Who Owns Dimensional US Core Equity Market ETF
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Dimensional US Core Equity Market ETF.
Who crossed 5% of DFAU →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| RVW Wealth, LLCUS CORE EQT MKT4.7M shtrimmed | $247.2M |
| Apella Capital, LLCUS CORE EQT MKT2.2M shadded | $115.2M |
| Pioneer Wealth Management GroupUS CORE EQT MKT1.8M shadded | $93.9M |
| Kure Advisory, LLCUS CORE EQT MKT637.6K shadded | $33.4M |
| Shira Ridge Wealth ManagementUS CORE EQT MKT565.4K shtrimmed | $29.6M |
| Farther Finance Advisors, LLCETF319.4K shadded | $16.7M |
| Ledgewood Wealth Advisors, LLCUS CORE EQT MKT309K shtrimmed | $16.2M |
| ALKEME WEALTH, LLCUS CORE EQT MKT116.9K shtrimmed | $6.1M |
| ELEVATION WEALTH PARTNERS, LLCUS CORE EQT MKT95.8K shtrimmed | $5M |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLCUS CORE EQT MKT95.2K shadded | $5M |
| Hiley Hunt Wealth ManagementUS CORE EQT MKT38.9K shtrimmed | $2M |
| Olistico Wealth, LLCETF34.7K shheld | $1.8M |
| Factor Wealth Management LTDUS CORE EQT MKT33.3K shtrimmed | $1.7M |
| Financial Symmetry IncCOM33.1K shheld | $1.7M |
| Sincerus Advisory, LLCUS CORE EQT MKT31K shadded | $1.6M |
| BAKER TILLY WEALTH MANAGEMENT, LLCUS CORE EQT MKT20.3K shadded | $1.1M |
| Ballew Advisors, IncUS CORE EQT MKT12.5K sh— | $662.7K |
| TITLEIST ASSET MANAGEMENT, LLCUS CORE EQT MKT10.9K shtrimmed | $570.6K |
| Sprinkle Financial Consultants LLCUS CORE EQT MKT8.6K shadded | $448.2K |
| ECLECTIC ASSOCIATES INC /ADVUS CORE EQT MKT7.3K shtrimmed | $384.8K |
| Wedmont Private CapitalUS CORE EQT MKT6.9K shadded | $369.4K |
| Cooper Financial GroupUS CORE EQT MKT6.7K shadded | $351.6K |
| Friday FinancialUS CORE EQT MKT6K shheld | $314.7K |
| Peterson Wealth Advisors, LLCUS CORE EQT MKT5.7K shadded | $297.3K |
| Graves Light Lenhart Wealth, Inc.US CORE EQT MKT5.6K shtrimmed | $295.7K |
| Emprise BankEquities5.5K shheld | $290.5K |
| BOS Asset Management, LLCUS CORE EQT MKT5K shheld | $259.7K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
More on DFAU
Follow Dimensional US Core Equity Market ETF (DFAU) by email
New trades in Dimensional US Core Equity Market ETF (DFAU) by members of Congress, insiders and funds, with the rest of the week's filings. One email a week, free.
Unsubscribe with one click from any email.