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Dimensional US Core Equity Market ETF (DFAU) Institutional Ownership

Dimensional US Core Equity Market ETF logo
$41.30 -0.79 (-1.88%)
As of 02/21/2025 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)
317
Total
Institutional Inflows
(last 12 months)
$84.74B
Number of
Institutional Sellers
(last 12 months)
162
Total
Institutional Outflows
(last 12 months)
$306.40M
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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
2/21/2025Ascent Group LLC6,047$245K0.0%-8.0%0.004%
2/19/2025 Invst LLC82,911$3.36M0.4%+27.8%0.055%
2/18/2025 Investmark Advisory Group LLC72,465$2.93M1.4%-7.3%0.048%
2/18/2025 Legacy Financial Group Inc.287,896$11.66M3.8%-0.7%0.190%
2/18/2025 Mosaic Family Wealth Partners LLC19,111$774K0.1%+8.8%0.013%
2/18/2025 Pinnacle Financial Group LLC IL67,473$2.73M1.1%+2.8%0.045%
2/18/2025 Orion Capital Management LLC1,444$58K0.0%N/A0.001%
2/18/2025 Focus Partners Advisor Solutions LLC738,330$29.90M0.5%+8.1%0.487%
2/18/2025 Note Advisors LLC493,809$19.99M17.7%N/A0.326%
2/17/2025 Waverly Advisors LLC51,087$2.07M0.0%-0.9%0.034%
2/17/2025 Two Sigma Investments LP423,900$17.16M0.0%N/A0.280%
2/17/2025 Stadion Money Management LLC934,719$37.85M3.0%N/A0.617%
2/17/2025 Prodigy Asset Management LLC120,553$4.88M4.2%N/A0.080%
2/17/2025 Pathstone Holdings LLC475,005$19.65M0.1%-2.4%0.313%
2/17/2025 LRI Investments LLC53,310$2.16M0.2%-0.8%0.035%
2/17/2025 Lionshead Wealth Management LLC44,775$1.81M1.3%N/A0.030%
2/17/2025 Focus Partners Wealth1,660,235$67.22M0.2%-0.8%1.095%
2/17/2025 Clark Capital Management Group Inc.7,582$307K0.0%N/A0.005%
2/17/2025 EP Wealth Advisors LLC2,633$107K0.0%-14.6%0.002%
2/17/2025 Cetera Investment Advisers441,411$17.87M0.0%+4.7%0.291%
2/17/2025 Baird Financial Group Inc.96,867$3.92M0.0%+10.3%0.064%
2/17/2025 Bank of America Corp DE474,202$19.20M0.0%+1.2%0.313%
2/17/2025 Ancora Advisors LLC72,011$2.92M0.1%+180.2%0.048%
2/14/2025 Mercer Global Advisors Inc. ADV414,431$16.78M0.0%+81.6%0.273%
2/14/2025 Keel Point LLC37,319$1.51M0.1%-2.7%0.025%
2/14/2025 Rehmann Capital Advisory Group58,238$2.36M0.1%-46.3%0.038%
2/14/2025 Navigoe LLC172,124$6.97M6.8%N/A0.114%
2/14/2025 Parkshore Wealth Management Inc.50,735$2.05M1.2%N/A0.033%
2/14/2025 Beacon Pointe Advisors LLC173,940$7.04M0.1%+5.3%0.115%
2/14/2025 Betterment LLC1,241,582$50.27M0.1%+5.8%0.819%
2/14/2025 Oak Wealth Advisors LLC148,086$6.00M4.6%N/A0.098%
2/14/2025 Kovitz Investment Group Partners LLC804,336$32.57M0.1%+16.8%0.531%
2/14/2025 Integrated Wealth Concepts LLC276,285$11.19M0.1%+42.5%0.182%
2/14/2025 Coppell Advisory Solutions LLC9,302$378K0.1%-2.6%0.006%
2/14/2025 Stifel Financial Corp585,493$23.71M0.0%+0.2%0.386%
2/14/2025 OneDigital Investment Advisors LLC3,138,227$127.07M1.5%+24.0%2.070%
2/14/2025 WPWealth LLP1,225,369$49.62M10.1%+5.0%0.808%
2/14/2025 IronBridge Private Wealth LLC5,814$235K0.1%N/A0.004%
2/14/2025 MML Investors Services LLC205,088$8.30M0.0%+1.7%0.135%
2/14/2025 Arista Wealth Management LLC1,922,896$77.86M18.7%+1.0%1.268%
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2/13/2025 Strategic Investment Solutions Inc. IL220,133$8.65M2.8%+11.7%0.145%
2/13/2025 NewEdge Advisors LLC53,050$2.15M0.0%+20.5%0.035%
2/13/2025 Verisail Partners LLC48,538$1.97M0.9%N/A0.032%
2/13/2025 Rather & Kittrell Inc.112,884$4.57M1.1%-2.0%0.074%
2/13/2025 Mariner LLC1,027,480$41.60M0.1%-2.1%0.678%
2/13/2025 Envision Financial Planning LLC522,402$21.15M10.9%+2.1%0.345%
2/13/2025 Townsquare Capital LLC37,340$1.51M0.0%+2.8%0.025%
2/13/2025 Aquire Wealth Advisors LLC3,616,414$146.43M45.3%+3.5%2.385%
2/13/2025 Rockefeller 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%
2/13/2025 Family Office Research LLC16,352$662K0.3%N/A0.011%
2/13/2025 ELCO Management Co. LLC17,180$696K0.4%+9.6%0.011%
2/13/2025 Advisory Services Network LLC9,299$377K0.0%-28.5%0.006%
2/13/2025 Renaissance Technologies LLC45,000$1.82M0.0%N/A0.030%
2/13/2025 Canopy Partners LLC169,010$6.84M2.6%+5.8%0.111%
2/13/2025 Cerity Partners LLC216,711$8.78M0.0%+15.5%0.143%
2/13/2025 Titleist Asset Management LLC17,822$722K0.1%N/A0.012%
2/13/2025 Forum Private Client Group LLC30,219$1.22M0.5%-16.0%0.020%
2/13/2025 Envestnet Asset Management Inc.533,540$21.60M0.0%+5.3%0.352%
2/13/2025 Wells Fargo & Company MN41,086$1.66M0.0%+374.7%0.027%
2/12/2025 Conquis Financial LLC1,646$67K0.1%N/A0.001%
2/12/2025 World Investment Advisors72,477$2.94M0.1%+4.1%0.048%
2/12/2025 Martin Worley Group199,112$8.06M5.0%N/A0.131%
2/12/2025 OneAscent Financial Services LLC9,946$403K0.0%N/A0.007%
2/12/2025 Nemes Rush Group LLC2,570$104K0.0%N/A0.002%
2/12/2025 Prudent Man Investment Management Inc.378,207$15.31M8.5%N/A0.249%
2/12/2025 O Shaughnessy Asset Management LLC18,425$746K0.0%+133.8%0.012%
2/12/2025 Physician Wealth Advisors Inc.386,192$15.64M2.6%+3.0%0.255%
2/12/2025 ARK & TLK Investments LLC187,579$7.60M2.6%-1.3%0.124%
2/12/2025 Sanctuary Wealth Management L.L.C.14,228$576K0.4%-49.1%0.009%
2/12/2025 Life Planning Partners Inc55,633$2.25M0.3%N/A0.037%
2/12/2025 Michael A. Dubis Financial Planning LLC8,169$331K0.3%N/A0.005%
2/12/2025 Vertex Planning Partners LLC11,411$462K0.1%+9.7%0.008%
2/12/2025 Orion Portfolio Solutions LLC48,795$1.98M0.0%-1.2%0.032%
2/12/2025 Riverchase Wealth Management LLC37,304$1.51M1.1%N/A0.025%
2/12/2025 Rockbridge Investment Management LCC38,223$1.55M0.2%+21.1%0.025%
2/12/2025 AssuredPartners Investment Advisors LLC48,780$1.98M0.4%N/A0.032%
2/12/2025 JPMorgan Chase & Co.360,580$14.60M0.0%+4.8%0.238%
2/12/2025 Financial Engines Advisors L.L.C.12,465$505K0.0%+77.2%0.008%
2/12/2025 Financial Counselors Inc.7,902$320K0.0%N/A0.005%
2/12/2025 SwitchPoint Financial Planning LLC51,903$2.10M2.0%N/A0.034%
2/12/2025 Momentous Wealth Management Inc.6,136$248K0.2%N/A0.004%
2/12/2025 Bay Capital Advisors LLC14,438$585K0.5%N/A0.010%
2/11/2025 Syverson Strege & Co304,345$12.32M4.1%-0.1%0.201%
2/11/2025 Heritage Wealth Management Inc. CA 7,857$318K0.2%-5.2%0.005%
2/11/2025 Jackson Thornton Wealth Management LLC234,927$9.51M1.2%+4.2%0.155%
2/11/2025 Clune & Associates LTD.63,072$2.55M0.8%N/A0.042%
2/11/2025 Meridian Wealth Partners LLC1,846,764$74.78M11.3%+0.9%1.218%
2/11/2025 Hill Island Financial LLC1,167,405$47.27M13.8%N/A0.770%
2/11/2025 LPL Financial LLC590,792$23.92M0.0%-6.3%0.390%
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2/11/2025 Plancorp LLC794,744$32.18M1.3%+26.9%0.524%
2/11/2025 Elevate Wealth Advisory Inc.51,839$2.10M1.6%-1.3%0.034%
2/11/2025 L.K. Benson & Company P.C.7,180$291K0.2%N/A0.005%
2/11/2025 SageOak Financial LLC44,719$1.81M1.7%N/A0.029%
2/11/2025 VSM Wealth Advisory LLC186,040$7.53M2.7%N/A0.123%
2/10/2025 Evoke Wealth LLC1,739,702$70.44M2.0%+6.7%1.148%
2/10/2025 Entrewealth LLC159,439$6.27M5.8%N/A0.105%
2/10/2025 Dopkins Wealth Management LLC12,953$524K0.3%N/A0.009%
2/10/2025 Curio Wealth LLC745,322$30.18M16.2%N/A0.492%
2/10/2025 Yardley Wealth Management LLC844,256$34.09M16.6%+19.4%0.557%
(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, 480 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 Parsec Financial Management Inc. ($119.44M).Learn more on DFAU's institutional investors.

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

Of the 426 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 2,134,938,225 shares in the last 24 months. This purchase volume represents approximately $85.99B in transactions.

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

Of the 230 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 ($3.17M), 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 23,191,652 shares in the last 24 months. This volume of shares sold represents approximately $762.58M in transactions.


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This page (NYSEARCA:DFAU) was last updated on 2/22/2025 by MarketBeat.com Staff
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