2025 Cary Street Partners Financial LLC9,232$355K0.0%N/A0.005%
5/9/2025 Strategic Investment Solutions Inc. IL248,321$9.53M2.8%+12.8%0.130%
5/9/2025 Commonwealth Equity Services LLC1,527,790$58.73M0.1%+9.7%0.801%
5/9/2025 Liberty Wealth Management LLC2,539,422$97.62M1.8%+237.1%1.331%
5/8/2025 Momentous Wealth Management Inc.5,442$209K0.1%-11.3%0.003%
5/8/2025 RVW Wealth LLC2,774,616$106.66M10.0%+91.5%1.454%
5/8/2025 Modera Wealth Management LLC3,524,418$135.48M1.8%-3.2%1.847%
5/8/2025 Aegis Wealth Management LLC161,245$6.20M3.6%+8.5%0.085%
5/8/2025 Squire Investment Management Company LLC26,470$1.02M0.4%+47.3%0.014%
5/7/2025 Canopy Partners LLC189,354$7.28M2.8%+12.0%0.099%
5/7/2025 Patten & Patten Inc. TN12,913$496K0.0%-7.5%0.007%
5/7/2025 Foundations Investment Advisors LLC157,313$6.05M0.1%+29.5%0.082%
5/7/2025 AWM Capital LLC549,305$21.12M2.5%+8.2%0.288%
5/7/2025 Werba Rubin Papier Wealth Management29,197$1.12M0.2%+483.0%0.015%
5/7/2025 Nemes Rush Group LLC9,726$374K0.0%+278.4%0.005%
5/7/2025 Seneschal Advisors LLC6,226$239K0.2%N/A0.003%
5/7/2025 LPL Financial LLC744,398$28.62M0.0%+26.0%0.390%
5/7/2025 FourThought Financial Partners LLC5,436$209K0.0%N/A0.003%
5/7/2025 Security Financial Services INC.320,273$12.31M2.4%+9.8%0.168%
5/7/2025 Baron Silver Stevens Financial Advisors LLC86,252$3.32M0.6%+31.9%0.045%
5/7/2025 HB Wealth Management LLC1,700,889$65.38M0.5%+14.5%0.891%
5/7/2025 Keystone Financial Group Inc.639,454$24.50M17.2%+7.2%0.335%
5/6/2025 Assetmark Inc.434,142$16.69M0.0%-4.4%0.228%
5/6/2025 USAdvisors Wealth Management LLC27,078$1.04M0.4%-44.9%0.014%
5/6/2025 Cetera Investment Advisers351,630$13.52M0.0%-20.3%0.184%
5/6/2025 Grand Wealth Management LLC2,721$105K0.1%N/A0.001%
5/6/2025 Morling Financial Advisors LLC512,961$19.72M6.8%+2.0%0.269%
5/6/2025 SpringVest Wealth Management LLC94,802$3.64M3.0%-1.3%0.050%
5/6/2025 Maryland Capital Advisors Inc.257,710$9.91M4.4%+18.9%0.135%
5/6/2025 AE Wealth Management LLC2,208,340$84.89M0.7%+9.6%1.157%
5/6/2025 Blankinship & Foster LLC2,745,785$105.55M26.6%-4.4%1.439%
5/6/2025 SYM FINANCIAL Corp108,211$4.16M0.5%+1.3%0.057%
5/6/2025 BCM Advisors LLC1,283,690$49.82M11.2%-3.4%0.673%
5/6/2025 Physician Wealth Solutions Inc.606,706$23.32M11.7%-4.9%0.318%
5/6/2025 Milestone Asset Management Group LLC39,889$1.53M1.4%+20.0%0.021%
URGENT: Someone's Moving Gold Out of London... (Ad)

People who don’t understand the gold market are about to lose a lot of money. Unfortunately, most so-called “gold analysts” have it all wrong… They tell you to invest in gold ETFs - because the popular mining ETFs will someday catch fire and close the price gap with spot gold.

Go here to learn about my Top Four picks for the coming bull mania.
5/6/2025 WMG Financial Advisors LLC11,846$455K0.2%+28.2%0.006%
5/6/2025 VSM Wealth Advisory LLC199,310$7.66M2.8%+7.1%0.104%
5/5/2025 Arcadia Wealth Management LLC5,855$225K0.1%N/A0.003%
5/5/2025 IFP Advisors Inc498,696$19.17M0.6%+2.4%0.261%
5/5/2025 Beckerman Institutional LLC38,823$1.49M1.1%-2.0%0.020%
5/5/2025 Csenge Advisory Group21,049$759K0.0%+4.8%0.011%
5/5/2025 Auxano Advisors LLC34,995$1.35M0.4%-1.4%0.018%
5/5/2025 Allegiance Financial Group Advisory Services LLC447,616$17.21M5.2%+7.2%0.235%
5/5/2025 Private Advisor Group LLC174,243$6.70M0.0%-0.6%0.091%
5/5/2025 Riverchase Wealth Management LLC8,273$318K0.2%-77.8%0.004%
(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, 503 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 ($216.33M), Aquire Wealth Advisors LLC ($144.43M), OneDigital Investment Advisors LLC ($135.69M), Modera Wealth Management LLC ($135.48M), Allworth Financial LP ($120.28M), and RVW Wealth LLC ($106.66M).Learn more on DFAU's institutional investors.

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

Of the 444 institutional investors that purchased Dimensional US Core Equity Market ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Elser Financial Planning Inc ($1.98B), Essential Planning LLC. ($76.65M), Blankinship & Foster LLC ($5.47M), Modera Wealth Management LLC ($4.82M), Liberty Wealth Management LLC ($2.95M), Arista Wealth Management LLC ($2.60M), and Sequoia Financial Advisors LLC ($2.54M).

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

Institutional investors have bought a total of 2,139,014,670 shares in the last 24 months. This purchase volume represents approximately $86.25B in transactions.

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

Of the 252 institutional investors that sold Dimensional US Core Equity Market ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Cowa LLC ($3.21M), Ullmann Wealth Partners Group LLC ($2.19M), Arista Wealth Management LLC ($1.11M), Liberty Wealth Management LLC ($1.06M), Advisory Alpha LLC ($742.27K), Modera Wealth Management LLC ($650.77K), and Sterling Financial Group Inc. ($611.67K).

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

Institutional investors have sold a total of 17,831,529 shares in the last 24 months. This volume of shares sold represents approximately $631.15M in transactions.



This page (NYSEARCA:DFAU) was last updated on 5/21/2025 by MarketBeat.com Staff
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