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Dimensional US Core Equity Market ETF (DFAU) Institutional Ownership

Dimensional US Core Equity Market ETF logo
$51.24 0.00 (0.00%)
As of 05/22/2026 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)
412
Total
Institutional Inflows
(last 12 months)
$2.55B
Number of
Institutional Sellers
(last 12 months)
275
Total
Institutional Outflows
(last 12 months)
$442.55M
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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
5/19/2026 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%
5/19/2026 Claris 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 AR 267,957$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%
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%
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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%
5/1/2026 Financial Connections Group Inc.962,980$43.45M15.1%-0.3%0.421%
5/1/2026 Warburton Capital Management LLC20,902$984K0.5%+81.4%0.009%
5/1/2026 Sequoia Financial Advisors LLC7,379,642$332.97M1.9%+3.6%3.223%
4/30/2026 Texas Bank & Trust Co4,700$212K0.1%N/A0.002%
4/30/2026 Waterfront Wealth Inc.121,107$5.46M1.0%+6.2%0.053%
4/30/2026 Robinson Smith Wealth Advisors LLC106,337$4.80M3.2%+9.7%0.046%
4/30/2026 Valued Wealth Advisors LLC961,297$43.37M17.6%+6.6%0.420%
4/30/2026 Mosaic Family Wealth Partners LLC18,223$822K0.1%+1.8%0.008%
4/30/2026 North Capital Inc.304,416$13.73M11.6%+4.3%0.133%
4/30/2026 Kestra Advisory Services LLC149,673$6.75M0.0%+35.8%0.065%
4/30/2026 CFS Investment Advisory Services LLC26,901$1.32M0.1%+1.8%0.012%
4/30/2026 Sageworth Trust Co4,479,578$202.12M8.7%-0.6%1.956%
4/30/2026 Sageworth Trust Co of South Dakota79,671$3.60M2.8%+2.0%0.035%
4/29/2026 American Capital Advisory LLC188,393$8.50M3.4%-1.6%0.082%
4/29/2026 Jackson Thornton Wealth Management LLC299,017$14.07M1.2%-0.9%0.131%
4/29/2026 Oceanside Advisors LLC28,179$1.27M0.7%+5.4%0.012%
4/28/2026 Ascentis Independent Advisors9,655$436K0.0%+6.6%0.004%
4/28/2026 Hardy Reed LLC140,803$6.35M0.5%+0.2%0.062%
4/28/2026 B.O.S.S. Retirement Advisors LLC4,582$207K0.1%-14.1%0.002%
4/28/2026 Berger Financial Group Inc46,282$2.09M0.1%+4.6%0.020%
4/28/2026 Brighton Jones LLC995,411$44.91M1.9%+0.0%0.436%
4/28/2026 CWS Financial Advisors LLC4,910$222K0.1%+10.9%0.002%
4/28/2026 Beacon Financial Advisory LLC10,995$496K0.1%-3.9%0.005%
4/28/2026 Tanglewood Legacy Advisors LLC40,517$1.83M0.7%-4.7%0.018%
4/28/2026 Level Wealth Management LLC129,601$5.85M2.7%-1.0%0.057%
4/27/2026 TCI Wealth Advisors Inc.102,188$4.61M0.2%+1.4%0.045%
4/27/2026 HB Wealth Management LLC1,278,772$57.70M0.4%-4.8%0.560%
4/27/2026 World Investment Advisors170,133$7.68M0.1%+2.5%0.074%
4/27/2026 Turtle Creek Wealth Advisors LLC954$43K0.0%N/A0.000%
4/27/2026 Legacy Financial Group Inc.329,484$14.87M3.9%+0.5%0.144%
4/27/2026 USAdvisors Wealth Management LLC25,832$1.13M0.4%-1.6%0.011%
4/27/2026 Gordian Advisors LLC6,532$295K0.2%-31.3%0.003%
4/27/2026 Private Advisor Group LLC184,404$8.32M0.0%+1.8%0.081%
4/25/2026 Axis Wealth Partners LLC12,858$580K0.3%-2.5%0.006%
4/25/2026 Seamount Financial Group Inc.85,812$3.87M1.7%+4.9%0.038%
4/25/2026 Physician Wealth Advisors Inc.381,858$17.23M2.4%+0.5%0.167%
4/24/2026 Root Financial Partners LLC219,760$9.92M0.5%+44.4%0.096%
4/24/2026 Keb Asset Management LLC135,851$6.13M1.2%-12.8%0.059%
4/24/2026 Squire Investment Management Company LLC31,803$1.44M0.4%+21.0%0.014%
4/24/2026 Exeter Financial LLC100,736$4.55M1.9%-0.5%0.044%
4/24/2026 Johnson Wealth Management LLC251,385$11.34M5.5%-2.3%0.110%
4/23/2026 SJS Investment Consulting Inc.1,632$74K0.0%+33.6%0.001%
4/23/2026 Private Wealth Management Group LLC672,497$30.34M8.0%+17.2%0.294%
4/23/2026 WMG Financial Advisors LLC8,937$403K0.2%-15.6%0.004%
4/23/2026 Apollon Wealth Management LLC76,996$3.47M0.1%-10.5%0.034%
4/22/2026 First Financial Group Corp251,728$11.36M9.3%+1.7%0.110%
4/22/2026 Bay Capital Advisors LLC13,048$589K0.4%-12.2%0.006%
4/22/2026 Patriot Financial Group Insurance Agency LLC43,514$1.96M0.1%+102.1%0.019%
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4/22/2026 Janney Montgomery Scott LLC7,419$335K0.0%+16.8%0.003%
4/22/2026 Semitam Bonam LLC186,953$8.44M6.9%+5.4%0.082%
4/22/2026 My Personal CFO LLC167,000$7.54M3.3%+3.4%0.073%
4/22/2026 Larry Mathis Financial Planning LLC184,359$8.32M7.5%+97.6%0.081%
4/22/2026 Yoder Wealth Management Inc.19,170$865K0.4%-12.4%0.008%
4/22/2026 Keystone Financial Group Inc.606,337$27.36M14.2%-4.4%0.266%
4/22/2026 Tassel Capital Management Inc.392,955$17.73M9.6%+4.7%0.172%
4/21/2026 Next Level Wealth Planning LLC4,932$223K0.1%N/A0.002%
4/21/2026 RCS Financial Planning LLC50,683$2.29M1.2%-3.5%0.022%
4/21/2026 Topsail Wealth Management LLC2,658$120K0.0%N/A0.001%


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 ($211.18M), Sageworth Trust Co ($202.12M), OneDigital Investment Advisors LLC ($182.79M), Allworth Financial LP ($180.15M), Focus Partners Wealth ($158.31M), and Aquire Wealth Advisors LLC ($155.19M).Learn more on Dimensional US Core Equity Market ETF's institutional investors.

Of the 529 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. ($76.60M), Sequoia Financial Advisors LLC ($4.75M), Sageworth Trust Co ($4.41M), RVW Wealth LLC ($3.23M), Mars Jewett Financial Group Inc. ($3.10M), and Liberty Wealth Management LLC ($2.93M).

Institutional investors have bought a total of 56,752,520 shares in the last 24 months. This purchase volume represents approximately $2.55B in transactions.

Of the 275 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), Betterment LLC ($690.03K), Stadion Money Management LLC ($672.26K), Aquire Wealth Advisors LLC ($584.89K), HB Wealth Management LLC ($429.04K), IFP Advisors Inc ($394.06K), and Commonwealth Equity Services LLC ($336.64K).

Institutional investors have sold a total of 9,906,360 shares in the last 24 months. This volume of shares sold represents approximately $442.55M in transactions.



This page (NYSEARCA:DFAU) was last updated on 5/25/2026 by MarketBeat.com Staff.
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