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Dimensional US Core Equity Market ETF (DFAU) Institutional Ownership

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(As of 04/24/2024 ET)
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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)
268
Total
Institutional Inflows
(last 12 months)
$1.22B
Number of
Institutional Sellers
(last 12 months)
150
Total
Institutional Outflows
(last 12 months)
$328.28M
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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
4/24/2024Krilogy Financial LLC1,223,209$44.70M3.4%+2.5%0.819%
4/24/2024Zhang Financial LLC411,193$15.03M1.1%+0.7%0.275%
4/24/2024Greenspring Advisors LLC11,761$430K0.1%-86.3%0.008%
4/24/2024Spire Wealth Management31,541$1.15M0.0%-7.8%0.021%
4/24/2024Essex Financial Services Inc.11,839$433K0.0%+45.4%0.008%
4/23/2024 Creative Capital Management Investments LLC991$36K0.0%-24.5%0.001%
4/23/2024 Raymond James Financial Services Advisors Inc.142,272$5.20M0.0%+3.3%0.095%
4/22/2024 Arista Wealth Management LLC628,354$22.96M17.5%-62.4%0.421%
4/22/2024 Bay Harbor Wealth Management LLC341,675$12.49M4.5%+8.7%0.229%
4/22/2024 Parsons Capital Management Inc. RI29,463$1.08M0.1%-15.5%0.020%
4/22/2024 Sollinda Capital Management LLC140,768$5.14M1.6%+4.9%0.094%
4/22/2024 Physician Wealth Solutions Inc.329,962$12.06M10.1%+15.1%0.221%
4/19/2024 FORVIS Wealth Advisors LLC775,058$28.32M0.7%+8.0%0.519%
4/19/2024 Teamwork Financial Advisors LLC179,954$6.58M1.0%+21.5%0.120%
4/19/2024 Marshall Financial Group LLC64,702$2.36M0.7%-13.2%0.043%
4/19/2024 Retirement Guys Formula LLC63,403$2.32M1.1%-35.6%0.042%
4/19/2024 ZRC Wealth Management LLC26,284$960K0.5%N/A0.018%
4/19/2024 Spinnaker Investment Group LLC1,835,552$67.07M18.8%+7.1%1.229%
4/19/2024 TCP Asset Management LLC810,071$29.60M7.8%+22.9%0.542%
4/19/2024 AWM Capital LLC529,817$19.36M3.2%-1.6%0.355%
4/18/2024 Total Wealth Planning LLC13,764$503K0.1%-3.5%0.009%
4/18/2024 Shira Ridge Wealth Management527,022$19.26M11.0%-2.1%0.353%
4/18/2024 Synergy Asset Management LLC7,638$279K0.0%N/A0.006%
4/18/2024 Morris Financial Concepts Inc.8,415$307K0.2%+4.9%0.007%
4/17/2024 Annapolis Financial Services LLC169,732$6.20M2.0%-76.9%0.138%
4/17/2024 Physician Wealth Advisors Inc.375,196$13.14M2.8%+3.9%0.305%
4/17/2024 Private Ocean LLC503,216$18.39M1.9%-7.1%0.408%
4/17/2024 Meritas Wealth Management LLC76,072$2.78M1.9%-13.5%0.062%
4/17/2024 Criterion Capital Advisors LLC5,660$207K0.1%-5.7%0.005%
4/16/2024 Dixon Fnancial Services Inc.8,774$321K0.2%+16.3%0.007%
4/16/2024 Firethorn Wealth Partners LLC74,381$2.72M1.6%-21.8%0.060%
4/16/2024 Bridge Advisory LLC202,741$7.41M3.7%+0.5%0.165%
4/16/2024 180 Wealth Advisors LLC69,848$2.55M0.5%+7.2%0.057%
4/16/2024 Wealth Enhancement Advisory Services LLC1,371,424$50.11M0.1%+2.9%1.113%
4/16/2024 First National Bank Sioux Falls19,944$729K0.4%-26.5%0.016%
4/16/2024 ERn Financial LLC109,870$4.02M0.7%-20.4%0.089%
4/15/2024 Exeter Financial LLC74,264$2.66M1.2%+4.7%0.060%
4/15/2024 Brookstone Capital Management7,700$281K0.0%N/A0.006%
4/13/2024 Evanson Asset Management LLC29,439$1.08M0.1%-3.1%0.024%
4/13/2024 Quad Cities Investment Group LLC87,448$3.20M1.9%+2.9%0.071%
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4/12/2024 Morton Capital Management LLC CA173,025$6.32M1.7%-2.9%0.140%
4/12/2024 CGN Advisors LLC167,048$6.10M0.8%+10.3%0.136%
4/12/2024 AdvisorNet Financial Inc358,492$13.10M1.3%-4.7%0.291%
4/12/2024 Cherrydale Wealth Management LLC237,915$8.69M4.1%-5.3%0.193%
4/11/2024 Market Street Wealth Management Advisors LLC54,254$1.98M0.3%+217.1%0.044%
4/11/2024 Security Financial Services INC.267,027$9.76M2.2%+10.1%0.217%
4/11/2024 Signature Resources Capital Management LLC120,349$4.00M3.7%-15.2%0.098%
4/11/2024 Catalyst Private Wealth LLC100,416$3.67M1.9%+5.4%0.082%
4/11/2024 Cooper Financial Group15,571$569K0.1%-57.9%0.013%
4/11/2024 Salem Investment Counselors Inc.768$28K0.0%+74.9%0.001%
4/11/2024 Pioneer Wealth Management Group914,839$33.43M19.1%+16.4%0.743%
4/11/2024 Maryland Capital Advisors Inc.190,052$6.95M4.3%+6.0%0.154%
4/11/2024 RFG Advisory LLC109,925$4.02M0.1%-2.0%0.089%
4/11/2024 Soundmark Wealth Management LLC5,569$204K0.1%N/A0.005%
4/11/2024 Walden Wealth Partners LLC239,921$8.59M5.0%+1.0%0.195%
4/10/2024 Sterling Financial Group Inc.593,116$21.67M10.3%+2.4%0.481%
4/10/2024 CVA Family Office LLC308,707$11.28M2.0%+6.3%0.251%
4/10/2024 VanderPol Investments L.L.C.62,395$2.28M6.5%+6.0%0.051%
4/10/2024 Park Avenue Securities LLC108,019$3.95M0.1%-0.7%0.088%
4/10/2024 Apella Capital LLC88,635$3.21M0.2%-9.3%0.072%
4/10/2024 Bromfield Sneider Wealth Advisors23,275$850K0.5%+3.6%0.019%
4/8/2024Emprise Bank10,489$383K0.3%N/A0.009%
4/8/2024 RVW Wealth LLC1,239,538$45.29M4.7%+1.2%1.006%
4/4/2024 Shearwater Capital LLC14,722$538K0.4%-10.1%0.012%
4/3/2024 Versant Capital Management Inc11,796$431K0.1%-11.4%0.010%
3/15/2024 VanderPol Investments L.L.C.58,889$1.96M6.7%N/A0.048%
3/14/2024 Walden Wealth Partners LLC237,501$7.90M5.0%N/A0.193%
3/5/2024Fisher Asset Management LLC6,992$232K0.0%N/A0.006%
3/1/2024ARK & TLK Investments LLC309,674$10.30M3.3%N/A0.251%
2/29/2024Tortoise Investment Management LLC347,166$11.54M1.6%+1.3%0.282%
2/28/2024Forthright Family Wealth Advisory LLC41,517$1.38M1.1%N/A0.034%
2/28/2024Abel Hall LLC183,660$6.11M5.2%N/A0.149%
2/23/2024Chicago Partners Investment Group LLC315,425$10.63M0.5%-0.5%0.256%
2/21/2024Austin Wealth Management LLC492,252$17.11M4.6%+38.8%0.400%
2/15/2024Buckingham Strategic Partners LLC598,601$19.90M1.0%-0.4%0.486%
2/15/2024Buckingham Strategic Wealth LLC1,686,644$56.08M0.7%+21.2%1.369%
2/14/2024Syverson Strege & Co306,200$10.18M3.9%+0.5%0.249%
2/14/2024Jacobi Capital Management LLC35,327$1.18M0.1%+111.9%0.029%
2/14/2024MGO One Seven LLC57,196$1.90M0.1%+3.8%0.046%
2/14/2024Elevate Wealth Advisory Inc.84,793$2.82M2.6%N/A0.069%
2/14/2024 Sollinda Capital Management LLC134,203$4.46M1.3%N/A0.109%
2/13/2024Exencial Wealth Advisors LLC9,397$312K0.0%+23.0%0.008%
2/13/2024Essential Planning LLC.1,177,240$39.14M19.8%+0.1%0.956%
2/13/2024Tower Research Capital LLC TRC 844$28K0.0%-91.2%0.001%
2/13/2024Intrepid Financial Planning Group LLC30,078$1M0.5%-1.4%0.024%
2/13/2024Legacy Financial Group Inc.273,888$9.11M4.0%-0.1%0.222%
2/12/2024Robinson Smith Wealth Advisors LLC69,089$2.30M2.3%N/A0.056%
2/12/2024American Investment Services Inc.31,319$1.04M0.2%+11.3%0.025%
2/12/2024Keb Asset Management LLC12,999$432K0.2%N/A0.011%
2/12/2024Dodds Wealth LLC73,144$2.43M1.2%N/A0.059%
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2/12/2024Relative Value Partners Group LLC260,823$8.67M0.5%+210.4%0.212%
2/12/2024Evoke Wealth LLC1,235,065$41.07M0.9%+8.6%1.002%
2/12/2024Olistico Wealth LLC44,125$1.47M1.1%-36.3%0.036%
2/12/2024Stifel Financial Corp624,295$20.76M0.0%+0.3%0.507%
2/12/2024Parallel Advisors LLC8,831$294K0.0%N/A0.007%
2/9/2024 Congress Wealth Management LLC DE 22,673$754K0.0%+76.2%0.018%
2/9/2024Advisory Services Network LLC12,050$401K0.0%+2.9%0.010%
2/9/2024Orion Portfolio Solutions LLC51,764$1.71M0.0%-3.0%0.042%
2/9/2024BCU Wealth Advisors LLC42,532$1.41M1.5%N/A0.035%
2/9/2024Cambridge Investment Research Advisors Inc.95,767$3.18M0.0%+20.4%0.078%
(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, 379 institutional investors and hedge funds held shares of Dimensional US Core Equity Market ETF. The most heavily invested institutionals were Modera Wealth Management LLC ($146.15M), Parsec Financial Management Inc. ($119.44M), Sequoia Financial Advisors LLC ($117.78M), Aquire Wealth Advisors LLC ($104.57M), Blankinship & Foster LLC ($88.74M), Kooman & Associates ($83.55M), and Allworth Financial LP ($81.66M).Learn more on DFAU's institutional investors.

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

Of the 352 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: Modera Wealth Management LLC ($4.87M), AE Wealth Management LLC ($3.11M), Cowa LLC ($3.08M), Blankinship & Foster LLC ($2.59M), Kooman & Associates ($2.51M), Sequoia Financial Advisors LLC ($2.47M), and Parsec Financial Management Inc. ($2.44M).

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

Institutional investors have bought a total of 78,289,377 shares in the last 24 months. This purchase volume represents approximately $2.28B in transactions.

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

Of the 191 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: Retirement Solution Inc. ($3.74M), AE Wealth Management LLC ($3.27M), Cowa LLC ($3.16M), Pathstone Family Office LLC ($2.22M), Ullmann Wealth Partners Group LLC ($2.19M), Arista Wealth Management LLC ($1.11M), and Meridian Wealth Partners LLC ($846.11K).

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

Institutional investors have sold a total of 25,690,307 shares in the last 24 months. This volume of shares sold represents approximately $745.27M in transactions.


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This page (NYSEARCA:DFAU) was last updated on 4/25/2024 by MarketBeat.com Staff

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