Who Owns DFA DIMENSIONAL US CORE EQUITY (DFAU)? -- Institutional Holders (2026-06-30)

622 institutions reported holding $9.10B of DFA DIMENSIONAL US CORE EQUITY (DFAU) in SEC 13F filings for 2026-06-30. Largest institutional holders: Sequoia Financial Advisors, LLC ($393.2M), RVW Wealth, LLC ($249.4M), OneDigital Investment Advisors LLC ($235.8M), Sageworth Trust Co ($229.7M), Annex Advisory Services, LLC ($225.3M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Sequoia Financial Advisors, LLC	$393.2M	7.6M	Added
2	RVW Wealth, LLC	$249.4M	4.8M	Added
3	OneDigital Investment Advisors LLC	$235.8M	4.6M	Added
4	Sageworth Trust Co	$229.7M	4.4M	Trimmed
5	Annex Advisory Services, LLC	$225.3M	4.4M	Added
6	Allworth Financial LP	$203.8M	3.9M	Trimmed
7	Aquire Wealth Advisors, LLC	$186.8M	3.6M	Added
8	Focus Partners Wealth	$182.9M	3.5M	Added
9	MAI Capital Management	$169.4M	3.3M	Added
10	MARS JEWETT FINANCIAL GROUP, INC.	$168.5M	3.3M	Added
11	Modera Wealth Management, LLC	$162.1M	3.1M	Trimmed
12	SYM FINANCIAL Corp	$157.0M	3.0M	Added
13	Beacon Pointe Advisors, LLC	$152.0M	2.9M	Added
14	Kooman & Associates	$148.1M	2.9M	Trimmed
15	Spinnaker Investment Group, LLC	$136.7M	2.6M	Added
16	Blankinship & Foster, LLC	$133.5M	2.6M	Trimmed
17	AE Wealth Management LLC	$124.2M	2.4M	Added
18	Apella Capital, LLC	$110.2M	2.1M	Trimmed
19	Savant Capital, LLC	$109.0M	2.1M	Added
20	Arista Wealth Management, LLC	$108.8M	2.1M	Added
21	MASECO LLP	$105.6M	2.0M	Added
22	Elser Financial Planning, Inc	$102.9M	2.0M	Added
23	WPWealth LLP	$94.4M	1.8M	Trimmed
24	55 North Private Wealth, LLC	$92.9M	1.8M	Added
25	Focus Partners Advisor Solutions, LLC	$91.9M	1.8M	Trimmed

Source: SEC Form 13F filings · as of 2026-06-30