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Dimensional US Core Equity Market ETF (DFAU) Institutional Ownership

Dimensional US Core Equity Market ETF logo
$53.42 +0.51 (+0.96%)
As of 11:33 AM Eastern
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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)
353
Total
Institutional Inflows
(last 12 months)
$1.86B
Number of
Institutional Sellers
(last 12 months)
240
Total
Institutional Outflows
(last 12 months)
$303.21M
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DFAU Institutional Buying and Selling by Quarter

Dimensional US Core Equity Market ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/2/2026Range Advisory LLC6,245$323K0.0%N/A0.003%
8/27/2026 Corient Private Wealth LP897,078$46.37M0.1%-1.5%0.374%
8/23/2026 Washington Trust Advisors Inc.76,973$3.98M0.3%+18.4%0.032%
8/23/2026 Ameritas Advisory Services LLC4,405$228K0.0%N/A0.002%
8/23/2026 Morling Financial Advisors LLC540,576$27.94M7.7%+0.3%0.225%
8/23/2026 Andrews Lucia Wealth Management LLC117,794$6.09M3.2%-1.8%0.049%
8/23/2026 Bayshore Asset Management LLC8,705$450K0.2%-19.2%0.004%
8/23/2026 HB Wealth Management LLC1,250,136$64.62M0.4%-2.2%0.521%
8/23/2026 Semitam Bonam LLC193,912$10.02M7.3%+3.7%0.081%
8/22/2026 Noble Wealth Partners LLC98,578$5.10M4.4%N/A0.041%
8/22/2026 Tassel Capital Management Inc.466,873$24.13M11.4%+18.8%0.195%
8/22/2026 TD Waterhouse Canada Inc.4,882$252K0.0%+17.8%0.002%
8/22/2026 Concurrent Investment Advisors LLC130,865$6.76M0.1%+10.4%0.055%
8/22/2026 Prosperitas Financial LLC4,513$233K0.1%N/A0.002%
8/21/2026 Safeguard Investment Advisory Group LLC8,098$419K0.1%N/A0.003%
8/21/2026 Live Oak Private Wealth LLC803,153$41.52M5.4%+99.6%0.335%
8/21/2026 Beacon Financial Advisory LLC9,865$510K0.1%-10.3%0.004%
8/21/2026 Acorn Wealth Advisors LLC22,314$1.15M0.3%-1.4%0.009%
8/20/2026 Rehmann Capital Advisory Group51,945$2.69M0.1%+0.8%0.022%
8/20/2026 M Holdings Securities Inc.33,326$1.71M0.2%-85.0%0.014%
8/13/2026 Capital Square LLC3,972$328K0.1%N/A0.002%
7/10/2026 Annex Advisory Services LLC4,358,982$225.32M3.8%+17.6%1.832%
7/10/2026 JFS Wealth Advisors LLC498,319$25.76M1.3%+2.5%0.209%
7/10/2026 Fiduciary Financial Group LLC96,362$4.98M0.6%-3.0%0.041%
7/10/2026 Lam Group Inc.7,345$380K0.2%-2.8%0.003%
7/10/2026 Spinnaker Investment Group LLC2,645,051$136.72M21.9%+15.0%1.112%
7/10/2026 Highland Financial Advisors LLC794,482$41.07M9.2%-1.9%0.331%
7/9/2026 Revolve Wealth Partners LLC122,778$6.35M0.7%N/A0.052%
7/9/2026 Ares Financial Consulting LLC21,124$1.09M0.8%-29.5%0.009%
7/9/2026 Shira Ridge Wealth Management568,889$29.41M10.3%+0.8%0.239%
7/9/2026 Arista Wealth Management LLC2,104,785$108.80M11.7%+1.7%0.885%
7/9/2026 Sax Wealth Advisors LLC530,831$27.44M1.0%+25.9%0.223%
7/9/2026 Ledgewood Wealth Advisors LLC318,174$16.45M8.7%-2.3%0.134%
7/8/2026 3 Factor Indexing LLC160,460$8.29M7.0%-4.7%0.067%
7/8/2026 Beacon Financial Strategies CORP5,451$282K0.1%+40.1%0.002%
7/8/2026 Quantum Financial Advisors LLC494,933$25.58M2.2%+1.4%0.208%
7/8/2026 Strategic Investment Solutions Inc. IL84,013$4.34M1.0%-2.5%0.035%
7/8/2026 Factor Wealth Management LTD33,909$1.75M0.3%-37.7%0.014%
7/8/2026 Twin Cities Retirement Group LLC94,990$4.91M4.2%-4.0%0.040%
7/8/2026 RVW Wealth LLC4,825,000$249.40M16.4%+4.2%2.028%
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7/8/2026 Elevation Wealth Partners LLC95,977$4.96M1.5%-0.7%0.040%
7/8/2026 Apella Capital LLC2,130,305$110.16M1.6%-1.1%0.895%
7/8/2026 Prodigy Asset Management LLC228,674$11.82M3.6%+1.7%0.095%
7/8/2026 55 North Private Wealth LLC1,796,907$92.88M18.3%+6.9%0.755%
7/8/2026 Evanson Financial LLC25,195$1.30M0.1%N/A0.011%
7/7/2026 Pioneer Wealth Management Group1,722,295$89.03M21.5%+5.6%0.724%
7/7/2026 180 Wealth Advisors LLC92,471$4.78M0.5%+2.5%0.039%
7/7/2026 Quad Cities Investment Group LLC145,522$7.52M2.7%+5.5%0.061%
7/7/2026 CGN Advisors LLC36,057$1.86M0.1%-35.6%0.015%
7/7/2026 Hiley Hunt Wealth Management40,833$2.11M0.8%-0.6%0.017%
7/6/2026 Sincerus Advisory LLC28,148$1.46M1.0%-5.2%0.012%
7/2/2026 Versant Capital Management Inc72,253$3.74M0.3%+3.2%0.031%
6/3/2026 NewEdge Advisors LLC64,720$2.92M0.0%-1.0%0.028%
6/1/2026 Keel Point LLC37,449$1.69M0.1%+0.6%0.016%
5/29/2026 Asset Dedication LLC1,591$72K0.0%-80.2%0.001%
5/27/2026 Security Financial Services INC.335,234$15.13M2.4%+1.1%0.146%
5/26/2026 Summit Financial Wealth Advisors LLC5,800$262K0.0%-17.1%0.003%
5/19/2026 NewEdge Advisors LLC64,253$2.90M0.1%-1.7%0.028%
5/19/2026 Bank of America Corp DE568,101$25.63M0.0%+2.0%0.247%
5/19/2026 Arkadios Wealth Advisors53,508$2.41M0.0%N/A0.023%
5/19/2026Claris Financial LLC9,252$417K0.2%+12.2%0.004%
5/18/2026 Royal Bank of Canada295,928$13.35M0.0%-5.0%0.129%
5/18/2026 Envision Financial Planning LLC523,955$23.64M8.6%+4.8%0.228%
5/16/2026 Quantinno Capital Management LP12,618$569K0.0%+21.8%0.005%
5/15/2026 Quadcap Wealth Management LLC12,671$572K0.1%-17.7%0.006%
5/15/2026 Everest Financial Group LLC36,112$1.63M0.3%N/A0.016%
5/15/2026 FreeGulliver LLC65,473$2.95M1.2%N/A0.028%
5/15/2026 Waverly Advisors LLC109,700$4.95M0.0%-16.8%0.048%
5/15/2026 Stadion Money Management LLC451,855$20.39M2.1%-59.8%0.197%
5/15/2026 Bridgewater Advisors Inc.6,702$302K0.0%-16.8%0.003%
5/15/2026 Broadhurst Jeffrey B13,030$588K0.6%N/A0.006%
5/14/2026 Lido Advisors LLC358,487$16.18M0.0%N/A0.156%
5/13/2026 Cetera Investment Advisers1,255,040$56.63M0.1%+5.7%0.546%
5/13/2026 American Investment Services Inc.40,449$1.83M0.4%+4.2%0.018%
5/8/2026 PNC Financial Services Group Inc.2,231$101K0.0%N/A0.001%
5/7/2026 Earned Wealth Advisors LLC51,468$2.32M0.2%-1.7%0.022%
5/6/2026 Zhang Financial LLC708,833$31.98M1.1%+5.2%0.308%
5/6/2026 Centennial Bank AR267,957$12.09M4.3%+9.0%0.117%
5/6/2026 Modera Wealth Management LLC3,221,110$145.34M1.7%-2.5%1.401%
5/6/2026 Morling Financial Advisors LLC538,875$24.31M7.5%+1.6%0.234%
5/6/2026 Assetmark Inc.286,622$12.93M0.0%+0.1%0.125%
5/6/2026 BCM Advisors LLC1,196,470$59.26M11.5%-5.5%0.520%
5/5/2026 Wealthfront Advisers LLC29,057$1.31M0.0%+39.3%0.013%
5/5/2026 D.A. Davidson & CO.130,945$5.91M0.0%-0.3%0.057%
5/5/2026 Cornerstone Advisory LLC8,196$370K0.0%N/A0.004%
5/5/2026 Cogent Strategic Wealth LLC49,819$2.25M2.3%+3.9%0.022%
5/5/2026 MB Generational Wealth LLC44,984$2.03M1.1%+11.8%0.020%
5/4/2026 V2 Financial group LLC31,369$1.42M0.7%N/A0.014%
5/4/2026 Chicago Partners Investment Group LLC203,464$10.01M0.2%+0.6%0.089%
5/4/2026 Vantage Point Financial LLC79,680$3.60M1.3%-4.1%0.035%
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5/2/2026 Navigate Wealth Management LLC4,302$210K0.1%N/A0.002%
5/2/2026 Navigoe LLC301,570$13.61M8.0%+4.0%0.131%
5/2/2026 Silver Oak Advisory Group Inc.7,600$342K0.1%N/A0.003%
5/2/2026 Strategic Wealth Advisors LLC85,352$3.85M3.1%+3.7%0.037%
5/2/2026 Diversify Wealth Management LLC1,105,138$54.24M1.0%-1.5%0.481%
5/1/2026 180 Wealth Advisors LLC90,256$4.07M0.5%+1.0%0.039%
5/1/2026 Luminvest Wealth Management LLC10,748$485K0.1%N/A0.005%
5/1/2026 Signature Resources Capital Management LLC123,229$5.56M2.6%+9.6%0.054%
5/1/2026 BCR Wealth Strategies LLC82,821$3.74M1.2%+27.5%0.036%
5/1/2026Financial Connections Group Inc.962,980$43.45M15.1%-0.3%0.421%


DFAU Institutional Ownership - Frequently Asked Questions

During the previous two years, 598 institutional investors and hedge funds held shares of Dimensional US Core Equity Market ETF. The most heavily invested institutionals were Sequoia Financial Advisors LLC ($332.97M), RVW Wealth LLC ($249.40M), Annex Advisory Services LLC ($225.32M), Sageworth Trust Co ($202.12M), OneDigital Investment Advisors LLC ($182.79M), Allworth Financial LP ($180.15M), and Focus Partners Wealth ($158.31M).Learn more on Dimensional US Core Equity Market ETF's institutional investors.

Of the 526 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 ($1.98B), Essential Planning LLC. ($76.60M), Sageworth Trust Co ($4.41M), Sequoia Financial Advisors LLC ($4.03M), Annex Advisory Services LLC ($3.52M), RVW Wealth LLC ($3.42M), and Mars Jewett Financial Group Inc. ($3.10M).

Institutional investors have bought a total of 39,736,050 shares in the last 24 months. This purchase volume represents approximately $1.86B in transactions.

Of the 240 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: Focus Partners Advisor Solutions LLC ($966.13K), Stadion Money Management LLC ($672.26K), Aquire Wealth Advisors LLC ($289.40K), AE Wealth Management LLC ($254.65K), Integrated Wealth Concepts LLC ($248.58K), Modera Wealth Management LLC ($247.44K), and M Holdings Securities Inc. ($193.56K).

Institutional investors have sold a total of 6,538,332 shares in the last 24 months. This volume of shares sold represents approximately $303.21M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:DFAU is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/2/2026. New 13F filings are added each quarter as they're published.
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