DIMENSIONAL US CORE EQUITY M (DFAU) Institutional Ownership Changes & 13F Activity

DIMENSIONAL US CORE EQUITY M (DFAU). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Mai Capital Management, Royal Bank Of Canada, Mars Jewett Financial Group, Inc., Beacon Pointe Advisors, Llc, and Note Advisors, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Retirement Solution LlcSell-3,684-3.9%89,638$4.63MQ2 2026Oct 27, 2026
Envestnet Asset Management IncBuy+107,542+17.1%738,172$38.16MQ2 2026Sep 23, 2026
Envestnet Portfolio Solutions, Inc.Buy+6,002+46.0%19,063$985.37KQ2 2026Sep 23, 2026
Integrated Wealth Concepts LlcSell-4,147-1.5%265,605$13.73MQ2 2026Sep 09, 2026
Corient Private Wealth LlcSell-13,799-1.5%897,078$46.37MQ2 2026Aug 27, 2026
Rehmann Capital Advisory GroupBuy+434+0.8%51,945$2.69MQ2 2026Aug 20, 2026
Mercer Global Advisors IncBuy+90,870+16.4%646,494$33.42MQ2 2026Aug 19, 2026
Prosperitas Financial LlcBuy+4,513—4,513$233.28KQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+138,453+4.9%2,939,806$151.96MQ2 2026Aug 18, 2026
Orion Capital Management LlcBuy+6+0.5%1,135$58.65KQ2 2026Aug 18, 2026
Balanced Rock Investment Advisors LlcBuy+4,254—4,254$219.89KQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Buy+3,737+61.3%9,829$508.04KQ2 2026Aug 17, 2026
Pure Financial Advisors, LlcSell-101-0.4%27,754$1.43MQ2 2026Aug 17, 2026
Sanchez Levi GarrettBuy+18+0.0%115,989$6.00MQ2 2026Aug 17, 2026
Mai Capital ManagementBuy+2,580,815+370.4%3,277,574$169.42MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+195,724+66.1%491,652$25.41MQ2 2026Aug 14, 2026
Mars Jewett Financial Group, Inc.Buy+141,690+4.5%3,259,597$168.49MQ2 2026Aug 14, 2026
Note Advisors, LlcBuy+123,301+13.2%1,060,382$54.81MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+74,756+26.3%359,514$18.58MQ2 2026Aug 14, 2026
Stadion Money Management, LlcSell-40,078-8.9%411,777$21.28MQ2 2026Aug 14, 2026
Cerity Partners LlcSell-39,572-21.0%148,605$7.68MQ2 2026Aug 14, 2026
Keel Point, LlcBuy+39,188—39,188$2.03MQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+37,263—37,263$1.93MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+33,828—33,828$1.75MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+29,733+5.0%629,305$32.53MQ2 2026Aug 14, 2026
Foundations Investment Advisors, LlcSell-24,393-60.8%15,728$812.97KQ2 2026Aug 14, 2026
Entrewealth, LlcBuy+24,241+5.0%511,377$27.20MQ2 2026Aug 14, 2026
Betterment LlcSell-21,983-3.9%536,301$27.72MQ2 2026Aug 14, 2026
Invst, LlcBuy+21,408+11.8%202,649$10.47MQ2 2026Aug 14, 2026
Xtx Topco LtdBuy+17,407—17,407$899.77KQ2 2026Aug 14, 2026
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Frequently asked questions about DFAU activity

  • Which institutional owners are buying DFAU?

    Institutional owners buying DFAU include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in DFAU activity?

    "Buy" means an investor increased their reported position in DFAU compared to the prior reporting period. This reflects growing exposure to DIMENSIONAL US CORE EQUITY M (DFAU) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in DFAU increasing?

    Institutional interest in DFAU can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

DFAU Institutional Ownership Changes and 13F Activity Q2 2026 | InsiderSet