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
Confluence Wealth Services, Inc.25,779$931K0.06%+5,81913F-HRTimeline
Monterey Private Wealth, Inc.26,893$930K0.31%-8313F-HRTimeline
OAKWORTH CAPITAL, INC.26,845$929K0.06%013F-HRTimeline
Institute for Wealth Management, LLC.26,789$927K0.12%+1613F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC26,450$915K0.23%013F-HRTimelineGroup
Astra Wealth Partners LLC26,442$915K0.86%13F-HRTimeline
HB Wealth Management, LLC26,321$910K0.01%013F-HRTimeline
Centered Wealth LLC dba Miller Equity C…25,955$898K0.34%+4,53513F-HRTimeline
TFC Financial Management, Inc.25,890$896K0.14%+6413F-HRTimeline
Affinity Capital Advisors, LLC25,646$893K0.17%013F-HRTimeline
Stewardship Advisors, LLC25,446$880K0.24%+3,46613F-HRTimeline
EVOKE WEALTH, LLC25,280$874K0.02%-1,70613F-HRTimeline
CRA Financial Services, LLC25,195$871K0.15%013F-HRTimeline
Richard P Slaughter Associates Inc25,188$871K0.2%013F-HRTimeline
Independent Advisor Alliance25,013$865K0.01%new13F-HRTimeline
Blue Chip Partners, LLC24,732$855K0.07%013F-HRTimeline
Landing Point Financial Group, LLC24,054$855K0.65%13F-HRTimeline
CarsonAllaria Wealth Management, Ltd.24,672$853K0.49%-48413F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC24,364$843K0.33%new13F-HRTimeline
Blue Trust, Inc.24,171$836K0.01%-20913F-HR/ATimeline
Solutions 4 Wealth, Ltd23,941$828K1.5%-48613F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC23,839$825K0.04%-1,07413F-HRTimelineGroup
S. R. Schill & Associates23,696$820K0.69%+6813F-HRTimeline
Citrine Capital LLC23,661$818K0.6%13F-HRTimeline
Archford Capital Strategies, LLC23,366$808K0.12%new13F-HRTimeline
ELEVATE WEALTH ADVISORY, INC23,365$808K0.61%-76913F-HRTimeline
Ashton Thomas Private Wealth, LLC23,135$800K0.03%-29613F-HRTimeline
Gradient Capital Advisors, LLC23,016$796K0.26%+55313F-HRTimeline
Beacon Financial Advisory LLC22,792$788K0.26%+96213F-HRTimeline
Elser Financial Planning, Inc22,730$786K0.06%new13F-HRTimeline
VanderPol Investments L.L.C.22,702$785K1.72%-1,68513F-HRTimeline
Mendota Financial Group, LLC22,565$781K0.51%-6,39213F-HRTimeline
Empower Advisory Group, LLC22,520$779K<0.01%+8,98813F-HRTimeline
Murphy Pohlad Asset Management LLC22,504$778K0.34%013F-HRTimeline
Boyce & Associates Wealth Consulting, I…22,392$775K0.78%+15113F-HRTimeline
Quadrant Private Wealth Management, LLC22,372$774K0.19%013F-HRTimeline
Hopwood Financial Services, Inc.22,370$774K0.59%13F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…22,284$771K0.02%+3,30113F-HRTimelineGroup
Security Financial Services, INC.21,927$758K0.15%-1,44813F-HRTimeline
Busey Bank21,917$758K0.02%013F-HRTimeline
FLOW TRADERS U.S. LLC21,565$746K0.03%new13F-HRTimeline
Boston Trust Walden Corpin group Boston Trust Walden Corp21,537$745K0.01%013F-HRTimelineGroup
ACORN CREEK CAPITAL LLC21,383$740K0.38%-1,92813F-HRTimeline
Eldridge Investment Advisors, Inc.21,269$736K0.17%+12413F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC21,229$734K0.31%+20,10313F-HRTimeline
Mraz, Amerine & Associates, Inc.21,196$733K0.13%-87413F-HR/ATimeline
SIGNATUREFD, LLC21,142$731K0.01%+4,92713F-HRTimeline
Yoder Wealth Management, Inc.21,007$727K0.4%013F-HRTimeline
Single Point Partners, LLC20,969$725K0.17%013F-HRTimeline
Sabal Trust CO20,928$724K0.04%new13F-HRTimeline
Kovack Advisors, Inc.20,837$721K0.07%-4,07513F-HRTimeline
Partners in Financial Planning20,642$714K0.15%+3213F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.20,631$714K0.04%-50013F-HRTimelineGroup
KPP Advisory Services LLC20,566$711K0.17%+42713F-HRTimeline
Better Money Decisions, LLC20,434$707K0.49%+8013F-HRTimeline
SARD WEALTH MANAGEMENT GROUP, LLC20,358$704K0.47%+5913F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC20,357$704K0.03%-95413F-HRTimeline
CAPITAL ADVISORS INC/OK20,036$693K0.01%-10,68013F-HRTimeline
bLong Financial, LLC19,784$684K0.56%13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC19,779$684K0.02%+64713F-HRTimelineGroup
ANDERSON HOAGLAND & CO19,248$683K0.07%new13F-HRTimeline
RWA WEALTH PARTNERS, LLC19,514$675K0.01%013F-HRTimeline
TFB Advisors LLC19,348$669K0.19%+59713F-HRTimeline
CoreCap Advisors, LLC19,298$668K0.03%new13F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers19,224$665K<0.01%+1,75413F-HRTimelineGroup
JOHNSON INVESTMENT COUNSEL INC19,141$662K0.01%013F-HRTimeline
Laird Norton Wetherby Wealth Management…18,948$655K0.03%new13F-HRTimeline
Texas Bank & Trust Co18,907$654K0.27%13F-HRTimeline
Oak Wealth Advisors LLC18,866$653K0.5%13F-HRTimeline
Shore Point Advisors, LLC18,833$651K0.35%+5413F-HRTimeline
Emprise Bank18,651$645K0.36%-3,59113F-HRTimeline
Golden State Wealth Management, LLC18,589$643K0.1%13F-HRTimeline
TI-TRUST, INC18,395$636K0.43%013F-HRTimeline
SAGE RHINO CAPITAL LLC18,330$634K0.14%-213F-HRTimeline
Keel Point, LLC18,314$633K0.05%-67013F-HRTimeline
Pinnacle Financial Partners Inc18,303$633K0.01%013F-HRTimeline
Cherry Creek Investment Advisors, Inc.18,157$628K0.31%013F-HRTimeline
STAGE HARBOR FINANCIAL, LLC18,035$624K0.54%new13F-HRTimeline
Gibbs Wealth Management17,961$621K0.17%013F-HRTimeline
M Holdings Securities, Inc.17,941$621K0.1%013F-HR/ATimeline
Colonial Trust Co / SCin group Colonial Trust Advisors17,949$621K0.09%-62913F-HRTimelineGroup
BBR PARTNERS, LLC17,918$620K0.04%+2713F-HRTimeline
Patriot Financial Group Insurance Agenc…17,893$619K0.08%-18913F-HRTimeline
Timonier Family Office, LTD.17,727$613K0.31%13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
B. Riley Wealth Advisors, Inc.17,656$611K0.02%-10,07513F-HRTimeline
Foster Victor Wealth Advisors, LLC17,025$604K0.05%+4913F-HRTimeline
Argent Trust Co17,432$603K0.02%013F-HRTimeline
Charles Schwab Trust Coin group Charles Schwab Trust Co17,369$601K0.05%013F-HRTimelineGroup
Martin Worley Group17,133$593K0.37%13F-HRTimeline
National Wealth Management Group, LLC17,102$592K0.39%+2013F-HRTimeline
Sigma Planning Corp16,982$587K0.02%+3013F-HRTimeline
Human Investing LLC16,945$586K0.1%new13F-HRTimeline
Pettinga Financial Advisors LLC16,939$586K0.13%013F-HRTimeline
INTEGRITY ALLIANCE, LLC.16,898$585K0.06%13F-HRTimeline
REBALANCE, LLC16,818$582K0.04%013F-HRTimeline
CogentBlue Wealth Advisors, LLC16,740$579K0.51%13F-HRTimeline
ALKEME WEALTH, LLC16,732$579K0.26%+1513F-HRTimeline
Evolution Advisers, Inc.16,680$576K0.31%013F-HRTimeline
Destination Wealth Management16,513$571K0.02%-1,14313F-HRTimeline
WBH ADVISORY INC16,478$570K0.05%013F-HRTimeline
FSA Advisors, Inc.16,425$568K0.69%-1,87913F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC16,420$565K0.04%+8,21013F-HRTimelineGroup
Bay Capital Advisors, LLC16,293$564K0.45%13F-HRTimeline
Simplicity Wealth,LLC16,291$564K0.12%-509,95513F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC16,163$559K0.41%13F-HRTimeline
TRUST POINT INC.15,945$552K0.04%new13F-HRTimeline
Moors & Cabot, Inc.15,881$549K0.03%013F-HRTimeline
Balboa Wealth Partners15,841$548K0.13%-53113F-HRTimeline
GDS Wealth Management15,806$547K0.05%013F-HRTimeline
Bell Investment Advisors, Inc15,776$546K0.1%013F-HRTimeline
Magnus Financial Group LLC15,772$546K0.05%+4613F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC15,715$544K0.06%new13F-HRTimeline
THREADGILL FINANCIAL, LLC15,705$543K0.29%013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.15,686$543K0.03%+713F-HRTimelineGroup
TABLEAUX LLC15,649$541K0.45%13F-HRTimeline
Wilmington Savings Fund Society, FSB15,440$534K0.01%013F-HRTimeline
Providence Capital Advisors, LLC15,202$526K0.11%013F-HRTimeline
Johnson Financial Group, LLC15,089$522K0.06%013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC15,061$521K0.04%-1,33613F-HRTimelineGroup
CPA Asset Management Group, LLC14,976$518K0.24%+1,91213F-HRTimeline
Francis Financial, Inc.14,876$515K0.13%-4,85113F-HRTimeline
Harbor Group, Inc.14,677$508K0.11%-3913F-HRTimeline
Washington Trust Advisors, Inc.14,546$503K0.04%013F-HRTimeline
Morling Financial Advisors, LLC14,492$501K0.17%013F-HRTimeline
Rockingstone Advisors LLC14,471$501K0.22%013F-HRTimeline
BOSTON FINANCIAL MANGEMENT LLC14,342$496K0.01%013F-HRTimeline
Barry Investment Advisors, LLC14,308$495K0.16%+4513F-HRTimeline
BostonPremier Wealth LLC14,266$493K0.3%13F-HRTimeline
Highland Financial Advisors, LLC14,254$493K0.17%013F-HRTimeline
Kiely Wealth Advisory Group, Inc.13,617$487K0.31%+5,07813F-HRTimeline
Advisory Alpha, LLC13,811$478K0.02%+113F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.13,526$468K0.8%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC13,497$467K0.07%+18913F-HRTimeline
NewEdge Wealth, LLC13,468$466K0.01%013F-HRTimeline
Crestwood Advisors Group, LLC13,404$464K0.01%-41213F-HRTimeline
Sand Hill Global Advisors, LLC13,360$462K0.02%-42213F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC13,347$462K0.04%+76113F-HRTimeline
Destiny Wealth Partners, LLC13,326$461K0.08%013F-HRTimeline
Fiduciary Alliance LLC13,143$455K0.05%-14513F-HRTimeline
EnRich Financial Partners LLC13,095$453K0.15%-28913F-HRTimeline
Navigoe, LLC13,096$452K0.44%13F-HRTimeline
GPS Wealth Strategies Group, LLC13,034$451K0.06%+18113F-HRTimeline
Valmark Advisers, Inc.12,950$448K0.01%new13F-HRTimeline
CENTRAL TRUST Co12,872$445K0.01%-58213F-HRTimeline
Stark Wealth Management LLC12,798$443K0.33%13F-HRTimeline
Blume Capital Management, Inc.12,797$443K0.1%+40013F-HRTimeline
Keystone Wealth Services, LLC12,697$439K0.12%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC12,703$439K<0.01%-1,79913F-HRTimelineGroup
Avidian Wealth Enterprises, LLC12,497$432K0.02%new13F-HRTimeline
Reyes Financial Architecture, Inc.12,411$429K0.34%13F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC12,347$427K0.09%013F-HRTimeline
SYM FINANCIAL Corp12,273$425K0.05%+70413F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC12,197$422K0.16%+2413F-HRTimeline
Robinswood Financial LLC12,178$421K0.16%+313F-HRTimeline
Triad Wealth Partners, LLC12,146$420K0.15%new13F-HRTimeline
VISTA FINANCE, LLC11,992$415K0.43%013F-HRTimeline
NATURAL INVESTMENTS, LLC11,969$414K0.11%13F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC11,925$412K0.05%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…11,444$411K0.02%-32013F-HRTimeline
BOS Asset Management, LLC11,811$409K0.15%+12613F-HRTimeline
Qube Research & Technologies Ltd11,781$408K<0.01%+9,46513F-HRTimeline
Modern Wealth Management, LLC11,743$406K0.02%+10413F-HR/ATimeline
Intrua Financial, LLC11,726$406K0.07%013F-HRTimeline
Exchange Capital Management, Inc.11,687$404K0.06%013F-HRTimeline
Janney Montgomery Scott LLC11,346$392K<0.01%+1,70013F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…11,311$391K0.1%-9513F-HRTimeline
Galvin, Gaustad & Stein, LLC11,140$385K0.03%+3213F-HRTimeline
FIRST AMERICAN TRUST, FSB11,130$385K0.04%-1913F-HRTimeline
Fulcrum Capital LLC11,065$383K0.08%013F-HRTimeline
American Investment Services, Inc.11,032$382K0.07%-10513F-HR/ATimeline
Monument Capital Management11,012$381K0.11%013F-HRTimeline
Hoxton Planning & Management, LLC10,903$377K0.14%013F-HRTimeline
Horizon Wealth Management, LLC10,842$375K0.07%+1,59113F-HRTimeline
Burk Holdings LLC10,809$374K0.3%13F-HRTimeline
Smith Anglin Financial, LLC10,782$373K0.03%+3113F-HRTimeline
Glen Eagle Advisors, LLC10,778$373K0.06%013F-HRTimeline
GARRISON POINT ADVISORS, LLC10,747$372K0.18%new13F-HRTimeline
HANOVER ADVISORS INC10,660$369K0.15%013F-HRTimeline
Regal Investment Advisors LLC10,600$367K0.03%013F-HRTimeline
Fairman Group, LLC10,536$364K0.3%+3113F-HRTimeline
Eagle Ridge Investment Management10,511$364K0.03%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
G2 CAPITAL MANAGEMENT, LLC / OH10,484$363K0.11%013F-HRTimeline
Visionary Horizons, LLC10,445$361K0.24%-54013F-HRTimeline
First Horizon Advisors, Inc.10,443$361K0.01%013F-HRTimeline
WealthShield Partners, LLC10,346$358K0.05%-74413F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC10,303$356K0.01%013F-HRTimeline
VESTOR CAPITAL, LLC10,250$355K0.03%013F-HRTimeline
Calydon Capital10,257$355K0.07%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC10,255$355K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.10,226$354K0.01%013F-HRTimeline
Evercore Wealth Management, LLC10,182$352K0.01%013F-HRTimeline
Marotta Asset Management10,179$352K0.07%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC10,103$349K0.03%013F-HRTimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC9,989$346K0.01%013F-HRTimelineGroup
BWM Planning, LLC9,900$342K0.15%+46013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…9,855$341K0.01%-5,32213F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC9,820$340K0.03%new13F-HRTimeline
Significant Wealth Partners LLC9,762$338K0.17%013F-HRTimeline
Bordeaux Wealth Advisors LLC9,750$337K0.05%013F-HR/ATimeline
IAMS WEALTH MANAGEMENT, LLC9,646$334K0.15%013F-HRTimeline