Who owns DFAU?
Dimensional US Core Equity Market ETF · Dimensional
600 institutions reported holding DFAU, worth $9.1B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of DFAU
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Sequoia Financial Advisors, LLC | Akron, OH | $393.2M | 7,607,402 | +227,760 shares |
| RVW Wealth, LLC | Los Angeles, CA | $249.4M | 4,825,000 | +194,465 shares |
| OneDigital Investment Advisors LLC | Overland Park, KS | $235.8M | 4,562,729 | +139,150 shares |
| Sageworth Trust Co | Lancaster, PA | $229.7M | 4,443,421 | −36,157 shares |
| Annex Advisory Services, LLC | Brookfield, WI | $225.3M | 4,358,982 | +651,616 shares |
| Allworth Financial LP | Folsom, CA | $203.8M | 3,941,811 | −29,970 shares |
| Aquire Wealth Advisors, LLC | Salt Lake City, UT | $186.8M | 3,613,432 | +195,004 shares |
| Focus Partners Wealth | St Louis, MO | $182.9M | 3,539,244 | +26,220 shares |
| MAI Capital Management | Independence, OH | $169.4M | 3,277,574 | +2,580,815 shares |
| MARS Jewett Financial Group, Inc. | Bellevue, WA | $168.5M | 3,259,597 | +141,690 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns DFAU?
600 institutional managers reported holding DFAU in Form 13F filings for June 30, 2026, worth $9.1B in total. The largest reported position was held by Sequoia Financial Advisors, LLC, at $393.2M.
Did institutions buy or sell DFAU last quarter?
Reported 13F value rose 22.6% from March 31, 2026, which includes price moves as well as buying and selling. 57 firms reported a new position and 19 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is DFAU ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.