Skip to content
Disclosery

DFAC DIMENSIONAL ETF TRUST

Follow

US CORE EQUITY 2 (fund)

1,202 managers (1,216 13F filers) reported a position in DFAC shares at 2026-06-30, 865,276,174 shares in all. 69 filers opened a position and 28 filers sold out during the quarter.

Managers
1,202
13F filers
1,216
New
69
Added
492
Reduced
365
Sold out
28
Shares held by filers
865,276,174

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
TRANSCEND CAPITAL ADVISORS, LLC177,677$7.88M0.53%+5,77713F-HRTimeline
IFG Advisors, LLC177,675$7.88M1.09%+3813F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC177,566$7.88M0.55%+5,60813F-HRTimelineGroup
Austin Wealth Management, LLC175,594$7.76M1.64%-9,73213F-HRTimeline
HBE Wealth Management, LLC172,746$7.66M5.5%+6,36913F-HRTimeline
Financial Council, LLC172,628$7.66M2.48%+6,39413F-HRTimeline
Wealth Architects, LLC170,302$7.55M0.6%+6,05913F-HRTimeline
HMV Wealth Advisors, LLC168,530$7.48M2.91%-16,11013F-HRTimeline
First Financial Group Corp168,239$7.46M5.39%+11,58813F-HRTimeline
Prospect Financial Group LLC165,652$7.35M5.92%+82513F-HRTimeline
Tennessee Valley Asset Management Partn…165,445$7.34M0.81%new13F-HRTimeline
HUTCHINSON CAPITAL MANAGEMENT/CA164,817$7.31M1.25%-3,89313F-HRTimeline
IEQ CAPITAL, LLC162,195$7.19M0.03%+11,27913F-HRTimeline
Midwest Trust Co161,413$7.16M0.08%+20313F-HRTimeline
Montis Financial, LLC160,431$7.12M1.46%-1,73913F-HRTimeline
Prospera Financial Services Inc158,872$7.05M0.1%+6,87513F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC156,381$6.94M0.02%+112,38113F-HRTimelineGroup
Sowell Financial Services LLC153,627$6.81M0.22%-3,61113F-HRTimeline
Keystone Financial Group, Inc.152,808$6.78M3.56%+1,46513F-HRTimeline
Qube Research & Technologies Ltd152,495$6.76M0.01%+52,59013F-HRTimeline
True Blue Financial, LLC151,468$6.72M2.84%-6,77513F-HRTimeline
Integrity Wealth Solutions LLC150,627$6.68M2.47%+3913F-HRTimeline
Aprio Wealth Management, LLC150,417$6.67M0.33%-12413F-HRTimeline
GEM Asset Management, LLC149,660$6.64M2.62%+1,59513F-HRTimeline
Xcelsior Advisor Partners LLC149,091$6.61M0.87%-1,01913F-HRTimeline
Abacus Wealth Partners, LLC148,441$6.58M0.69%-94213F-HRTimeline
Great Lakes Retirement, Inc.145,663$6.46M0.57%-55013F-HRTimeline
Ariadne Wealth Management, LP144,370$6.4M2.83%+3,20613F-HRTimeline
Western Wealth Management, LLC144,201$6.4M0.21%+8813F-HRTimeline
McGrath & Associates, Inc.143,023$6.34M8.27%new13F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP142,960$6.34M0.07%+26,29513F-HRTimeline
Kaufman Rossin Wealth, LLC142,667$6.34M3%+25613F-HRTimeline
Oath Planning, LLC142,805$6.33M4.7%+4,60813F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC142,565$6.32M1.36%-12,40213F-HRTimeline
Alliance Wealth Strategies, LLC d/b/a B…141,178$6.26M4.92%013F-HRTimeline
Beckerman Institutional, LLC140,672$6.24M2.97%+10,45213F-HRTimeline
Werba Rubin Papier Wealth Management139,544$6.19M0.75%+79313F-HRTimeline
Clark Asset Management, LLC139,264$6.18M0.48%+20,53513F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP138,448$6.14M<0.01%-1,42913F-HRTimelineGroup
VANGUARD GROUP INCgroup of 3 filers holding138,307$6.14M-1,396Timeline
WPWealth LLP137,866$6.12M0.91%+4,14713F-HRTimeline
Physician Wealth Advisors, Inc.136,142$6.04M0.72%-2,68413F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC135,626$6.03M0.19%-20,32913F-HRTimelineGroup
Krilogy Financial LLC134,821$5.98M0.18%+3,09513F-HRTimeline
Aptus Capital Advisors, LLC134,260$5.96M0.04%+2,90513F-HRTimeline
Valued Wealth Advisors LLC134,138$5.95M2.16%+2,87613F-HRTimeline
Everest Financial Group LLC133,876$5.94M0.8%+2,86113F-HRTimeline
Tranquilli Financial Advisor LLC131,766$5.85M3.15%+6,40713F-HRTimeline
ENTREWEALTH, LLC126,931$5.79M2.15%-1,10413F-HRTimeline
Heritage Wealth Management, Inc. /CA/127,308$5.65M2.81%-1,06213F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC127,170$5.64M0.03%+5,69613F-HRTimeline
BlueSky Wealth Advisors, LLC126,647$5.62M0.65%013F-HRTimeline
Caerus Investment Advisors, LLC126,041$5.59M1.89%013F-HRTimeline
RVW Wealth, LLC125,776$5.58M0.37%-2,80713F-HRTimeline
NorthRock Partners, LLC124,735$5.53M0.08%+12,43513F-HRTimeline
HighPoint Advisor Group LLC124,557$5.53M0.19%+12,84513F-HRTimeline
PRIVATE TRUST CO NA123,356$5.47M0.44%+9,10613F-HRTimeline
Accurate Wealth Management, LLC122,184$5.45M0.52%+56,54713F-HRTimeline
WESBANCO BANK INC122,457$5.43M0.14%-85513F-HRTimeline
Amicus Financial Advisors, LLC120,366$5.34M1.31%+11,27613F-HRTimeline
Twin Cities Retirement Group LLC119,962$5.32M4.56%-3,25213F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC118,147$5.24M0.69%-5,38413F-HR/ATimeline
Alpha Financial Advisors, LLC118,008$5.23M1.46%-75913F-HRTimeline
D.A. DAVIDSON & CO.117,411$5.21M0.03%-1,74213F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…117,013$5.19M0.99%-3,79313F-HRTimeline
Advisors Capital Management, LLC116,457$5.17M0.05%+12,25813F-HRTimeline
Arbor Wealth Advisors LLC115,776$5.14M3.14%013F-HRTimeline
Atlas Private Wealth Advisors115,418$5.12M1.12%-63613F-HRTimeline
Steward Partners Investment Advisory, L…114,714$5.09M0.03%-8,96713F-HRTimeline
M Wealth Management, LLC114,363$5.07M3.98%-1,04313F-HRTimeline
Mutual Advisors, LLC111,966$4.97M0.09%-2,70613F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding111,875$4.96M+10,392Timeline
BluePrint Investing LLC111,626$4.95M4.16%013F-HRTimeline
Bernicke Wealth Management, Ltd.109,734$4.87M0.57%-1,43613F-HRTimeline
VISTA CAPITAL PARTNERS, INC.109,727$4.87M0.43%+11,33013F-HRTimeline
Clarity Capital Advisors, LLC108,954$4.83M2.03%+10213F-HRTimeline
PDS Planning, Inc108,432$4.81M0.28%+7,07813F-HRTimeline
Cresset Asset Management, LLC108,094$4.8M0.02%+28,74013F-HRTimeline
Everest Private Wealth108,049$4.79M1.79%013F-HRTimeline
CURIO WEALTH, LLC107,931$4.79M1.49%-5,03513F-HRTimeline
AlphaCore Capital LLC107,410$4.76M0.09%+3,80013F-HRTimeline
McCarthy Asset Management, Inc.105,934$4.7M2.23%13F-HRTimeline
Aegis Wealth Management LLC105,866$4.7M2.21%+5113F-HRTimeline
Global Financial Private Client, LLC105,652$4.69M1.27%+38,73213F-HRTimeline
Total Clarity Wealth Management, Inc.104,702$4.64M0.9%+5513F-HRTimeline
Eaton Financial Holdings Company, LLC104,168$4.62M1.27%+16,09013F-HRTimeline
Belleair Asset Management, LLC103,385$4.59M3.86%-42813F-HRTimeline
RFG Advisory, LLC102,090$4.53M0.07%-2,67313F-HRTimeline
Retirement Planning Group, LLC100,702$4.47M0.11%+613F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO99,616$4.42M0.37%-1,36413F-HRTimeline
INTEGRATED WEALTHCARE, LLC99,593$4.42M3.3%-1,02813F-HRTimeline
Meridian Wealth Management, LLC98,892$4.39M0.14%-1,50313F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…98,061$4.35M0.11%+11,02513F-HRTimelineGroup
Concord Wealth Partnersin group Concord Wealth Partners98,020$4.35M0.5%+8,70713F-HRTimelineGroup
Summit Financial, LLC97,216$4.31M0.05%-1,71713F-HRTimeline
M Holdings Securities, Inc.97,176$4.28M0.59%-201,32913F-HRTimeline
FORTERIS WEALTH MANAGEMENT INC.95,848$4.25M3.48%+42513F-HRTimeline
Nautilus Advisors LLC95,310$4.25M2.51%+4,14313F-HRTimeline
Orion Capital Management LLC94,423$4.19M1.3%-73113F-HRTimeline
C M BIDWELL & ASSOCIATES LTD94,128$4.18M1.71%-1,46913F-HRTimeline
Intelligent Financial Strategies94,014$4.17M2.01%+4113F-HRTimeline
City State Bank93,086$4.13M0.95%+3,78413F-HRTimeline
ALLIUM FINANCIAL ADVISORS, LLC92,057$4.08M2.67%013F-HRTimeline
Mowery & Schoenfeld Wealth Management, …91,829$4.07M5.55%013F-HRTimeline
USAdvisors Wealth Management, LLC89,953$3.99M1.14%-6,74813F-HRTimeline
WEALTHSPAN PARTNERS, LLC88,666$3.93M1.24%+5,97813F-HRTimeline
Curi Capital, LLC88,528$3.93M0.06%+2113F-HRTimeline
Pioneer Wealth Management Group88,103$3.91M0.94%-2,49413F-HRTimeline
Samalin Investment Counsel, LLC86,924$3.86M1.23%+8813F-HRTimeline
WestHill Financial Advisors, Inc.86,551$3.84M0.65%013F-HRTimeline
Kure Advisory, LLC85,906$3.81M1.81%+41113F-HRTimeline
Buttonwood Financial Advisors Inc.85,038$3.77M1.15%-58013F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC82,584$3.66M2.07%-10413F-HRTimeline
25 LLC81,164$3.6M0.99%+70613F-HRTimeline
True North Advisors, LLC79,903$3.54M0.34%013F-HRTimeline
Caprock Group, LLC78,132$3.47M0.07%-1,02813F-HRTimeline
Wedmont Private Capital76,679$3.42M0.09%+1713F-HRTimeline
Merited Wealth, LLC75,138$3.33M2.36%-1,48913F-HRTimeline
Legacy Capital Wealth Partners, LLC74,692$3.31M0.64%+5413F-HRTimeline
E-Wealth Partners, LLC74,115$3.29M2.38%-4,88413F-HRTimeline
L2 Asset Management, LLC73,852$3.28M0.34%-75,53913F-HRTimeline
Quad-Cities Investment Group, LLC73,455$3.26M1.17%+4,23113F-HRTimeline
Baker Avenue Asset Management, LP73,043$3.24M0.06%+41013F-HRTimeline
Financial Insights, Inc.72,907$3.23M0.85%-5,28813F-HRTimeline
Keener Financial Planning LLC72,736$3.23M1.15%013F-HRTimeline
Prosperity Planning, Inc.72,692$3.22M0.74%-1,69913F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…72,451$3.21M<0.01%-42013F-HRTimelineGroup
Liberty Capital Management, Inc.72,322$3.21M0.55%13F-HRTimeline
RB Capital Management, LLC72,205$3.2M0.63%+1,78013F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers71,989$3.19M<0.01%+17,87713F-HRTimelineGroup
Marietta Wealth Management, LLC71,889$3.19M0.33%-17213F-HRTimeline
Live Oak Private Wealth LLC71,657$3.18M0.4%+11,67913F-HRTimeline
WealthCollab, LLC71,464$3.17M1.15%013F-HRTimeline
Atwater Malick LLC71,167$3.16M0.69%-2,08913F-HRTimeline
Ashton Thomas Private Wealth, LLC71,061$3.15M0.07%+8513F-HRTimeline
Pallas Capital Advisors LLC70,503$3.13M0.1%013F-HRTimeline
Sterling Wealth Advisors Inc70,084$3.11M1.69%+7,24613F-HRTimeline
YARGER WEALTH STRATEGIES, LLC69,602$3.1M1.12%-1,25013F-HRTimeline
Freedom Day Solutions, LLC69,889$3.1M0.69%+7,95413F-HRTimeline
Americana Partners, LLC69,781$3.1M0.07%013F-HRTimeline
Hartmann Taylor Wealth Management, LLC79,593$3.09M2.05%013F-HRTimeline
Torren Management, LLC68,389$3.03M1.54%-6913F-HRTimeline
RHL GROUP, LLC68,279$3M2.5%+11,56113F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…67,609$3M0.08%-1,11513F-HRTimelineGroup
Seaside Wealth Management, Inc.67,393$2.99M0.74%+16513F-HRTimeline
Seneschal Advisors, LLC67,091$2.98M2.04%-3,24113F-HRTimeline
Strategent Financial, LLC66,943$2.97M1.71%-4,15413F-HRTimeline
Ares Financial Consulting, LLC66,568$2.95M2.12%-5,06813F-HRTimeline
KOM Wealth Management Group, LLC65,554$2.91M1.76%-16,23513F-HRTimeline
Tandem Financial, LLC65,535$2.91M0.94%+1,74013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\64,677$2.87M<0.01%-59513F-HRTimelineGroup
TCFG Investment Advisors, LLCin group TCFG Investment Advisors, LLC64,655$2.87M0.97%+2,76813F-HRTimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…64,556$2.86M0.03%-52113F-HRTimelineGroup
Sage Mountain Advisors LLC64,523$2.86M0.18%013F-HRTimeline
Facet Wealth, Inc.63,886$2.83M0.04%+29,34113F-HRTimeline
HUB Investment Partners, LLC63,744$2.83M0.05%+2513F-HRTimeline
M&T Bank Corpin group M&T Bank Corp62,952$2.79M0.01%-1,60513F-HRTimelineGroup
Cascade Wealth Advisors, Inc60,673$2.79M1.12%+3413F-HRTimeline
CENTRAL TRUST Co62,792$2.79M0.05%013F-HRTimeline
Aviance Capital Partners, LLC62,687$2.78M0.29%+1,31613F-HRTimeline
NerdWallet Wealth Partners, LLC62,617$2.78M0.96%013F-HRTimeline
Level Wealth Management LLC62,536$2.77M1.11%-65013F-HRTimeline
Kingsview Wealth Management, LLC62,354$2.77M0.03%+27,59813F-HRTimeline
FAMILY WEALTH PARTNERS, LLC61,978$2.75M0.84%013F-HRTimeline
Freedom Investment Management, Inc.60,822$2.7M0.75%+74913F-HRTimeline
Rialto Wealth Management, LLC60,568$2.69M0.53%-11913F-HRTimeline
Brooklyn FI, LLC59,966$2.66M0.49%013F-HRTimeline
Innovative Asset Advisors Group, LLC59,430$2.64M1.15%-5,19913F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp59,299$2.63M<0.01%+1,61513F-HRTimelineGroup
Grey Fox Wealth Advisors, LLC58,972$2.62M0.41%+14413F-HRTimeline
Schneider Downs Wealth Management Advis…57,831$2.57M0.24%013F-HRTimeline
KM Capital Management Ltd.57,686$2.56M1.2%+14113F-HRTimeline
Aquire Wealth Advisors, LLC57,169$2.54M0.58%013F-HRTimeline
Yardley Wealth Management LLC56,048$2.49M1.13%+34,09913F-HRTimeline
Larson Financial Group LLC55,765$2.47M0.07%-3313F-HRTimeline
Landing Point Financial Group, LLC55,744$2.47M0.84%+6,29413F-HRTimeline
Arkadios Wealth Advisors54,881$2.43M0.04%-18,14013F-HRTimeline
Strategic Wealth Partners, Ltd.54,535$2.42M0.15%+1913F-HRTimeline
STOLZ & ASSOCIATES, PS53,661$2.38M1.49%-8513F-HRTimeline
Sanctuary Advisors, LLC53,493$2.37M0.01%+20,37013F-HRTimeline
Keating Financial Advisory Services, In…53,118$2.36M0.31%-2413F-HRTimeline
WCG Wealth Advisors LLC52,690$2.34M0.06%-34413F-HRTimeline
American Financial Advisors, LLC52,685$2.34M0.28%+12913F-HRTimeline
Forefront Wealth Partners, LLC52,388$2.32M0.72%+24,72513F-HRTimeline
NorthAvenue LLC52,275$2.32M1.66%+76413F-HRTimeline
MJP ASSOCIATES INC /ADV52,252$2.32M0.25%+2113F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC52,252$2.32M0.15%+2113F-HRTimelineGroup
Beaird Harris Wealth Management, LLC51,832$2.3M0.14%+2,17013F-HRTimeline
Cadent Capital Advisors, LLC51,653$2.29M0.48%013F-HRTimeline
Cassaday & Co Wealth Management LLC51,457$2.28M0.04%+62613F-HRTimeline
Stirlingshire Investments, Inc.51,334$2.28M1.69%-4,46413F-HRTimeline
Signal Advisors Wealth, LLC51,218$2.27M0.12%-3,89813F-HRTimeline
COOKSON PEIRCE & CO INC50,978$2.26M0.07%013F-HRTimeline
OpenArc Corporate Advisory, LLC50,787$2.25M0.03%-22,77313F-HRTimeline
Woodward Financial Advisors, Inc.50,558$2.24M0.75%-29413F-HRTimeline
Capital Investment Management, Inc.50,427$2.24M0.69%-1,28713F-HRTimeline
Shakespeare Wealth Management, LLC49,898$2.21M0.59%-1,27913F-HRTimeline
Caliber Wealth Management, LLC / KS49,446$2.19M0.21%+813F-HRTimeline
Riverbend Wealth Management, LLC49,135$2.18M1.11%+1,61413F-HRTimeline
Olistico Wealth, LLC49,092$2.18M0.93%013F-HRTimeline