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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
Everest Private Wealth114,049$3.76M3.43%013F-HRTimeline
Meridian Wealth Management, LLC111,060$3.66M0.18%-2,18113F-HRTimeline
NorthCoast Asset Management LLC111,017$3.66M0.02%+72,12313F-HR/ATimeline
Quantinno Capital Management LP110,554$3.65M0.02%+13,02913F-HRTimeline
Callan Capital, LLC110,165$3.63M0.27%-7,66313F-HRTimeline
Clarity Capital Advisors, LLC108,413$3.58M2.35%+32,23513F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC108,308$3.57M1.79%-2,82213F-HRTimelineGroup
Beckerman Institutional, LLC107,840$3.56M2.58%-14913F-HRTimeline
Pioneer Wealth Management Group107,006$3.53M1.52%13F-HRTimeline
Index Fund Advisors, Inc.103,299$3.41M0.21%-7,27613F-HRTimeline
Caprock Group, LLC99,799$3.29M0.1%-58813F-HRTimeline
Aegis Wealth Management LLC99,676$3.29M1.93%+11,64413F-HRTimeline
Tranquilli Financial Advisor LLC99,388$3.28M2.07%+4,26113F-HRTimeline
Retirement Planning Group, LLC99,175$3.27M0.15%-1,46613F-HRTimeline
Advisors Capital Management, LLC99,072$3.27M0.05%+3,20213F-HRTimeline
Total Clarity Wealth Management, Inc.94,373$3.26M1.07%013F-HRTimeline
Mowery & Schoenfeld Wealth Management, …98,367$3.25M6.36%+15813F-HRTimeline
USAdvisors Wealth Management, LLC97,501$3.22M1.12%-93,96113F-HRTimeline
C M BIDWELL & ASSOCIATES LTD96,748$3.19M1.92%-2,05213F-HRTimeline
Note Advisors, LLC94,500$3.12M2.57%+2,10513F-HRTimeline
Prosperity Planning, Inc.93,487$3.08M0.97%+1,58413F-HRTimeline
ALLIUM FINANCIAL ADVISORS, LLC92,057$3.04M2.77%13F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…91,975$3.03M0.11%013F-HRTimelineGroup
WEALTHSPAN PARTNERS, LLC90,144$2.97M1.37%-11713F-HRTimeline
CW Advisors, LLC89,706$2.96M0.04%new13F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…89,397$2.95M0.12%-4,42313F-HRTimelineGroup
Essential Planning, LLC.88,272$2.91M1.17%-3,852,39813F-HRTimeline
Buttonwood Financial Advisors Inc.88,260$2.91M1.28%-6,85013F-HRTimeline
LJI Wealth Management, LLC87,555$2.89M0.58%-1,67313F-HRTimeline
WestHill Financial Advisors, Inc.86,838$2.86M0.66%-28013F-HRTimeline
OneAscent Family Office, LLCin group OneAscent Financial Services …86,479$2.86M2.66%new13F-HRTimelineGroup
Orion Capital Management LLC84,988$2.8M1.18%+11,50213F-HRTimeline
Parkside Advisors LLC84,709$2.79M0.67%013F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC84,456$2.79M2.33%-1,99913F-HRTimeline
Main Street Financial Solutions, LLC83,479$2.75M0.24%+16,93713F-HRTimeline
Nautilus Advisors LLC83,302$2.75M2.27%+30813F-HRTimeline
Hartmann Taylor Wealth Management, LLC83,196$2.74M2.46%13F-HRTimeline
Financial Advocates Investment Manageme…82,542$2.72M0.19%-1813F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners82,540$2.72M0.45%-2,87113F-HRTimelineGroup
CHOREO, LLC81,969$2.7M0.04%-52413F-HRTimeline
1900 WEALTH MANAGEMENT LLC81,367$2.68M0.22%-8,60113F-HRTimeline
True North Advisors, LLC79,903$2.64M0.47%new13F-HRTimeline
Steward Partners Investment Advisory, L…79,599$2.63M0.02%-1,14013F-HRTimeline
Seneschal Advisors, LLC79,042$2.61M2.24%+2,57713F-HRTimeline
Intelligent Financial Strategies77,152$2.55M1.33%+913F-HRTimeline
Pallas Capital Advisors LLC76,860$2.54M0.11%013F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA76,795$2.53M0.01%-3,58113F-HRTimelineGroup
MB Generational Wealth, LLC76,644$2.53M1.89%+11,22613F-HRTimeline
Kure Advisory, LLC75,858$2.5M1.89%13F-HRTimeline
25 LLC75,389$2.49M1.03%-12,80113F-HRTimeline
Atwater Malick LLC75,336$2.49M0.84%-3,51413F-HRTimeline
City State Bank74,631$2.46M0.81%+24,30313F-HRTimeline
McGrath & Associates, Inc.73,062$2.41M4.4%+24,29313F-HRTimeline
WCG Wealth Advisors LLC72,641$2.4M0.18%-52813F-HR/ATimeline
Baker Avenue Asset Management, LP72,633$2.4M0.08%013F-HRTimeline
Liberty Capital Management, Inc.72,322$2.39M0.53%013F-HRTimeline
Marietta Wealth Management, LLC72,158$2.38M0.35%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC72,103$2.38M0.02%+11,61513F-HRTimeline
AE Wealth Management LLC72,103$2.38M0.02%-4,29213F-HRTimeline
WealthCollab, LLC71,866$2.37M1.47%-2,96413F-HRTimeline
HFG Wealth Management, LLC68,414$2.37M1.43%-2,79613F-HRTimeline
Samalin Investment Counsel, LLC71,504$2.36M0.96%-46,03313F-HRTimeline
YARGER WEALTH STRATEGIES, LLC71,147$2.35M1.37%+17513F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC69,872$2.31M0.09%+16,73113F-HRTimeline
49 WEALTH MANAGEMENT, LLC69,044$2.28M0.27%new13F-HRTimeline
Savvy Advisors, Inc.68,644$2.26M0.23%+7,28813F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…68,560$2.26M0.81%013F-HRTimeline
Strategent Financial, LLC67,826$2.24M2.03%+1,57013F-HRTimeline
GREAT OAK CAPITAL PARTNERS, LLC63,928$2.2M0.74%013F-HRTimeline
American Financial Advisors, LLC66,201$2.18M0.32%013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP66,020$2.18M<0.01%+3,65613F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP66,247$2.17M<0.01%+39,29513F-HR/ATimelineGroup
Seaside Wealth Management, Inc.65,727$2.17M0.77%-68313F-HRTimeline
DAVIS R M INC65,594$2.16M0.04%-32,96013F-HRTimeline
IFP Advisors, Inc65,528$2.16M0.07%+2,42213F-HRTimeline
M&T Bank Corpin group M&T Bank Corp65,258$2.15M0.01%013F-HRTimelineGroup
SIGNET FINANCIAL MANAGEMENT, LLC64,717$2.13M0.29%-7,63913F-HRTimeline
Sage Mountain Advisors LLC64,523$2.13M0.16%013F-HRTimeline
RB Capital Management, LLC64,364$2.12M0.52%+3,15613F-HRTimeline
KM Capital Management Ltd.63,739$2.1M1.13%-2,90813F-HRTimeline
Pollock Investment Advisors, LLC63,200$2.08M1.69%+18,30313F-HRTimeline
FUTURE YOU WEALTH LLC62,617$2.07M1.32%013F-HRTimeline
Keener Financial Planning LLC62,582$2.06M1.34%013F-HRTimeline
FAMILY WEALTH PARTNERS, LLC61,978$2.04M0.93%+1,38213F-HRTimeline
Archer Investment Management, LLC61,224$2.02M1.4%+28,63013F-HRTimeline
Aviance Capital Partners, LLC61,152$2.02M0.28%-1,21213F-HRTimeline
Cornerstone Wealth Group, LLC60,946$2.01M0.17%013F-HRTimeline
Atria Wealth Solutions, Inc.60,337$1.99M0.02%-37,58013F-HRTimeline
Marcum Wealth, LLC60,082$1.98M0.17%+10213F-HRTimeline
Grey Fox Wealth Advisors, LLC59,624$1.97M0.52%+14713F-HRTimeline
Woodward Financial Advisors, Inc.59,608$1.97M0.93%-1,28513F-HRTimeline
PDS Planning, Inc57,351$1.89M0.16%013F-HRTimeline
Aquire Wealth Advisors, LLC57,169$1.89M0.58%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC56,944$1.88M0.01%+513F-HRTimelineGroup
Freedom Investment Management, Inc.56,540$1.87M0.16%-5313F-HRTimeline
Parkside Financial Bank & Trust55,626$1.85M0.24%+3,64013F-HRTimeline
Cadent Capital Advisors, LLC54,677$1.8M0.69%+6613F-HRTimeline
Virtue Capital Management, LLC54,108$1.79M0.21%new13F-HRTimeline
Quad-Cities Investment Group, LLC53,326$1.76M0.87%+78013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…52,974$1.75M0.03%new13F-HRTimelineGroup
Larson Financial Group LLC52,769$1.74M0.08%+8713F-HRTimeline
Strategic Blueprint, LLC52,065$1.72M0.09%+5,57913F-HRTimeline
Level Wealth Management LLC52,041$1.72M1.12%+313F-HRTimeline
Olistico Wealth, LLC51,985$1.71M1.06%-1,10013F-HRTimeline
Caliber Wealth Management, LLC / KS51,956$1.71M0.23%13F-HRTimeline
MJP ASSOCIATES INC /ADV51,646$1.7M0.31%+7113F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC51,646$1.7M0.19%+7113F-HRTimelineGroup
Cassaday & Co Wealth Management LLC51,047$1.68M0.05%+21613F-HRTimeline
Prospera Financial Services Inc50,077$1.65M0.04%+4,33013F-HRTimeline
Beaird Harris Wealth Management, LLC49,808$1.64M0.14%-2,50013F-HRTimeline
Triad Wealth Partners, LLC49,260$1.63M0.51%+37,11413F-HRTimeline
Wedmont Private Capital52,046$1.62M0.08%013F-HRTimeline
HUB Investment Partners, LLC48,686$1.61M0.06%+1613F-HRTimeline
Integrity Investment Advisors, LLC48,300$1.59M1.46%13F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding48,195$1.59M-7,169Timeline
PEAPACK GLADSTONE FINANCIAL CORP47,705$1.57M0.02%-4,06013F-HRTimeline
Strategic Financial Concepts, LLC47,328$1.56M0.29%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\46,897$1.55M<0.01%-82313F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…43,438$1.52M<0.01%-87,50613F-HR/ATimelineGroup
Ballentine Partners, LLC46,170$1.52M0.03%013F-HRTimeline
Axis Wealth Partners, LLC44,614$1.47M1.09%+6,52913F-HRTimeline
Parallel Advisors, LLC44,513$1.47M0.03%-91813F-HRTimeline
OAKWORTH CAPITAL, INC.44,445$1.47M0.1%+17,60013F-HRTimeline
IEQ CAPITAL, LLC44,056$1.45M0.01%+10813F-HRTimeline
IHT Wealth Management, LLC43,859$1.45M0.05%+513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC43,432$1.43M0.05%+25813F-HRTimeline
WEDBUSH SECURITIES INC43,189$1.43M0.05%+8,06213F-HRTimeline
Edge Financial Advisors LLC42,800$1.41M0.89%-77,32113F-HRTimeline
Icon Wealth Advisors, LLC42,672$1.41M0.12%-5,36013F-HRTimeline
Shakespeare Wealth Management, LLC42,485$1.4M0.38%+3,70813F-HRTimeline
Csenge Advisory Group45,241$1.4M0.08%+2,61713F-HRTimeline
Coston, McIsaac & Partners42,035$1.39M0.4%-24013F-HRTimeline
Roundview Capital LLC41,964$1.38M0.1%new13F-HRTimeline
Clark Asset Management, LLC40,609$1.34M0.22%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC40,178$1.33M0.03%+1,63413F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…42,815$1.32M0.54%013F-HRTimeline
Avant Financial Advisors LLC39,800$1.31M1.19%-1,48113F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT39,113$1.29M0.1%013F-HRTimeline
Probity Advisors, Inc.38,944$1.28M0.25%013F-HRTimeline
Mason Investment Advisory Services, Inc.38,869$1.28M0.08%+9613F-HRTimeline
Florida Trust Wealth Management Co38,593$1.27M0.04%013F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp38,022$1.25M0.08%-83813F-HRTimelineGroup
Landing Point Financial Group, LLC38,006$1.25M0.95%+13,95213F-HRTimeline
SeaBridge Investment Advisors LLC37,846$1.25M0.27%+8213F-HRTimeline
Mission Hills Financial Advisory, LLC37,571$1.24M0.86%+1,62413F-HRTimeline
Shotwell Rutter Baer Inc41,457$1.24M1.09%-19313F-HRTimeline
Connecticut Wealth Management, LLC37,293$1.23M0.06%-60613F-HRTimeline
Brewster Financial Planning LLC37,270$1.23M0.91%013F-HRTimeline
Lifeworks Advisors, LLC37,216$1.23M0.2%+12813F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC37,114$1.22M0.17%+8,36513F-HRTimeline
MGB Wealth Management, LLC36,915$1.22M0.44%013F-HRTimeline
Vermillion Wealth Management, Inc.36,664$1.21M0.36%-1,16913F-HRTimeline
Disciplined Equity Management, Inc.36,070$1.19M0.83%+18013F-HRTimeline
Lane & Associates LLC35,848$1.18M0.64%+2,44613F-HRTimeline
FIRST MERCHANTS CORP35,422$1.17M0.05%-3,06513F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC35,283$1.16M0.04%013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC34,952$1.15M<0.01%-11,29113F-HRTimelineGroup
Michael A. Dubis Financial Planning, LLC34,921$1.15M1.12%013F-HRTimeline
World Investment Advisors34,748$1.15M0.03%+72613F-HRTimeline
Fortress Wealth Management, Inc.34,731$1.15M0.6%+3,40313F-HRTimeline
Kingsview Wealth Management, LLC34,638$1.14M0.02%+1,47513F-HRTimeline
LAM GROUP, INC.33,885$1.12M0.82%013F-HRTimeline
Lion Street Advisors, LLC33,726$1.11M0.35%-98513F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED33,852$1.11M0.1%+3,46913F-HR/ATimeline
Fortis Advisors, LLC33,289$1.1M0.72%-8,75813F-HRTimeline
Sanctuary Advisors, LLC32,962$1.09M0.01%013F-HRTimeline
Aspire Private Capital, LLC32,889$1.09M0.27%-21613F-HRTimeline
Almanack Investment Partners, LLC.32,866$1.08M0.21%-2,41713F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management32,807$1.08M0.02%-67113F-HRTimelineGroup
Rise Advisors, LLC32,560$1.07M0.47%+8013F-HRTimeline
Heritage Wealth Advisors32,405$1.07M0.05%013F-HRTimeline
Financial Synergies Wealth Advisors, In…32,345$1.07M0.13%+62413F-HRTimeline
Rialto Wealth Management, LLC32,324$1.07M0.33%+4,06413F-HRTimeline
COMMERCE BANKin group COMMERCE BANK32,319$1.07M0.01%-70913F-HRTimelineGroup
COLLECTIVE FAMILY OFFICE LLC32,293$1.07M0.29%013F-HRTimeline
LOWE BROCKENBROUGH & CO INC31,964$1.05M0.07%013F-HRTimeline
Benchmark Wealth Management, LLC31,269$1.03M0.5%new13F-HRTimeline
BLACK POINT WEALTH MANAGEMENT31,161$1.03M5.95%-118,63713F-HRTimeline
OMNI 360 Wealth, Inc.31,103$1.03M0.69%013F-HR/ATimeline
High Probability Advisors, LLC30,874$1.02M0.17%-3913F-HRTimeline
Stewardship Advisors, LLC30,654$1.01M0.27%+5,20813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/30,639$1.01M<0.01%+23,63913F-HRTimelineGroup
NorthRock Partners, LLC30,596$1.01M0.03%+2,73013F-HRTimeline
Tranquility Partners, LLC30,589$1.01M0.39%013F-HRTimeline
FSM Wealth Advisors, LLC30,325$1M0.23%+1113F-HRTimeline
MONTAG A & ASSOCIATES INC30,235$997K0.05%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…30,136$994K<0.01%+2,64213F-HRTimelineGroup
Cooper Financial Group30,042$991K0.13%-2,48513F-HRTimeline
Clark Capital Management Group, Inc.29,920$987K0.01%013F-HRTimeline
ERn Financial, LLC29,878$986K0.16%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp29,738$981K<0.01%-1,30813F-HRTimelineGroup
VERUS CAPITAL PARTNERS, LLC29,319$967K0.1%+21,36813F-HR/ATimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…29,299$967K0.36%-11313F-HRTimelineGroup
Keystone Financial Services29,176$963K0.37%+62313F-HRTimeline
JB Capital LLC28,992$956K0.05%-1,01113F-HRTimeline
Obermeyer Wealth Partners28,757$949K0.05%013F-HRTimeline
RENASANT BANK28,633$945K0.63%-16713F-HRTimeline
TruNorth Capital Management, LLC28,519$941K0.23%013F-HRTimeline
Disciplined Investors, L.L.C.28,512$941K0.85%+1,15713F-HRTimeline
WASHINGTON TRUST Co28,438$938K0.04%013F-HRTimeline