Dimensional US Core Equity Market

DFAU • ARCA

Dimensional US Core Equity Market is an exchange-traded fund on ARCA. As of Q3 2025, 490 institutional investors hold shares in this ETF, with total holdings valued at $6.3B. Sequoia Financial Advisors, LLC is the largest holder with a position valued at $320.7M.

Overview

Overview of institutional ownership in DFAU as of Q3 2025

All Institutions

Institutions: 490
Value Held: $6.3B
Shares Held: 138.6M
Avg Position: $13.0M
Median Position: $2.3M

Hedge Funds

Hedge Funds: 5
Value Held: $7.5M
Shares Held: 163.2K
Avg Position: $1.5M
Median Position: $782.3K

Biggest Investors

Institutions with the largest positions in DFAU as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
Sequoia Financial Advisors, LLC RIA/Wealth	Thomas Arthur Haught CEO	$320.7M 1.96% of portfolio	7.0M shares	Q4 2021 Held for 3y 11m	$16.4B
RVW Wealth, LLC RIA/Wealth	Selwyn Gerber President	$205.9M 16.07% of portfolio	4.5M shares	Q1 2022 Held for 3y 8m	$1.3B
R Resources Investment Advisors, Inc. Pension/Endowment	Vincent Lee Morris President	$182.8M 1.90% of portfolio	4.0M shares	Q4 2023 Held for 1y 11m	$9.6B
Hanson McClain, Inc. RIA/Wealth	Brooks Frederick Burgum Managing Partner	$182.5M 0.81% of portfolio	4.0M shares	Q4 2020 Held for 4y 11m	$22.6B
Aquire Wealth Advisors, LLC RIA/Wealth	Reese J Harper Founder	$165.0M 40.64% of portfolio	3.6M shares	Q4 2021 Held for 3y 11m	$406.0M
M Modera Wealth Management, LLC RIA/Wealth	Thomas Anthony Orecchio CEO	$156.4M 1.81% of portfolio	3.4M shares	Q4 2021 Held for 3y 11m	$8.6B
K Kooman & Associates RIA/Wealth	Kathryn Kooman Starkey Managing Partner	$127.5M 39.31% of portfolio	2.8M shares	Q4 2022 Held for 2y 11m	$324.3M
Blankinship & Foster, LLC RIA/Wealth	Stefan Prvanov CEO	$124.7M 27.27% of portfolio	2.7M shares	Q2 2023 Held for 2y 5m	$457.4M
Buckingham Strategic Partners RIA/Wealth	Adam Lawrence Birenbaum CEO	$119.3M 1.35% of portfolio	2.6M shares	Q4 2021 Held for 3y 11m	$8.8B
Spinnaker Investment Group, LLC RIA/Wealth	Joseph Muir Stapleton Managing Partner	$110.2M 20.86% of portfolio	2.4M shares	Q4 2021 Held for 3y 11m	$528.4M

Net Capital Flow

Institutional buying and selling activity for DFAU in Q3 2025

Traded: +$34.0M
Buyers: 243
Sellers: 187
Total Bought: +$403.6M
Total Sold: −$369.6M
Avg Position: $12.5M

Biggest Buyers

Institution	Net Bought	Current Position
MONETA GROUP INVESTMENT ADVISORS LLC RIA/Wealth	+$41.1M +899.3K shares	$41.1M 899.3K shares
Buckingham Strategic Partners RIA/Wealth	+$23.4M +505.6K shares	$119.3M 2.6M shares
AlphaStar Capital Management, LLC RIA/Wealth	+$21.0M +458.5K shares	$21.0M 458.5K shares
Sequoia Financial Advisors, LLC RIA/Wealth	+$15.8M +345.0K shares	$320.7M 7.0M shares
Beacon Pointe Advisors, LLC RIA/Wealth	+$15.0M +328.6K shares	$23.5M 514.4K shares
Spinnaker Investment Group, LLC RIA/Wealth	+$13.6M +297.1K shares	$110.2M 2.4M shares
UBS Group AG Institution	+$13.1M +286.6K shares	$32.9M 719.2K shares
R Resources Investment Advisors, Inc. Pension/Endowment	+$10.4M +227.4K shares	$182.8M 4.0M shares
T TABLEAUX LLC Institution	+$9.2M +200.4K shares	$9.6M 209.2K shares
Baird Financial Group, Inc. Private Equity	+$8.6M +188.6K shares	$17.7M 387.5K shares

Biggest Sellers

Institution	Net Sold	Current Position
Abacus Planning Group, Inc. RIA/Wealth	−$114.8M −2.7M shares	Sold Off 0 shares
Elser Financial Planning, Inc RIA/Wealth	−$86.2M −2.0M shares	Sold Off 0 shares
Meridian Wealth Partners, LLC RIA/Wealth	−$32.6M −712.7K shares	$50.9M 1.1M shares
SRS Capital Advisors, Inc. RIA/Wealth	−$13.4M −315.7K shares	Sold Off 0 shares
Kestra Advisory Services, LLC RIA/Wealth	−$11.0M −241.4K shares	$4.6M 101.4K shares
SUMMIT WEALTH GROUP LLC / CO RIA/Wealth	−$7.2M −170.5K shares	Sold Off 0 shares
M My Personal CFO, LLC RIA/Wealth	−$6.8M −159.8K shares	Sold Off 0 shares
Foundations Investment Advisors, LLC RIA/Wealth	−$6.6M −144.0K shares	$1.8M 38.8K shares
AE Wealth Management LLC RIA/Wealth	−$5.7M −125.1K shares	$109.2M 2.4M shares
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy	−$5.4M −127.9K shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited DFAU in Q3 2025

New Positions: 21
New Value: $93.0M
Exited Positions: 16
Exited Value: $240.6M

New Positions

Institution	Position Value
MONETA GROUP INVESTMENT ADVISORS LLC RIA/Wealth	$41.1M 899.3K shares
AlphaStar Capital Management, LLC RIA/Wealth	$21.0M 458.5K shares
SEVEN MILE ADVISORY RIA/Wealth	$7.9M 173.5K shares
C CROBAN Institution	$6.7M 146.6K shares
International Private Wealth Advisors LLC RIA/Wealth	$5.3M 116.1K shares
Tandem Financial, LLC RIA/Wealth	$3.7M 80.4K shares
SLT Holdings LLC RIA/Wealth	$1.4M 30.3K shares
V Vise Technologies, Inc. Institution	$1.1M 25.1K shares
BAKER TILLY FINANCIAL, LLC RIA/Wealth	$1.1M 24.4K shares
M MB Generational Wealth, LLC RIA/Wealth	$567.7K 12.4K shares

Exited Positions

Institution	Previous Position
Abacus Planning Group, Inc. RIA/Wealth	$114.8M 2.7M shares
Elser Financial Planning, Inc RIA/Wealth	$86.2M 2.0M shares
SRS Capital Advisors, Inc. RIA/Wealth	$13.4M 315.7K shares
SUMMIT WEALTH GROUP LLC / CO RIA/Wealth	$7.2M 170.5K shares
M My Personal CFO, LLC RIA/Wealth	$6.8M 159.8K shares
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy	$5.4M 127.9K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$2.9M 67.5K shares
C Concord Asset Management, LLC/VA RIA/Wealth	$2.3M 54.4K shares
Warwick Investment Management, Inc. Private Equity	$873.5K 20.6K shares
JustInvest LLC Long Only Manager	$452.4K 10.7K shares

Options Activity

Institutions with the largest Call and Put options positions in DFAU as of Q3 2025

Call Positions: 1
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	- - contracts

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with DFAU as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Aquire Wealth Advisors, LLC RIA/Wealth	Reese J Harper Founder	40.64% $165.0M	3.6M shares	Q4 2021 Held for 3y 11m	$406.0M
K Kooman & Associates RIA/Wealth	Kathryn Kooman Starkey Managing Partner	39.31% $127.5M	2.8M shares	Q4 2022 Held for 2y 11m	$324.3M
Sterling Wealth Advisors Inc RIA/Wealth	Elizabeth Ann Barrett CEO	30.59% $47.9M	1.1M shares	Q4 2024 Held for 11 months	$156.7M
Blankinship & Foster, LLC RIA/Wealth	Stefan Prvanov CEO	27.27% $124.7M	2.7M shares	Q2 2023 Held for 2y 5m	$457.4M
M Wealth Management, LLC RIA/Wealth	Wesley W Melbrod Managing Partner	23.87% $27.0M	589.5K shares	Q4 2024 Held for 11 months	$113.0M
T Two West Capital Advisors LLC RIA/Wealth	John Vernon Cushenbery CIO	22.53% $36.8M	793.1K shares	Q2 2024 Held for 1y 5m	$163.5M
Note Advisors, LLC RIA/Wealth	Shawn Casey Glogowski CCO	22.01% $37.0M	809.0K shares	Q4 2024 Held for 11 months	$168.2M
Spinnaker Investment Group, LLC RIA/Wealth	Joseph Muir Stapleton Managing Partner	20.86% $110.2M	2.4M shares	Q4 2021 Held for 3y 11m	$528.4M
Pioneer Wealth Management Group RIA/Wealth	Milad Taghehchian CEO	20.83% $64.5M	1.4M shares	Q1 2025 Held for 8 months	$309.8M
E Essential Planning, LLC. RIA/Wealth	Andrew Charles Lord Member	19.27% $56.0M	1.2M shares	Q3 2022 Held for 3y 2m	$290.5M

Hedge Fund Spotlight

Discover hedge funds investing in DFAU

RENAISSANCE TECHNOLOGIES LLC

Hedge Fund • Quant

Portfolio ManagerPeter Fitzhugh Brown

Portfolio Value: $75.8B
Positions: 3,419
Last Reported: Q3 2025

Sector Allocation

Position in Dimensional US Core Equity Market

Market Value: $1.1M
Shares Held: 24.9K
Portfolio Weight: 0.00%
Owned Since: 2021-Q3

Top Holding	Sector	Market Value	Weight
1 Palantir Technologies Inc. PLTR	Software - Infrastructure Technology	$1.6B	2.06%
2 Nvidia NVDA	Semiconductors Technology	$1.1B	1.39%
3 Roblox RBLX	Electronic Gaming & Multimedia Technology	$953.5M	1.26%