DFAU Institutional Ownership & Shareholders
DIMENSIONAL US CORE EQUITY M (DFAU) is currently held by 587 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $8.99B based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
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 $397.56M, representing an estimated gain of +1.10% 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, Annex Advisory Services, Llc, Rvw Wealth, Llc, 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
587
Total Reported Value
$8.99B
Largest Holder
Sequoia Financial Advisors
Largest Position
$393.23M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
28
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 | $397,562,829 | +$4,336,197 | +1.10% | |
| Annex Advisory Services, Llc | 4.09% | 4,776,681 | $250,107,014 | $249,629,349 | -$477,665 | -0.19% | |
| Rvw Wealth, Llc | 15.86% | 4,720,801 | $247,181,121 | $246,709,060 | -$472,061 | -0.19% | |
| Onedigital Investment Advisors Llc | 1.99% | 4,562,729 | $235,847,450 | $238,448,218 | +$2,600,768 | +1.10% | |
| Sageworth Trust Co | 8.63% | 4,370,451 | $228,836,814 | $228,399,769 | -$437,045 | -0.19% | |
| Allworth Financial Lp | 0.87% | 3,941,811 | $203,752,205 | $205,999,043 | +$2,246,838 | +1.10% | |
| Aquire Wealth Advisors, Llc | 44.06% | 3,723,295 | $194,951,747 | $194,579,397 | -$372,350 | -0.19% | |
| Sym Financial Corp | 14.80% | 3,712,112 | $194,366,193 | $193,994,973 | -$371,220 | -0.19% | |
| Focus Partners Wealth | 0.19% | 3,539,244 | $182,943,523 | $184,960,891 | +$2,017,368 | +1.10% | |
| Modera Wealth Management, Llc | 1.84% | 3,330,367 | $174,377,996 | $174,044,979 | -$333,017 | -0.19% | |
| Mai Capital Management | 0.64% | 3,277,574 | $169,417,830 | $171,286,017 | +$1,868,187 | +1.10% | |
| Mars Jewett Financial Group, Inc. | 34.10% | 3,259,597 | $168,488,564 | $170,346,539 | +$1,857,975 | +1.10% | |
| Kooman & Associates | 40.77% | 2,918,050 | $152,789,105 | $152,497,293 | -$291,812 | -0.19% | |
| Beacon Pointe Advisors, Llc | 0.71% | 2,939,806 | $151,958,549 | $153,634,262 | +$1,675,713 | +1.10% | |
| Spinnaker Investment Group, Llc | 21.74% | 2,634,989 | $137,968,031 | $137,704,525 | -$263,506 | -0.19% | |
| Blankinship & Foster, Llc | 27.31% | 2,553,215 | $133,686,319 | $133,431,016 | -$255,303 | -0.19% | |
| Maseco Llp | 3.33% | 2,322,173 | $121,530,909 | $121,356,761 | -$174,148 | -0.14% | |
| Apella Capital, Llc | 1.46% | 2,161,278 | $115,217,749 | $112,948,388 | -$2,269,361 | -1.97% | |
| Arista Wealth Management, Llc | 12.15% | 2,168,710 | $113,553,665 | $113,336,785 | -$216,880 | -0.19% | |
| Savant Capital, Llc | 0.32% | 2,107,505 | $108,973,586 | $110,138,211 | +$1,164,625 | +1.07% | |
| Elser Financial Planning, Inc | 4.56% | 1,990,787 | $104,237,605 | $104,038,529 | -$199,076 | -0.19% | |
| 55 North Private Wealth, Llc | 17.98% | 1,828,740 | $95,752,810 | $95,569,952 | -$182,858 | -0.19% | |
| Wpwealth Llp | 14.01% | 1,826,859 | $94,430,352 | $95,471,651 | +$1,041,299 | +1.10% | |
| Pioneer Wealth Management Group | 22.15% | 1,792,680 | $93,864,751 | $93,685,457 | -$179,294 | -0.19% | |
| Focus Partners Advisor Solutions, Llc | 0.78% | 1,777,063 | $91,856,412 | $92,869,312 | +$1,012,900 | +1.10% | |
| Krilogy Financial Llc | 2.01% | 1,374,950 | $73,436,092 | $71,854,887 | -$1,581,205 | -2.15% | |
| Cetera Investment Advisers | 0.06% | 1,375,137 | $71,080,854 | $71,864,660 | +$783,806 | +1.10% | |
| Hb Wealth Management, Llc | 0.34% | 1,252,015 | $65,555,508 | $65,430,304 | -$125,204 | -0.19% | |
| Live Oak Private Wealth Llc | 7.70% | 1,214,868 | $63,610,488 | $63,489,002 | -$121,486 | -0.19% | |
| Amicus Financial Advisors, Llc | 14.92% | 1,175,114 | $60,741,625 | $61,411,458 | +$669,833 | +1.10% | |
| Bcm Advisors, Llc | 11.54% | 1,157,030 | $59,297,808 | $60,466,388 | +$1,168,580 | +1.97% | |
| Mariner, Llc | 0.06% | 1,142,829 | $59,071,168 | $59,724,244 | +$653,076 | +1.11% | |
| Meridian Wealth Partners, Llc | 7.10% | 1,134,778 | $58,656,666 | $59,303,498 | +$646,832 | +1.10% | |
| Sterling Wealth Advisors Inc | 31.77% | 1,130,815 | $58,451,831 | $59,096,392 | +$644,561 | +1.10% | |
| Lpl Financial Llc | 0.01% | 1,128,224 | $58,317,885 | $58,960,986 | +$643,101 | +1.10% | |
| Diversify Advisory Services, Llc | 0.87% | 1,095,502 | $58,160,184 | $57,250,935 | -$909,249 | -1.56% | |
| Diversify Wealth Management, Llc | 0.87% | 1,095,502 | $58,160,184 | $57,250,935 | -$909,249 | -1.56% | |
| Austin Wealth Management, Llc | 12.26% | 1,126,791 | $58,041,013 | $58,886,098 | +$845,085 | +1.46% | |
| Curio Wealth, Llc | 17.77% | 1,108,237 | $57,284,746 | $57,916,466 | +$631,720 | +1.10% | |
| Keating Financial Advisory Services, Inc. | 7.27% | 1,068,781 | $55,245,290 | $55,854,495 | +$609,205 | +1.10% | |
| Note Advisors, Llc | 23.77% | 1,060,382 | $54,811,164 | $55,415,563 | +$604,399 | +1.10% | |
| Alphastar Capital Management, Llc | 3.23% | 1,032,152 | $54,043,489 | $53,940,264 | -$103,225 | -0.19% | |
| Essential Planning, Llc. | 14.55% | 1,015,597 | $53,176,765 | $53,075,099 | -$101,666 | -0.19% | |
| Hill Island Financial Llc | 11.04% | 1,013,754 | $53,080,147 | $52,978,784 | -$101,363 | -0.19% | |
| Brighton Jones Llc | 0.98% | 1,015,273 | $52,479,457 | $53,058,167 | +$578,710 | +1.10% | |
| Tcp Asset Management, Llc | 5.93% | 991,324 | $52,421,200 | $51,806,592 | -$614,608 | -1.17% | |
| Alpha Financial Advisors, Llc | 14.28% | 990,171 | $51,181,943 | $51,746,336 | +$564,393 | +1.10% | |
| Verabank, N.A. | 8.30% | 970,684 | $50,174,656 | $50,727,946 | +$553,290 | +1.10% | |
| Valued Wealth Advisors Llc | 18.03% | 959,941 | $49,619,377 | $50,166,517 | +$547,140 | +1.10% | |
| Cva Family Office, Llc | 4.44% | 948,466 | $49,026,200 | $49,566,833 | +$540,633 | +1.10% |
Frequently asked questions about DFAU
Who are the largest institutional holders of DFAU?
The largest institutional holders of DFAU reported in the latest SEC Form 13F filings include Sequoia Financial Advisors, Annex Advisory Services, Llc, Rvw Wealth, Llc, Onedigital Investment Advisors Llc, and Sageworth Trust Co. InsiderSet ranks institutional holders by their latest reported DFAU position.
What is DFAU institutional ownership?
This page tracks DFAU positions reported by institutional investment managers through SEC Form 13F. DIMENSIONAL US CORE EQUITY M (DFAU) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own DFAU?
InsiderSet currently tracks 587 institutional managers reporting DFAU holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of DFAU shareholders.
How much DFAU stock do institutions own?
Institutional investment managers disclosed approximately $8.99B in DFAU holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was DFAU institutional ownership last updated?
The latest DFAU institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional DFAU holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its DFAU position after the reporting date.
Are institutions buying or selling DFAU?
Institutional buying and selling can be analyzed by comparing DFAU positions across consecutive 13F reporting periods. InsiderSet's DFAU Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View DFAU ownership changes.
How has DFAU institutional ownership changed over time?
InsiderSet tracks DFAU institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.