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Dimensional US Core Equity Market ETF (DFAU) Institutional Ownership

Dimensional US Core Equity Market ETF logo
$39.46
-0.06 (-0.15%)
(As of 11/4/2024 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)
$993.80M
Number of
Institutional Sellers
(last 12 months)
152
Total
Institutional Outflows
(last 12 months)
$249.73M
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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
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%
11/4/2024FMB Wealth Management198,774$7.89M4.5%-0.2%0.131%
11/2/2024 Retirement Solution LLC114,391$4.54M1.1%-12.9%0.075%
11/1/2024 First Personal Financial Services3,581$142K0.0%N/A0.002%
11/1/2024 Cypress Point Wealth Management LLC170,578$6.77M2.7%+30.5%0.113%
11/1/2024 Cowa LLC108,485$4.31M2.0%-35.8%0.072%
11/1/2024 Rather & Kittrell Inc.115,214$4.57M1.1%-6.3%0.076%
11/1/2024 Assetmark Inc.464,620$18.44M0.1%-10.4%0.306%
11/1/2024 Beckerman Institutional LLC41,094$1.63M1.4%N/A0.027%
11/1/2024 Physician Wealth Solutions Inc.630,860$25.29M12.3%+56.7%0.416%
11/1/2024 Capital Performance Advisors LLP52,937$2.10M0.6%+13.7%0.035%
10/31/2024 American Capital Advisory LLC165,844$6.58M3.8%-6.0%0.109%
10/30/2024 Beacon Financial Advisory LLC19,765$784K0.3%-7.6%0.013%
10/30/2024 Catalyst Private Wealth LLC116,919$4.64M2.3%+11.6%0.077%
10/30/2024 Arista Wealth Management LLC1,902,993$75.53M18.1%+2.7%1.255%
10/30/2024 Highland Financial Advisors LLC624,746$24.80M8.8%+3.0%0.412%
10/29/2024 Centennial Bank AR271,510$10.78M4.9%+8.9%0.179%
10/29/2024 Private Wealth Management Group LLC110,402$4.38M1.7%+125.9%0.073%
10/29/2024 Lodestone Wealth Management LLC5,169$205K0.1%N/A0.003%
10/29/2024 Sollinda Capital Management LLC182,564$7.25M2.0%+0.5%0.120%
10/29/2024 Chicago Partners Investment Group LLC307,796$12.29M0.4%-2.7%0.203%
10/29/2024 Farther Finance Advisors LLC212,610$8.44M0.3%+251.3%0.140%
10/29/2024 Oceanside Advisors LLC32,893$1.31M1.0%-3.5%0.022%
10/28/2024 Fonville Wealth Management LLC609,880$24.21M8.4%+3.8%0.402%
10/28/2024 Valued Wealth Advisors LLC741,116$29.42M19.1%-3.3%0.489%
10/28/2024 Baron Silver Stevens Financial Advisors LLC47,043$1.87M0.3%+88.8%0.031%
10/28/2024 Austin Wealth Management LLC708,052$27.81M6.1%+11.5%0.467%
10/25/2024 JFS Wealth Advisors LLC339,694$13.48M0.9%+5.6%0.224%
10/25/2024 Diversify Wealth Management LLC1,250,528$49.95M4.4%+3.2%0.825%
10/25/2024 Fort Vancouver Investment Management LLC2,511$100K0.1%-17.8%0.002%
10/25/2024 Golden State Equity Partners7,319$290K0.1%+21.2%0.005%
10/25/2024 PBMares Wealth Management LLC854,471$33.91M7.1%+12.8%0.564%
10/25/2024 SC&H Financial Advisors Inc.704,833$27.98M6.1%+4.9%0.465%
10/25/2024 Quarry Hill Advisors LLC94,924$3.77M2.5%-2.4%0.063%
10/24/2024 TCP Asset Management LLC840,947$33.38M7.7%+0.4%0.555%
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10/24/2024 Lauer Wealth LLC216,018$8.63M6.5%+5.9%0.142%
10/24/2024 Barrett & Company Inc.16,588$658K0.3%-10.9%0.011%
10/24/2024 Greenspring Advisors LLC10,817$429K0.1%-2.9%0.007%
10/24/2024 Hibernia Wealth Partners LLC15,639$621K0.2%N/A0.010%
10/24/2024 Bay Harbor Wealth Management LLC524,078$20.80M6.8%+19.5%0.346%
10/24/2024 Kooman & Associates2,633,281$104.52M38.6%+3.1%1.737%
10/24/2024 Modera Wealth Management LLC3,680,477$146.08M1.9%-8.3%2.428%
10/24/2024 Wealth Enhancement Advisory Services LLC860,439$34.15M0.1%+2.7%0.568%
10/24/2024 Sageworth Trust Co102,668$4.08M0.2%-10.1%0.068%
10/23/2024 Allworth Financial LP2,877,689$114.22M0.7%+20.7%1.898%
10/23/2024 Joel Isaacson & Co. LLC6,684$265K0.0%N/A0.004%
10/23/2024 Strategic Investment Solutions Inc. IL197,103$7.82M2.3%+7.5%0.130%
10/23/2024 Chico Wealth RIA152,565$6.06M5.2%-1.7%0.101%
10/23/2024 Yoder Wealth Management Inc.29,764$1.18M0.7%+5.7%0.020%
10/23/2024 Signature Resources Capital Management LLC117,677$4.67M4.3%-2.3%0.078%
10/23/2024 Dixon Fnancial Services Inc.10,328$410K0.2%+7.0%0.007%
10/23/2024 Brighton Jones LLC890,958$35.36M1.3%-9.8%0.588%
10/22/2024 U.S. Capital Wealth Advisors LLC213,399$8.47M0.3%+0.7%0.141%
10/22/2024 Sterling Financial Group Inc.636,590$25.27M10.8%-0.2%0.420%
10/22/2024 Maryland Capital Advisors Inc.201,206$7.99M3.9%+5.3%0.133%
10/22/2024 RCS Financial Planning LLC63,781$2.53M1.4%-4.0%0.042%
10/22/2024 Private Advisor Group LLC170,632$6.77M0.0%-1.4%0.113%
10/22/2024 My Personal CFO LLC100,285$3.98M2.2%-16.2%0.066%
10/22/2024 Sequoia Financial Advisors LLC4,822,146$191.39M2.1%+10.1%3.181%
10/21/2024 Mattern Wealth Management LLC145,622$5.78M1.3%+7.1%0.096%
10/21/2024 Builder Investment Group Inc. ADV7,347$292K0.1%+7.2%0.005%
10/21/2024 Foundations Investment Advisors LLC108,229$4.30M0.1%+20.3%0.071%
10/21/2024 Stewardship Advisors LLC14,115$560K0.2%N/A0.009%
10/21/2024 Retirement Guys Formula LLC61,624$2.45M1.1%+4.4%0.041%
10/21/2024 Kennedy Investment Group39,609$1.57M0.7%+77.6%0.026%
10/21/2024 Financial Symmetry Inc23,913$949K0.7%+20.4%0.016%
10/19/2024 ACT Advisors LLC.528,454$20.97M9.9%+6.9%0.349%
10/19/2024Black Point Wealth Management20,329$807K0.9%+9.4%0.013%
10/18/2024Raymond James & Associates74,918$2.97M0.0%-5.2%0.049%
10/18/2024Commonwealth Equity Services LLC1,232,552$48.92M0.1%-4.4%0.813%
10/18/2024Alpha Financial Advisors LLC584,782$23.21M10.3%+8.1%0.386%
10/17/2024Sax Wealth Advisors LLC402,492$15.98M1.4%+0.2%0.265%
10/17/2024RFG Advisory LLC91,585$3.64M0.1%-15.9%0.060%
10/17/2024DiNuzzo Private Wealth Inc.1,826$72K0.0%N/A0.001%
10/17/2024 Heirloom Wealth Management130,436$5.18M1.6%-1.8%0.086%
10/16/2024 Marshall Financial Group LLC58,897$2.34M0.6%-4.8%0.039%
10/16/2024 Melfa Wealth Management Inc.73,067$2.90M1.9%-3.6%0.048%
10/16/2024 Quad Cities Investment Group LLC98,661$3.92M2.0%+6.3%0.065%
10/16/2024 Annapolis Financial Services LLC126,518$5.02M1.5%-0.9%0.083%
10/16/2024 B.O.S.S. Retirement Advisors LLC123,121$4.89M1.0%+14.9%0.081%
10/16/2024 Market Street Wealth Management Advisors LLC65,892$2.62M0.4%+9.0%0.043%
10/16/2024 Physician Wealth Advisors Inc.374,798$15.04M2.7%-1.0%0.247%
10/16/2024 Firethorn Wealth Partners LLC126,051$5.00M2.5%+61.6%0.083%
10/16/2024 BOS Asset Management LLC5,168$205K0.1%N/A0.003%
10/16/2024 Asset Dedication LLC2,139$85K0.0%+2,250.5%0.001%
Rigged election? (Ad)

Porter Stansberry’s viral Breaking Point 2024 broadcast has now been by tens of thousands of Americans who finally understand the grim reality of our next election. With November 5 just around the corner, it’s imperative for your financial future that you read Porter’s message below now and then watch Breaking Point before it’s too late.

Watch this video, it is being taken down Monday night
10/16/2024 ERn Financial LLC75,808$3.01M0.5%-16.8%0.050%
10/15/2024 Ullmann Wealth Partners Group LLC10,516$417K0.1%-7.4%0.007%
10/15/2024 Aspect Partners LLC14,874$590K0.3%N/A0.010%
10/15/2024 Zhang Financial LLC412,573$16.38M1.0%+0.2%0.272%
10/11/2024 Creative Planning691,827$27.46M0.0%-3.2%0.456%
10/11/2024 Cherrydale Wealth Management LLC243,082$9.65M3.9%+3.7%0.160%
10/10/2024 CVA Family Office LLC339,171$13.46M2.2%+5.9%0.224%
10/10/2024 Shira Ridge Wealth Management525,917$20.87M10.6%-1.1%0.347%
10/10/2024 City State Bank9,437$375K0.1%-3.2%0.006%
10/10/2024 Shore Point Advisors LLC49,253$1.96M1.0%+2.0%0.032%
(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, 396 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 357 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), Sequoia Financial Advisors LLC ($2.65M), Kooman & Associates ($2.61M), Blankinship & Foster LLC ($2.59M), and Liberty Wealth Management LLC ($1.69M).

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

Institutional investors have bought a total of 71,568,196 shares in the last 24 months. This purchase volume represents approximately $2.24B in transactions.

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

Of the 211 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 ($3.22M), Pathstone Family Office LLC ($2.22M), Ullmann Wealth Partners Group LLC ($2.19M), Arista Wealth Management LLC ($1.11M), and Liberty Wealth Management LLC ($1.06M).

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

Institutional investors have sold a total of 25,365,399 shares in the last 24 months. This volume of shares sold represents approximately $781.62M in transactions.


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This page (NYSEARCA:DFAU) was last updated on 11/4/2024 by MarketBeat.com Staff
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