§ EQUITY
USDDFAU
DIMENSIONAL US CORE EQUITY M
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
300 increased/new, 218 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Sequoia Financial Advisors, LLC | 7.4M | 1.9% | +4% |
| RVW Wealth, LLC | 4.6M | 16.3% | +3% |
| Sageworth Trust Co | 4.5M | 8.7% | −1% |
| OneDigital Investment Advisors LLC | 4.4M | 2.0% | +2% |
| Allworth Financial LP | 4.0M | 0.7% | +3% |
| Annex Advisory Services, LLC | 3.7M | 3.1% | +29% |
◇ AC INTELLIGENCE
Top institutional owners for DFAU as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER97.2% · 529 holders
DEALER / BANK2.3% · 24 holders
SYSTEMATIC / QUANT0.3% · 2 holders
INCOME / DEFENSIVE0.2% · 7 holders
QUALITY / COMPOUNDER0.0% · 2 holders
PASSIVE / INDEX0.0% · 2 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for DFAU in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention DFAU yet.