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Disclosery

DFAC DIMENSIONAL ETF TRUST

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US CORE EQUITY 2 (fund)

990 managers (1,001 13F filers) reported a position in DFAC shares at 2025-03-31, 782,783,994 shares in all. 46 filers opened a position and 43 filers sold out during the quarter.

Managers
990
13F filers
1,001
New
46
Added
409
Reduced
322
Sold out
43
Shares held by filers
782,783,994

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
PHILLIPS FINANCIAL MANAGEMENT, LLC757,053$25M1.93%-40,84513F-HRTimeline
HTG Investment Advisors, Inc.753,724$24.9M10.37%+12,75913F-HRTimeline
Root Financial Partners, LLC744,697$24.6M2.62%-32,88513F-HRTimeline
Schulz Wealth, LTD.735,098$24.3M18.49%+25,35513F-HRTimeline
Empirical Financial Services, LLC d.b.a…734,756$24.2M0.63%-19,71913F-HRTimeline
Aurelius Family Office LLC725,748$23.9M12.15%+1,72913F-HRTimeline
Pacific Asset Management, LLC713,931$23.6M21.1%-7,20613F-HRTimeline
Orion Porfolio Solutions, LLC711,456$23.5M0.23%+102,30413F-HRTimeline
Orion Portfolio Solutions, LLC711,456$23.5M0.23%+102,30413F-HR/ATimeline
RCS Financial Planning, LLC705,923$23.3M12.29%-8,85713F-HRTimeline
QUARRY HILL ADVISORS, LLC703,021$23.2M15.07%+16,50513F-HRTimeline
American Capital Advisory, LLC702,362$23.2M12.5%+20,54113F-HRTimeline
New Dimensions Wealth Management, LLC700,115$23.1M23.09%13F-HRTimeline
SageOak Financial, LLC700,076$23.1M20.48%+114,35013F-HRTimeline
David Wealth Management LLC697,076$23M19.24%+5,04613F-HRTimeline
Versant Capital Management, Inc692,392$22.8M3.83%+6,09113F-HRTimeline
Cloud Capital Management, LLC687,789$22.7M16.11%13F-HRTimeline
Babb Wealth Advisors LLC680,609$22.5M17.99%-1,79013F-HRTimeline
SwitchPoint Financial Planning, LLC678,627$22.4M21.24%-19,84913F-HRTimeline
Longview Financial Advisors LLC676,700$22.3M14.73%-5,52113F-HRTimeline
CAHILL FINANCIAL ADVISORS INC664,539$21.9M2.98%+25,78713F-HRTimeline
Cambridge Financial Group, LLC643,077$21.2M9%-25,35513F-HRTimeline
N.E.W. Advisory Services LLC637,671$21M1.61%+19,32213F-HRTimeline
Cahill Wealth Management, LLC630,822$20.8M10.59%+78,97713F-HRTimeline
Trajan Wealth LLC627,731$20.7M1.13%-1,54713F-HRTimeline
AdvisorNet Financial, Inc620,147$20.5M1.52%+195,80513F-HRTimeline
Financial Alternatives, Inc615,193$20.3M14.47%-24,02713F-HRTimeline
LifeGuide Financial Advisors, LLC609,025$20.1M8.2%+64,30913F-HRTimeline
CWM, LLCin group CWM, LLC602,436$19.9M0.08%+20,92013F-HRTimelineGroup
FIDUCIARY FINANCIAL GROUP, LLC634,751$19.4M4.23%+34,89513F-HRTimeline
LEGACY FINANCIAL GROUP, INC.579,333$19.1M6.13%-8,92813F-HRTimeline
Hutchens & Kramer Investment Management…574,086$18.9M10.42%-5,86113F-HRTimeline
Avantax Planning Partners, Inc.569,330$18.8M0.66%-2,92113F-HRTimeline
Strategic Investment Solutions, Inc. /IL569,212$18.8M5.45%+133,26813F-HRTimeline
Investment Advisory Group, LLC567,641$18.7M6.26%+7,07213F-HRTimeline
Prime Capital Investment Advisors, LLC563,624$18.6M0.22%+157,06113F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…563,146$18.6M1.02%+63,45313F-HRTimelineGroup
Simplicity Wealth,LLC550,538$18.2M1.41%+534,24713F-HRTimeline
JDH Wealth Management, LLC537,068$17.7M15.2%-9,99913F-HRTimeline
CFS Investment Advisory Services, LLC536,170$17.7M1.57%-17,19113F-HRTimeline
Merit Financial Group, LLC531,998$17.6M0.26%+73,58013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP528,798$17.4M0.44%+49,63413F-HRTimeline
Pinnacle Financial Group, LLC / IL515,221$17M6.18%-3,42113F-HRTimeline
Rehmann Capital Advisory Group513,093$16.9M1.07%+7,09213F-HRTimeline
Signature Resources Capital Management,…509,978$16.8M14.47%+20,55713F-HRTimeline
KRAFT ASSET MANAGEMENT, LLC507,412$16.7M15.33%-113,69813F-HRTimeline
Summit Wealth Group, LLC505,091$16.7M4.87%-51,70213F-HRTimeline
Retirement Solution LLC502,884$16.6M4.71%+74,13713F-HR/ATimeline
Sequoia Financial Advisors, LLC499,003$16.5M0.13%+29,45113F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC492,746$16.3M0.02%+246,33713F-HRTimelineGroup
Wealth Management Strategies, Inc.491,315$16.2M10.84%+33,26613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…489,112$16.1M0.04%+58,12513F-HRTimelineGroup
RIVERCHASE WEALTH MANAGEMENT, LLC477,028$15.7M11.02%-264,77813F-HRTimeline
Cresset Asset Management, LLC472,537$15.6M0.08%+17,79313F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding478,590$15.5M-85,253Timeline
Binnacle Investments Inc463,001$15.3M11.15%13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY462,744$15.3M<0.01%+18,77613F-HRTimelineGroup
tru Independence LLC451,863$14.9M4.63%+135,79413F-HRTimeline
CVA Family Office, LLC451,800$14.9M2.28%-35413F-HRTimeline
Parkworth Wealth Management, Inc.447,636$14.8M11.79%-3,12813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP446,637$14.7M0.02%+15,16813F-HRTimelineGroup
Hemington Wealth Management443,697$14.6M2.27%-13,34013F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC435,411$14.4M6.86%-7,42213F-HRTimeline
SCRATCH CAPITAL LLC432,967$14.3M14.75%+89,72613F-HRTimeline
Corus Family Wealth Advisors422,421$13.9M9.55%+14,17613F-HRTimeline
Capstone Wealth Management, LLC418,390$13.8M13.75%-7,06213F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding417,910$13.8M+251,830Timeline
Farther Finance Advisors, LLC399,758$13.2M0.34%+90,84113F-HRTimeline
Visionary Wealth Advisors395,672$13.1M0.78%+23,09313F-HRTimeline
XY Planning Network, Inc.393,856$13M8.67%+125,22513F-HRTimeline
Cravens & Co Advisors, LLC392,465$12.9M10.06%+16,92013F-HRTimeline
Aerodigm Wealth, LLC389,464$12.8M7.16%+5,68513F-HRTimeline
Foundation Wealth Management, LLC\PA387,234$12.8M6.08%-49,13613F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP374,764$12.4M0.09%-64713F-HRTimelineGroup
Integrated Advisors Network LLC370,613$12.2M0.62%-21,79413F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC368,783$12.2M9.1%+31,30513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…365,722$12.1M0.01%+8,68613F-HRTimelineGroup
Five Oceans Advisors364,378$12M5.76%+24,08113F-HRTimeline
Family Office Research LLC362,147$11.9M5.82%+11,86113F-HRTimeline
Hassell Wealth Management, LLC372,739$11.7M5%-84,87113F-HRTimeline
Arax Advisory Partners352,694$11.6M0.75%+256,81213F-HRTimeline
Keudell/Morrison Wealth Management347,526$11.5M2.7%-62,68213F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…342,670$11.3M0.11%+4,14113F-HRTimelineGroup
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC340,856$11.2M2.89%-113F-HR/ATimeline
Silver Oak Advisory Group, Inc.336,101$11.1M5.89%-1,26213F-HRTimeline
Cherry Tree Wealth Management, LLC334,264$11M2.66%+1,58413F-HRTimeline
Winthrop Advisory Group LLC330,150$10.9M1.31%-7,54213F-HRTimeline
Great Waters Wealth Management329,233$10.9M1.51%-16,60913F-HRTimeline
Avion Wealth310,246$10.7M2.75%013F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.324,059$10.7M7.22%+5,12013F-HRTimeline
Oceanside Advisors LLC321,755$10.6M7.68%+8,54313F-HRTimeline
McLean Asset Management Corp359,990$10.5M3.46%+79,88513F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS316,278$10.4M8.25%+36,69413F-HRTimeline
ASPIRIANT, LLC314,110$10.4M0.36%+32,07413F-HRTimeline
SageView Advisory Group, LLC303,928$10M0.43%-6,40413F-HRTimeline
Cedar Wealth Management, LLC302,298$9.97M3.55%013F-HRTimeline
Two West Capital Advisors LLC320,091$9.96M8.32%+24,30213F-HRTimeline
Great Lakes Retirement, Inc.300,204$9.9M1.3%+6,86313F-HRTimeline
Forthright Family Wealth Advisory LLC294,334$9.71M6.41%+6,20713F-HRTimeline
FMR LLCin group FMR LLC285,906$9.43M<0.01%+47,43513F-HRTimelineGroup
RF&L WEALTH MANAGEMENT, LLC285,793$9.43M6.74%-1,71513F-HRTimeline
Waterfront Wealth Inc.281,768$9.3M2.27%+9,78513F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC276,630$9.13M0.04%-1,00113F-HRTimelineGroup
Tortoise Investment Management, LLC269,998$8.91M0.93%+50,94313F-HR/ATimeline
Red Wave Investments LLC269,532$8.89M3.19%-3,71313F-HRTimeline
Investmark Advisory Group LLC263,493$8.69M4.29%-87013F-HRTimeline
Fort Point Capital Partners LLC263,271$8.69M0.97%-2,88313F-HRTimeline
Aveo Capital Partners, LLC258,593$8.48M1.41%+53,66213F-HRTimeline
Gemmer Asset Management LLC253,803$8.37M0.84%+29213F-HRTimeline
Rappaport Reiches Capital Management, L…248,724$8.21M2.05%-1,08613F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC247,923$8.18M2.79%-25,46913F-HRTimeline
POINCIANA ADVISORS GROUP, LLC242,157$7.99M8.28%-3,05513F-HRTimeline
RFG Advisory, LLC234,891$7.75M0.21%-120,84913F-HRTimeline
Arista Wealth Management, LLC234,595$7.74M1.88%-1,06513F-HRTimeline
SUTTON PLACE INVESTORS LLC231,555$7.64M5.14%-1,23013F-HRTimeline
AssuredPartners Investment Advisors, LLC230,734$7.61M1.47%+6,64213F-HRTimeline
Factor Wealth Management LTD229,833$7.58M2.33%-1,70313F-HRTimeline
TOWNSQUARE CAPITAL LLC228,873$7.55M0.08%+29,53513F-HRTimeline
Austin Private Wealth, LLC228,307$7.53M0.68%+109,94613F-HRTimeline
NWAM LLC228,040$7.52M0.65%-61,38213F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC226,418$7.47M0.22%+40,04813F-HRTimelineGroup
Freedom Financial Partners LLC225,489$7.44M3.46%-3,01913F-HRTimeline
Smartleaf Asset Management LLC226,630$7.43M0.72%+1,14313F-HRTimeline
ENTREWEALTH, LLC224,381$7.4M5.69%-26,21913F-HRTimeline
CGN Advisors LLC223,840$7.38M0.72%+10,88713F-HRTimeline
Mesirow Financial Investment Management…222,352$7.34M0.14%+3,73213F-HRTimeline
CONQUIS FINANCIAL LLC220,925$7.29M7.57%-11,07213F-HRTimeline
Woodside Wealth Management LLC216,896$7.16M6.63%13F-HRTimeline
PFG Advisors211,245$6.97M0.39%+7,11013F-HRTimeline
OPTIMA CAPITAL LLC208,879$6.89M4.39%+4,20413F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.206,789$6.82M2.86%-1,93113F-HRTimeline
Bridgewater Advisors Inc.202,790$6.56M0.57%-3,74513F-HRTimeline
Foundations Investment Advisors, LLC196,787$6.49M0.12%+155,34113F-HRTimeline
Physician Wealth Solutions Inc.196,604$6.49M3.26%-17,37613F-HRTimeline
Parkwoods Wealth Partners, LLC189,928$6.27M4.23%+148,00913F-HRTimeline
Kaufman Rossin Wealth, LLC187,378$6.18M4.42%-71213F-HRTimeline
Archford Capital Strategies, LLC185,333$6.11M0.9%+161,96713F-HRTimeline
Montis Financial, LLC184,476$6.09M1.79%-12,42313F-HRTimeline
Berger Financial Group, Inc184,465$6.09M0.42%-10,19813F-HRTimeline
IFG Advisors, LLC183,507$6.05M1.17%-4,24013F-HRTimeline
Nicholas Hoffman & Company, LLC.182,257$6.01M0.23%+213F-HR/ATimelineThe filing omitted confidential holdings, a later amendment may add them.
VSM Wealth Advisory, LLC181,466$5.99M2.15%+13,76913F-HRTimeline
FIDUCIENT ADVISORS LLC170,955$5.64M0.7%+42213F-HRTimeline
Millstone Evans Group, LLC170,577$5.63M3.82%-4,14913F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.170,174$5.61M0.03%+5,57813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN167,611$5.53M<0.01%-122,22013F-HRTimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…164,018$5.41M0.17%-43,46013F-HRTimelineGroup
McCarthy Asset Management, Inc.163,668$5.4M3.91%-3,11713F-HRTimeline
BlueSky Wealth Advisors, LLC163,179$5.38M0.83%013F-HRTimeline
HMV Wealth Advisors, LLC162,717$5.37M4.26%+67913F-HRTimeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP161,912$5.34M1.51%-1,64013F-HRTimelineGroup
Willow Creek Wealth Management Inc.161,600$5.33M0.52%+10,07613F-HRTimeline
Sowell Financial Services LLC161,276$5.32M0.24%+1,37413F-HRTimeline
Financial Insights, Inc.160,762$5.3M2.11%-37,71213F-HRTimeline
Valued Wealth Advisors LLC160,711$5.3M3.18%-1,16713F-HRTimeline
Venture Visionary Partners LLC160,333$5.29M0.22%013F-HRTimeline
Financial Council, LLC158,520$5.23M2.82%+10,82513F-HRTimeline
FINANCIAL COUNSELORS INC158,089$5.22M0.08%-22513F-HRTimeline
Abacus Wealth Partners, LLC152,995$5.05M0.76%-3,94713F-HRTimeline
Physician Wealth Advisors, Inc.151,949$5.01M0.86%+12813F-HRTimeline
Integrity Wealth Solutions LLC150,023$4.95M2.68%+1,69313F-HRTimeline
Running Point Capital Advisors, LLC147,815$4.88M1.55%-2,22513F-HRTimeline
Ariadne Wealth Management, LP146,724$4.85M2.53%-8,79513F-HRTimeline
Acorn Wealth Advisors, LLC146,494$4.83M2.01%+5,72613F-HRTimeline
HUTCHINSON CAPITAL MANAGEMENT/CA146,048$4.82M0.92%+1,48613F-HRTimeline
First Financial Group Corp145,644$4.8M5.44%+5,84413F-HRTimeline
Heritage Wealth Management, Inc. /CA/145,462$4.8M4.1%-2,38813F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding153,586$4.8M-2,836Timeline
KOM Wealth Management Group, LLC145,303$4.79M4.19%-309,89313F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC145,265$4.79M0.13%new13F-HRTimeline
Aprio Wealth Management, LLC142,667$4.71M0.59%+45,13013F-HRTimeline
Copperleaf Capital, LLC141,921$4.68M2.8%+1,46213F-HRTimeline
Balance Wealth Partners LLC141,872$4.68M3.04%13F-HRTimeline
GEM Asset Management, LLC141,259$4.68M2.62%+1,90913F-HRTimeline
M Wealth Management, LLC141,574$4.67M4.35%-7,24013F-HRTimeline
Baring Financial LLC140,583$4.64M3.89%+22,32113F-HRTimeline
WPWealth LLP136,555$4.5M0.89%+25013F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding135,539$4.47M-2,739Timeline
Wealth Architects, LLC134,620$4.44M0.49%+10,56913F-HR/ATimeline
Aptus Capital Advisors, LLC134,320$4.43M0.05%+14,08013F-HRTimeline
Prospect Financial Group LLC134,210$4.43M5.65%+2,27813F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC133,195$4.39M0.32%+124,10613F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC132,509$4.37M0.06%-6,17513F-HRTimeline
CITIGROUP INCin group CITIGROUP INC132,024$4.36M<0.01%+28,02613F-HRTimelineGroup
MAI Capital Management130,965$4.32M0.03%+513F-HRTimeline
Stone Summit Wealth LLC129,383$4.27M1.45%+6,60513F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…127,736$4.21M1%+5,99813F-HRTimeline
Caerus Investment Advisors, LLC126,370$4.17M4.02%013F-HRTimeline
Krilogy Financial LLC124,402$4.1M0.27%+11413F-HRTimeline
Alpha Financial Advisors, LLC124,344$4.1M1.82%-39013F-HRTimeline
Mutual Advisors, LLC127,209$4.08M0.12%+7,68913F-HRTimeline
D.A. DAVIDSON & CO.122,977$4.06M0.03%-2,14313F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC120,896$3.99M0.01%+34,07513F-HRTimelineGroup
Western Wealth Management, LLC120,082$3.96M0.26%-17,54013F-HRTimeline
VISTA CAPITAL PARTNERS, INC.119,151$3.93M0.48%-10,03913F-HRTimeline
PRIVATE TRUST CO NA118,519$3.91M0.4%-6,84413F-HRTimeline
Werba Rubin Papier Wealth Management116,868$3.86M0.84%+19,55613F-HRTimeline
Keystone Financial Group, Inc.117,469$3.84M2.7%+15,09213F-HRTimeline
Arbor Wealth Advisors LLC115,776$3.82M3.41%-1,47513F-HRTimeline
Lakeridge Wealth Management LLC115,625$3.81M1.91%+5,06613F-HRTimeline