Skip to content
Disclosery

DFAC DIMENSIONAL ETF TRUST

Follow

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
Beckerman Institutional, LLC107,989$3.73M2.99%+7,18513F-HRTimeline
CITIGROUP INCin group CITIGROUP INC103,998$3.6M<0.01%+58,98613F-HRTimelineGroup
NORTHEAST PLANNING ASSOCIATES, INC. / N…103,799$3.59M3.72%13F-HRTimeline
Keystone Financial Group, Inc.102,377$3.54M2.87%13F-HRTimeline
Retirement Planning Group, LLC100,641$3.48M0.18%+2113F-HRTimeline
Caprock Group, LLC100,387$3.47M0.11%-2,56913F-HRTimeline
C M BIDWELL & ASSOCIATES LTD98,800$3.42M2.08%-5,05913F-HRTimeline
DAVIS R M INC98,554$3.41M0.07%new13F-HRTimeline
Mowery & Schoenfeld Wealth Management, …98,209$3.4M6.61%-117,77713F-HRTimeline
Atria Wealth Solutions, Inc.97,917$3.39M0.04%+34,09413F-HRTimeline
Aprio Wealth Management, LLC97,537$3.37M0.49%-1,05413F-HRTimeline
Quantinno Capital Management LP97,525$3.37M0.03%013F-HRTimeline
Werba Rubin Papier Wealth Management97,312$3.37M0.79%+22213F-HRTimeline
Arax Advisory Partners95,882$3.32M0.21%new13F-HRTimeline
Advisors Capital Management, LLC95,870$3.32M0.05%-47513F-HRTimeline
Tranquilli Financial Advisor LLC95,127$3.29M2.08%-27613F-HRTimeline
Buttonwood Financial Advisors Inc.95,110$3.29M1.45%-7,41513F-HRTimeline
Total Clarity Wealth Management, Inc.94,373$3.26M1.06%+1,41713F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…93,820$3.25M0.13%-2013F-HRTimelineGroup
Note Advisors, LLC92,395$3.2M2.83%13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…92,001$3.18M<0.01%-6813F-HRTimelineGroup
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…91,975$3.18M0.11%013F-HRTimelineGroup
Prosperity Planning, Inc.91,903$3.18M1.02%-2,91513F-HRTimeline
WEALTHSPAN PARTNERS, LLC90,261$3.12M1.49%-4,12613F-HRTimeline
1900 WEALTH MANAGEMENT LLC89,968$3.11M0.26%-10,01313F-HRTimeline
LJI Wealth Management, LLC89,228$3.09M0.61%-41513F-HRTimeline
25 LLC88,190$3.05M1.29%+1,54113F-HRTimeline
Aegis Wealth Management LLC88,032$3.05M2.06%13F-HRTimeline
WestHill Financial Advisors, Inc.87,118$3.01M0.68%013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC86,821$3M<0.01%+15,70713F-HRTimelineGroup
ACCREDITED INVESTOR SERVICES, LLC86,455$2.99M2.39%13F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners85,411$2.95M0.48%+18113F-HRTimelineGroup
Parkside Advisors LLC84,709$2.93M0.69%-70013F-HRTimeline
Nautilus Advisors LLC82,994$2.87M2.29%13F-HRTimeline
Financial Advocates Investment Manageme…82,560$2.86M0.16%-3,63213F-HRTimeline
CHOREO, LLC82,493$2.85M0.04%013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC81,600$2.82M<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…80,739$2.79M0.02%+71913F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA80,376$2.78M0.01%-1,71413F-HRTimelineGroup
Atwater Malick LLC78,850$2.73M0.91%+22213F-HRTimeline
Intelligent Financial Strategies77,143$2.67M1.48%+1013F-HRTimeline
Pallas Capital Advisors LLC76,860$2.66M0.11%013F-HRTimeline
Seneschal Advisors, LLC76,465$2.64M2.21%13F-HRTimeline
AE Wealth Management LLC76,395$2.64M0.02%-31,23213F-HRTimeline
Clarity Capital Advisors, LLC76,178$2.63M1.76%+2613F-HRTimeline
WealthCollab, LLC74,830$2.59M1.66%-2,90213F-HRTimeline
Orion Capital Management LLC73,486$2.54M1.12%-1,27613F-HRTimeline
WCG Wealth Advisors LLC73,169$2.53M0.17%-7,80913F-HRTimeline
Baker Avenue Asset Management, LP72,633$2.51M0.08%013F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC72,356$2.5M0.32%-87713F-HRTimeline
Liberty Capital Management, Inc.72,322$2.5M0.56%013F-HRTimeline
Marietta Wealth Management, LLC72,158$2.5M0.36%013F-HRTimeline
YARGER WEALTH STRATEGIES, LLC70,972$2.45M1.42%-19,80113F-HRTimeline
HFG Wealth Management, LLC71,210$2.44M1.58%-3,16713F-HRTimeline
Sanctuary Wealth Management, L.L.C.68,839$2.38M1.58%-4413F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…68,560$2.37M0.81%013F-HRTimeline
KM Capital Management Ltd.66,647$2.31M1.19%+19213F-HRTimeline
Main Street Financial Solutions, LLC66,542$2.3M0.23%+9,71513F-HRTimeline
Seaside Wealth Management, Inc.66,410$2.3M0.84%-9413F-HRTimeline
Strategent Financial, LLC66,256$2.29M2.28%13F-HRTimeline
American Financial Advisors, LLC66,201$2.29M0.32%013F-HRTimeline
MB Generational Wealth, LLC65,418$2.26M1.66%-4,78013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp65,258$2.26M0.01%013F-HRTimelineGroup
Sage Mountain Advisors LLC64,523$2.23M0.16%013F-HRTimeline
GREAT OAK CAPITAL PARTNERS, LLC63,928$2.2M0.74%-13,10213F-HRTimeline
IFP Advisors, Inc63,106$2.18M0.07%+9,66613F-HRTimeline
FUTURE YOU WEALTH LLC62,617$2.17M1.53%13F-HRTimeline
Keener Financial Planning LLC62,582$2.16M1.28%+38,05213F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP62,364$2.16M<0.01%+10,00313F-HRTimelineGroup
Aviance Capital Partners, LLC62,364$2.16M0.3%-1,17813F-HRTimeline
Savvy Advisors, Inc.61,356$2.12M0.26%-13,96713F-HRTimeline
RB Capital Management, LLC61,208$2.12M0.5%+45813F-HRTimeline
Cornerstone Wealth Group, LLC60,946$2.11M0.17%013F-HRTimeline
Woodward Financial Advisors, Inc.60,893$2.11M1.04%-4,68413F-HRTimeline
FAMILY WEALTH PARTNERS, LLC60,596$2.1M1%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC60,488$2.09M0.02%-913F-HRTimeline
Marcum Wealth, LLC59,980$2.07M0.18%-85213F-HRTimeline
Grey Fox Wealth Advisors, LLC59,477$2.06M0.56%+2513F-HRTimeline
PDS Planning, Inc57,351$1.98M0.18%013F-HRTimeline
Aquire Wealth Advisors, LLC57,169$1.98M0.61%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC56,939$1.97M0.01%-76213F-HRTimelineGroup
Freedom Investment Management, Inc.56,593$1.96M0.16%+1,14713F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding55,364$1.92M+5,785Timeline
Cadent Capital Advisors, LLC54,611$1.89M0.66%+7613F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC53,141$1.84M0.07%+16,15213F-HRTimeline
Olistico Wealth, LLC53,085$1.84M1.07%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC52,713$1.82M<0.01%new13F-HRTimelineGroup
Larson Financial Group LLC52,682$1.82M0.09%+10213F-HRTimeline
Quad-Cities Investment Group, LLC52,546$1.82M0.89%-1,58113F-HRTimeline
Beaird Harris Wealth Management, LLC52,308$1.81M0.16%-53013F-HRTimeline
Level Wealth Management LLC52,038$1.8M1.27%13F-HR/ATimeline
Strategic Wealth Partners, Ltd.50,006$1.8M0.15%013F-HRTimeline
Parkside Financial Bank & Trust51,986$1.8M0.24%-51113F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP51,765$1.79M0.03%-45,44013F-HRTimeline
Wedmont Private Capital52,046$1.79M0.09%013F-HRTimeline
MJP ASSOCIATES INC /ADV51,575$1.78M0.32%+2713F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC51,575$1.78M0.21%+2713F-HRTimelineGroup
Cassaday & Co Wealth Management LLC50,831$1.76M0.05%013F-HRTimeline
City State Bank50,328$1.74M0.61%+5,35313F-HRTimeline
McGrath & Associates, Inc.48,769$1.69M3.41%13F-HRTimeline
HUB Investment Partners, LLC48,670$1.68M0.07%+10,77113F-HRTimeline
Icon Wealth Advisors, LLC48,032$1.66M0.14%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\47,720$1.65M<0.01%+13,63513F-HRTimelineGroup
Strategic Financial Concepts, LLC47,328$1.64M0.31%new13F-HR/ATimeline
Strategic Blueprint, LLC46,486$1.61M0.1%+3,67913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC46,243$1.6M<0.01%+37,60513F-HRTimelineGroup
Ballentine Partners, LLC46,170$1.6M0.03%013F-HRTimeline
Prospera Financial Services Inc45,747$1.58M0.04%+20,55013F-HRTimeline
Parallel Advisors, LLC45,431$1.57M0.04%+6,94513F-HRTimeline
Pollock Investment Advisors, LLC44,897$1.55M1.26%13F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…42,815$1.53M0.57%013F-HRTimeline
Yardley Wealth Management LLC44,346$1.53M0.74%+22,06213F-HRTimeline
IEQ CAPITAL, LLC43,948$1.52M0.01%+12413F-HRTimeline
IHT Wealth Management, LLC43,854$1.52M0.05%-11,54513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC43,174$1.49M0.05%+66313F-HRTimeline
Csenge Advisory Group42,624$1.47M0.08%-2,80013F-HRTimeline
Coston, McIsaac & Partners42,275$1.46M0.43%-2,07313F-HRTimeline
Fortis Advisors, LLC42,047$1.45M0.95%+12113F-HRTimeline
Parkwoods Wealth Partners, LLC41,919$1.45M1.15%+5,94013F-HRTimeline
J.W. COLE ADVISORS, INC.41,454$1.43M0.06%+1,31113F-HRTimeline
Foundations Investment Advisors, LLC41,446$1.43M0.03%+16,53813F-HRTimeline
Global Trust Asset Management, LLC41,387$1.43M0.54%-1,23013F-HRTimeline
Shotwell Rutter Baer Inc41,650$1.43M1.2%-12313F-HRTimeline
Avant Financial Advisors LLC41,281$1.43M1.31%13F-HRTimeline
Clark Asset Management, LLC40,609$1.4M0.26%013F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT39,113$1.35M0.1%013F-HRTimeline
Probity Advisors, Inc.38,944$1.35M0.26%013F-HRTimeline
NorthCoast Asset Management LLC38,894$1.35M0.01%-12,97813F-HR/ATimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp38,860$1.34M0.08%-5,22113F-HRTimelineGroup
Shakespeare Wealth Management, LLC38,777$1.34M0.36%+90913F-HRTimeline
Mason Investment Advisory Services, Inc.38,773$1.34M0.08%+11113F-HRTimeline
Florida Trust Wealth Management Co38,593$1.33M0.04%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC38,544$1.33M0.03%-1,98213F-HRTimeline
FIRST MERCHANTS CORP38,487$1.33M0.05%013F-HRTimeline
Axis Wealth Partners, LLC38,085$1.32M1.11%13F-HRTimeline
Connecticut Wealth Management, LLC37,899$1.31M0.06%-3,42413F-HRTimeline
Vermillion Wealth Management, Inc.37,833$1.31M0.67%13F-HRTimeline
SeaBridge Investment Advisors LLC37,764$1.31M0.27%new13F-HRTimeline
Brewster Financial Planning LLC37,270$1.29M0.98%013F-HRTimeline
Lifeworks Advisors, LLC37,088$1.28M0.23%-3,86913F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC37,071$1.28M<0.01%+1,06413F-HRTimelineGroup
MGB Wealth Management, LLC36,915$1.28M0.4%-7,00013F-HRTimeline
Mission Hills Financial Advisory, LLC35,947$1.24M0.96%013F-HRTimeline
Disciplined Equity Management, Inc.35,890$1.24M0.8%013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC35,283$1.22M0.04%013F-HRTimeline
Almanack Investment Partners, LLC.35,283$1.22M0.19%+713F-HRTimeline
WEDBUSH SECURITIES INC35,127$1.22M0.04%-10013F-HRTimeline
Michael A. Dubis Financial Planning, LLC34,921$1.21M1.17%13F-HRTimeline
Lion Street Advisors, LLC34,711$1.2M0.38%-1,31113F-HRTimeline
Oakwell Private Wealth Management, LLC34,528$1.19M0.33%013F-HRTimeline
Lane & Associates LLC33,402$1.19M0.62%+2,64513F-HRTimeline
Sanctuary Advisors, LLC32,962$1.19M0.01%+24,00613F-HRTimeline
World Investment Advisors34,022$1.18M0.03%+10,00513F-HRTimeline
LAM GROUP, INC.33,885$1.17M0.84%+313F-HRTimeline
Symphony Financial, Ltd. Co.32,434$1.16M0.18%+8613F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management33,478$1.16M0.02%-2,76213F-HRTimelineGroup
Kingsview Wealth Management, LLC33,163$1.15M0.02%+9313F-HRTimeline
Aspire Private Capital, LLC33,105$1.15M0.28%+87413F-HRTimeline
COMMERCE BANKin group COMMERCE BANK33,028$1.14M0.01%013F-HRTimelineGroup
Archer Investment Management, LLC32,594$1.13M0.69%13F-HRTimeline
Cooper Financial Group32,527$1.13M0.14%-3,83513F-HRTimeline
Rise Advisors, LLC32,480$1.12M0.54%+9113F-HRTimeline
Heritage Wealth Advisors32,405$1.12M0.06%013F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC32,293$1.12M0.31%013F-HRTimeline
LOWE BROCKENBROUGH & CO INC31,964$1.11M0.07%013F-HRTimeline
Financial Synergies Wealth Advisors, In…31,721$1.1M0.14%+9113F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.31,676$1.1M0.01%+5,23313F-HRTimeline
Fortress Wealth Management, Inc.31,328$1.08M0.53%+10,18313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC31,161$1.08M<0.01%new13F-HRTimelineGroup
OMNI 360 Wealth, Inc.31,103$1.08M0.72%-1,36813F-HR/ATimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp31,046$1.07M<0.01%+17,73513F-HRTimelineGroup
High Probability Advisors, LLC30,913$1.07M0.19%+10013F-HRTimeline
FSM Wealth Advisors, LLC30,314$1.07M0.26%+1213F-HRTimeline
Riverbend Wealth Management, LLC30,678$1.06M0.95%13F-HRTimeline
Tranquility Partners, LLC30,589$1.06M0.4%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED30,383$1.05M0.1%+1,93413F-HRTimeline
MONTAG A & ASSOCIATES INC30,235$1.05M0.05%new13F-HRTimeline
JB Capital LLC30,003$1.04M0.06%+6813F-HRTimeline
Clark Capital Management Group, Inc.29,920$1.03M0.01%+9,78913F-HRTimeline
ERn Financial, LLC29,878$1.03M0.16%-23313F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…29,412$1.02M0.39%-2,04413F-HRTimelineGroup
Facet Wealth, Inc.28,437$1.01M0.03%-1,59413F-HRTimeline
RENASANT BANK28,800$996K0.65%013F-HRTimeline
Obermeyer Wealth Partners28,757$995K0.05%-19,85113F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC28,749$994K0.14%-53113F-HRTimeline
Kades & Cheifetz LLC28,565$988K0.51%new13F-HRTimeline
Keystone Financial Services28,553$988K0.38%new13F-HRTimeline
TruNorth Capital Management, LLC28,519$986K0.27%-1,50713F-HRTimeline
WASHINGTON TRUST Co28,438$984K0.04%013F-HRTimeline
Rialto Wealth Management, LLC28,260$978K0.32%13F-HRTimeline
Advisory Services Network, LLC28,143$973K0.02%-1,86113F-HRTimeline
Edge Capital Group, LLC28,110$972K0.05%013F-HRTimeline
Perennial Investment Advisors, LLC28,095$972K0.11%-12313F-HRTimeline
NorthRock Partners, LLC27,866$964K0.03%013F-HR/ATimeline
Lodestone Wealth Management LLC30,437$962K0.48%new13F-HRTimeline
Quantum Financial Advisors, LLC27,780$961K0.15%-613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…27,494$951K<0.01%+2,66413F-HRTimelineGroup
MAGNOLIA CAPITAL ADVISORS LLC27,302$944K0.24%-1,80513F-HR/ATimeline
Disciplined Investors, L.L.C.27,355$942K0.91%13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP26,952$932K<0.01%+8,46713F-HRTimelineGroup