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Disclosery

DFAC DIMENSIONAL ETF TRUST

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US CORE EQUITY 2 (fund)

989 managers (1,001 13F filers) reported a position in DFAC shares at 2024-12-31, 773,282,313 shares in all. 61 filers opened a position and 18 filers sold out during the quarter.

Managers
989
13F filers
1,001
New
61
Added
337
Reduced
286
Sold out
18
Shares held by filers
773,282,313

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Pacific Asset Management, LLC721,137$24.9M23.44%13F-HRTimeline
BCO Wealth Management LLC717,246$24.8M20.63%13F-HRTimeline
RCS Financial Planning, LLC714,780$24.7M13.16%+40,57013F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding714,768$24.7M+48,792Timeline
Schulz Wealth, LTD.709,743$24.6M18.85%+4,90913F-HRTimeline
Mills Wealth Advisors LLC708,782$24.5M13.95%+28,84013F-HRTimeline
SwitchPoint Financial Planning, LLC698,476$24.2M23.13%13F-HRTimeline
David Wealth Management LLC692,030$23.9M19.77%13F-HRTimeline
QUARRY HILL ADVISORS, LLC686,516$23.7M15.98%+15,47313F-HRTimeline
Versant Capital Management, Inc686,301$23.7M5.12%+2,56113F-HRTimeline
Babb Wealth Advisors LLC682,399$23.6M19.02%13F-HRTimeline
Longview Financial Advisors LLC682,221$23.6M15.85%13F-HRTimeline
American Capital Advisory, LLC681,821$23.6M13.06%+29,04213F-HRTimeline
Cambridge Financial Group, LLC668,432$23.1M9.89%+49,51613F-HRTimeline
Financial Alternatives, Inc639,220$22.1M15.59%+28,89813F-HRTimeline
CAHILL FINANCIAL ADVISORS INC638,752$22.1M2.99%-46,83613F-HRTimeline
KRAFT ASSET MANAGEMENT, LLC621,110$21.9M16.89%-54,26213F-HRTimeline
Trajan Wealth LLC629,278$21.8M1.21%-22,26513F-HRTimeline
N.E.W. Advisory Services LLC618,349$21.4M2.03%-55613F-HRTimeline
Orion Porfolio Solutions, LLC609,152$21.1M0.21%+58,84213F-HRTimeline
Orion Portfolio Solutions, LLC609,152$21.1M0.21%+58,84213F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC599,856$20.6M4.51%+17,78913F-HRTimeline
LEGACY FINANCIAL GROUP, INC.588,261$20.3M6.55%-10,09413F-HRTimeline
SageOak Financial, LLC585,726$20.3M18.51%13F-HRTimeline
CWM, LLCin group CWM, LLC581,516$20.1M0.08%-37,96713F-HRTimelineGroup
Hutchens & Kramer Investment Management…579,947$20.1M10.89%+26,11213F-HRTimeline
Avantax Planning Partners, Inc.572,251$19.8M0.71%-7,61213F-HRTimeline
Geneos Wealth Management Inc.565,622$19.6M0.69%+7,92313F-HRTimeline
Investment Advisory Group, LLC560,569$19.4M6.49%+1,31013F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding563,843$19.4M+23,945Timeline
Summit Wealth Group, LLC556,793$19.3M5.58%+21,71513F-HRTimeline
CFS Investment Advisory Services, LLC553,361$19.1M1.72%-25,62713F-HRTimeline
Cahill Wealth Management, LLC551,845$19.1M9.74%+38,51013F-HRTimeline
JDH Wealth Management, LLC547,067$18.9M16.59%13F-HRTimeline
LifeGuide Financial Advisors, LLC544,716$18.8M8.08%+3,59913F-HRTimeline
Financial Harvest, LLC528,275$18.3M15.42%13F-HRTimeline
Daner Wealth Management, LLC507,031$18.2M13.38%13F-HRTimeline
Pinnacle Financial Group, LLC / IL518,642$17.9M7.03%+7,49613F-HRTimeline
Rehmann Capital Advisory Group506,001$17.5M1.11%-62,24613F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…499,693$17.3M0.97%+37,67313F-HRTimelineGroup
Signature Resources Capital Management,…489,421$16.9M15.11%+21,77713F-HRTimeline
MISSION WEALTH MANAGEMENT, LP479,164$16.6M0.39%+374,19113F-HRTimeline
Hassell Wealth Management, LLC457,610$16.4M6.61%-10,55713F-HRTimeline
Sequoia Financial Advisors, LLC469,552$16.2M0.16%+132,88013F-HR/ATimeline
Merit Financial Group, LLC458,418$15.9M0.29%+32,96013F-HRTimeline
Wealth Management Strategies, Inc.458,049$15.8M12.12%13F-HR/ATimeline
Hemington Wealth Management457,037$15.8M3.98%-7,15913F-HRTimeline
KOM Wealth Management Group, LLC455,196$15.7M11.63%+44,95513F-HRTimeline
Cresset Asset Management, LLC454,744$15.7M0.08%-24,55413F-HRTimeline
CVA Family Office, LLC452,154$15.6M2.48%-113,28713F-HRTimeline
Parkworth Wealth Management, Inc.450,764$15.6M12.97%13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY443,968$15.4M<0.01%+22,13113F-HR/ATimelineGroup
FIRETHORN WEALTH PARTNERS, LLC442,833$15.3M7.61%-26,67713F-HRTimeline
Foundation Wealth Management, LLC\PA436,370$15.1M7.32%13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP431,469$14.9M0.02%+15,81613F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…430,987$14.9M0.04%+52,15013F-HRTimelineGroup
Retirement Solution LLC428,747$14.8M3.88%+33,71913F-HRTimeline
Capstone Wealth Management, LLC425,452$14.7M14.38%13F-HRTimeline
AdvisorNet Financial, Inc424,342$14.7M1.23%+47,18513F-HRTimeline
Keudell/Morrison Wealth Management410,208$14.2M3.7%-1,71913F-HRTimeline
Corus Family Wealth Advisors408,245$14.1M9.51%+6,01313F-HRTimeline
Prime Capital Investment Advisors, LLC406,563$14.1M0.2%+10,87413F-HRTimeline
Strategic Investment Solutions, Inc. /IL435,944$13.9M4.66%-160,06913F-HRTimeline
Integrated Advisors Network LLC392,407$13.6M0.65%+7,10513F-HRTimeline
Aerodigm Wealth, LLC383,779$13.3M7.93%-18,22813F-HRTimeline
Cravens & Co Advisors, LLC375,545$13M9.89%+5,61713F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP375,411$13M0.1%-19013F-HRTimelineGroup
Visionary Wealth Advisors372,579$12.9M0.76%+45,83113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…357,036$12.3M0.01%+108,51213F-HRTimelineGroup
RFG Advisory, LLC355,740$12.3M0.35%-43,83513F-HRTimeline
Family Office Research LLC350,286$12.1M5.31%13F-HRTimeline
Great Waters Wealth Management345,842$12M1.54%-3,71513F-HRTimeline
SCRATCH CAPITAL LLC343,241$11.9M14.5%13F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC340,857$11.8M2.73%+7,57013F-HRTimeline
Five Oceans Advisors340,297$11.8M5.4%+3,25413F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…338,529$11.7M0.11%+37,32513F-HRTimelineGroup
Winthrop Advisory Group LLC337,692$11.7M1.4%-2,36613F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC337,478$11.7M9.72%+45,62613F-HRTimeline
Silver Oak Advisory Group, Inc.337,363$11.7M6.17%-5,06213F-HRTimeline
Cherry Tree Wealth Management, LLC332,680$11.5M2.85%-11,35813F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.318,939$11M7.38%+39913F-HRTimeline
tru Independence LLC316,069$10.9M3.43%+8,60113F-HRTimeline
Oceanside Advisors LLC313,212$10.8M8.08%+2,61713F-HRTimeline
SageView Advisory Group, LLC310,332$10.7M0.46%-6,58513F-HRTimeline
Avion Wealth310,246$10.7M2.76%-17,56713F-HRTimeline
Farther Finance Advisors, LLC308,917$10.7M0.39%+69,93513F-HRTimeline
Cedar Wealth Management, LLC302,298$10.5M3.78%013F-HRTimeline
Two West Capital Advisors LLC295,789$10.2M8.77%+8,97313F-HRTimeline
Great Lakes Retirement, Inc.293,341$10.1M1.31%-9,26613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN289,831$10M<0.01%+120,76213F-HRTimelineGroup
NWAM LLC289,422$10M0.62%-87513F-HRTimeline
Forthright Family Wealth Advisory LLC288,127$9.97M6.48%+21,80413F-HRTimeline
RF&L WEALTH MANAGEMENT, LLC287,508$9.94M7.03%-3,49013F-HRTimeline
ASPIRIANT, LLC282,036$9.76M0.35%+1013F-HRTimeline
Sterling Wealth Management, Inc.280,982$9.72M3.59%-41913F-HRTimeline
McLean Asset Management Corp280,105$9.69M2.91%-3,57713F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS279,584$9.67M7.96%+27,30313F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC277,631$9.62M0.04%-11,52613F-HRTimelineGroup
WEBSTERROGERS FINANCIAL ADVISORS, LLC273,392$9.46M3.28%-9,85113F-HRTimeline
Red Wave Investments LLC273,245$9.45M3.31%-68813F-HRTimeline
Waterfront Wealth Inc.271,983$9.41M2.29%+59913F-HRTimeline
XY Planning Network, Inc.268,631$9.29M6.98%13F-HRTimeline
Fort Point Capital Partners LLC266,154$9.21M1.03%+2,33913F-HRTimeline
Investmark Advisory Group LLC264,363$9.14M4.48%+28,60513F-HRTimeline
Gemmer Asset Management LLC253,511$8.77M0.86%+2,60213F-HRTimeline
Rappaport Reiches Capital Management, L…249,810$8.64M2.23%-81213F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC246,409$8.52M0.01%+52,89813F-HRTimelineGroup
ENTREWEALTH, LLC250,600$8.52M7.87%13F-HRTimeline
POINCIANA ADVISORS GROUP, LLC245,212$8.48M8.6%13F-HRTimeline
CRITERION CAPITAL ADVISORS, LLC259,367$8.36M5.26%013F-HRTimeline
FMR LLCin group FMR LLC238,471$8.25M<0.01%+22,07913F-HRTimelineGroup
Legacy Advisors, LLC238,363$8.24M0.8%013F-HRTimeline
Arista Wealth Management, LLC235,660$8.15M1.95%+1313F-HRTimeline
SUTTON PLACE INVESTORS LLC232,785$8.05M4.66%-3,97613F-HRTimeline
CONQUIS FINANCIAL LLC231,997$8.02M8.21%13F-HRTimeline
Factor Wealth Management LTD231,536$8.01M2.66%13F-HRTimeline
Freedom Financial Partners LLC228,508$7.9M3.81%13F-HRTimeline
Global Retirement Partners, LLC225,853$7.81M0.22%+8,90413F-HRTimeline
Smartleaf Asset Management LLC225,487$7.81M0.8%+14,34913F-HRTimeline
AssuredPartners Investment Advisors, LLC224,092$7.75M1.51%13F-HRTimeline
KG Capital Management221,554$7.66M2.46%-78,44613F-HRTimeline
Tortoise Investment Management, LLC219,055$7.58M0.8%-1,46913F-HR/ATimeline
Mesirow Financial Investment Management…218,620$7.56M0.15%+6,77013F-HRTimeline
Physician Wealth Solutions Inc.213,980$7.4M3.71%-1,03213F-HRTimeline
CGN Advisors LLC212,953$7.37M0.72%-20,26613F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.208,720$7.22M3.1%-15913F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding207,478$7.18M-26,980Timeline
Bridgewater Advisors Inc.206,535$7.15M0.75%-1,68813F-HRTimeline
Aveo Capital Partners, LLC204,931$7.09M0.78%-1,73513F-HRTimeline
OPTIMA CAPITAL LLC204,675$7.08M4.88%13F-HRTimeline
PFG Advisors204,135$7.06M0.43%+5,97713F-HRTimeline
TOWNSQUARE CAPITAL LLC199,338$6.9M0.08%+15,70813F-HRTimeline
Financial Insights, Inc.198,474$6.87M2.55%-37,87713F-HRTimeline
Montis Financial, LLC196,899$6.81M2.1%+127,05513F-HRTimeline
Berger Financial Group, Inc194,663$6.73M0.47%+188,73413F-HRTimeline
USAdvisors Wealth Management, LLC191,462$6.62M2.15%-1,68313F-HRTimeline
Kaufman Rossin Wealth, LLC188,090$6.51M6.7%13F-HRTimeline
IFG Advisors, LLC187,747$6.49M1.29%+24,96513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC186,370$6.45M0.2%+3,08413F-HRTimelineGroup
Nicholas Hoffman & Company, LLC.182,255$6.3M0.25%-99113F-HR/ATimelineThe filing omitted confidential holdings, a later amendment may add them.
Millstone Evans Group, LLC174,726$6.04M4.12%13F-HRTimeline
FIDUCIENT ADVISORS LLC170,533$5.9M0.73%+49113F-HRTimeline
VSM Wealth Advisory, LLC167,697$5.8M2.07%13F-HRTimeline
McCarthy Asset Management, Inc.166,785$5.77M4.07%-19,95713F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding166,080$5.74M+1,014Timeline
AVANTAX ADVISORY SERVICES, INC.164,596$5.69M0.04%+9,35213F-HRTimeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP163,552$5.66M1.55%013F-HRTimelineGroup
BlueSky Wealth Advisors, LLC163,179$5.64M0.88%013F-HRTimeline
HMV Wealth Advisors, LLC162,038$5.6M5.61%13F-HRTimeline
Valued Wealth Advisors LLC161,878$5.6M3.51%-13,99313F-HRTimeline
Ariadne Wealth Management, LP155,519$5.56M2.54%+1,56313F-HRTimeline
Venture Visionary Partners LLC160,333$5.55M0.24%-7,60313F-HR/ATimeline
Sowell Financial Services LLC159,902$5.53M0.29%-984,96813F-HRTimeline
FINANCIAL COUNSELORS INC158,314$5.48M0.08%-58813F-HRTimeline
Abacus Wealth Partners, LLC156,942$5.43M0.81%-2,02113F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding156,422$5.38M-396Timeline
Physician Wealth Advisors, Inc.151,821$5.25M0.89%-4,85413F-HRTimeline
Willow Creek Wealth Management Inc.151,524$5.24M0.53%+3,26313F-HRTimeline
Running Point Capital Advisors, LLC150,040$5.19M1.78%-1,09913F-HRTimeline
BLACK POINT WEALTH MANAGEMENT149,798$5.18M5.99%+14,46113F-HRTimeline
M Wealth Management, LLC148,814$5.15M4.7%13F-HRTimeline
Integrity Wealth Solutions LLC148,330$5.13M2.87%+5513F-HRTimeline
Heritage Wealth Management, Inc. /CA/147,850$5.11M4.37%-9,46113F-HRTimeline
Financial Council, LLC147,695$5.11M2.63%+4,46313F-HRTimeline
Cassady Schiller Wealth Management, LLC146,892$5.08M1.86%-3,60313F-HRTimeline
HUTCHINSON CAPITAL MANAGEMENT/CA144,562$5M0.94%-5,84313F-HRTimeline
Acorn Wealth Advisors, LLC140,768$4.87M2.01%+128,84913F-HRTimeline
Copperleaf Capital, LLC140,459$4.86M3.08%+4,92713F-HRTimeline
First Financial Group Corp139,800$4.84M5.35%13F-HRTimeline
GEM Asset Management, LLC139,350$4.82M2.69%+39613F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC138,684$4.8M0.07%+88313F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding138,278$4.78M-4,568Timeline
Western Wealth Management, LLC137,622$4.76M0.31%-1,90213F-HR/ATimeline
WPWealth LLP136,305$4.71M0.96%+23,41213F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…130,944$4.57M0.01%+61,02413F-HRTimelineGroup
Prospect Financial Group LLC131,932$4.56M5.61%13F-HRTimeline
MAI Capital Management130,960$4.53M0.03%-24,67613F-HRTimeline
VISTA CAPITAL PARTNERS, INC.129,190$4.47M0.52%-46,55513F-HRTimeline
Caerus Investment Advisors, LLC126,370$4.37M4.11%+10913F-HRTimeline
PRIVATE TRUST CO NA125,363$4.34M0.45%-12,90113F-HRTimeline
D.A. DAVIDSON & CO.125,120$4.33M0.04%-1,88913F-HRTimeline
Alpha Financial Advisors, LLC124,734$4.31M1.95%-1,70813F-HRTimeline
Krilogy Financial LLC124,288$4.3M0.29%-5713F-HRTimeline
Wealth Architects, LLC124,051$4.29M0.48%+2,31213F-HRTimeline
Stone Summit Wealth LLC122,778$4.25M1.43%-1,23913F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…121,738$4.21M1.04%-1,41513F-HRTimeline
Mutual Advisors, LLC119,520$4.21M0.12%+1,71013F-HRTimeline
Aptus Capital Advisors, LLC120,240$4.16M0.05%-77,59513F-HRTimeline
Edge Financial Advisors LLC120,121$4.15M3.71%+46,89513F-HRTimeline
Austin Private Wealth, LLC118,361$4.09M0.38%new13F-HRTimeline
Baring Financial LLC118,262$4.09M3.65%13F-HRTimeline
Callan Capital, LLC117,828$4.08M0.3%-6,08913F-HRTimeline
Samalin Investment Counsel, LLC117,537$4.07M1.74%-21,66613F-HRTimeline
Arbor Wealth Advisors LLC117,251$4.06M3.61%013F-HRTimeline
Everest Private Wealth114,049$3.94M3.47%13F-HRTimeline
Meridian Wealth Management, LLC113,241$3.92M0.19%-28,10913F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC111,130$3.84M1.93%+1,50813F-HRTimelineGroup
Index Fund Advisors, Inc.110,575$3.82M0.21%-20813F-HRTimeline
Lakeridge Wealth Management LLC110,559$3.82M1.98%+14,10613F-HRTimeline
CURIO WEALTH, LLC110,019$3.81M2.05%13F-HRTimeline