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Dimensional US Core Equity Market ETF (DFAU) Institutional Ownership

Dimensional US Core Equity Market ETF logo
$44.78 +0.06 (+0.13%)
Closing price 09/9/2025 04:10 PM Eastern
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$44.78 -0.01 (-0.01%)
As of 09/9/2025 07:15 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)
379
Total
Institutional Inflows
(last 12 months)
$85.64B
Number of
Institutional Sellers
(last 12 months)
225
Total
Institutional Outflows
(last 12 months)
$422.78M
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Skip Chart & View Institutional Buying and Selling Data

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
9/4/2025Osaic Holdings Inc.531,832$22.53M0.0%+14.2%0.262%
8/27/2025Orion Porfolio Solutions LLC169,199$7.17M0.1%+209.7%0.083%
8/25/2025Promus Capital LLC4,615$195K0.1%N/A0.002%
8/20/2025Coppell Advisory Solutions LLC8,826$372K0.0%-4.4%0.004%
8/19/2025Asset Dedication LLC10,772$456K0.0%-89.8%0.005%
8/18/2025Geneos Wealth Management Inc.11,448$485K0.0%+3.9%0.006%
8/15/2025Binnacle Investments Inc311,005$13.17M8.6%+5.3%0.153%
8/15/2025Corient Private Wealth LLC943,025$39.95M0.1%-12.7%0.465%
8/15/2025Captrust Financial Advisors45,782$1.94M0.0%+5.8%0.023%
8/15/2025Keel Point LLC36,048$1.53M0.1%-2.2%0.018%
8/15/2025Seneschal Advisors LLC13,363$566K0.4%+114.6%0.007%
8/15/2025Smartleaf Asset Management LLC7,099$299K0.0%-13.7%0.003%
8/15/2025Orion Porfolio Solutions LLC169,199$7.17M0.1%+209.7%0.083%
8/15/2025MML Investors Services LLC259,884$11.01M0.0%+17.0%0.128%
8/15/2025EP Wealth Advisors LLC10,764$456K0.0%+26.0%0.005%
8/15/2025Envision Financial Planning LLC493,050$20.89M9.8%-0.3%0.243%
8/15/2025Essential Planning LLC.1,269,662$53.78M20.0%+1.3%0.625%
8/15/2025Bank of America Corp DE492,415$20.86M0.0%+2.6%0.243%
8/14/2025Raymond James Financial Inc.261,417$11.07M0.0%-3.1%0.129%
8/14/2025Betterment LLC669,297$28.35M0.1%-48.3%0.330%
8/14/2025Diversify Wealth Management LLC1,195,351$52.72M3.3%-1.7%0.589%
8/14/2025NewEdge Advisors LLC58,856$2.49M0.0%+6.8%0.029%
8/14/2025Qube Research & Technologies Ltd1,757$74K0.0%-49.0%0.001%
8/14/2025Vertex Planning Partners LLC15,771$668K0.1%+12.8%0.008%
8/14/2025Balance Wealth LLC40,525$1.72M1.0%-12.9%0.020%
8/14/2025Cary Street Partners Financial LLC11,147$472K0.0%+20.7%0.005%
8/14/2025Cerity Partners LLC168,580$7.14M0.0%+3.1%0.083%
8/13/2025M Holdings Securities Inc.225,193$9.50M1.6%N/A0.111%
8/13/2025Annandale Capital LLC11,932$505K0.0%+4.1%0.006%
8/13/2025Baird Financial Group Inc.198,905$8.43M0.0%+92.9%0.098%
8/13/2025CW Advisors LLC13,094$555K0.0%-10.1%0.006%
8/13/2025Beacon Pointe Advisors LLC185,741$7.87M0.1%+9.5%0.091%
8/13/2025ARK & TLK Investments LLC178,575$7.56M2.4%-2.1%0.088%
8/13/2025Legacy Capital Wealth Partners LLC62,827$2.66M0.6%N/A0.031%
8/13/2025Meridian Wealth Partners LLC1,824,109$77.27M11.2%+0.7%0.899%
8/13/2025Northwestern Mutual Wealth Management Co.36,220$1.53M0.0%+69.5%0.018%
8/13/2025Lauer Wealth LLC241,912$10.53M8.8%+2.5%0.119%
8/13/2025Choreo LLC56,414$2.39M0.0%N/A0.028%
8/12/2025Quadcap Wealth Management LLC15,405$653K0.1%N/A0.008%
8/12/2025CreativeOne Wealth LLC119,796$5.08M0.1%+0.4%0.059%
8/12/2025Hill Investment Group Partners LLC6,198$263K0.0%+6.5%0.003%
8/12/2025TCP Asset Management LLC901,194$38.18M7.6%+2.9%0.444%
8/12/2025Forum Private Client Group LLC31,294$1.33M0.5%-4.0%0.015%
8/12/2025Legacy Financial Group Inc.327,699$13.88M4.1%+5.4%0.161%
8/12/2025Titleist Asset Management LLC14,651$621K0.1%+89.2%0.007%
8/12/2025Nemes Rush Group LLC14,910$632K0.1%+53.3%0.007%
8/12/2025Cowa LLC92,631$3.88M1.5%+84.2%0.046%
8/12/2025Tableaux LLC8,730$370K0.0%-92.6%0.004%
8/12/2025AlphaCore Capital LLC8,913$378K0.0%-3.1%0.004%
8/12/2025MAI Capital Management524,082$22.20M0.2%+7.7%0.258%
8/12/2025JPMorgan Chase & Co.365,430$15.48M0.0%-3.6%0.180%
8/12/2025Auxano Advisors LLC32,916$1.39M0.3%-5.9%0.016%
8/12/2025Lodestone Wealth Management LLC5,194$220K0.1%N/A0.003%
8/12/2025Lionshead Wealth Management LLC33,217$1.41M1.3%-26.1%0.016%
8/11/2025TD Waterhouse Canada Inc.4,145$176K0.0%-34.1%0.002%
8/11/2025VSM Wealth Advisory LLC113,405$4.80M1.6%-43.1%0.056%
8/11/2025Morling Financial Advisors LLC518,697$21.97M7.2%+1.1%0.256%
8/11/2025Wealthspire Advisors LLC851,789$36.08M0.2%+7.7%0.421%
8/11/2025M Wealth Management LLC581,137$24.62M22.7%-0.1%0.287%
8/11/2025Diversified Portfolios Inc.176,732$7.49M0.7%-3.1%0.087%
8/11/2025Rockbridge Investment Management LCC39,979$1.69M0.2%+3.8%0.020%
8/11/2025Root Financial Partners LLC139,825$5.92M0.6%+137.2%0.069%
8/11/2025Mosaic Family Wealth Partners LLC20,756$879K0.1%-2.9%0.010%
8/11/2025Pinnacle Financial Group LLC IL51,507$2.18M0.7%-19.4%0.025%
8/8/2025Tortoise Investment Management LLC382,201$16.19M1.5%-5.0%0.189%
8/8/2025Blankinship & Foster LLC2,728,541$115.58M27.1%-0.6%1.348%
8/8/2025Sequoia Financial Advisors LLC6,662,285$282.21M0.9%+18.4%3.292%
8/8/2025Rockefeller Capital Management L.P.107,789$4.57M0.0%+76.1%0.053%
8/8/2025Cetera Investment Advisers769,987$32.62M0.1%+119.0%0.380%
8/8/2025CWS Financial Advisors LLC5,565$236K0.1%N/A0.003%
8/8/2025Altiora Financial Group LLC57,900$2.45M0.5%+10.6%0.029%
8/8/2025Security Financial Services INC.324,996$13.77M2.4%+1.5%0.161%
8/8/2025Foundations Investment Advisors LLC182,789$7.74M0.1%+16.2%0.090%
8/8/2025Capstone Financial Advisors Inc.58,929$2.50M0.1%+79.8%0.029%
8/8/2025Schwarz Dygos Wheeler Investment Advisors LLC617,878$26.17M6.0%+9.2%0.305%
8/8/2025SageOak Financial LLC19,403$822K0.7%-9.0%0.010%
8/8/2025Austin Wealth Management LLC1,500,959$65.05M11.6%+46.3%0.742%
8/8/2025VeraBank N.A.761,903$32.27M6.5%+20.3%0.376%
8/7/2025Lakeridge Wealth Management LLC16,417$695K0.3%-45.3%0.008%
8/7/2025Timonier Family Office LTD.653,679$27.69M10.4%+14.4%0.323%
8/7/2025Allworth Financial LP3,813,798$161.55M0.8%+18.9%1.884%
8/7/2025Fonville Wealth Management LLC823,593$34.89M8.8%+15.0%0.407%
8/7/2025Midwest Trust Co8,203$347K0.0%N/A0.004%
8/7/2025Alpha Financial Advisors LLC755,918$32.02M12.4%-3.7%0.373%
8/6/2025Prospera Financial Services Inc24,823$1.05M0.0%-8.0%0.012%
8/6/2025Valued Wealth Advisors LLC833,680$35.32M18.4%+7.1%0.412%
8/6/2025AE Wealth Management LLC2,511,824$106.40M0.8%+13.7%1.241%
8/6/2025Prodigy Asset Management LLC137,617$5.83M3.8%+4.9%0.068%
8/6/2025North Capital Inc.264,614$11.21M9.7%+0.1%0.131%
8/6/2025Savant Capital LLC1,266,483$53.65M0.3%+11.1%0.626%
8/6/2025Modera Wealth Management LLC3,468,551$146.93M1.8%-1.6%1.714%
8/6/2025Commonwealth Equity Services LLC1,291,662$54.72M0.1%-15.5%0.638%
8/6/2025Ethos Financial Group LLC5,171$219K0.0%-60.7%0.003%
8/6/2025Entrewealth LLC358,703$15.20M10.5%+39.6%0.177%
8/6/2025Robinson Smith Wealth Advisors LLC96,436$4.09M3.3%+2.1%0.048%
8/6/2025Financial Alternatives Inc70,687$2.99M1.9%+41.9%0.035%
8/5/2025Beckerman Institutional LLC34,235$1.45M1.0%-11.8%0.017%
8/5/2025Centennial Bank AR 260,590$11.04M4.6%-4.3%0.129%
8/5/2025Magnolia Capital Advisors LLC113,174$4.79M1.2%+37.6%0.056%
8/5/2025American Capital Advisory LLC196,482$8.32M4.2%+11.0%0.097%
(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, 526 institutional investors and hedge funds held shares of Dimensional US Core Equity Market ETF. The most heavily invested institutionals were Sequoia Financial Advisors LLC ($282.21M), RVW Wealth LLC ($183.49M), Allworth Financial LP ($161.55M), Modera Wealth Management LLC ($146.93M), Aquire Wealth Advisors LLC ($146.64M), OneDigital Investment Advisors LLC ($135.69M), and Blankinship & Foster LLC ($115.58M).Learn more on Dimensional US Core Equity Market ETF's institutional investors.

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

Of the 469 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 ($1.99B), Essential Planning LLC. ($76.67M), Sequoia Financial Advisors LLC ($4.54M), RVW Wealth LLC ($3.14M), Liberty Wealth Management LLC ($2.96M), Blankinship & Foster LLC ($2.88M), and Abacus Planning Group Inc. ($2.71M).

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

Institutional investors have bought a total of 2,115,078,154 shares in the last 24 months. This purchase volume represents approximately $85.64B in transactions.

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

Of the 225 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: Liberty Wealth Management LLC ($1.06M), Advisory Alpha LLC ($742.27K), Betterment LLC ($625.43K), Sterling Financial Group Inc. ($546.50K), Modera Wealth Management LLC ($546.34K), Wealthspire Advisors LLC ($446.02K), and Forvis Mazars Wealth Advisors LLC ($398.51K).

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

Institutional investors have sold a total of 10,427,945 shares in the last 24 months. This volume of shares sold represents approximately $422.78M in transactions.


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This page (NYSEARCA:DFAU) was last updated on 9/10/2025 by MarketBeat.com Staff
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