DIMENSIONAL US CORE EQUITY M (DFAU) Institutional Ownership

DFAU is currently held by 1 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $332.97M based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.

The largest disclosed holder is Sequoia Financial Advisors, which reported ownership valued at approximately $332.97M in its March 31, 2026 13F filing. Based on current market prices and the latest disclosed share count, Sequoia Financial Advisors's DFAU position is now estimated to be worth approximately $377.84M, representing an estimated gain of +13.48% since the filing period.

Major shareholders tracked on this page include Sequoia Financial Advisors, and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.

This page tracks fund ownership trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward DIMENSIONAL US CORE EQUITY M (DFAU).

Institutional Ownership Trend

Portfolio quarterInstitutional holdersTotal reported valueTotal shares
Q1 20261$332,969,4447,379,642
Q4 20252$334,237,3767,141,824
Q3 20252$321,790,5997,032,137
Q2 20252$283,218,3226,685,985
Q1 20252$217,016,6645,645,595
Q4 20242$202,024,4424,989,490
Q3 20241$191,390,9894,822,146
Q2 20242$165,255,3944,407,986
Q1 20241$134,062,3933,668,922
Q4 20232$117,782,4353,578,093
Q3 20232$95,958,7763,222,747
Q2 20232$97,918,7113,183,963
DFAU Institutional Ownership and 13F Activity Q1 2026 | InsiderSet