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Dimensional US Core Equity Market ETF (DFAU) Institutional Ownership

Dimensional US Core Equity Market ETF logo
$49.97 +0.44 (+0.89%)
As of 04:10 PM 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)
416
Total
Institutional Inflows
(last 12 months)
$2.82B
Number of
Institutional Sellers
(last 12 months)
278
Total
Institutional Outflows
(last 12 months)
$437.32M
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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
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%
5/4/2026V2 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%
5/4/2026Vantage 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%
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%
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%
4/21/2026 Maseco LLP1,838,563$82.94M2.6%+27.4%0.806%
4/21/2026 Balance Wealth LLC35,464$1.60M0.5%-1.8%0.016%
4/20/2026 Kestra Private Wealth Services LLC11,432$516K0.0%-5.3%0.005%
4/20/2026 Factor Wealth Management LTD54,418$2.46M0.5%-22.4%0.024%
4/20/2026 Strategent Financial LLC4,815$217K0.1%N/A0.002%
4/20/2026 Live Oak Private Wealth LLC402,305$18.15M2.5%+21.3%0.176%
4/20/2026 Blue Trust Inc.7,361$332K0.0%-4.5%0.003%
4/20/2026 RFG Advisory LLC120,829$5.45M0.1%-7.8%0.053%
4/20/2026 Apella Capital LLC2,153,540$105.76M1.6%+1,877.7%0.945%
4/20/2026 Riverchase Wealth Management LLC7,581$342K0.2%-4.9%0.003%
4/18/2026 Demming Financial Services Corp ADV14,209$641K0.5%+49.6%0.006%
4/17/2026 Krilogy Financial LLC1,789,151$86.74M2.8%+3.0%0.785%
4/17/2026 Blankinship & Foster LLC2,622,490$118.33M26.2%-1.2%1.150%
4/17/2026 Discipline Wealth Solutions LLC6,400$289K0.0%N/A0.003%
4/17/2026 AdvisorNet Financial Inc1,059,654$47.81M2.5%+15.0%0.465%
4/17/2026 Kure Advisory LLC588,013$26.53M14.4%+3.9%0.258%
4/17/2026 Kaufman Rossin Wealth LLC32,034$1.45M0.8%-2.4%0.014%
4/17/2026 Stewardship Advisors LLC18,974$856K0.2%+1.9%0.008%
4/17/2026 Brookstone Capital Management7,490$338K0.0%+14.9%0.003%
4/17/2026 Capstone Wealth Management LLC48,381$2.18M1.5%+23.7%0.021%
4/16/2026 Ballast Rock Private Wealth LLC60,782$2.74M1.5%-4.0%0.027%
4/16/2026 JDH Wealth Management LLC145,516$6.57M4.4%+1.2%0.064%
4/16/2026 Triad Wealth Partners LLC15,791$712K0.1%-10.8%0.007%
4/16/2026 Lexington Hill Partners LLC28,350$1.28M0.7%-2.5%0.012%
3/17/2026John A. Wolfe & Associates Inc.8,398$393K0.2%N/A0.004%
3/17/2026Rockefeller Capital Management L.P.110,397$5.17M0.0%+1.4%0.050%
3/13/2026 World Investment Advisors165,919$7.77M0.1%-2.8%0.075%


DFAU Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DFAU shares?

During the previous two years, 596 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.

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

Of the 528 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).

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

Institutional investors have bought a total of 63,724,260 shares in the last 24 months. This purchase volume represents approximately $2.82B in transactions.

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

Of the 278 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), Aquire Wealth Advisors LLC ($584.89K), HB Wealth Management LLC ($429.04K), Forvis Mazars Wealth Advisors LLC ($417.17K), IFP Advisors Inc ($394.06K), and Modera Wealth Management LLC ($337.56K).

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

Institutional investors have sold a total of 9,921,111 shares in the last 24 months. This volume of shares sold represents approximately $437.32M in transactions.


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