DFAU Institutional Ownership
Dimensional - US Core Equity Market ETF
1W: -0.2%
1M: -0.1%
3M: +1.8%
YTD: +12.6%
1Y: +15.5%
3Y: +81.8%
5Y: +79.6%
$52.88
+0.37 (+0.70%)
Weekly Expected Move ±1.4%
$51
$52
$53
$54
$54
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — DFAU
619
Institutional Holders
+9 vs prior quarter
0.0%
Ownership
+0.00pp
9B
Total Invested
51
New Positions
249
Increased
234
Reduced
19
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (653 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Sequoia Financial Advisors, LLC | 7,607,402 | $402M | +227,760 | +3.1% | 19Q | SEC ↗ |
| 2 | RVW Wealth, LLC | 4,825,000 | $255M | +194,465 | +4.2% | 18Q | SEC ↗ |
| 3 | OneDigital Investment Advisors LLC | 4,562,729 | $241M | +139,150 | +3.1% | 11Q | SEC ↗ |
| 4 | Sageworth Trust Co | 4,443,421 | $235M | -36,157 | -0.8% | 3Q | SEC ↗ |
| 5 | Annex Advisory Services, LLC | 4,358,982 | $231M | +651,616 | +17.6% | 3Q | SEC ↗ |
| 6 | Allworth Financial LP | 3,941,811 | $208M | -29,970 | -0.8% | 23Q | SEC ↗ |
| 7 | Aquire Wealth Advisors, LLC | 3,613,432 | $191M | +195,004 | +5.7% | 19Q | SEC ↗ |
| 8 | Focus Partners Wealth | 3,539,244 | $187M | +26,220 | +0.7% | 8Q | SEC ↗ |
| 9 | MAI Capital Management | 3,277,574 | $173M | +2,580,815 | +370.4% | 7Q | SEC ↗ |
| 10 | MARS JEWETT FINANCIAL GROUP, INC. | 3,259,597 | $172M | +141,690 | +4.5% | 3Q | SEC ↗ |
| 11 | Modera Wealth Management, LLC | 3,135,937 | $166M | -85,173 | -2.6% | 19Q | SEC ↗ |
| 12 | SYM FINANCIAL Corp | 3,036,703 | $161M | +2,913,225 | +2359.3% | 13Q | SEC ↗ |
| 13 | Beacon Pointe Advisors, LLC | 2,939,806 | $155M | +138,453 | +4.9% | 18Q | SEC ↗ |
| 14 | Kooman & Associates | 2,864,477 | $151M | -6,464 | -0.2% | 15Q | SEC ↗ |
| 15 | Spinnaker Investment Group, LLC | 2,645,051 | $140M | +345,549 | +15.0% | 19Q | SEC ↗ |
| 16 | Blankinship & Foster, LLC | 2,582,272 | $137M | -40,218 | -1.5% | 13Q | SEC ↗ |
| 17 | AE Wealth Management LLC | 2,402,356 | $127M | +66,618 | +2.9% | 22Q | SEC ↗ |
| 18 | Apella Capital, LLC | 2,130,305 | $113M | -23,235 | -1.1% | 13Q | SEC ↗ |
| 19 | Savant Capital, LLC | 2,107,505 | $111M | +199,268 | +10.4% | 21Q | SEC ↗ |
| 20 | Arista Wealth Management, LLC | 2,104,785 | $111M | +35,980 | +1.7% | 15Q | SEC ↗ |
| 21 | MASECO LLP | 2,043,736 | $108M | +205,173 | +11.2% | 5Q | SEC ↗ |
| 22 | Elser Financial Planning, Inc | 1,989,838 | $105M | +8,326 | +0.4% | 2Q | SEC ↗ |
| 23 | WPWealth LLP | 1,826,859 | $97M | -35,243 | -1.9% | 15Q | SEC ↗ |
| 24 | 55 North Private Wealth, LLC | 1,796,907 | $95M | +116,741 | +6.9% | 3Q | SEC ↗ |
| 25 | Focus Partners Advisor Solutions, LLC | 1,777,063 | $94M | -48,829 | -2.7% | 19Q | SEC ↗ |
| 26 | Pioneer Wealth Management Group | 1,722,295 | $91M | +91,683 | +5.6% | 6Q | SEC ↗ |
| 27 | Krilogy Financial LLC | 1,664,175 | $88M | -124,976 | -7.0% | 18Q | SEC ↗ |
| 28 | Pandowealth. LLC | 1,499,476 | $79M | +19,548 | +1.3% | 3Q | SEC ↗ |
| 29 | Cetera Investment Advisers | 1,375,137 | $73M | +120,097 | +9.6% | 20Q | SEC ↗ |
| 30 | HILL ISLAND FINANCIAL LLC | 1,270,580 | $67M | +9,654 | +0.8% | 7Q | SEC ↗ |
| 31 | COMMONWEALTH EQUITY SERVICES, LLC | 1,254,532 | $66M | +46,671 | +3.9% | 23Q | SEC ↗ |
| 32 | HB Wealth Management, LLC | 1,250,136 | $66M | -28,636 | -2.2% | 19Q | SEC ↗ |
| 33 | Amicus Financial Advisors, LLC | 1,175,114 | $62M | -95,494 | -7.5% | 3Q | SEC ↗ |
| 34 | BCM ADVISORS, LLC | 1,157,030 | $61M | -39,440 | -3.3% | 12Q | SEC ↗ |
| 35 | Mariner, LLC | 1,142,829 | $60M | -38,867 | -3.3% | 18Q | SEC ↗ |
| 36 | Meridian Wealth Partners, LLC | 1,134,778 | $60M | +19,562 | +1.8% | 22Q | SEC ↗ |
| 37 | Sterling Wealth Advisors Inc | 1,130,815 | $60M | +37,092 | +3.4% | 7Q | SEC ↗ |
| 38 | LPL Financial LLC | 1,128,224 | $60M | +75,823 | +7.2% | 17Q | SEC ↗ |
| 39 | Austin Wealth Management, LLC | 1,126,791 | $60M | +15,950 | +1.4% | 12Q | SEC ↗ |
| 40 | CURIO WEALTH, LLC | 1,108,237 | $59M | +57,188 | +5.4% | 7Q | SEC ↗ |
| 41 | DIVERSIFY WEALTH MANAGEMENT, LLC | 1,097,631 | $58M | -7,507 | -0.7% | 9Q | SEC ↗ |
| 42 | Diversify Advisory Services, LLC NEW | 1,097,631 | $58M | — | +0.0% | 1Q | SEC ↗ |
| 43 | Essential Planning, LLC. | 1,077,468 | $57M | -54,893 | -4.8% | 16Q | SEC ↗ |
| 44 | Keating Financial Advisory Services, I | 1,068,781 | $57M | +139,922 | +15.1% | 3Q | SEC ↗ |
| 45 | Note Advisors, LLC | 1,060,382 | $56M | +123,301 | +13.2% | 7Q | SEC ↗ |
| 46 | BRIGHTON JONES LLC | 1,015,273 | $54M | +19,862 | +2.0% | 20Q | SEC ↗ |
| 47 | AlphaStar Capital Management, LLC | 999,111 | $53M | +121,378 | +13.8% | 4Q | SEC ↗ |
| 48 | Alpha Financial Advisors, LLC | 990,171 | $52M | +38,090 | +4.0% | 15Q | SEC ↗ |
| 49 | VeraBank, N.A. | 970,684 | $51M | +90,074 | +10.2% | 14Q | SEC ↗ |
| 50 | Financial Connections Group, Inc. | 962,980 | $51M | -2,983 | -0.3% | 18Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Diversify Advisory Services, LLC | 1,097,631 | $58M |
| Timonier Family Office, LTD. | 790,436 | $42M |
| MARYLAND CAPITAL ADVISORS INC. | 378,629 | $20M |
| Platform Wealth Management, LLC | 270,773 | $14M |
| Revolve Wealth Partners, LLC | 122,778 | $6M |
| Noble Wealth Partners LLC | 98,578 | $5M |
| AXXCESS WEALTH MANAGEMENT, LLC | 71,884 | $4M |
| Nuveen, LLC | 60,591 | $3M |
| FIDUCIARY FINANCIAL ADVISORS | 40,312 | $2M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 33,828 | $2M |
| LANGLEY WEALTH MANAGEMENT, LLC | 31,712 | $2M |
| Brooklyn Investment Group | 28,316 | $1M |
| RENAISSANCE TECHNOLOGIES LLC | 27,000 | $1M |
| Evanson Financial, LLC | 25,195 | $1M |
| Global Retirement Partners, LLC | 22,281 | $1M |
| XTX Topco Ltd | 17,407 | $920K |
| FLOW TRADERS U.S. LLC | 16,708 | $884K |
| Smith Salley Wealth Management | 14,727 | $779K |
| Spectrum Advisors, Inc. | 10,374 | $549K |
| Tower Research Capital LLC (TRC) | 8,731 | $462K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| EVOKE WEALTH, LLC | 2,537,064 | $134M |
| SEVEN MILE ADVISORY | 188,225 | $10M |
| AlTi Global, Inc. | 166,854 | $9M |
| BCR Wealth Strategies, LLC | 82,821 | $4M |
| Orion Porfolio Solutions, LLC | 56,317 | $3M |
| Westwood Wealth Management | 37,070 | $2M |
| Solutions 4 Wealth, Ltd | 21,378 | $1M |
| SOL Capital Management CO | 20,973 | $1M |
| Talisman Wealth Advisors LLC | 18,035 | $954K |
| Approach Retirement Advisors, LLC | 16,742 | $885K |
| HRT FINANCIAL LP | 16,468 | $871K |
| Broadhurst Jeffrey B | 13,030 | $689K |
| Aspect Partners, LLC | 12,122 | $641K |
| RITHOLTZ WEALTH MANAGEMENT | 11,552 | $611K |
| Ascentis Independent Advisors | 9,655 | $511K |
| John A. Wolfe & Associates, Inc. | 8,398 | $444K |
| Coppell Advisory Solutions LLC | 8,394 | $444K |
| FOSTER & MOTLEY INC | 8,239 | $436K |
| Signal Advisors Wealth, LLC | 7,964 | $421K |
| Sepio Capital, LP | 7,828 | $414K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| SYM FINANCIAL Corp | +2,913,225 | +2359.3% | 3,036,703 |
| MAI Capital Management | +2,580,815 | +370.4% | 3,277,574 |
| Annex Advisory Services, LLC | +651,616 | +17.6% | 4,358,982 |
| Live Oak Private Wealth LLC | +400,848 | +99.6% | 803,153 |
| Spinnaker Investment Group, LLC | +345,549 | +15.0% | 2,645,051 |
| Sequoia Financial Advisors, LLC | +227,760 | +3.1% | 7,607,402 |
| MASECO LLP | +205,173 | +11.2% | 2,043,736 |
| Arax Advisory Partners | +201,367 | +63.7% | 517,726 |
| Savant Capital, LLC | +199,268 | +10.4% | 2,107,505 |
| ROYAL BANK OF CANADA | +195,724 | +66.1% | 491,652 |
| Aquire Wealth Advisors, LLC | +195,004 | +5.7% | 3,613,432 |
| RVW Wealth, LLC | +194,465 | +4.2% | 4,825,000 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | +188,840 | +1651.9% | 200,272 |
| MARS JEWETT FINANCIAL GROUP, INC. | +141,690 | +4.5% | 3,259,597 |
| Keating Financial Advisory Services | +139,922 | +15.1% | 1,068,781 |
| OneDigital Investment Advisors LLC | +139,150 | +3.1% | 4,562,729 |
| Beacon Pointe Advisors, LLC | +138,453 | +4.9% | 2,939,806 |
| Note Advisors, LLC | +123,301 | +13.2% | 1,060,382 |
| AlphaStar Capital Management, LLC | +121,378 | +13.8% | 999,111 |
| Cetera Investment Advisers | +120,097 | +9.6% | 1,375,137 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| M Holdings Securities, Inc. | -188,495 | -85.0% | 33,326 |
| Lido Advisors, LLC | -184,341 | -51.4% | 174,146 |
| AdvisorNet Financial, Inc | -125,747 | -11.9% | 933,907 |
| Krilogy Financial LLC | -124,976 | -7.0% | 1,664,175 |
| CreativeOne Wealth, LLC | -103,500 | -94.6% | 5,918 |
| Private Advisor Group, LLC | -96,740 | -52.5% | 87,664 |
| Amicus Financial Advisors, LLC | -95,494 | -7.5% | 1,175,114 |
| Wealthspire Advisors, LLC | -86,713 | -10.6% | 727,590 |
| Modera Wealth Management, LLC | -85,173 | -2.6% | 3,135,937 |
| Essential Planning, LLC. | -54,893 | -4.8% | 1,077,468 |
| Focus Partners Advisor Solutions, L | -48,829 | -2.7% | 1,777,063 |
| HFG Wealth Management, LLC | -48,762 | -38.3% | 78,396 |
| Blankinship & Foster, LLC | -40,218 | -1.5% | 2,582,272 |
| Stadion Money Management, LLC | -40,078 | -8.9% | 411,777 |
| Cerity Partners LLC | -39,572 | -21.0% | 148,605 |
| BCM ADVISORS, LLC | -39,440 | -3.3% | 1,157,030 |
| Mariner, LLC | -38,867 | -3.3% | 1,142,829 |
| Sageworth Trust Co | -36,157 | -0.8% | 4,443,421 |
| WPWealth LLP | -35,243 | -1.9% | 1,826,859 |
| Clarity Capital Advisors, LLC | -30,959 | -9.0% | 312,273 |