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Disclosery

DFAC DIMENSIONAL ETF TRUST

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US CORE EQUITY 2 (fund)

1,019 managers (1,031 13F filers) reported a position in DFAC shares at 2025-06-30, 793,166,897 shares in all. 67 filers opened a position and 36 filers sold out during the quarter.

Managers
1,019
13F filers
1,031
New
67
Added
427
Reduced
312
Sold out
36
Shares held by filers
793,166,897

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Keystone Financial Group, Inc.120,015$4.38M2.79%+2,54613F-HRTimeline
D.A. DAVIDSON & CO.120,303$4.31M0.03%-2,67413F-HRTimeline
Western Wealth Management, LLC119,877$4.3M0.26%-20513F-HRTimeline
Beckerman Institutional, LLC118,989$4.26M2.83%+11,14913F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC118,112$4.23M0.03%+46,00913F-HRTimeline
Balance Wealth Partners LLC117,734$4.22M2.47%-24,13813F-HRTimeline
NorthCoast Asset Management LLC116,745$4.18M0.02%+5,72813F-HRTimeline
Arbor Wealth Advisors LLC115,776$4.15M3.37%013F-HRTimeline
AlphaCore Capital LLC115,461$4.14M0.16%+106,19913F-HRTimeline
IEQ CAPITAL, LLC114,905$4.12M0.03%+70,84913F-HRTimeline
Everest Private Wealth114,049$4.09M2.94%013F-HRTimeline
KOM Wealth Management Group, LLC112,877$4.05M3.21%-32,42613F-HRTimeline
Essential Planning, LLC.111,426$3.99M1.49%+23,15413F-HRTimeline
PRIVATE TRUST CO NA111,159$3.98M0.38%-7,36013F-HRTimeline
Meridian Wealth Management, LLC110,885$3.97M0.17%-17513F-HRTimeline
Tranquilli Financial Advisor LLC109,222$3.91M2.42%+9,83413F-HRTimeline
Steward Partners Investment Advisory, L…109,059$3.91M0.03%+29,46013F-HRTimeline
Clarity Capital Advisors, LLC108,537$3.89M2.27%+12413F-HRTimeline
Financial Insights, Inc.108,121$3.88M1.42%-52,64113F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC106,522$3.82M0.01%-14,37413F-HRTimelineGroup
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC106,346$3.81M1.73%-1,96213F-HRTimelineGroup
Index Fund Advisors, Inc.105,843$3.79M0.21%+2,54413F-HRTimeline
Clark Asset Management, LLC104,951$3.76M0.51%+64,34213F-HRTimeline
Note Advisors, LLC104,196$3.73M2.58%+9,69613F-HRTimeline
Qube Research & Technologies Ltd101,792$3.65M0.01%+101,30113F-HRTimeline
Mowery & Schoenfeld Wealth Management, …101,145$3.63M5.86%+2,77813F-HRTimeline
Advisors Capital Management, LLC101,111$3.62M0.05%+2,03913F-HRTimeline
Total Clarity Wealth Management, Inc.100,579$3.6M1.03%+6,20613F-HRTimeline
USAdvisors Wealth Management, LLC98,464$3.53M1.31%+96313F-HRTimeline
Retirement Planning Group, LLC98,311$3.52M0.15%-86413F-HRTimeline
Curi Capital, LLC97,762$3.5M0.07%+89,28713F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management96,820$3.47M0.05%+64,01313F-HRTimelineGroup
SUMMIT WEALTH GROUP LLC / CO96,678$3.46M0.87%13F-HRTimeline
Main Street Financial Solutions, LLC95,508$3.42M0.25%+12,02913F-HRTimeline
CW Advisors, LLC93,885$3.36M0.03%+4,17913F-HRTimeline
Intelligent Financial Strategies93,828$3.36M1.78%+16,67613F-HRTimeline
McGrath & Associates, Inc.93,077$3.34M5.43%+20,01513F-HRTimeline
Prosperity Planning, Inc.92,836$3.33M0.96%-65113F-HRTimeline
Orion Capital Management LLC92,807$3.33M1.27%+7,81913F-HRTimeline
C M BIDWELL & ASSOCIATES LTD92,192$3.3M1.71%-4,55613F-HRTimeline
ALLIUM FINANCIAL ADVISORS, LLC92,057$3.3M2.88%013F-HR/ATimeline
AE Wealth Management LLC92,009$3.3M0.02%+19,90613F-HRTimeline
Aegis Wealth Management LLC99,676$3.29M1.97%013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…89,042$3.19M0.12%-35513F-HRTimelineGroup
Buttonwood Financial Advisors Inc.88,260$3.16M1.27%013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…87,039$3.12M0.11%-4,93613F-HRTimelineGroup
WestHill Financial Advisors, Inc.86,838$3.11M0.66%013F-HRTimeline
Nautilus Advisors LLC86,542$3.1M2.27%+3,24013F-HRTimeline
OneAscent Family Office, LLCin group OneAscent Financial Services …86,479$3.1M2.93%013F-HRTimelineGroup
Parkside Advisors LLC84,709$3.04M0.67%013F-HRTimeline
LJI Wealth Management, LLC84,490$3.03M0.53%-3,06513F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC84,475$3.03M2.29%+1913F-HRTimeline
WEALTHSPAN PARTNERS, LLC84,303$3.02M1.25%-5,84113F-HRTimeline
Pioneer Wealth Management Group83,354$2.99M1.11%-23,65213F-HRTimeline
Hartmann Taylor Wealth Management, LLC82,896$2.97M2.47%-30013F-HRTimeline
Kure Advisory, LLC81,418$2.92M1.93%+5,56013F-HR/ATimeline
Legacy Capital Wealth Partners, LLC81,408$2.92M0.66%new13F-HRTimeline
CHOREO, LLC81,394$2.92M0.04%-57513F-HRTimeline
Cresset Asset Management, LLC81,254$2.91M0.01%-391,28313F-HR/ATimeline
Financial Advocates Investment Manageme…81,092$2.91M0.24%-1,45013F-HRTimeline
Samalin Investment Counsel, LLC80,694$2.89M1.11%+9,19013F-HRTimeline
True North Advisors, LLC79,903$2.86M0.55%013F-HRTimeline
Eaton Financial Holdings Company, LLC79,546$2.85M0.88%new13F-HRTimeline
VESTOR CAPITAL, LLC22,880$2.84M0.21%+12,63013F-HRTimeline
Pallas Capital Advisors LLC76,860$2.75M0.1%013F-HRTimeline
Lakeridge Wealth Management LLC76,847$2.75M1.27%-38,77813F-HRTimeline
25 LLC76,817$2.75M1.01%+1,42813F-HRTimeline
Seneschal Advisors, LLC76,475$2.74M2.16%-2,56713F-HRTimeline
City State Bank76,311$2.73M0.86%+1,68013F-HRTimeline
Wedmont Private Capital74,775$2.73M0.12%+22,72913F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC75,651$2.71M0.01%+18,70713F-HRTimelineGroup
EVOKE WEALTH, LLC75,496$2.71M0.06%+48,51113F-HRTimeline
1900 WEALTH MANAGEMENT LLC74,766$2.68M0.2%-6,60113F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA73,686$2.64M0.01%-3,10913F-HRTimelineGroup
Atwater Malick LLC72,714$2.61M0.83%-2,62213F-HRTimeline
Baker Avenue Asset Management, LP72,633$2.6M0.07%013F-HRTimeline
Liberty Capital Management, Inc.72,322$2.59M0.52%013F-HRTimeline
Marietta Wealth Management, LLC72,158$2.59M0.34%013F-HRTimeline
WealthCollab, LLC71,866$2.58M1.45%013F-HRTimeline
YARGER WEALTH STRATEGIES, LLC71,361$2.56M1.34%+21413F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC70,640$2.53M0.09%+76813F-HRTimeline
Ashton Thomas Private Wealth, LLC69,636$2.5M0.09%+44,67613F-HRTimeline
Prospera Financial Services Inc69,332$2.48M0.05%+19,25513F-HRTimeline
49 WEALTH MANAGEMENT, LLC69,251$2.48M0.26%+20713F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…68,897$2.47M0.04%+15,92313F-HRTimelineGroup
J.W. COLE ADVISORS, INC.68,457$2.45M0.05%+40,25813F-HRTimeline
Millstone Evans Group, LLC67,702$2.43M1.65%-102,87513F-HRTimeline
Strategent Financial, LLC67,209$2.41M1.88%-61713F-HRTimeline
Seaside Wealth Management, Inc.66,981$2.4M0.76%+1,25413F-HRTimeline
Woodward Financial Advisors, Inc.66,971$2.4M0.99%+7,36313F-HRTimeline
RB Capital Management, LLC66,864$2.4M0.54%+2,50013F-HRTimeline
Cascade Wealth Advisors, Inc64,862$2.39M1.35%new13F-HRTimeline
DAVIS R M INC65,594$2.35M0.04%013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp65,258$2.34M0.01%013F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC64,800$2.32M<0.01%+53,70013F-HRTimeline
Sage Mountain Advisors LLC64,523$2.31M0.15%013F-HRTimeline
FUTURE YOU WEALTH LLC62,617$2.24M1.22%013F-HRTimeline
Keener Financial Planning LLC62,582$2.24M1.12%013F-HRTimeline
CENTRAL TRUST Co62,505$2.24M0.05%+50,12313F-HRTimeline
FAMILY WEALTH PARTNERS, LLC61,978$2.22M0.89%013F-HRTimeline
HFG Wealth Management, LLC67,138$2.21M1.35%-1,27613F-HRTimeline
Aviance Capital Partners, LLC61,523$2.2M0.29%+37113F-HRTimeline
IFP Advisors, Inc60,758$2.18M0.06%-4,77013F-HRTimeline
KM Capital Management Ltd.60,470$2.17M1.07%-3,26913F-HRTimeline
WCG Wealth Advisors LLC60,331$2.16M0.14%-12,31013F-HRTimeline
GREAT OAK CAPITAL PARTNERS, LLC59,296$2.16M0.62%-4,63213F-HRTimeline
Brooklyn FI, LLC59,966$2.15M0.55%+44,70713F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC59,446$2.13M0.27%-5,27113F-HRTimeline
Grey Fox Wealth Advisors, LLC59,249$2.12M0.51%-37513F-HRTimeline
Accurate Wealth Management, LLC57,813$2.12M0.32%new13F-HRTimeline
Quad-Cities Investment Group, LLC58,039$2.08M0.94%+4,71313F-HRTimeline
Savvy Advisors, Inc.57,835$2.07M0.14%-10,80913F-HRTimeline
Schneider Downs Wealth Management Advis…57,831$2.07M0.31%new13F-HRTimeline
Freedom Investment Management, Inc.57,377$2.06M0.16%+83713F-HRTimeline
PDS Planning, Inc57,351$2.06M0.15%013F-HRTimeline
Aquire Wealth Advisors, LLC57,169$2.05M0.55%013F-HRTimeline
Atria Wealth Solutions, Inc.56,542$2.04M0.05%-3,79513F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC56,334$2.02M0.03%+16,15613F-HRTimeline
Parkside Financial Bank & Trust54,729$1.96M0.21%-89713F-HRTimeline
Cadent Capital Advisors, LLC54,686$1.96M0.64%+913F-HRTimeline
COOKSON PEIRCE & CO INC53,627$1.92M0.08%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP53,267$1.9M<0.01%-12,98013F-HRTimelineGroup
Larson Financial Group LLC52,762$1.89M0.08%-713F-HRTimeline
Strategic Blueprint, LLC52,567$1.88M0.09%+50213F-HRTimeline
American Financial Advisors, LLC52,158$1.87M0.26%-14,04313F-HRTimeline
Level Wealth Management LLC52,045$1.87M1.08%+413F-HRTimeline
Cassaday & Co Wealth Management LLC50,831$1.82M0.05%-21613F-HRTimeline
Archer Investment Management, LLC50,706$1.82M1.32%-10,51813F-HRTimeline
Strategic Wealth Partners, Ltd.50,006$1.79M0.14%13F-HRTimeline
Caliber Wealth Management, LLC / KS49,839$1.79M0.19%-2,11713F-HRTimeline
Beaird Harris Wealth Management, LLC49,829$1.79M0.14%+2113F-HRTimeline
Olistico Wealth, LLC49,437$1.77M0.98%-2,54813F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…48,195$1.73M0.01%013F-HRTimelineGroup
OAKWORTH CAPITAL, INC.48,163$1.73M0.11%+3,71813F-HRTimeline
Landing Point Financial Group, LLC47,981$1.72M1.08%+9,97513F-HRTimeline
Integrity Investment Advisors, LLC47,864$1.72M1.32%-43613F-HRTimeline
MJP ASSOCIATES INC /ADV47,312$1.7M0.25%-4,33413F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC47,312$1.7M0.17%-4,33413F-HRTimelineGroup
Axis Wealth Partners, LLC46,933$1.68M1.11%+2,31913F-HRTimeline
Ballentine Partners, LLC46,170$1.65M0.02%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\46,082$1.65M<0.01%-81513F-HRTimelineGroup
Shakespeare Wealth Management, LLC46,057$1.65M0.44%+3,57213F-HRTimeline
Csenge Advisory Group47,583$1.63M0.09%+2,34213F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP45,335$1.62M0.02%-2,37013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC44,846$1.61M<0.01%+9,89413F-HRTimelineGroup
Parallel Advisors, LLC44,527$1.6M0.03%+1413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…44,143$1.58M<0.01%+14,00713F-HRTimelineGroup
Carlton Hofferkamp & Jenks Wealth Manag…42,815$1.57M0.57%013F-HRTimeline
IHT Wealth Management, LLC43,865$1.57M0.04%+613F-HRTimeline
Icon Wealth Advisors, LLC42,672$1.53M0.11%013F-HRTimeline
Coston, McIsaac & Partners42,329$1.52M0.39%+29413F-HRTimeline
Shotwell Rutter Baer Inc41,458$1.51M1.03%+113F-HRTimeline
TOWNSQUARE CAPITAL LLC42,116$1.51M0.15%-186,75713F-HRTimeline
Roundview Capital LLC42,090$1.51M0.1%+12613F-HRTimeline
Benchmark Wealth Management, LLC41,244$1.48M0.66%+9,97513F-HRTimeline
EWG Elevate Inc.39,465$1.41M0.44%new13F-HRTimeline
Avant Financial Advisors LLC39,423$1.41M1.16%-37713F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT39,113$1.4M0.1%013F-HRTimeline
Mason Investment Advisory Services, Inc.38,986$1.4M0.08%+11713F-HRTimeline
Probity Advisors, Inc.38,944$1.4M0.25%013F-HRTimeline
HUB Investment Partners, LLC38,716$1.39M0.05%-9,97013F-HRTimeline
Florida Trust Wealth Management Co38,593$1.38M0.04%013F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…38,158$1.37M0.44%-30,40213F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp38,022$1.36M0.08%013F-HRTimelineGroup
SeaBridge Investment Advisors LLC37,943$1.36M0.25%+9713F-HRTimeline
Connecticut Wealth Management, LLC37,293$1.34M0.06%013F-HRTimeline
Lifeworks Advisors, LLC37,276$1.34M0.2%+6013F-HRTimeline
Vermillion Wealth Management, Inc.36,726$1.32M0.63%+6213F-HRTimeline
Brewster Financial Planning LLC36,521$1.31M0.88%-74913F-HRTimeline
Disciplined Equity Management, Inc.36,300$1.3M0.76%+23013F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC36,091$1.29M0.17%-1,02313F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC35,483$1.27M0.04%+20013F-HRTimeline
Quantum Financial Advisors, LLC35,483$1.27M0.17%+7,70313F-HRTimeline
FIRST MERCHANTS CORP35,422$1.27M0.05%013F-HRTimeline
WEDBUSH SECURITIES INC35,127$1.26M0.04%-8,06213F-HRTimeline
Lion Street Advisors, LLC35,086$1.26M0.38%+1,36013F-HRTimeline
Fortress Wealth Management, Inc.34,729$1.24M0.6%-213F-HRTimeline
Kingsview Wealth Management, LLC34,660$1.24M0.02%+2213F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED34,481$1.24M0.1%+62913F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers34,402$1.23M<0.01%+8,09413F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP33,900$1.21M<0.01%new13F-HRTimelineGroup
LAM GROUP, INC.33,891$1.21M0.81%+613F-HRTimeline
Symphony Financial, Ltd. Co.32,599$1.18M0.16%new13F-HR/ATimeline
Stewardship Advisors, LLC32,981$1.18M0.3%+2,32713F-HRTimeline
Aspire Private Capital, LLC32,891$1.18M0.27%+213F-HRTimeline
Almanack Investment Partners, LLC.32,866$1.18M0.19%013F-HRTimeline
Rise Advisors, LLC32,658$1.17M0.46%+9813F-HRTimeline
Financial Synergies Wealth Advisors, In…32,441$1.16M0.13%+9613F-HRTimeline
Heritage Wealth Advisors32,405$1.16M0.06%013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK32,319$1.16M0.01%013F-HRTimelineGroup
COLLECTIVE FAMILY OFFICE LLC32,293$1.16M0.3%013F-HRTimeline
Rialto Wealth Management, LLC32,288$1.16M0.32%-3613F-HRTimeline
Cedar Point Capital Partners, LLC32,274$1.16M0.82%new13F-HRTimeline
rebel Financial LLC32,094$1.15M0.52%13F-HRTimeline
LOWE BROCKENBROUGH & CO INC31,964$1.15M0.06%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…31,898$1.14M0.02%+22,35813F-HRTimelineGroup
Sanctuary Advisors, LLC31,837$1.14M0.01%-1,12513F-HRTimeline
FSM Wealth Advisors, LLC31,121$1.13M0.18%+79613F-HRTimeline
OMNI 360 Wealth, Inc.31,103$1.11M0.69%013F-HR/ATimeline
High Probability Advisors, LLC30,825$1.1M0.17%-4913F-HRTimeline