DIMENSIONAL US CORE EQUITY M DFAU
$51.54
-0.1% 52w: $43.24 – $52.20
Latest 13F among current holders filed 5 days ago (Aug 28, 2026)
Price — last 12 months
research preview data43.2447.7252.20
Aug 18, 2025 Jul 2, 2026
Institutional holders
575
+13 QoQ
13F value
$7.56B
-0.2% QoQ
Smart-money holders
4
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
calls only
$234K calls / — puts
Institutional value by quarter
Number of holders
Who owns DFAU?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Sequoia Financial Advisors, LLC | Wealth advisor | 7.4M | $333.0M | 1.9% | +3.6% |
| RVW Wealth, LLC | Wealth advisor | 4.6M | $208.9M | 16.3% | +2.6% |
| Sageworth Trust Co | Wealth advisor | 4.5M | $202.1M | 8.7% | -0.6% |
| OneDigital Investment Advisors LLC | Wealth advisor | 4.4M | $199.6M | 2.0% | +1.9% |
| Allworth Financial LP | Wealth advisor | 4.0M | $179.2M | 0.7% | +3.2% |
| Annex Advisory Services, LLC | Wealth advisor | 3.7M | $167.3M | 3.1% | +29.2% |
| Focus Partners Wealth | Wealth advisor | 3.5M | $158.5M | 0.2% | +3.9% |
| Aquire Wealth Advisors, LLC | Wealth advisor | 3.4M | $154.2M | 40.6% | +3.1% |
| Modera Wealth Management, LLC | Wealth advisor | 3.2M | $145.3M | 1.7% | -2.5% |
| MARS JEWETT FINANCIAL GROUP, INC. | Wealth advisor | 3.1M | $140.7M | 44.6% | +0.6% |
| Kooman & Associates | Wealth advisor | 2.9M | $129.5M | — | +1.5% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 2.8M | $126.4M | 0.7% | +5.0% |
| Blankinship & Foster, LLC | Wealth advisor | 2.6M | $118.3M | 26.2% | -1.2% |
| EVOKE WEALTH, LLC | Wealth advisor | 2.5M | $114.5M | 2.1% | +5.6% |
| Apella Capital, LLC | Wealth advisor | 2.2M | $105.8M | 1.6% | +1877.7% |
| AE Wealth Management LLC | Wealth advisor | 2.3M | $105.4M | 0.6% | +3.5% |
| Spinnaker Investment Group, LLC | Wealth advisor | 2.3M | $103.8M | 21.1% | -5.2% |
| Arista Wealth Management, LLC | Wealth advisor | 2.1M | $93.3M | 11.4% | -3.5% |
| Elser Financial Planning, Inc | Other | 2.0M | $89.4M | 4.3% | New |
| Krilogy Financial LLC | Wealth advisor | 1.8M | $86.7M | 2.8% | +3.0% |
| Savant Capital, LLC | Wealth advisor | 1.9M | $86.1M | 0.4% | +38.9% |
| WPWealth LLP | Wealth advisor | 1.9M | $84.0M | 12.8% | +5.5% |
| MASECO LLP | Wealth advisor | 1.8M | $82.9M | 2.6% | +27.4% |
| Focus Partners Advisor Solutions, LLC | Wealth advisor | 1.8M | $82.4M | 0.8% | +13.1% |
| 55 North Private Wealth, LLC | Wealth advisor | 1.7M | $75.8M | 19.4% | +4.4% |
| Pioneer Wealth Management Group | Wealth advisor | 1.6M | $73.6M | — | +10.2% |
| BCM ADVISORS, LLC | Wealth advisor | 1.2M | $59.3M | 11.7% | -5.5% |
| HB Wealth Management, LLC | Wealth advisor | 1.3M | $57.7M | 0.4% | -4.8% |
| Amicus Financial Advisors, LLC | Wealth advisor | 1.3M | $57.3M | 15.8% | -0.6% |
| HILL ISLAND FINANCIAL LLC | Wealth advisor | 1.3M | $56.9M | 13.8% | +1.8% |
| Cetera Investment Advisers | Wealth advisor | 1.3M | $56.6M | 0.1% | +5.7% |
| Pandowealth. LLC | — | 1.5M | $54.7M | 47.8% | +4.7% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 1.2M | $54.5M | 0.1% | -0.4% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | Wealth advisor | 1.1M | $54.2M | 1.0% | -1.5% |
| Sterling Wealth Advisors Inc | Wealth advisor | 1.1M | $53.7M | — | -0.7% |
| Mariner, LLC | Diversified mechanical | 1.2M | $53.3M | 0.1% | +4.1% |
| Essential Planning, LLC. | Wealth advisor | 1.1M | $51.1M | 16.2% | -2.9% |
| Austin Wealth Management, LLC | Wealth advisor | 1.1M | $50.8M | — | -31.4% |
| Meridian Wealth Partners, LLC | Wealth advisor | 1.1M | $50.3M | 6.9% | +3.4% |
| AdvisorNet Financial, Inc | Wealth advisor | 1.1M | $47.8M | 2.5% | +15.0% |
| LPL Financial LLC | Bank broker | 1.1M | $47.5M | 0.0% | -0.5% |
| CURIO WEALTH, LLC | Wealth advisor | 1.1M | $47.4M | 16.2% | +8.7% |
| BRIGHTON JONES LLC | Other | 995.4K | $44.9M | 1.0% | 0.0% |
| Financial Connections Group, Inc. | Wealth advisor | 963.0K | $43.4M | 15.1% | -0.3% |
| Valued Wealth Advisors LLC | Wealth advisor | 961.3K | $43.4M | 17.6% | +6.6% |
| Alpha Financial Advisors, LLC | Wealth advisor | 952.1K | $43.0M | 13.2% | +5.3% |
| TCP Asset Management, LLC | Wealth advisor | 949.9K | $42.9M | 5.5% | +0.7% |
| Note Advisors, LLC | Wealth advisor | 937.1K | $42.3M | — | +8.8% |
| Keating Financial Advisory Services, Inc. | Wealth advisor | 928.9K | $41.9M | 6.8% | +24.4% |
| Corient Private Wealth LLC | Diversified mechanical | 910.9K | $41.1M | 0.1% | -48.9% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.