DIMENSIONAL US CORE EQUITY M (DFAU) Institutional Shareholders
DIMENSIONAL US CORE EQUITY M (DFAU) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $7.96B in DFAU holdings during the latest filing period.
Sequoia Financial Advisors is currently the largest disclosed institutional shareholder of DFAU tracked by InsiderSet, reporting ownership valued at approximately $393.23M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $393.91M, representing an estimated gain of +0.17% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 26% of the total disclosed DFAU value among the investors covered in this analysis. Major shareholders include Sequoia Financial Advisors, Rvw Wealth, Llc, Sageworth Trust Co, and several other long-term asset managers with concentrated positions in DIMENSIONAL US CORE EQUITY M (DFAU).
This page ranks the largest institutional DFAU shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
569
Total Reported Value
$7.96B
Largest Holder
Sequoia Financial Advisors
Largest Position
$393.23M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
27
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Sequoia Financial Advisors | 1.96% | 7,607,402 | $393,226,632 | $393,911,276 | +$684,644 | +0.17% | |
| Rvw Wealth, Llc | 16.42% | 4,825,000 | $249,404,264 | $249,838,500 | +$434,236 | +0.17% | |
| Sageworth Trust Co | 9.05% | 4,443,421 | $229,680,431 | $230,080,339 | +$399,908 | +0.17% | |
| Annex Advisory Services, Llc | 3.85% | 4,358,982 | $225,315,771 | $225,708,088 | +$392,317 | +0.17% | |
| Onedigital Investment Advisors Llc | 1.95% | 4,423,579 | $199,591,863 | $229,052,921 | +$29,461,058 | +14.76% | |
| Allworth Financial Lp | 0.73% | 3,971,781 | $179,206,739 | $205,658,820 | +$26,452,081 | +14.76% | |
| Focus Partners Wealth | 0.18% | 3,513,024 | $158,507,620 | $181,904,383 | +$23,396,763 | +14.76% | |
| Aquire Wealth Advisors, Llc | 40.56% | 3,418,428 | $154,239,458 | $177,006,202 | +$22,766,744 | +14.76% | |
| Kooman & Associates | 39.76% | 2,864,477 | $148,064,791 | $148,322,619 | +$257,828 | +0.17% | |
| Modera Wealth Management, Llc | 1.74% | 3,221,110 | $145,336,505 | $166,789,076 | +$21,452,571 | +14.76% | |
| Mars Jewett Financial Group, Inc. | 44.57% | 3,117,907 | $140,679,985 | $161,445,224 | +$20,765,239 | +14.76% | |
| Spinnaker Investment Group, Llc | 21.91% | 2,645,051 | $136,722,778 | $136,960,741 | +$237,963 | +0.17% | |
| Blankinship & Foster, Llc | 26.94% | 2,582,272 | $133,477,662 | $133,710,044 | +$232,382 | +0.17% | |
| Beacon Pointe Advisors, Llc | 0.67% | 2,801,353 | $126,397,031 | $145,054,058 | +$18,657,027 | +14.76% | |
| Evoke Wealth, Llc | 2.11% | 2,537,064 | $114,472,347 | $131,369,174 | +$16,896,827 | +14.76% | |
| Apella Capital, Llc | 1.56% | 2,130,305 | $110,158,067 | $110,307,193 | +$149,126 | +0.14% | |
| Arista Wealth Management, Llc | 11.74% | 2,104,785 | $108,796,330 | $108,985,767 | +$189,437 | +0.17% | |
| Ae Wealth Management Llc | 0.57% | 2,335,738 | $105,388,516 | $120,944,514 | +$15,555,998 | +14.76% | |
| Elser Financial Planning, Inc | 4.46% | 1,989,838 | $102,854,737 | $103,033,812 | +$179,075 | +0.17% | |
| 55 North Private Wealth, Llc | 18.28% | 1,796,907 | $92,882,102 | $93,043,844 | +$161,742 | +0.17% | |
| Pioneer Wealth Management Group | 21.51% | 1,722,295 | $89,025,425 | $89,180,435 | +$155,010 | +0.17% | |
| Savant Capital, Llc | 0.42% | 1,908,237 | $86,099,669 | $98,808,512 | +$12,708,843 | +14.76% | |
| Krilogy Financial Llc | 2.54% | 1,664,175 | $86,021,225 | $86,170,982 | +$149,757 | +0.17% | |
| Wpwealth Llp | 12.84% | 1,862,102 | $84,018,047 | $96,419,642 | +$12,401,595 | +14.76% | |
| Maseco Llp | 2.60% | 1,838,563 | $82,937,577 | $95,200,792 | +$12,263,215 | +14.79% | |
| Focus Partners Advisor Solutions, Llc | 0.83% | 1,825,892 | $82,351,164 | $94,544,688 | +$12,193,524 | +14.81% | |
| Commonwealth Equity Services, Llc | 0.08% | 1,254,532 | $64,846,760 | $64,959,667 | +$112,907 | +0.17% | |
| Hb Wealth Management, Llc | 0.36% | 1,250,136 | $64,619,559 | $64,732,042 | +$112,483 | +0.17% | |
| Amicus Financial Advisors, Llc | 14.92% | 1,175,114 | $60,741,625 | $60,847,403 | +$105,778 | +0.17% | |
| Bcm Advisors, Llc | 11.54% | 1,157,030 | $59,297,808 | $59,911,013 | +$613,205 | +1.03% | |
| Sterling Wealth Advisors Inc | 31.77% | 1,130,815 | $58,451,831 | $58,553,601 | +$101,770 | +0.17% | |
| Austin Wealth Management, Llc | 12.26% | 1,126,791 | $58,041,013 | $58,345,238 | +$304,225 | +0.52% | |
| Hill Island Financial Llc | 13.82% | 1,260,926 | $56,892,989 | $65,290,748 | +$8,397,759 | +14.76% | |
| Cetera Investment Advisers | 0.06% | 1,255,040 | $56,627,427 | $64,985,971 | +$8,358,544 | +14.76% | |
| Diversify Wealth Management, Llc | 0.94% | 1,097,631 | $56,297,513 | $56,835,333 | +$537,820 | +0.96% | |
| Mariner, Llc | 0.06% | 1,181,696 | $53,316,666 | $61,188,219 | +$7,871,553 | +14.76% | |
| Alphastar Capital Management, Llc | 3.28% | 999,111 | $51,644,042 | $51,733,968 | +$89,926 | +0.17% | |
| Essential Planning, Llc. | 16.25% | 1,132,361 | $51,092,212 | $58,633,653 | +$7,541,441 | +14.76% | |
| Meridian Wealth Partners, Llc | 6.91% | 1,115,216 | $50,318,553 | $57,745,884 | +$7,427,331 | +14.76% | |
| Valued Wealth Advisors Llc | 18.03% | 959,941 | $49,619,377 | $49,705,745 | +$86,368 | +0.17% | |
| Tcp Asset Management, Llc | 5.62% | 958,294 | $49,534,217 | $49,620,463 | +$86,246 | +0.17% | |
| Advisornet Financial, Inc | 2.21% | 933,907 | $48,273,665 | $48,357,704 | +$84,039 | +0.17% | |
| Lpl Financial Llc | 0.01% | 1,052,401 | $47,484,338 | $54,493,324 | +$7,008,986 | +14.76% | |
| Curio Wealth, Llc | 16.21% | 1,051,049 | $47,423,348 | $54,423,317 | +$6,999,969 | +14.76% | |
| Plancorp, Llc | 1.10% | 868,094 | $44,984,635 | $44,949,907 | -$34,728 | -0.08% | |
| Brighton Jones Llc | 1.89% | 995,411 | $44,912,940 | $51,542,382 | +$6,629,442 | +14.76% | |
| Fonville Wealth Management Llc | 7.09% | 840,001 | $43,419,627 | $43,495,252 | +$75,625 | +0.17% | |
| Alpha Financial Advisors, Llc | 13.16% | 952,081 | $42,957,917 | $49,298,754 | +$6,340,837 | +14.76% | |
| Note Advisors, Llc | 21.13% | 937,081 | $42,281,101 | $48,522,054 | +$6,240,953 | +14.76% | |
| Act Advisors, Llc. | 14.01% | 815,514 | $42,153,895 | $42,227,315 | +$73,420 | +0.17% |
Frequently asked questions about DFAU
Who owns the most DFAU stock?
The largest holders of DFAU are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for DIMENSIONAL US CORE EQUITY M (DFAU).
Is DFAU widely held by superinvestors?
Many widely followed stocks like DFAU appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly DFAU is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.