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Dimensional US Core Equity Market ETF (DFAU) Institutional Ownership

$40.83 +0.46 (+1.14%)
(As of 12/20/2024 04:32 PM ET)
Compare

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

Number of
Institutional Buyers
(last 12 months)
271
Total
Institutional Inflows
(last 12 months)
$962.43M
Number of
Institutional Sellers
(last 12 months)
150
Total
Institutional Outflows
(last 12 months)
$242.72M
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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
12/17/2024 Hiley Hunt Wealth Management31,543$1.25M0.7%-10.3%0.021%
12/9/2024 Forthright Family Wealth Advisory LLC36,275$1.54M0.9%-23.4%0.024%
11/25/2024 Wilmington Savings Fund Society FSB3,784$150K0.0%N/A0.002%
11/25/2024 World Investment Advisors LLC69,600$2.76M0.1%+23.9%0.046%
11/19/2024 Invst LLC64,856$2.57M0.3%+67.3%0.043%
11/15/2024 Abel Hall LLC184,621$7.33M4.8%-0.4%0.122%
11/15/2024 Glass Jacobson Investment Advisors llc210,152$8.34M2.8%+3.0%0.139%
11/15/2024 MML Investors Services LLC201,669$8.00M0.0%+32.5%0.133%
11/15/2024 Orion Portfolio Solutions LLC49,391$1.96M0.0%+1.6%0.033%
11/15/2024 EP Wealth Advisors LLC3,084$122K0.0%-13.7%0.002%
11/15/2024 Kovitz Investment Group Partners LLC688,391$27.21M0.2%N/A0.454%
11/15/2024 Stifel Financial Corp584,573$23.20M0.0%-5.3%0.386%
11/15/2024 SYM FINANCIAL Corp105,391$4.18M0.6%+2.1%0.070%
11/15/2024 Integrated Wealth Concepts LLC193,880$7.70M0.1%+0.2%0.128%
11/15/2024 Investmark Advisory Group LLC78,160$3.10M1.5%+1.1%0.052%
11/14/2024 Flow Traders U.S. LLC34,283$1.36M0.1%+14.3%0.023%
11/14/2024 Captrust Financial Advisors44,083$1.75M0.0%+8.7%0.029%
11/14/2024 CreativeOne Wealth LLC132,653$5.27M0.2%N/A0.088%
11/13/2024 FMR LLC970$38K0.0%+96,900.0%0.001%
11/13/2024 D.A. Davidson & CO.115,810$4.60M0.0%+4.4%0.076%
11/13/2024 Acorn Wealth Advisors LLC38,809$1.54M0.7%-0.7%0.026%
11/12/2024 Cahill Financial Advisors Inc.53,404$2.12M0.3%+4.6%0.035%
11/12/2024 Canopy Partners LLC159,809$6.34M2.7%+9.3%0.105%
11/12/2024 Cerity Partners LLC187,682$7.45M0.0%-1.0%0.124%
11/12/2024 Altiora Financial Group LLC52,075$2.07M0.5%+2.7%0.034%
11/8/2024 Silver Oak Advisory Group Inc.12,300$488K0.3%-4.0%0.008%
11/8/2024 Yardley Wealth Management LLC707,122$28.07M16.6%N/A0.466%
11/8/2024 Prospera Financial Services Inc14,955$594K0.0%+33.5%0.010%
11/7/2024 Vertex Planning Partners LLC10,406$413K0.1%+13.6%0.007%
11/7/2024 Pathstone Holdings LLC486,642$19.32M0.1%+14.2%0.321%
11/7/2024 MAI Capital Management399,786$15.87M0.2%+8.0%0.264%
11/7/2024 Essential Planning LLC.1,238,741$49.17M20.2%+1.1%0.817%
11/7/2024 Envision 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%
11/6/2024 Heritage Investment Group Inc.478,256$18.98M3.6%+2.7%0.315%
11/6/2024 Vawter Financial Ltd.7,484$297K0.2%-4.0%0.005%
11/6/2024 Spectrum Investment Advisors Inc.593,122$23.54M16.1%+1.0%0.391%
11/6/2024 Diversified Portfolios Inc.179,076$7.11M0.8%-7.2%0.118%
11/6/2024 OneDigital Investment Advisors LLC2,531,792$100.49M1.1%+23.1%1.670%
11/6/2024 BCM Advisors LLC1,583,367$62.48M14.4%+1.8%1.044%
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11/5/2024 Apollon Wealth Management LLC96,563$3.83M0.1%-2.8%0.064%
11/4/2024 Patten & Patten Inc. TN13,963$554K0.0%-13.0%0.009%
11/4/2024 VeraBank N.A.469,935$18.65M5.5%+4.0%0.310%
11/4/2024 Sanctuary Wealth Management L.L.C.27,962$1.11M0.8%+0.9%0.018%
11/4/2024 HTG Investment Advisors Inc.144,111$5.72M2.7%+4.2%0.095%
11/4/2024 G2 Capital Management LLC OH44,125$1.75M0.5%+6.6%0.029%
11/4/2024 Liberty Wealth Management LLC718,473$28.52M4.8%-59.5%0.474%
11/4/2024 FMB 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%
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%
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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%
(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, 404 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 362 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 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 71,610,231 shares in the last 24 months. This purchase volume represents approximately $2.28B in transactions.

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

Of the 213 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 21,794,845 shares in the last 24 months. This volume of shares sold represents approximately $692.82M in transactions.


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This page (NYSEARCA:DFAU) was last updated on 12/21/2024 by MarketBeat.com Staff
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