Free Trial

Dimensional US Core Equity Market ETF (DFAU) Institutional Ownership

Dimensional US Core Equity Market ETF logo
$36.78 -0.06 (-0.16%)
Closing price 04/15/2025 04:10 PM Eastern
Extended Trading
$36.78 0.00 (0.00%)
As of 04/15/2025 04:42 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Dimensional US Core Equity Market ETF (NYSEARCA:DFAU)

Number of
Institutional Buyers
(last 12 months)
320
Total
Institutional Inflows
(last 12 months)
$84.81B
Number of
Institutional Sellers
(last 12 months)
166
Total
Institutional Outflows
(last 12 months)
$341.05M
Get DFAU Insider Trade Alerts

Want to know when executives and insiders are buying or selling Dimensional US Core Equity Market ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

DFAU Institutional Buying and Selling by Quarter

Remove Ads

Dimensional US Core Equity Market ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/15/2025FMB Wealth Management228,883$8.80M4.9%+11.7%0.123%
4/15/2025Total Wealth Planning LLC12,681$487K0.1%-2.9%0.007%
4/15/2025Two West Capital Advisors LLC750,905$27.43M22.9%+5.8%0.402%
4/15/2025Zhang Financial LLC446,808$17.18M0.9%+7.7%0.239%
4/15/2025Parsons Capital Management Inc. RI6,406$246K0.0%-9.3%0.003%
4/15/2025Shira Ridge Wealth Management525,614$20.21M10.1%+0.8%0.282%
4/15/2025Fiduciary Financial Group LLC97,144$3.49M0.7%+232.8%0.052%
4/15/2025Simplicity Wealth LLC8,928$343K0.0%N/A0.005%
4/14/2025 Investment Advisory Group LLC22,265$856K0.3%+1.9%0.012%
4/14/2025 Farther Finance Advisors LLC212,370$8.19M0.2%+4.7%0.114%
4/14/2025 Clarity Capital Advisors LLC293,112$11.27M7.4%+5.6%0.157%
4/14/2025 Cherrydale Wealth Management LLC245,105$9.42M3.7%+0.5%0.131%
4/14/2025 Park Avenue Securities LLC154,396$5.94M0.1%+19.5%0.083%
4/14/2025 Greenspring Advisors LLC9,035$347K0.1%-11.0%0.005%
4/11/2025 City State Bank9,866$379K0.1%+6.4%0.005%
4/11/2025 Ullmann Wealth Partners Group LLC9,814$377K0.1%-6.9%0.005%
4/10/2025 ACT Advisors LLC.589,138$22.65M12.3%+12.9%0.316%
4/10/2025 Eclectic Associates Inc. ADV10,190$392K0.1%-23.1%0.005%
4/10/2025 Cypress Wealth Services LLC12,733$489K0.1%-3.3%0.007%
4/10/2025 Firethorn Wealth Partners LLC190,552$7.33M3.5%+18.5%0.102%
4/10/2025 Apella Capital LLC108,407$4.04M0.1%+22.9%0.058%
4/10/2025 CGN Advisors LLC138,457$5.32M0.5%-20.2%0.074%
4/10/2025 Rialto Wealth Management LLC14,912$573K0.2%+40.2%0.008%
4/10/2025 Kure Advisory LLC511,368$19.66M14.8%N/A0.274%
4/9/2025 RFG Advisory LLC11,628$447K0.0%-88.3%0.006%
4/9/2025 Merit Financial Group LLC14,848$571K0.0%N/A0.008%
4/9/2025 Elevation Wealth Partners LLC59,636$2.29M1.0%+15.3%0.032%
4/9/2025 Pioneer Wealth Management Group1,204,564$46.30M19.9%N/A0.646%
4/9/2025 Quad Cities Investment Group LLC114,040$4.38M2.2%+6.0%0.061%
4/9/2025 Archer Investment Management LLC6,349$244K0.2%-28.4%0.003%
4/9/2025 Quantum Financial Advisors LLC608,406$23.39M3.5%-15.9%0.326%
4/9/2025 180 Wealth Advisors LLC81,585$3.14M0.5%+0.7%0.044%
4/8/2025 Catalyst Private Wealth LLC96,277$3.70M1.8%-19.6%0.052%
4/8/2025 Highland Financial Advisors LLC678,652$26.09M9.3%+6.7%0.364%
4/8/2025 Weinberger Asset Management Inc225,742$8.68M3.7%+1.3%0.121%
4/8/2025 HFG Wealth Management LLC138,941$5.63M3.4%-1.4%0.074%
4/8/2025 Advisory Alpha LLC28,644$1.10M0.1%-96.1%0.015%
4/7/2025 AdvisorNet Financial Inc594,300$22.85M1.7%+23.1%0.318%
4/4/2025 Exeter Financial LLC87,515$3.36M1.5%+15.8%0.047%
4/3/2025 Versant Capital Management Inc65,791$2.53M0.4%+147.4%0.035%
Two Unmistakable Patterns Return… (Ad)

The signs suggest we're entering one of those rare periods now. That's why Central Banks are buying gold at record pace. Why massive amounts of gold are being moved between countries. Why governments are repositioning their gold reserves. But here's what most people miss, the second pattern: During these resets, a unique anomaly appears in certain gold mining stocks. I call it the "Golden Anomaly."

Each one is trading at up to an 95% discount to their true value. Click here to see the pattern bef
4/3/2025 Hiley Hunt Wealth Management35,643$1.38M0.7%+12.2%0.019%
4/1/2025 Emprise Bank5,553$213K0.1%-52.6%0.003%
3/27/2025Milestone Asset Management Group LLC33,254$1.35M1.2%N/A0.018%
3/17/2025Wealth Enhancement Advisory Services LLC1,013,247$41.03M0.1%+17.8%0.559%
3/14/2025Tableaux LLC118,494$4.80M4.0%N/A0.065%
3/10/2025SpringVest Wealth Management LLC96,055$3.89M3.3%N/A0.053%
3/7/2025Aegis Wealth Management LLC148,628$6.02M4.1%N/A0.082%
3/3/2025American Investment Services Inc.33,588$1.36M0.2%-2.4%0.019%
3/3/2025Forthright Family Wealth Advisory LLC34,342$1.39M0.9%-5.3%0.019%
2/21/2025Ascent Group LLC6,047$245K0.0%-8.0%0.004%
2/19/2025Invst LLC82,911$3.36M0.4%+27.8%0.055%
2/18/2025Investmark Advisory Group LLC72,465$2.93M1.4%-7.3%0.048%
2/18/2025Legacy Financial Group Inc.287,896$11.66M3.8%-0.7%0.190%
2/18/2025Mosaic Family Wealth Partners LLC19,111$774K0.1%+8.8%0.013%
2/18/2025Pinnacle Financial Group LLC IL67,473$2.73M1.1%+2.8%0.045%
2/18/2025Orion Capital Management LLC1,444$58K0.0%N/A0.001%
2/18/2025Focus Partners Advisor Solutions LLC738,330$29.90M0.5%+8.1%0.487%
2/18/2025Note Advisors LLC493,809$19.99M17.7%N/A0.326%
2/17/2025Waverly Advisors LLC51,087$2.07M0.0%-0.9%0.034%
2/17/2025Two Sigma Investments LP423,900$17.16M0.0%N/A0.280%
2/17/2025Stadion Money Management LLC934,719$37.85M3.0%N/A0.617%
2/17/2025Prodigy Asset Management LLC120,553$4.88M4.2%N/A0.080%
2/17/2025Pathstone Holdings LLC475,005$19.65M0.1%-2.4%0.313%
2/17/2025LRI Investments LLC53,310$2.16M0.2%-0.8%0.035%
2/17/2025Lionshead Wealth Management LLC44,775$1.81M1.3%N/A0.030%
2/17/2025Focus Partners Wealth1,660,235$67.22M0.2%-0.8%1.095%
2/17/2025Clark Capital Management Group Inc.7,582$307K0.0%N/A0.005%
2/17/2025EP Wealth Advisors LLC2,633$107K0.0%-14.6%0.002%
2/17/2025Cetera Investment Advisers441,411$17.87M0.0%+4.7%0.291%
2/17/2025Baird Financial Group Inc.96,867$3.92M0.0%+10.3%0.064%
2/17/2025Bank of America Corp DE474,202$19.20M0.0%+1.2%0.313%
2/17/2025Ancora Advisors LLC72,011$2.92M0.1%+180.2%0.048%
2/14/2025Mercer Global Advisors Inc. ADV414,431$16.78M0.0%+81.6%0.273%
2/14/2025Keel Point LLC37,319$1.51M0.1%-2.7%0.025%
2/14/2025Rehmann Capital Advisory Group58,238$2.36M0.1%-46.3%0.038%
2/14/2025Navigoe LLC172,124$6.97M6.8%N/A0.114%
2/14/2025Parkshore Wealth Management Inc.50,735$2.05M1.2%N/A0.033%
2/14/2025Beacon Pointe Advisors LLC173,940$7.04M0.1%+5.3%0.115%
2/14/2025Betterment LLC1,241,582$50.27M0.1%+5.8%0.819%
2/14/2025Oak Wealth Advisors LLC148,086$6.00M4.6%N/A0.098%
2/14/2025Kovitz Investment Group Partners LLC804,336$32.57M0.1%+16.8%0.531%
2/14/2025Integrated Wealth Concepts LLC276,285$11.19M0.1%+42.5%0.182%
2/14/2025Coppell Advisory Solutions LLC9,302$378K0.1%-2.6%0.006%
2/14/2025Stifel Financial Corp585,493$23.71M0.0%+0.2%0.386%
2/14/2025OneDigital Investment Advisors LLC3,138,227$127.07M1.5%+24.0%2.070%
2/14/2025WPWealth LLP1,225,369$49.62M10.1%+5.0%0.808%
2/14/2025IronBridge Private Wealth LLC5,814$235K0.1%N/A0.004%
2/14/2025MML Investors Services LLC205,088$8.30M0.0%+1.7%0.135%
2/14/2025Arista Wealth Management LLC1,922,896$77.86M18.7%+1.0%1.268%
2/13/2025Strategic Investment Solutions Inc. IL220,133$8.65M2.8%+11.7%0.145%
Trump’s betrayal exposed (Ad)

Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to move your money now.

Millions of Americans are about to be wiped out, while others could make a fortune… click here to ma
2/13/2025NewEdge Advisors LLC53,050$2.15M0.0%+20.5%0.035%
2/13/2025Verisail Partners LLC48,538$1.97M0.9%N/A0.032%
2/13/2025Rather & Kittrell Inc.112,884$4.57M1.1%-2.0%0.074%
2/13/2025Mariner LLC1,027,480$41.60M0.1%-2.1%0.678%
2/13/2025Envision Financial Planning LLC522,402$21.15M10.9%+2.1%0.345%
2/13/2025Townsquare Capital LLC37,340$1.51M0.0%+2.8%0.025%
2/13/2025Aquire Wealth Advisors LLC3,616,414$146.43M45.3%+3.5%2.385%
2/13/2025Rockefeller Capital Management L.P.53,981$2.19M0.0%N/A0.036%
2/13/2025 Glass Jacobson Investment Advisors llc213,602$8.65M2.8%+1.6%0.141%
2/13/2025Family Office Research LLC16,352$662K0.3%N/A0.011%
(Data available from 1/1/2016 forward)

Remove Ads

DFAU Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DFAU shares?

During the previous two years, 484 institutional investors and hedge funds held shares of Dimensional US Core Equity Market ETF. The most heavily invested institutionals were Essential Planning LLC. ($3.18B), Sequoia Financial Advisors LLC ($200.20M), Modera Wealth Management LLC ($147.38M), Aquire Wealth Advisors LLC ($146.43M), OneDigital Investment Advisors LLC ($127.07M), Allworth Financial LP ($124.20M), and Blankinship & Foster LLC ($116.34M).Learn more on DFAU's institutional investors.

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

Of the 429 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: Elser Financial Planning Inc ($1.98B), Essential Planning LLC. ($76.84M), Blankinship & Foster LLC ($5.47M), Modera Wealth Management LLC ($4.86M), Cowa LLC ($3.08M), Arista Wealth Management LLC ($2.91M), and Kooman & Associates ($2.34M).

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

Institutional investors have bought a total of 2,136,690,360 shares in the last 24 months. This purchase volume represents approximately $86.07B in transactions.

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

Of the 233 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: Cowa LLC ($3.17M), Ullmann Wealth Partners Group LLC ($2.19M), Arista Wealth Management LLC ($1.11M), Liberty Wealth Management LLC ($1.06M), Advisory Alpha LLC ($711.34K), Annapolis Financial Services LLC ($608.21K), and Sterling Financial Group Inc. ($606.03K).

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

Institutional investors have sold a total of 17,392,222 shares in the last 24 months. This volume of shares sold represents approximately $605.37M in transactions.



This page (NYSEARCA:DFAU) was last updated on 4/16/2025 by MarketBeat.com Staff
From Our Partners