Security record
DFAU
Dimensional - US Core Equity Market ETF · Financial Services · Asset Management
52Tracked holders
+6Δ holders
18.16MShares held
$938.80MReported value
+7New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth +13.0% ·
share flow +5.4% ·
net new positions +11.5%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 52 | +6 | 18.16M | $938.80M | +7 | −1 |
| Q1 2026 | 47 | +4 | 17.26M | $778.44M | +7 | −3 |
| Q4 2025 | 43 | +1 | 19.04M | $892.80M | +1 | — |
| Q3 2025 | 5 | -2 | 975.80K | $44.65M | — | −2 |
| Q2 2025 | 5 | +1 | 300.96K | $12.75M | +2 | −1 |
| Q1 2025 | 3 | -2 | 99.50K | $3.82M | — | −2 |
| Q4 2024 | 5 | +4 | 565.26K | $22.89M | +4 | — |
| Q3 2024 | 1 | -1 | 14.54K | $576,979 | +1 | −2 |
| Q2 2024 | 2 | — | 108.60K | $4.07M | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 3.54M | +0.8% | $182.94M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 2 | Cetera Investment Advisers | 1.38M | +9.6% | $71.08M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 3 | Commonwealth Equity Services, Llc | 1.25M | +3.9% | $64.85M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 4 | Mariner, LLC | 1.14M | -3.3% | $59.07M | 0.1% | ▼ Trim | 3 | SEC ↗ ×2 |
| 5 | LPL Financial LLC | 1.13M | +7.2% | $58.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Corient Private Wealth LP | 902.05K | -1.0% | $46.63M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 7 | Baird Financial Group, Inc. | 747.81K | +16.1% | $38.65M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 738.17K | +17.1% | $38.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Creative Planning | 705.30K | -0.5% | $36.46M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | UBS Group AG | 648.32K | +2.4% | $33.51M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 11 | Mercer Global Advisors Inc /Adv | 646.49K | +16.4% | $33.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 629.30K | +5.0% | $32.53M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 13 | Bank Of America Corp /De/ | 584.24K | +2.8% | $30.20M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 14 | Stifel Financial Corp | 554.98K | -1.4% | $28.69M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 15 | Royal Bank Of Canada | 491.65K | +66.1% | $25.41M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 16 | JPMorgan Chase ✦ | 445.35K | +3.4% | $22.85M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 17 | Raymond James Financial Inc | 359.51K | +26.2% | $18.58M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 18 | Wealth Enhancement Advisory… | 301.43K | +30.9% | $15.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Assetmark, Inc | 298.92K | +4.3% | $15.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | AQR Capital Management ✦ | 269.13K | +5.3% | $13.91M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 21 | Mml Investors Services, Llc | 259.94K | +7.2% | $13.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Lido Advisors, LLC | 174.15K | -51.4% | $9.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Cerity Partners LLC | 148.60K | -21.0% | $7.68M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 24 | Rockefeller Capital Management L.P. | 124.92K | +7.6% | $6.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Truist Financial Corp | 124.00K | +6.7% | $6.41M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 26 | HighTower Advisors, LLC | 70.80K | +28.1% | $3.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Nuveen, LLC | 60.59K | New | $3.13M | 0.0% | New | 1 | SEC ↗ |
| 28 | Captrust Financial Advisors | 49.84K | +10.9% | $2.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Morgan Stanley ✦ | 42.67K | -9.5% | $2.21M | 0.0% | ▼ Trim | 4 | SEC ↗ ×3 |
| 30 | Northwestern Mutual Wealth… | 39.30K | -18.4% | $2.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Susquehanna International Group, Llp | 33.83K | New | $1.75M | 0.0% | New | 1 | SEC ↗ |
| 32 | Wealthfront Advisers LLC | 27.04K | -6.9% | $1.40M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Us Bancorp \De\ | 27.03K | -2.2% | $1.40M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Renaissance Technologies ✦ | 27.00K | New | $1.40M | 0.0% | New | 1 | SEC ↗ |
| 35 | Bank Of Montreal /Can/ | 25.63K | +157.2% | $1.32M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 36 | Financial Engines Advisors L.L.C. | 24.84K | -7.0% | $1.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Fidelity (FMR) ✦ | 21.93K | +0.9% | $1.13M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 38 | BlackRock ✦ (passive) | 19.03K | +269.6% | $983,727 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 39 | Jane Street Group, Llc | 14.41K | -28.7% | $744,853 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Brown Advisory Inc | 14.36K | +41.8% | $742,062 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Quantinno Capital Management LP | 12.87K | +2.0% | $665,317 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Northern Trust Corp | 9.35K | 0.0% | $483,198 | 0.0% | Held | 3 | SEC ↗ |
| 43 | Russell Investments Group, Ltd. | 8.39K | +2428.0% | $433,834 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Fisher Asset Management ✦ | 7.33K | New | $378,729 | 0.0% | New | 1 | SEC ↗ |
| 45 | D. E. Shaw & Co. ✦ | 5.06K | New | $261,345 | 0.0% | New | 1 | SEC ↗ |
| 46 | TD Waterhouse Canada Inc. | 4.88K | +17.8% | $251,525 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Pnc Financial Services Group, Inc. | 4.63K | +107.3% | $239,118 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | UBS AM, a distinct business unit of… | 4.62K | -9.3% | $239,015 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Qube Research & Technologies Ltd | 4.58K | +157.2% | $236,637 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | Ameriprise Financial Inc | 4.31K | New | $222,767 | 0.0% | New | 1 | SEC ↗ |
| 51 | Wells Fargo & Company/Mn | 2.15K | -82.4% | $110,955 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 52 | Jones Financial Companies Lllp | 1.98K | New | $100,516 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Nuveen, LLC | $3.13M | 0.0% |
| Susquehanna International… | $1.75M | 0.0% |
| Renaissance Technologies | $1.40M | 0.0% |
| Fisher Asset Management | $378,729 | 0.0% |
| D. E. Shaw & Co. | $261,345 | 0.0% |
| Ameriprise Financial Inc | $222,767 | 0.0% |
| Jones Financial Companies Lllp | $100,516 | 0.0% |
Exited
| Hrt Financial Lp | $743,000 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 567 holders, 164.98M shares, $7.32B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q2 2026 ·
Methodology ·
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