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Dimensional US Core Equity Market ETF (DFAU) Institutional Ownership

Dimensional US Core Equity Market ETF logo
$51.25 +0.07 (+0.14%)
As of 07/24/2026 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)
387
Total
Institutional Inflows
(last 12 months)
$2.17B
Number of
Institutional Sellers
(last 12 months)
263
Total
Institutional Outflows
(last 12 months)
$373.33M
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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
7/10/2026 Annex Advisory Services LLC4,358,982$225.32M3.8%+17.6%1.832%
7/10/2026 JFS Wealth Advisors LLC498,319$25.76M1.3%+2.5%0.209%
7/10/2026 Fiduciary Financial Group LLC96,362$4.98M0.6%-3.0%0.041%
7/10/2026 Lam Group Inc.7,345$380K0.2%-2.8%0.003%
7/10/2026 Spinnaker Investment Group LLC2,645,051$136.72M21.9%+15.0%1.112%
7/10/2026 Highland Financial Advisors LLC794,482$41.07M9.0%-1.9%0.334%
7/9/2026 Revolve Wealth Partners LLC122,778$6.35M0.7%N/A0.052%
7/9/2026 Ares Financial Consulting LLC21,124$1.09M0.8%-29.5%0.009%
7/9/2026 Shira Ridge Wealth Management568,889$29.41M10.3%+0.8%0.239%
7/9/2026 Arista Wealth Management LLC2,104,785$108.80M11.7%+1.7%0.885%
7/9/2026 Sax Wealth Advisors LLC530,831$27.44M1.0%+25.9%0.223%
7/9/2026 Ledgewood Wealth Advisors LLC318,174$16.45M8.7%-2.3%0.134%
7/8/2026 3 Factor Indexing LLC160,460$8.29M7.0%-4.7%0.067%
7/8/2026 Beacon Financial Strategies CORP5,451$282K0.1%+40.1%0.002%
7/8/2026 Quantum Financial Advisors LLC494,933$25.58M2.2%+1.4%0.208%
7/8/2026 Strategic Investment Solutions Inc. IL84,013$4.34M1.0%-2.5%0.035%
7/8/2026 Factor Wealth Management LTD33,909$1.75M0.3%-37.7%0.014%
7/8/2026 Twin Cities Retirement Group LLC94,990$4.91M4.2%-4.0%0.040%
7/8/2026 RVW Wealth LLC4,825,000$249.40M16.4%+4.2%2.028%
7/8/2026 Elevation Wealth Partners LLC95,977$4.96M1.5%-0.7%0.040%
7/8/2026 Apella Capital LLC2,130,305$110.16M1.6%-1.1%0.895%
7/8/2026 Prodigy Asset Management LLC228,674$11.82M3.6%+1.7%0.096%
7/8/2026 55 North Private Wealth LLC1,796,907$92.88M18.3%+6.9%0.755%
7/8/2026 Evanson Financial LLC25,195$1.30M0.1%N/A0.011%
7/7/2026 Pioneer Wealth Management Group1,722,295$89.03M21.5%+5.6%0.724%
7/7/2026 180 Wealth Advisors LLC92,471$4.78M0.5%+2.5%0.039%
7/7/2026 Quad Cities Investment Group LLC145,522$7.52M2.7%+5.5%0.061%
7/7/2026 CGN Advisors LLC36,057$1.86M0.1%-35.6%0.015%
7/7/2026 Hiley Hunt Wealth Management40,833$2.11M0.8%-0.6%0.017%
7/6/2026 Sincerus 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%
5/27/2026 Security Financial Services INC.335,234$15.13M2.4%+1.1%0.146%
5/26/2026 Summit 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 AR267,957$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%
5/2/2026 Navigate Wealth Management LLC4,302$210K0.1%N/A0.002%
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%
5/1/2026 180 Wealth Advisors LLC90,256$4.07M0.5%+1.0%0.039%
5/1/2026Luminvest Wealth Management LLC10,748$485K0.1%N/A0.005%
5/1/2026 Signature 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%
5/1/2026 Sequoia 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%
4/30/2026 Valued 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%
4/30/2026 North 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%
4/30/2026 CFS 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%
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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%
4/28/2026 B.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%


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 ($249.40M), Annex Advisory Services LLC ($225.32M), Sageworth Trust Co ($202.12M), OneDigital Investment Advisors LLC ($182.79M), Allworth Financial LP ($180.15M), and Focus Partners Wealth ($158.31M).Learn more on Dimensional US Core Equity Market ETF's institutional investors.

Of the 525 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 ($4.03M), 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 47,349,171 shares in the last 24 months. This purchase volume represents approximately $2.17B in transactions.

Of the 261 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), Commonwealth Equity Services LLC ($336.64K), Corient Private Wealth LLC ($325.53K), Modera Wealth Management LLC ($303.31K), and Aquire Wealth Advisors LLC ($289.40K).

Institutional investors have sold a total of 8,245,724 shares in the last 24 months. This volume of shares sold represents approximately $373.33M in transactions.


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This page (NYSEARCA:DFAU) was last updated on 7/25/2026 by MarketBeat.com Staff.
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