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Dimensional US Core Equity Market ETF (DFAU) Institutional Ownership

$41.81 +0.39 (+0.94%)
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)
265
Total
Institutional Inflows
(last 12 months)
$930.62M
Number of
Institutional Sellers
(last 12 months)
146
Total
Institutional Outflows
(last 12 months)
$253.50M
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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
1/21/2025Cypress Point Wealth Management LLC168,812$6.84M2.1%-1.0%0.111%
1/21/2025Marshall Financial Group LLC54,589$2.21M0.5%-7.3%0.036%
1/21/2025Alpha Financial Advisors LLC595,804$24.12M10.9%+1.9%0.393%
1/21/2025Stewardship Advisors LLC16,188$655K0.2%+14.7%0.011%
1/21/2025Geneos Wealth Management Inc.2,557$104K0.0%-15.0%0.002%
1/21/2025Dynamic Advisor Solutions LLC25,897$1.05M0.0%-1.4%0.017%
1/21/2025Firethorn Wealth Partners LLC160,835$6.51M3.2%+27.6%0.106%
1/21/2025Eclectic Associates Inc. ADV13,257$537K0.2%N/A0.009%
1/21/2025Rappaport Reiches Capital Management LLC1,011,956$40.97M10.6%+7.0%0.668%
1/21/2025RFG Advisory LLC99,733$4.04M0.1%+8.9%0.066%
1/21/2025Cornerstone Wealth Management LLC5,210$211K0.0%N/A0.003%
1/21/2025Brighton Jones LLC989,254$40.06M1.2%+11.0%0.653%
1/17/2025 Spinnaker Investment Group LLC2,036,531$82.46M19.9%+1.7%1.343%
1/17/2025 Market Street Wealth Management Advisors LLC66,641$2.70M0.5%+1.1%0.044%
1/17/2025 Baron Silver Stevens Financial Advisors LLC65,375$2.65M0.4%+39.0%0.043%
1/17/2025 Kraft Asset Management LLC12,628$519K0.4%-18.4%0.008%
1/17/2025 Investment Advisory Group LLC21,851$885K0.3%+1.4%0.014%
1/17/2025 Advisory Alpha LLC739,980$29.96M1.1%+5.5%0.488%
1/17/2025 Capstone Wealth Management LLC21,609$875K0.9%N/A0.014%
1/17/2025 Perfromance Wealth Partners LLC7,352$298K0.0%-16.2%0.005%
1/17/2025 Signature Resources Capital Management LLC116,176$4.70M4.2%-1.3%0.077%
1/16/2025 Zhang Financial LLC414,809$16.80M1.0%+0.5%0.274%
1/16/2025 Shore Point Advisors LLC52,871$2.14M1.2%+7.3%0.035%
1/16/2025 Diversify Wealth Management LLC1,204,295$48.36M3.8%-3.7%0.794%
1/15/2025 TCP Asset Management LLC859,974$34.82M7.7%+2.3%0.567%
1/15/2025 Krilogy Financial LLC1,456,733$58.98M3.9%+4.3%0.961%
1/15/2025 HB Wealth Management LLC1,485,986$60.17M0.6%+5.8%0.980%
1/15/2025 Cherrydale Wealth Management LLC243,995$9.88M3.8%+0.4%0.161%
1/15/2025 CGN Advisors LLC173,476$7.02M0.7%+2.0%0.114%
1/15/2025 Helen Stephens Group LLC95,309$3.86M1.1%-12.3%0.063%
1/15/2025 Sax Wealth Advisors LLC362,648$14.68M1.1%-9.9%0.239%
1/15/2025 Andrews Lucia Wealth Management LLC119,956$4.76M3.2%-1.4%0.079%
1/15/2025 Total Wealth Planning LLC13,063$529K0.1%-5.1%0.009%
1/15/2025 Sterling Financial Group Inc.97,849$3.96M1.5%-84.6%0.065%
1/15/2025 Lauer Wealth LLC219,340$8.88M5.9%+1.5%0.145%
1/15/2025 Morton Capital Management LLC CA154,597$6.26M1.2%-5.6%0.102%
1/14/2025 ERn Financial LLC71,926$2.91M0.4%-5.1%0.047%
1/14/2025 Park Avenue Securities LLC129,174$5.23M0.1%+12.9%0.085%
1/14/2025 Fiduciary Financial Group LLC29,194$1.17M0.3%+1.3%0.019%
1/14/2025 Quad Cities Investment Group LLC107,539$4.35M2.1%+9.0%0.071%
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1/14/2025 Quantum Financial Advisors LLC723,857$29.31M4.1%+20.7%0.477%
1/14/2025 180 Wealth Advisors LLC81,050$3.28M0.5%+2.8%0.053%
1/14/2025 Shira Ridge Wealth Management521,317$21.11M10.3%-0.9%0.344%
1/13/2025 Exeter Financial LLC75,604$3.06M1.4%+0.4%0.050%
1/13/2025 AdvisorNet Financial Inc482,603$19.54M1.6%+20.1%0.318%
1/13/2025 Catalyst Private Wealth LLC119,683$4.85M2.2%+2.4%0.079%
1/13/2025 First National Bank Sioux Falls19,461$788K0.3%-2.4%0.013%
1/13/2025 HFG Wealth Management LLC140,973$5.60M3.6%+1.7%0.093%
1/13/2025 Emprise Bank11,725$475K0.3%+39.1%0.008%
1/13/2025 ACT Advisors LLC.521,796$21.13M11.4%-1.3%0.344%
1/13/2025 Brookstone Capital Management32,818$1.33M0.0%+48.0%0.022%
1/7/2025 Strathmore Capital Advisors Inc.12,521$507K0.4%N/A0.008%
12/26/2024JPMorgan Chase & Co.344,109$13.66M0.0%+3.7%0.227%
12/17/2024 Hiley Hunt Wealth Management31,543$1.25M0.7%-10.3%0.021%
12/9/2024Forthright Family Wealth Advisory LLC36,275$1.54M0.9%-23.4%0.024%
11/25/2024Wilmington Savings Fund Society FSB3,784$150K0.0%N/A0.002%
11/25/2024World Investment Advisors LLC69,600$2.76M0.1%+23.9%0.046%
11/19/2024Invst LLC64,856$2.57M0.3%+67.3%0.043%
11/15/2024Abel Hall LLC184,621$7.33M4.8%-0.4%0.122%
11/15/2024Glass Jacobson Investment Advisors llc210,152$8.34M2.8%+3.0%0.139%
11/15/2024MML Investors Services LLC201,669$8.00M0.0%+32.5%0.133%
11/15/2024Orion Portfolio Solutions LLC49,391$1.96M0.0%+1.6%0.033%
11/15/2024EP Wealth Advisors LLC3,084$122K0.0%-13.7%0.002%
11/15/2024Kovitz Investment Group Partners LLC688,391$27.21M0.2%N/A0.454%
11/15/2024Stifel Financial Corp584,573$23.20M0.0%-5.3%0.386%
11/15/2024SYM FINANCIAL Corp105,391$4.18M0.6%+2.1%0.070%
11/15/2024Integrated Wealth Concepts LLC193,880$7.70M0.1%+0.2%0.128%
11/15/2024Investmark Advisory Group LLC78,160$3.10M1.5%+1.1%0.052%
11/14/2024Flow Traders U.S. LLC34,283$1.36M0.1%+14.3%0.023%
11/14/2024Captrust Financial Advisors44,083$1.75M0.0%+8.7%0.029%
11/14/2024CreativeOne Wealth LLC132,653$5.27M0.2%N/A0.088%
11/13/2024FMR LLC970$38K0.0%+96,900.0%0.001%
11/13/2024D.A. Davidson & CO.115,810$4.60M0.0%+4.4%0.076%
11/13/2024Acorn Wealth Advisors LLC38,809$1.54M0.7%-0.7%0.026%
11/12/2024Cahill Financial Advisors Inc.53,404$2.12M0.3%+4.6%0.035%
11/12/2024Canopy Partners LLC159,809$6.34M2.7%+9.3%0.105%
11/12/2024Cerity Partners LLC187,682$7.45M0.0%-1.0%0.124%
11/12/2024Altiora Financial Group LLC52,075$2.07M0.5%+2.7%0.034%
11/8/2024Silver Oak Advisory Group Inc.12,300$488K0.3%-4.0%0.008%
11/8/2024Yardley Wealth Management LLC707,122$28.07M16.6%N/A0.466%
11/8/2024Prospera Financial Services Inc14,955$594K0.0%+33.5%0.010%
11/7/2024Vertex Planning Partners LLC10,406$413K0.1%+13.6%0.007%
11/7/2024Pathstone Holdings LLC486,642$19.32M0.1%+14.2%0.321%
11/7/2024MAI Capital Management399,786$15.87M0.2%+8.0%0.264%
11/7/2024Essential Planning LLC.1,238,741$49.17M20.2%+1.1%0.817%
11/7/2024Envision Financial Planning LLC511,623$20.31M10.7%+16.4%0.337%
11/6/2024 Spinnaker Investment Group LLC2,001,795$79.45M19.4%+4.5%1.320%
11/6/2024Heritage Investment Group Inc.478,256$18.98M3.6%+2.7%0.315%
11/6/2024Vawter Financial Ltd.7,484$297K0.2%-4.0%0.005%
11/6/2024Spectrum Investment Advisors Inc.593,122$23.54M16.1%+1.0%0.391%
Bill Gates’ is about to mint millionaires (again) with Stargate. (Ad)

This little-known project that Bill Gates has been quietly working on that’s about to unleash an AI breakthrough so advanced, it’s going to make ChatGPT look like VHS. But what’s even more unbelievable? I believe it’ll make Nvidia’s meteoric rise look like a backyard bottle rocket.

Click here and I’ll tell you everything you need to know.
11/6/2024Diversified Portfolios Inc.179,076$7.11M0.8%-7.2%0.118%
11/6/2024OneDigital Investment Advisors LLC2,531,792$100.49M1.1%+23.1%1.670%
11/6/2024BCM Advisors LLC1,583,367$62.48M14.4%+1.8%1.044%
11/5/2024Apollon Wealth Management LLC96,563$3.83M0.1%-2.8%0.064%
11/4/2024Patten & Patten Inc. TN13,963$554K0.0%-13.0%0.009%
11/4/2024VeraBank N.A.469,935$18.65M5.5%+4.0%0.310%
11/4/2024Sanctuary Wealth Management L.L.C.27,962$1.11M0.8%+0.9%0.018%
11/4/2024HTG Investment Advisors Inc.144,111$5.72M2.7%+4.2%0.095%
11/4/2024G2 Capital Management LLC OH44,125$1.75M0.5%+6.6%0.029%
11/4/2024Liberty Wealth Management LLC718,473$28.52M4.8%-59.5%0.474%
(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, 409 institutional investors and hedge funds held shares of Dimensional US Core Equity Market ETF. The most heavily invested institutionals were Sequoia Financial Advisors LLC ($191.39M), Modera Wealth Management LLC ($146.08M), Parsec Financial Management Inc. ($119.44M), Allworth Financial LP ($114.22M), Aquire Wealth Advisors LLC ($104.57M), Kooman & Associates ($104.52M), and Blankinship & Foster LLC ($103.77M).Learn more on DFAU's institutional investors.

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

Of the 365 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), Cowa LLC ($3.08M), Arista Wealth Management LLC ($2.89M), Kooman & Associates ($2.61M), Blankinship & Foster LLC ($2.59M), Sequoia Financial Advisors LLC ($2.36M), and Elser Financial Planning Inc ($1.67M).

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

Institutional investors have bought a total of 68,825,091 shares in the last 24 months. This purchase volume represents approximately $2.22B in transactions.

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

Of the 212 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. ($3.73M), AE Wealth Management LLC ($3.27M), Cowa LLC ($3.21M), Ullmann Wealth Partners Group LLC ($2.19M), Arista Wealth Management LLC ($1.11M), Liberty Wealth Management LLC ($1.06M), and Annapolis Financial Services LLC ($608.21K).

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

Institutional investors have sold a total of 22,433,514 shares in the last 24 months. This volume of shares sold represents approximately $719.21M in transactions.


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This page (NYSEARCA:DFAU) was last updated on 1/21/2025 by MarketBeat.com Staff
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