Who Owns DFAU?
Dimensional - US Core Equity Market ETF — Institutional Ownership & 13F Holdings
$49.31
+0.28 (+0.58%)
Market Cap
$10.8B
Shares Outstanding
207,330,097
Institutional Holders
463
Total Inst. Value
$4.9B
% of Float Held
—
QoQ Holder Change
+261
Institutional data as of Q1 2025
New Positions
151
Closed Positions
26
Increased
168
Decreased
93
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $821.6M | 21,373 |
| 2 | Sequoia Financial Advisors, LLC | $216.3M | 5,627,695 |
| 3 | Aquire Wealth Advisors, LLC | $144.4M | 3,757,283 |
| 4 | Modera Wealth Management, LLC | $135.5M | 3,524,418 |
| 5 | RVW Wealth, LLC | $106.7M | 2,774,616 |
| 6 | Blankinship & Foster, LLC | $105.5M | 2,745,785 |
| 7 | Kooman & Associates | $103.7M | 2,698,220 |
| 8 | Hemington Wealth ManagementNew | $85.9M | 2,234,748 |
| 9 | Spinnaker Investment Group, LLCNew | $85.3M | 2,218,139 |
| 10 | AE Wealth Management LLC | $84.9M | 2,208,340 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Sequoia Financial Advisors, LLC | +683K | $216.3M |
| Aquire Wealth Advisors, LLC | +141K | $144.4M |
| RVW Wealth, LLC | +1.3M | $106.7M |
| Kooman & Associates | +4K | $103.7M |
| Hemington Wealth ManagementNew | +2.2M | $85.9M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| CURIO WEALTH, LLC | -745K | $30.7M |
| Advisory Alpha, LLC | -711K | $1.1M |
| Forvis Mazars Wealth Advisors, LLC | -243K | $19.4M |
| Corient Private Wealth LLC | -235K | $42K |
| Blankinship & Foster, LLC | -127K | $105.5M |
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Frequently Asked Questions
How many institutional investors hold DFAU?
As of Q1 2025, 463 institutional investors report holding DFAU (Dimensional - US Core Equity Market ETF) in their 13F filings.
Which hedge fund owns the most DFAU?
The largest institutional holder of DFAU is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO with $821.6M in shares.
Are institutions buying or selling DFAU?
This quarter, 151 institutions opened new positions in DFAU and 26 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.