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Dimensional US Core Equity Market ETF (DFAU) Institutional Ownership

Dimensional US Core Equity Market ETF logo
$51.54 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
410
Total
Institutional Inflows
(last 12 months)
$2.55B
Number of
Institutional Sellers
(last 12 months)
274
Total
Institutional Outflows
(last 12 months)
$442.67M
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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
7/2/2026 Versant Capital Management Inc72,253$3.74M0.3%+3.2%0.031%
6/3/2026NewEdge Advisors LLC64,720$2.92M0.0%-1.0%0.028%
6/1/2026Keel Point LLC37,449$1.69M0.1%+0.6%0.016%
5/29/2026Asset Dedication LLC1,591$72K0.0%-80.2%0.001%
5/27/2026Security Financial Services INC.335,234$15.13M2.4%+1.1%0.146%
5/26/2026Summit Financial Wealth Advisors LLC5,800$262K0.0%-17.1%0.003%
5/19/2026NewEdge Advisors LLC64,253$2.90M0.1%-1.7%0.028%
5/19/2026Bank of America Corp DE568,101$25.63M0.0%+2.0%0.247%
5/19/2026Arkadios Wealth Advisors53,508$2.41M0.0%N/A0.023%
5/19/2026Claris Financial LLC9,252$417K0.2%+12.2%0.004%
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5/18/2026Royal Bank of Canada295,928$13.35M0.0%-5.0%0.129%
5/18/2026Envision Financial Planning LLC523,955$23.64M8.6%+4.8%0.228%
5/16/2026Quantinno Capital Management LP12,618$569K0.0%+21.8%0.005%
5/15/2026Quadcap Wealth Management LLC12,671$572K0.1%-17.7%0.006%
5/15/2026Everest Financial Group LLC36,112$1.63M0.3%N/A0.016%
5/15/2026FreeGulliver LLC65,473$2.95M1.2%N/A0.028%
5/15/2026Waverly Advisors LLC109,700$4.95M0.0%-16.8%0.048%
5/15/2026Stadion Money Management LLC451,855$20.39M2.1%-59.8%0.197%
5/15/2026Bridgewater Advisors Inc.6,702$302K0.0%-16.8%0.003%
5/15/2026Broadhurst Jeffrey B13,030$588K0.6%N/A0.006%
5/14/2026Lido Advisors LLC358,487$16.18M0.0%N/A0.156%
5/13/2026Cetera Investment Advisers1,255,040$56.63M0.1%+5.7%0.546%
5/13/2026American Investment Services Inc.40,449$1.83M0.4%+4.2%0.018%
5/8/2026PNC Financial Services Group Inc.2,231$101K0.0%N/A0.001%
5/7/2026Earned Wealth Advisors LLC51,468$2.32M0.2%-1.7%0.022%
5/6/2026Zhang Financial LLC708,833$31.98M1.1%+5.2%0.308%
5/6/2026Centennial Bank AR 267,957$12.09M4.3%+9.0%0.117%
5/6/2026Modera Wealth Management LLC3,221,110$145.34M1.7%-2.5%1.401%
5/6/2026Morling Financial Advisors LLC538,875$24.31M7.5%+1.6%0.234%
5/6/2026Assetmark Inc.286,622$12.93M0.0%+0.1%0.125%
5/6/2026BCM Advisors LLC1,196,470$59.26M11.5%-5.5%0.520%
5/5/2026Wealthfront Advisers LLC29,057$1.31M0.0%+39.3%0.013%
5/5/2026D.A. Davidson & CO.130,945$5.91M0.0%-0.3%0.057%
5/5/2026Cornerstone Advisory LLC8,196$370K0.0%N/A0.004%
5/5/2026Cogent Strategic Wealth LLC49,819$2.25M2.3%+3.9%0.022%
5/5/2026MB Generational Wealth LLC44,984$2.03M1.1%+11.8%0.020%
5/4/2026V2 Financial group LLC31,369$1.42M0.7%N/A0.014%
5/4/2026Chicago Partners Investment Group LLC203,464$10.01M0.2%+0.6%0.089%
5/4/2026Vantage Point Financial LLC79,680$3.60M1.3%-4.1%0.035%
5/2/2026Navigate Wealth Management LLC4,302$210K0.1%N/A0.002%
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5/2/2026Navigoe LLC301,570$13.61M8.0%+4.0%0.131%
5/2/2026Silver Oak Advisory Group Inc.7,600$342K0.1%N/A0.003%
5/2/2026Strategic Wealth Advisors LLC85,352$3.85M3.1%+3.7%0.037%
5/2/2026Diversify Wealth Management LLC1,105,138$54.24M1.0%-1.5%0.481%
5/1/2026180 Wealth Advisors LLC90,256$4.07M0.5%+1.0%0.039%
5/1/2026Luminvest Wealth Management LLC10,748$485K0.1%N/A0.005%
5/1/2026Signature Resources Capital Management LLC123,229$5.56M2.6%+9.6%0.054%
5/1/2026BCR 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%
5/1/2026Warburton Capital Management LLC20,902$984K0.5%+81.4%0.009%
5/1/2026Sequoia Financial Advisors LLC7,379,642$332.97M1.9%+3.6%3.223%
4/30/2026Texas Bank & Trust Co4,700$212K0.1%N/A0.002%
4/30/2026Waterfront Wealth Inc.121,107$5.46M1.0%+6.2%0.053%
4/30/2026Robinson Smith Wealth Advisors LLC106,337$4.80M3.2%+9.7%0.046%
4/30/2026Valued Wealth Advisors LLC961,297$43.37M17.6%+6.6%0.420%
4/30/2026Mosaic Family Wealth Partners LLC18,223$822K0.1%+1.8%0.008%
4/30/2026North Capital Inc.304,416$13.73M11.6%+4.3%0.133%
4/30/2026Kestra Advisory Services LLC149,673$6.75M0.0%+35.8%0.065%
4/30/2026CFS Investment Advisory Services LLC26,901$1.32M0.1%+1.8%0.012%
4/30/2026Sageworth Trust Co4,479,578$202.12M8.7%-0.6%1.956%
4/30/2026Sageworth Trust Co of South Dakota79,671$3.60M2.8%+2.0%0.035%
4/29/2026American Capital Advisory LLC188,393$8.50M3.4%-1.6%0.082%
4/29/2026Jackson Thornton Wealth Management LLC299,017$14.07M1.2%-0.9%0.131%
4/29/2026Oceanside Advisors LLC28,179$1.27M0.7%+5.4%0.012%
4/28/2026Ascentis Independent Advisors9,655$436K0.0%+6.6%0.004%
4/28/2026Hardy Reed LLC140,803$6.35M0.5%+0.2%0.062%
4/28/2026B.O.S.S. Retirement Advisors LLC4,582$207K0.1%-14.1%0.002%
4/28/2026Berger Financial Group Inc46,282$2.09M0.1%+4.6%0.020%
4/28/2026Brighton Jones LLC995,411$44.91M1.9%+0.0%0.436%
4/28/2026CWS Financial Advisors LLC4,910$222K0.1%+10.9%0.002%
4/28/2026Beacon Financial Advisory LLC10,995$496K0.1%-3.9%0.005%
4/28/2026Tanglewood Legacy Advisors LLC40,517$1.83M0.7%-4.7%0.018%
4/28/2026Level Wealth Management LLC129,601$5.85M2.7%-1.0%0.057%
4/27/2026TCI Wealth Advisors Inc.102,188$4.61M0.2%+1.4%0.045%
4/27/2026HB Wealth Management LLC1,278,772$57.70M0.4%-4.8%0.560%
4/27/2026World Investment Advisors170,133$7.68M0.1%+2.5%0.074%
4/27/2026Turtle Creek Wealth Advisors LLC954$43K0.0%N/A0.000%
4/27/2026Legacy Financial Group Inc.329,484$14.87M3.9%+0.5%0.144%
4/27/2026USAdvisors Wealth Management LLC25,832$1.13M0.4%-1.6%0.011%
4/27/2026Gordian Advisors LLC6,532$295K0.2%-31.3%0.003%
4/27/2026Private Advisor Group LLC184,404$8.32M0.0%+1.8%0.081%
4/25/2026Axis Wealth Partners LLC12,858$580K0.3%-2.5%0.006%
4/25/2026Seamount Financial Group Inc.85,812$3.87M1.7%+4.9%0.038%
4/25/2026Physician Wealth Advisors Inc.381,858$17.23M2.4%+0.5%0.167%
4/24/2026Root Financial Partners LLC219,760$9.92M0.5%+44.4%0.096%
4/24/2026Keb Asset Management LLC135,851$6.13M1.2%-12.8%0.059%
4/24/2026Squire Investment Management Company LLC31,803$1.44M0.4%+21.0%0.014%
4/24/2026Exeter Financial LLC100,736$4.55M1.9%-0.5%0.044%
4/24/2026Johnson Wealth Management LLC251,385$11.34M5.5%-2.3%0.110%
4/23/2026SJS Investment Consulting Inc.1,632$74K0.0%+33.6%0.001%
SPCX Warning - and Worst News for Stocks in 50 Years (Ad)

Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in 50 years - and it has nothing to do with a single stock. According to multiple Wall Street banks, a coming crisis could keep your portfolio in the red for 10 years or longer. Keith Kaplan, CEO of TradeSmith, is sharing what you can do to protect your wealth before it hits.tc pixel

Learn how to prepare your portfolio for what's coming next
4/23/2026Private Wealth Management Group LLC672,497$30.34M8.0%+17.2%0.294%
4/23/2026WMG Financial Advisors LLC8,937$403K0.2%-15.6%0.004%
4/23/2026Apollon Wealth Management LLC76,996$3.47M0.1%-10.5%0.034%
4/22/2026First Financial Group Corp251,728$11.36M9.3%+1.7%0.110%
4/22/2026Bay Capital Advisors LLC13,048$589K0.4%-12.2%0.006%
4/22/2026Patriot Financial Group Insurance Agency LLC43,514$1.96M0.1%+102.1%0.019%
4/22/2026Janney Montgomery Scott LLC7,419$335K0.0%+16.8%0.003%
4/22/2026Semitam Bonam LLC186,953$8.44M6.9%+5.4%0.082%
4/22/2026My Personal CFO LLC167,000$7.54M3.3%+3.4%0.073%
4/22/2026Larry Mathis Financial Planning LLC184,359$8.32M7.5%+97.6%0.081%


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 56,597,254 shares in the last 24 months. This purchase volume represents approximately $2.55B in transactions.

Of the 274 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 9,908,017 shares in the last 24 months. This volume of shares sold represents approximately $442.67M in transactions.


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This page (NYSEARCA:DFAU) was last updated on 7/5/2026 by MarketBeat.com Staff.
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