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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Retirement Solution Llc | Sell | -3,684 | -3.9% | 89,638 | $4.63M | Q2 2026 | Oct 27, 2026 |
| Envestnet Asset Management Inc | Buy | +107,542 | +17.1% | 738,172 | $38.16M | Q2 2026 | Sep 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | Buy | +6,002 | +46.0% | 19,063 | $985.37K | Q2 2026 | Sep 23, 2026 |
| Integrated Wealth Concepts Llc | Sell | -4,147 | -1.5% | 265,605 | $13.73M | Q2 2026 | Sep 09, 2026 |
| Corient Private Wealth Llc | Sell | -13,799 | -1.5% | 897,078 | $46.37M | Q2 2026 | Aug 27, 2026 |
| Rehmann Capital Advisory Group | Buy | +434 | +0.8% | 51,945 | $2.69M | Q2 2026 | Aug 20, 2026 |
| Mercer Global Advisors Inc | Buy | +90,870 | +16.4% | 646,494 | $33.42M | Q2 2026 | Aug 19, 2026 |
| Prosperitas Financial Llc | Buy | +4,513 | — | 4,513 | $233.28K | Q2 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +138,453 | +4.9% | 2,939,806 | $151.96M | Q2 2026 | Aug 18, 2026 |
| Orion Capital Management Llc | Buy | +6 | +0.5% | 1,135 | $58.65K | Q2 2026 | Aug 18, 2026 |
| Balanced Rock Investment Advisors Llc | Buy | +4,254 | — | 4,254 | $219.89K | Q2 2026 | Aug 17, 2026 |
| Equitable Holdings, Inc. | Buy | +3,737 | +61.3% | 9,829 | $508.04K | Q2 2026 | Aug 17, 2026 |
| Pure Financial Advisors, Llc | Sell | -101 | -0.4% | 27,754 | $1.43M | Q2 2026 | Aug 17, 2026 |
| Sanchez Levi Garrett | Buy | +18 | +0.0% | 115,989 | $6.00M | Q2 2026 | Aug 17, 2026 |
| Mai Capital Management | Buy | +2,580,815 | +370.4% | 3,277,574 | $169.42M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +195,724 | +66.1% | 491,652 | $25.41M | Q2 2026 | Aug 14, 2026 |
| Mars Jewett Financial Group, Inc. | Buy | +141,690 | +4.5% | 3,259,597 | $168.49M | Q2 2026 | Aug 14, 2026 |
| Note Advisors, Llc | Buy | +123,301 | +13.2% | 1,060,382 | $54.81M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +74,756 | +26.3% | 359,514 | $18.58M | Q2 2026 | Aug 14, 2026 |
| Stadion Money Management, Llc | Sell | -40,078 | -8.9% | 411,777 | $21.28M | Q2 2026 | Aug 14, 2026 |
| Cerity Partners Llc | Sell | -39,572 | -21.0% | 148,605 | $7.68M | Q2 2026 | Aug 14, 2026 |
| Keel Point, Llc | Buy | +39,188 | — | 39,188 | $2.03M | Q2 2026 | Aug 14, 2026 |
| Action Point Financial Planning, Llc | Buy | +37,263 | — | 37,263 | $1.93M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +33,828 | — | 33,828 | $1.75M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +29,733 | +5.0% | 629,305 | $32.53M | Q2 2026 | Aug 14, 2026 |
| Foundations Investment Advisors, Llc | Sell | -24,393 | -60.8% | 15,728 | $812.97K | Q2 2026 | Aug 14, 2026 |
| Entrewealth, Llc | Buy | +24,241 | +5.0% | 511,377 | $27.20M | Q2 2026 | Aug 14, 2026 |
| Betterment Llc | Sell | -21,983 | -3.9% | 536,301 | $27.72M | Q2 2026 | Aug 14, 2026 |
| Invst, Llc | Buy | +21,408 | +11.8% | 202,649 | $10.47M | Q2 2026 | Aug 14, 2026 |
| Xtx Topco Ltd | Buy | +17,407 | — | 17,407 | $899.77K | Q2 2026 | Aug 14, 2026 |
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.