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Disclosery

DFAC DIMENSIONAL ETF TRUST

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US CORE EQUITY 2 (fund)

1,169 managers (1,181 13F filers) reported a position in DFAC shares at 2026-03-31, 839,350,935 shares in all. 64 filers opened a position and 40 filers sold out during the quarter.

Managers
1,169
13F filers
1,181
New
64
Added
498
Reduced
358
Sold out
40
Shares held by filers
839,350,935

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
CAPTRUST FINANCIAL ADVISORS830,067$32.3M0.06%-9,19613F-HRTimeline
Pacific Asset Management, LLC825,374$32.1M17.91%+58,96713F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC813,475$31.6M4.94%+18,47813F-HRTimeline
JP Wealth Management, Inc.809,013$31.4M21.32%-28113F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC806,981$31.4M3.92%+2,48713F-HRTimeline
UMB Bank, n.a.806,093$31.3M0.44%-1,70013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Old Peak Finance LLC803,937$31.2M18.24%+24,49313F-HRTimeline
MilWealth Group LLC799,943$31.1M7.4%+78713F-HRTimeline
Peirce Capital Management, LLC799,514$31.1M12.15%-5,87013F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC798,022$31M4.11%+48,29013F-HRTimeline
Beacon Financial Strategies CORP790,195$30.7M17.43%013F-HRTimeline
marrick wealth, LLC783,802$30.5M25.61%-6,31413F-HRTimeline
Aspen Wealth Management LLC782,288$30.4M6.07%+73,60513F-HRTimeline
Efficient Advisors, LLC782,273$30.4M2.16%-543,90613F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC777,411$30.2M17.32%+18,79613F-HRTimeline
SageOak Financial, LLC771,832$30M21.18%+17,71313F-HRTimeline
Outbound Financial Inc758,225$29.5M22.09%+59,66613F-HRTimeline
Cambridge Financial Group, LLC757,454$29.4M9.96%+78,67013F-HRTimeline
Wheels Up Wealth, Inc.756,857$29.4M27.65%+5,84913F-HRTimeline
LifeGuide Financial Advisors, LLC756,251$29.4M9.4%+85,39813F-HRTimeline
Dynamic Advisor Solutions LLC749,174$29.1M0.92%+15,10113F-HRTimeline
AA Financial Advisors, LLC740,205$28.8M4.05%new13F-HRTimeline
SwitchPoint Financial Planning, LLC738,764$28.7M19.47%+25,11913F-HRTimeline
New Dimensions Wealth Management, LLC731,523$28.4M24.19%+1,77113F-HRTimeline
American Capital Advisory, LLC724,910$28.2M11.41%+21,06113F-HRTimeline
Robertson Stephens Wealth Management, L…721,760$28M0.79%-2,92013F-HRTimeline
SCRATCH CAPITAL LLC720,938$28M16.04%+73,52213F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC720,781$28M2.03%-20,99813F-HRTimeline
MISSION WEALTH MANAGEMENT, LP718,096$27.9M0.58%+28,91513F-HRTimeline
MATHER GROUP, LLC.718,051$27.9M0.28%-8,33113F-HRTimeline
Empirical Financial Services, LLC d.b.a…710,928$27.6M0.48%-4,42813F-HRTimeline
Generations Wealth, LLC705,040$27.4M26.6%+28,72313F-HRTimeline
AdvisorNet Financial, Inc701,850$27.3M1.41%+14,64913F-HRTimeline
CFS Investment Advisory Services, LLC647,521$27.3M1.88%+58,61613F-HRTimeline
Wolfstich Capital, LLC711,057$27.2M23.82%-27,38013F-HRTimeline
Keudell/Morrison Wealth Management698,277$27.1M5.55%+246,15213F-HRTimeline
Longview Financial Advisors LLC697,083$27.1M14.72%+10,04913F-HRTimeline
ABLE Financial Group, LLC694,084$27M5.28%-8,95813F-HRTimeline
Aurelius Family Office LLC690,093$26.8M11.66%-18,26313F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…689,740$26.8M0.82%-51813F-HR/ATimelineGroup
Retirement Solution LLC687,039$26.7M6.32%+64,19613F-HRTimeline
RCS Financial Planning, LLC682,997$26.5M13.77%-23,41313F-HRTimeline
Financial Harvest, LLC681,131$26.5M15.59%+38,69913F-HRTimeline
Parkwoods Wealth Partners, LLC657,444$25.5M6.26%+106,19513F-HRTimeline
Rehmann Capital Advisory Group638,492$24.8M1.29%-2,67513F-HRTimeline
Geneos Wealth Management Inc.634,594$24.7M0.57%+55,15213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…633,475$24.6M0.02%+48,45613F-HRTimelineGroup
Wealth Management Strategies, Inc.630,729$24.5M11.09%+17,95813F-HRTimeline
Investment Advisory Group, LLC603,652$23.5M5.96%+6,05613F-HRTimeline
Daner Wealth Management, LLC543,945$23.4M13.77%+83,70713F-HRTimeline
N.E.W. Advisory Services LLC600,399$23.3M1.74%-6,77713F-HRTimeline
Optimus Capital Advisors, LLC591,534$23M13.59%+24,19413F-HRTimeline
Signature Resources Capital Management,…585,167$22.7M10.77%+35,11513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY573,130$22.3M<0.01%+67,76013F-HRTimelineGroup
Index Fund Advisors, Inc.567,137$22M0.99%+334,78213F-HRTimeline
Corus Family Wealth Advisors565,771$22M17.9%+39,81013F-HRTimeline
Acorn Wealth Advisors, LLC557,655$21.7M6.32%+110,35513F-HRTimeline
Pinnacle Financial Group, LLC / IL552,476$21.5M5.88%+9,94513F-HRTimeline
LEGACY FINANCIAL GROUP, INC.549,536$21.4M5.64%-5,35613F-HRTimeline
COGENT STRATEGIC WEALTH LLC549,427$21.4M21.94%+15,71213F-HRTimeline
Hutchens & Kramer Investment Management…546,216$21.2M6.71%+3,24913F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…539,257$21M2.44%-6713F-HRTimeline
3 FACTOR INDEXING, LLC536,347$20.8M19.68%13F-HRTimeline
Visionary Wealth Advisors532,213$20.7M0.91%+2,36913F-HRTimeline
tru Independence LLC528,063$20.5M10.15%+20,02913F-HRTimeline
Vistica Wealth Advisors, LLC523,119$20.3M20.26%-12,74613F-HRTimeline
Approach Retirement Advisors, LLC515,428$20M16.66%+8,62213F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS603,957$19.7M9.24%+150,03513F-HRTimeline
KILNER CAPITAL ADVISORS, LLC503,117$19.6M18.73%-27,76013F-HRTimeline
Trajan Wealth LLC502,451$19.5M0.79%+2,96613F-HRTimeline
Hill Investment Group Partners, LLC495,653$19.3M2.13%-20,30713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP494,578$19.2M0.02%+7,27113F-HRTimelineGroup
JDH Wealth Management, LLC485,029$18.8M12.71%-11,71513F-HRTimeline
Kane Co Wealth Management, Inc.479,279$18.6M15.71%-4,06813F-HRTimeline
PW ADVISORS, LLC \ FL473,396$18.4M13.78%+34,39813F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding436,833$18.3M-7,129Timeline
Silver Oak Advisory Group, Inc.464,582$18.1M7.79%+64,16113F-HRTimeline
CVA Family Office, LLC464,461$18M1.9%-4,12213F-HRTimeline
E6 Portfolios, LLC456,155$17.7M18.48%+31,33713F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding456,098$17.7M+5,147Timeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC453,945$17.6M10.85%+6,80213F-HRTimeline
Simplicity Wealth,LLC444,593$17.3M0.98%-22,14113F-HRTimeline
Sequoia Financial Advisors, LLC440,732$17.1M0.1%-14,82013F-HRTimeline
Root Financial Partners, LLC439,940$17.1M0.79%+13,35213F-HRTimeline
CWM, LLCin group CWM, LLC434,837$16.9M0.04%-160,30613F-HRTimelineGroup
FMR LLCin group FMR LLC432,068$16.8M<0.01%+59,81213F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…430,019$16.7M0.03%+27,18713F-HRTimelineGroup
FIRETHORN WEALTH PARTNERS, LLC424,719$16.5M6.05%+18,95213F-HRTimeline
Prime Capital Investment Advisors, LLC420,219$16.3M0.19%-3,96413F-HRTimeline
Cravens & Co Advisors, LLC417,849$16.2M10.55%+6,63913F-HRTimeline
ENTRUST FINANCIAL LLC414,296$16.1M11.26%-5,24113F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC411,286$16M0.12%+32,83413F-HRTimeline
Aerodigm Wealth, LLC403,552$15.7M5.9%+4,32913F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC400,075$15.5M8.1%-19,33013F-HRTimeline
Vise Technologies, Inc.391,198$15.5M0.3%013F-HRTimeline
Diversified Enterprises, LLC397,837$15.5M0.85%new13F-HRTimeline
Capstone Wealth Management, LLC393,120$15.3M10.65%+1,41713F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC392,629$15.3M0.02%-1,41413F-HRTimelineGroup
Summit Wealth Group, LLC388,492$15.1M3.46%-6,26013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP384,808$15M0.1%-3,01213F-HRTimelineGroup
Sensenig Capital Advisors, Inc374,449$14.6M14.92%-15,70213F-HRTimeline
Integrated Advisors Network LLC371,740$14.4M0.76%+5,21513F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…370,724$14.4M0.24%+313,77313F-HRTimelineGroup
Two West Capital Advisors LLC342,233$14.4M7.61%+10,10513F-HRTimeline
Five Oceans Advisors362,046$14.1M5.09%-13,11113F-HRTimeline
Arax Advisory Partners352,852$13.8M0.39%+21,99313F-HRTimeline
NWAM LLC353,526$13.7M0.79%+91013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…352,500$13.7M0.15%+309,84413F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC348,696$13.6M0.31%+2,78413F-HRTimelineGroup
Oceanside Advisors LLC340,920$13.2M7.56%+11,35613F-HRTimeline
CHOREO, LLC338,183$13.1M0.16%+248,77613F-HRTimeline
Hassell Wealth Management, LLC333,506$13M4.35%-27713F-HRTimeline
Family Office Research LLC323,216$12.6M5.46%-1,73513F-HRTimeline
Winthrop Advisory Group LLC321,678$12.5M1.02%-83213F-HRTimeline
Gunpowder Capital Management, LLC dba O…320,692$12.5M9.45%+53,63013F-HRTimeline
ASPIRIANT, LLC320,184$12.4M0.35%+913F-HRTimeline
Donalies Financial Planning, LLC320,168$12.4M10.61%-1,55913F-HRTimeline
Ferguson Johnson Wealth Management Inc312,731$12.2M9.86%+12,94713F-HRTimeline
WealthSpring Partners, LLC311,841$12.1M11.12%+25,52913F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.311,593$12.1M6.95%-42313F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…308,496$12M0.22%+18,49013F-HRTimelineGroup
McLean Asset Management Corp306,393$11.9M2.08%-5,22213F-HRTimeline
CONQUIS FINANCIAL LLC281,534$11.8M9.8%+17,83213F-HRTimeline
Vigil Wealth Management, LLC304,067$11.8M9.55%+8,85413F-HRTimeline
Cherry Tree Wealth Management, LLC303,985$11.8M2.5%-7,26813F-HRTimeline
Cedar Wealth Management, LLC302,298$11.7M3.42%013F-HRTimeline
McCartney Wealth Management LLC301,680$11.7M9.87%-7,06713F-HRTimeline
M Holdings Securities, Inc.298,505$11.6M0.78%-35113F-HRTimeline
Tortoise Investment Management, LLC296,120$11.5M0.95%+11,67913F-HRTimeline
Great Waters Wealth Management294,564$11.4M1.21%-6,28713F-HRTimeline
Mesirow Financial Investment Management…284,811$11.1M0.18%+141,53713F-HRTimeline
RF&L WEALTH MANAGEMENT, LLC283,137$11M8.24%-1,66813F-HRTimeline
Gemmer Asset Management LLC282,569$11M0.87%+4,84913F-HRTimeline
SageView Advisory Group, LLC281,770$10.9M0.4%-11,22013F-HRTimeline
Foundation Wealth Management, LLC\PA275,950$10.7M3.78%-11,24513F-HRTimeline
HEFFERNAN ADVISORY, INC275,385$10.7M9.93%+20,28513F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS273,537$10.6M9.48%13F-HRTimeline
TANDEMGROWTH FINANCIAL ADVISORS LLC273,084$10.6M10%-32,16813F-HRTimeline
Triad Wealth Partners, LLC271,250$10.5M0.84%+28,58913F-HRTimeline
SIGNATUREFD, LLC267,387$10.4M0.16%+209,18613F-HRTimeline
Avion Wealth264,087$10.3M2.12%-14,83913F-HRTimeline
PFG Advisors263,239$10.2M0.5%+16,13313F-HRTimeline
Avantax Planning Partners, Inc.261,521$10.2M0.28%-39,85713F-HRTimeline
Waterfront Wealth Inc.260,410$10.1M1.86%-36,35813F-HRTimeline
Red Wave Investments LLC260,238$10.1M3.02%-2,19013F-HRTimeline
Broadhurst Jeffrey B256,826$9.98M10.23%-11,19013F-HRTimeline
AssuredPartners Investment Advisors, LLC251,219$9.89M1.08%-17,00013F-HRTimeline
Sterling Wealth Management, Inc.251,132$9.76M2.68%-8113F-HRTimeline
Note Advisors, LLC250,336$9.73M4.86%+3,80313F-HRTimeline
CITIGROUP INCin group CITIGROUP INC248,732$9.67M0.01%+70,90013F-HRTimelineGroup
BDFS Capital LLC248,727$9.67M4.65%+12,64313F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO246,847$9.59M0.01%+61,36213F-HRTimelineGroup
Hippocratic Financial Advisors, LLC246,649$9.58M4.2%-26,26413F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management246,152$9.57M0.11%+79,95213F-HRTimelineGroup
Factor Wealth Management LTD245,839$9.55M1.8%+6,51813F-HRTimeline
Fort Point Capital Partners LLC242,474$9.42M1.24%-3,78413F-HRTimeline
PROFESSIONAL FINANCIAL SOLUTIONS LLC …239,301$9.3M8.27%+10,31913F-HRTimeline
Legacy Advisors, LLC238,363$9.26M1.09%013F-HRTimeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP238,023$9.25M2.31%013F-HRTimelineGroup
Essential Planning, LLC.237,349$9.22M2.93%+36,59513F-HRTimeline
SUTTON PLACE INVESTORS LLC236,217$9.18M5.02%+1,74513F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC236,059$9.17M2.62%-4,84813F-HRTimeline
Arista Wealth Management, LLC233,525$9.07M1.1%-32113F-HRTimeline
MB Generational Wealth, LLC228,900$8.9M4.92%+35,06413F-HRTimeline
Bridgewater Advisors Inc.204,966$8.86M0.53%-1,63613F-HRTimeline
POINCIANA ADVISORS GROUP, LLC226,646$8.81M6.95%+2,40013F-HRTimeline
Woodside Wealth Management LLC220,439$8.57M6.69%+42013F-HRTimeline
Ballentine Partners, LLC220,432$8.57M0.12%+174,26213F-HRTimeline
Investmark Advisory Group LLC219,892$8.55M3.66%+24013F-HRTimeline
VSM Wealth Advisory, LLC219,843$8.54M2.55%+8,82213F-HRTimeline
Freedom Financial Partners LLC217,986$8.47M3.02%-1,00413F-HRTimeline
CGN Advisors LLC212,330$8.25M0.65%+21513F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.210,429$8.18M<0.01%+142,26713F-HRTimelineGroup
OPTIMA CAPITAL LLC209,644$8.15M3.78%+4,78513F-HRTimeline
Integrity Wealth Partners, LLC205,241$7.98M7.18%13F-HRTimeline
Arnold Financial Planning LLC202,254$7.86M7.34%-90513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN201,723$7.84M<0.01%-20,20613F-HR/ATimelineGroup
Strategic Investment Solutions, Inc. /IL200,854$7.8M1.88%-1,81513F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.199,496$7.75M2.63%-4,49313F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC197,717$7.68M0.01%+28,35513F-HRTimelineGroup
Asset Advisory Group, Inc.189,814$7.38M3.7%+4,81413F-HRTimeline
Foundry Financial LLC187,835$7.3M3.09%-157,58213F-HRTimeline
Austin Wealth Management, LLC185,326$7.3M1.66%-147,24613F-HRTimeline
Berger Financial Group, Inc186,843$7.26M0.41%-5,43613F-HRTimeline
HMV Wealth Advisors, LLC184,640$7.18M3.37%+8,33013F-HRTimeline
Nicholas Hoffman & Company, LLC.178,816$6.95M0.16%+213F-HRTimeline
Archford Capital Strategies, LLC178,167$6.92M0.79%-17,53113F-HRTimeline
IFG Advisors, LLC177,637$6.9M1.13%-6,81513F-HRTimeline
AE Wealth Management LLC171,994$6.68M0.04%+32,76513F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC171,958$6.68M0.54%new13F-HRTimelineGroup
TRANSCEND CAPITAL ADVISORS, LLC171,900$6.68M0.54%+3,92713F-HRTimeline
HUTCHINSON CAPITAL MANAGEMENT/CA168,710$6.56M1.2%+35,19313F-HRTimeline
HBE Wealth Management, LLC166,377$6.47M5.64%+16,56013F-HRTimeline
Financial Council, LLC166,234$6.46M2.49%+5,81413F-HRTimeline
Prospect Financial Group LLC164,827$6.41M5.91%+15,39313F-HRTimeline
Wealth Architects, LLC164,243$6.38M0.57%+10,39513F-HRTimeline
Venture Visionary Partners LLC163,386$6.35M0.21%-11213F-HRTimeline
Montis Financial, LLC162,170$6.3M1.3%-4,14813F-HRTimeline
Midwest Trust Co161,210$6.26M0.08%+3,50313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP163,713$6.22M<0.01%+73,76713F-HRTimelineGroup