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Dimensional US Core Equity Market ETF (DFAU) Institutional Ownership

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$53.40 -0.01 (-0.02%)
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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)
355
Total
Institutional Inflows
(last 12 months)
$1.87B
Number of
Institutional Sellers
(last 12 months)
236
Total
Institutional Outflows
(last 12 months)
$297.47M
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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
10/13/2026Forvis Mazars Wealth Advisors LLC174,794$9.15M0.2%N/A0.071%
10/13/2026Catalyst Private Wealth LLC66,571$3.49M1.5%-0.7%0.027%
10/13/2026Heffernan Advisory Inc.4,385$230K0.2%N/A0.002%
10/13/2026Sax Wealth Advisors LLC558,577$29.25M0.8%+5.2%0.228%
10/9/2026Wedmont Private Capital6,948$369K0.0%+4.3%0.003%
10/9/2026Graves Light Lenhart Wealth Inc.5,647$296K0.0%-4.9%0.002%
10/9/2026Eclectic Associates Inc. ADV7,349$385K0.0%N/A0.003%
10/9/2026Market Street Wealth Management Advisors LLC95,158$4.98M0.7%+2.8%0.039%
10/8/2026Factor Wealth Management LTD33,313$1.74M0.3%-1.8%0.014%
10/8/2026Hiley Hunt Wealth Management38,920$2.04M0.8%-4.7%0.016%
10/8/2026Farther Finance Advisors LLC319,438$16.73M0.1%+7.4%0.131%
10/8/2026Kure Advisory LLC637,601$33.39M15.4%+1.1%0.261%
10/8/2026Titleist Asset Management LLC10,898$571K0.0%-34.2%0.004%
10/8/2026Apella Capital LLC2,161,278$115.22M1.5%+1.5%0.885%
10/8/2026Alkeme Wealth LLC116,856$6.12M2.1%-0.3%0.048%
10/6/2026RVW Wealth LLC4,720,801$247.18M15.9%-2.2%1.935%
10/5/2026Ballew Advisors Inc12,532$663K0.3%N/A0.005%
10/5/2026Baker Tilly Wealth Management LLC20,317$1.06M0.2%+1.7%0.008%
10/2/2026 Versant Capital Management Inc67,073$3.51M0.3%-7.2%0.028%
9/23/2026Envestnet Portfolio Solutions Inc.19,063$985K0.0%+46.0%0.008%
9/23/2026Envestnet Asset Management Inc.738,172$38.16M0.0%+17.1%0.304%
9/9/2026Capstone Financial Advisors Inc.67,306$3.48M0.2%+14.2%0.028%
9/9/2026Tortoise Investment Management LLC404,352$20.90M1.6%+0.8%0.168%
9/9/2026Sequoia Financial Advisors LLC7,607,402$393.23M2.0%+3.1%3.170%
9/9/2026Integrated Wealth Concepts LLC265,605$13.73M0.1%-1.5%0.111%
9/9/2026RFG Advisory LLC118,752$6.14M0.1%-1.7%0.049%
9/9/2026NewEdge Advisors LLC67,664$3.50M0.0%+4.5%0.028%
9/9/2026IFP Advisors Inc246,034$12.72M0.2%+13.6%0.103%
9/9/2026Baird Financial Group Inc.747,813$38.65M0.1%+16.2%0.312%
9/9/2026XY Planning Network Inc.41,643$2.15M0.3%+43.8%0.017%
9/8/2026Allworth Financial LP3,941,811$203.75M0.9%-0.8%1.642%
9/8/2026Waverly Advisors LLC102,081$5.28M0.0%-6.9%0.043%
9/2/2026Range Advisory LLC6,245$323K0.0%N/A0.003%
8/27/2026Corient Private Wealth LP897,078$46.37M0.1%-1.5%0.374%
8/23/2026Washington Trust Advisors Inc.76,973$3.98M0.3%+18.4%0.032%
8/23/2026Ameritas Advisory Services LLC4,405$228K0.0%N/A0.002%
8/23/2026Morling Financial Advisors LLC540,576$27.94M7.7%+0.3%0.225%
8/23/2026Andrews Lucia Wealth Management LLC117,794$6.09M3.2%-1.8%0.049%
8/23/2026Bayshore Asset Management LLC8,705$450K0.2%-19.2%0.004%
8/23/2026HB Wealth Management LLC1,250,136$64.62M0.4%-2.2%0.521%
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8/23/2026Semitam Bonam LLC193,912$10.02M7.3%+3.7%0.081%
8/22/2026Noble Wealth Partners LLC98,578$5.10M4.4%N/A0.041%
8/22/2026Tassel Capital Management Inc.466,873$24.13M11.4%+18.8%0.195%
8/22/2026TD Waterhouse Canada Inc.4,882$252K0.0%+17.8%0.002%
8/22/2026Concurrent Investment Advisors LLC130,865$6.76M0.1%+10.4%0.055%
8/22/2026Prosperitas Financial LLC4,513$233K0.1%N/A0.002%
8/21/2026Safeguard Investment Advisory Group LLC8,098$419K0.1%N/A0.003%
8/21/2026Live Oak Private Wealth LLC803,153$41.52M5.4%+99.6%0.335%
8/21/2026Beacon Financial Advisory LLC9,865$510K0.1%-10.3%0.004%
8/21/2026Acorn Wealth Advisors LLC22,314$1.15M0.3%-1.4%0.009%
8/20/2026Rehmann Capital Advisory Group51,945$2.69M0.1%+0.8%0.022%
8/20/2026M Holdings Securities Inc.33,326$1.71M0.2%-85.0%0.014%
8/13/2026Capital Square LLC3,972$328K0.1%N/A0.002%
7/10/2026Annex Advisory Services LLC4,358,982$225.32M3.8%+17.6%1.832%
7/10/2026JFS Wealth Advisors LLC498,319$25.76M1.3%+2.5%0.209%
7/10/2026Fiduciary Financial Group LLC96,362$4.98M0.6%-3.0%0.041%
7/10/2026Lam Group Inc.7,345$380K0.2%-2.8%0.003%
7/10/2026Spinnaker Investment Group LLC2,645,051$136.72M21.9%+15.0%1.112%
7/10/2026Highland Financial Advisors LLC794,482$41.07M9.2%-1.9%0.331%
7/9/2026Revolve Wealth Partners LLC122,778$6.35M0.7%N/A0.052%
7/9/2026Ares Financial Consulting LLC21,124$1.09M0.8%-29.5%0.009%
7/9/2026Shira Ridge Wealth Management568,889$29.41M10.3%+0.8%0.239%
7/9/2026Arista Wealth Management LLC2,104,785$108.80M11.7%+1.7%0.885%
7/9/2026Sax Wealth Advisors LLC530,831$27.44M1.0%+25.9%0.223%
7/9/2026Ledgewood Wealth Advisors LLC318,174$16.45M8.7%-2.3%0.134%
7/8/20263 Factor Indexing LLC160,460$8.29M7.0%-4.7%0.067%
7/8/2026Beacon Financial Strategies CORP5,451$282K0.1%+40.1%0.002%
7/8/2026Quantum Financial Advisors LLC494,933$25.58M2.2%+1.4%0.208%
7/8/2026Strategic Investment Solutions Inc. IL84,013$4.34M1.0%-2.5%0.035%
7/8/2026Factor Wealth Management LTD33,909$1.75M0.3%-37.7%0.014%
7/8/2026Twin Cities Retirement Group LLC94,990$4.91M4.2%-4.0%0.040%
7/8/2026RVW Wealth LLC4,825,000$249.40M16.4%+4.2%2.028%
7/8/2026Elevation Wealth Partners LLC95,977$4.96M1.5%-0.7%0.040%
7/8/2026Apella Capital LLC2,130,305$110.16M1.6%-1.1%0.895%
7/8/2026Prodigy Asset Management LLC228,674$11.82M3.6%+1.7%0.095%
7/8/202655 North Private Wealth LLC1,796,907$92.88M18.3%+6.9%0.755%
7/8/2026Evanson Financial LLC25,195$1.30M0.1%N/A0.011%
7/7/2026Pioneer Wealth Management Group1,722,295$89.03M21.5%+5.6%0.724%
7/7/2026180 Wealth Advisors LLC92,471$4.78M0.5%+2.5%0.039%
7/7/2026Quad Cities Investment Group LLC145,522$7.52M2.7%+5.5%0.061%
7/7/2026CGN Advisors LLC36,057$1.86M0.1%-35.6%0.015%
7/7/2026Hiley Hunt Wealth Management40,833$2.11M0.8%-0.6%0.017%
7/6/2026Sincerus 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%
6/3/2026NewEdge 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%
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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%
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%


DFAU Institutional Ownership - Frequently Asked Questions

During the previous two years, 597 institutional investors and hedge funds held shares of Dimensional US Core Equity Market ETF. The most heavily invested institutionals were Sequoia Financial Advisors LLC ($393.23M), RVW Wealth LLC ($247.18M), Annex Advisory Services LLC ($225.32M), Allworth Financial LP ($203.75M), Sageworth Trust Co ($202.12M), OneDigital Investment Advisors LLC ($182.79M), 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 ($4.26M), 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 39,775,354 shares in the last 24 months. This purchase volume represents approximately $1.86B in transactions.

Of the 236 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 ($252.73K), Modera Wealth Management LLC ($247.44K), and M Holdings Securities Inc. ($193.56K).

Institutional investors have sold a total of 6,378,819 shares in the last 24 months. This volume of shares sold represents approximately $297.44M 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 10/13/2026. New 13F filings are added each quarter as they're published.
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