Skip to content
Disclosery

DFAC DIMENSIONAL ETF TRUST

Follow

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
Tranquility Partners, LLC30,589$1.1M0.39%013F-HRTimeline
Wharton Business Group, LLC30,402$1.09M0.05%new13F-HRTimeline
MONTAG A & ASSOCIATES INC30,235$1.08M0.05%013F-HRTimeline
Cooper Financial Group30,042$1.08M0.13%013F-HRTimeline
World Investment Advisors30,034$1.08M0.02%-4,71413F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp29,738$1.07M<0.01%013F-HRTimelineGroup
Northeast Financial Group, Inc.in group Northeast Financial Group, In…29,075$1.04M0.33%-22413F-HRTimelineGroup
JB Capital LLC29,062$1.04M0.05%+7013F-HRTimeline
Live Oak Private Wealth LLC29,036$1.04M0.16%new13F-HRTimeline
Brooklyn Investment Group29,030$1.04M0.14%+15,11213F-HR/ATimeline
TUDOR INVESTMENT CORP ET AL28,962$1.04M0.01%+11,84313F-HRTimeline
RESOLUTE WEALTH ADVISOR, INC.26,619$1.03M0.59%13F-HRTimeline
Obermeyer Wealth Partners28,757$1.03M0.05%013F-HRTimeline
Disciplined Investors, L.L.C.28,562$1.02M0.8%+5013F-HRTimeline
TruNorth Capital Management, LLC28,519$1.02M0.23%013F-HRTimeline
WASHINGTON TRUST Co28,438$1.02M0.04%013F-HRTimeline
ERn Financial, LLC28,438$1.02M0.22%-1,44013F-HRTimeline
FFT WEALTH MANAGEMENT LLC27,708$1.01M0.2%new13F-HRTimeline
SCS Capital Management LLC28,110$1.01M0.01%013F-HRTimeline
Perennial Investment Advisors, LLC28,067$1.01M0.1%013F-HRTimeline
HANCOCK WHITNEY CORP27,973$1M0.02%new13F-HRTimeline
ALKEME WEALTH, LLC27,937$1M0.45%+23513F-HRTimeline
RENASANT BANK27,916$1M0.67%-71713F-HRTimeline
Oakwell Private Wealth Management, LLC27,914$1M0.23%013F-HRTimeline
NorthRock Partners, LLC27,866$999K0.03%-2,73013F-HR/ATimeline
QRG CAPITAL MANAGEMENT, INC.27,530$987K0.01%+7,68513F-HRTimeline
Riverbend Wealth Management, LLC27,486$985K0.75%+8,64213F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC27,452$984K0.25%+8213F-HRTimeline
Advisory Services Network, LLC26,773$981K0.02%+17813F-HRTimeline
Sand Hill Global Advisors, LLC26,985$967K0.04%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.26,779$960K<0.01%+8,19913F-HRTimelineGroup
DGS Capital Management, LLCin group DGS Capital Management, LLC26,450$948K0.2%013F-HRTimelineGroup
Astra Wealth Partners LLC26,442$948K0.76%013F-HRTimeline
Revisor Wealth Management LLC25,699$941K0.34%013F-HRTimeline
Gibraltar Capital Management, Inc.39,006$938K0.18%+13,61113F-HRTimeline
Fortis Advisors, LLC26,090$935K0.6%-7,19913F-HRTimeline
TFC Financial Management, Inc.26,015$932K0.13%+6913F-HRTimeline
MGB Wealth Management, LLC25,811$925K0.3%-11,10413F-HRTimeline
Affinity Capital Advisors, LLC25,646$919K0.16%013F-HRTimeline
Gradient Capital Advisors, LLC25,497$914K0.27%+2,14013F-HRTimeline
Richard P Slaughter Associates Inc25,188$903K0.18%013F-HRTimeline
Beacon Financial Advisory LLC24,961$895K0.23%013F-HRTimeline
Blue Chip Partners, LLC24,868$891K0.07%+7513F-HRTimeline
CoreCap Advisors, LLC24,259$869K0.04%+6,74613F-HRTimeline
CRA Financial Services, LLC24,193$867K0.13%-2,80413F-HRTimeline
CarsonAllaria Wealth Management, Ltd.23,921$857K0.46%+4113F-HRTimeline
Solutions 4 Wealth, Ltd23,908$857K1.43%-3313F-HRTimeline
Institute for Wealth Management, LLC.23,871$856K0.1%-2,93313F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC23,839$854K0.04%013F-HRTimelineGroup
S. R. Schill & Associates23,826$854K0.63%+7113F-HRTimeline
Citrine Capital LLC23,705$850K0.45%+3313F-HRTimeline
VanderPol Investments L.L.C.23,685$849K1.78%-1,95313F-HRTimeline
Meredith Wealth Planning23,580$845K0.31%new13F-HRTimeline
Confluence Wealth Services, Inc.23,383$838K0.05%+32513F-HRTimeline
ELEVATE WEALTH ADVISORY, INC23,349$837K0.6%+2013F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC23,188$831K0.3%+6913F-HRTimeline
Facet Wealth, Inc.22,555$826K0.02%-4,86613F-HRTimeline
GW HENSSLER & ASSOCIATES LTD23,038$826K0.04%+14,04313F-HRTimeline
Murphy Pohlad Asset Management LLC22,504$807K0.34%013F-HRTimeline
Quadrant Private Wealth Management, LLC22,372$802K0.17%013F-HRTimeline
Hopwood Financial Services, Inc.22,370$802K0.63%013F-HRTimeline
Yardley Wealth Management LLC22,062$791K0.43%013F-HRTimeline
Blue Trust, Inc.22,035$790K0.01%-42213F-HRTimeline
CERTUITY, LLC21,994$788K0.07%new13F-HRTimeline
Busey Bank21,917$786K0.02%013F-HRTimeline
Keystone Financial Services21,862$784K0.27%-7,31413F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC21,846$783K0.01%new13F-HRTimeline
Keel Point, LLC21,700$778K0.05%+10,19113F-HRTimeline
Clark Capital Management Group, Inc.21,614$775K0.01%-8,30613F-HRTimeline
Boston Trust Walden Corpin group Boston Trust Walden Corp21,537$772K0.01%013F-HRTimelineGroup
ELEVATION WEALTH PARTNERS, LLC21,472$770K0.3%+6313F-HRTimeline
Mendota Financial Group, LLC21,341$765K0.72%013F-HRTimeline
SIGNATUREFD, LLC21,142$758K0.01%-413F-HRTimeline
Eldridge Investment Advisors, Inc.21,075$755K0.16%-19713F-HRTimeline
Yoder Wealth Management, Inc.21,007$753K0.39%013F-HRTimeline
Partners in Financial Planning21,001$753K0.14%+31613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC20,935$750K<0.01%new13F-HRTimelineGroup
Blume Capital Management, Inc.20,905$749K0.15%+2,58313F-HRTimeline
Boyce & Associates Wealth Consulting, I…20,667$741K0.68%-25813F-HRTimeline
Kovack Advisors, Inc.20,622$739K0.07%013F-HRTimeline
Sprinkle Financial Consultants LLC20,586$738K0.45%+2,49313F-HRTimeline
Shore Point Advisors, LLC20,564$737K0.35%+7,25913F-HRTimeline
Calydon Capital20,514$735K0.07%+10,25713F-HRTimeline
SARD WEALTH MANAGEMENT GROUP, LLC20,469$734K0.45%+6113F-HRTimeline
Security Financial Services, INC.20,260$726K0.13%013F-HRTimeline
Gilbert & Cook, Inc.20,142$722K0.1%+213F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC19,902$713K0.03%-45513F-HRTimeline
bLong Financial, LLC19,784$709K0.55%013F-HRTimeline
KPP Advisory Services LLC19,571$701K0.12%013F-HR/ATimeline
SAGE RHINO CAPITAL LLC19,376$694K0.15%+61513F-HRTimeline
ANDERSON HOAGLAND & CO19,248$690K0.07%013F-HRTimeline
Laird Norton Wetherby Wealth Management…18,948$679K0.03%13F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC18,923$678K0.01%-21813F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…18,757$672K0.02%+3113F-HRTimelineGroup
NORTHEAST PLANNING ASSOCIATES, INC. / N…18,529$664K0.61%013F-HRTimeline
STAGE HARBOR FINANCIAL, LLC18,527$664K0.54%013F-HRTimeline
TI-TRUST, INC18,395$659K0.44%013F-HRTimeline
Better Money Decisions, LLC18,203$652K0.4%-66813F-HRTimeline
Cherry Creek Investment Advisors, Inc.18,157$651K0.31%013F-HRTimeline
Emprise Bank18,097$649K0.31%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC18,048$647K0.01%-1,73113F-HRTimelineGroup
Patriot Financial Group Insurance Agenc…17,972$644K0.07%+4413F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors17,949$643K0.09%013F-HRTimelineGroup
ACORN CREEK CAPITAL LLC17,909$642K0.27%-3,32913F-HRTimeline
CAPITAL ADVISORS INC/OK17,909$642K0.01%-58813F-HRTimeline
Pinnacle Financial Partners Inc17,883$641K0.01%-42013F-HRTimeline
Oak Wealth Advisors LLC17,519$628K0.4%-2,05513F-HRTimeline
Argent Trust Co17,432$625K0.02%013F-HRTimeline
Foster Victor Wealth Advisors, LLC17,118$624K0.04%+5113F-HRTimeline
Bay Capital Advisors, LLC17,253$618K0.47%+50213F-HRTimeline
National Wealth Management Group, LLC17,139$614K0.34%+2013F-HRTimeline
Pettinga Financial Advisors LLC16,939$607K0.13%013F-HRTimeline
REBALANCE, LLC16,910$606K0.04%+5113F-HRTimeline
Autumn Glory Partners, LLC16,897$606K0.28%+2,81513F-HRTimeline
CPA Asset Management Group, LLC16,883$605K0.25%013F-HRTimeline
CogentBlue Wealth Advisors, LLC16,741$600K0.46%013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP16,674$598K<0.01%-4,92013F-HRTimelineGroup
Evolution Advisers, Inc.16,680$597K0.29%013F-HRTimeline
WBH ADVISORY INC16,464$590K0.05%-1413F-HRTimeline
GTS SECURITIES LLC16,416$588K0.03%new13F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.16,249$582K0.03%-1,71013F-HRTimelineGroup
Moors & Cabot, Inc.16,216$581K0.03%+33513F-HRTimeline
Destination Wealth Management16,194$580K0.02%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC16,135$578K0.37%-2913F-HRTimeline
Single Point Partners, LLC16,123$578K0.13%-3,09613F-HRTimeline
Magnus Financial Group LLC16,016$574K0.05%+4713F-HRTimeline
TRUST POINT INC.15,945$571K0.05%013F-HRTimeline
Jentner Corp15,926$571K0.15%+59713F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC15,801$566K0.05%+4713F-HRTimeline
Bell Investment Advisors, Inc15,776$565K0.1%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/15,628$563K<0.01%+6,79713F-HR/ATimelineGroup
THREADGILL FINANCIAL, LLC15,705$563K0.3%013F-HRTimeline
B. Riley Wealth Advisors, Inc.15,687$562K0.03%-5013F-HRTimeline
SYM FINANCIAL Corp15,617$560K0.06%+1,13013F-HRTimeline
Janney Montgomery Scott LLC15,569$558K<0.01%+57613F-HRTimeline
Wilmington Savings Fund Society, FSB15,440$553K0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/15,411$552K<0.01%-15,22813F-HRTimelineGroup
TFB Advisors LLC15,389$552K0.14%-1,13513F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.15,266$547K<0.01%+12,72313F-HRTimelineGroup
Hershey Financial Advisers, LLC15,211$545K0.49%13F-HRTimeline
Providence Capital Advisors, LLC15,203$545K0.1%+113F-HRTimeline
BostonPremier Wealth LLC15,201$545K0.3%+4613F-HRTimeline
Balboa Wealth Partners15,115$542K0.11%-46313F-HRTimeline
Johnson Financial Group, LLC15,089$541K0.05%013F-HRTimeline
Mraz, Amerine & Associates, Inc.15,077$540K0.09%-3,26313F-HRTimeline
Francis Financial, Inc.14,876$533K0.12%013F-HRTimeline
North Capital, Inc.14,875$533K0.46%+213F-HRTimeline
Abundance Wealth Counselors14,848$532K0.1%new13F-HRTimeline
Visionary Horizons, LLC14,755$529K0.33%+4,31013F-HRTimeline
Washington Trust Advisors, Inc.14,546$521K0.04%013F-HRTimeline
Morling Financial Advisors, LLC14,490$519K0.17%013F-HRTimeline
Barry Investment Advisors, LLC14,477$519K0.13%+14213F-HRTimeline
Rockingstone Advisors LLC14,471$519K0.27%013F-HRTimeline
Gibbs Wealth Management14,466$518K0.1%-1,07913F-HRTimeline
Highland Financial Advisors, LLC14,359$515K0.17%+10513F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC14,214$509K0.02%-33813F-HRTimelineGroup
Financial Partners Group, LLC14,175$508K0.18%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC14,117$506K<0.01%+1,41413F-HRTimelineGroup
GREENWOOD CAPITAL ASSOCIATES LLC14,082$505K0.06%-3113F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC14,051$504K0.04%+67313F-HRTimeline
Sigma Planning Corp14,007$502K0.02%+3,23813F-HRTimeline
Harbor Group, Inc.13,783$494K0.09%-59013F-HRTimeline
RWA WEALTH PARTNERS, LLC13,777$494K0.01%-6,38913F-HRTimeline
NewEdge Wealth, LLC13,468$493K0.01%013F-HRTimeline
TWO SIGMA SECURITIES, LLC13,726$492K0.06%new13F-HRTimeline
Fiduciary Alliance LLC13,720$492K0.04%+1,26613F-HRTimeline
Timonier Family Office, LTD.13,599$487K0.18%-1,99713F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.13,598$487K0.03%+6,87313F-HRTimelineGroup
LOCKERMAN FINANCIAL GROUP, INC.13,526$485K0.65%013F-HRTimeline
Full Sail Capital, LLC13,472$483K0.03%+5,51613F-HRTimeline
Seed Wealth Management, Inc.13,430$481K0.36%new13F-HRTimeline
Edge Financial Advisors LLC13,378$480K0.25%-29,42213F-HRTimeline
Valmark Advisers, Inc.13,374$479K0.01%+19513F-HRTimeline
Destiny Wealth Partners, LLC13,326$478K0.06%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC13,319$477K0.06%-13013F-HRTimeline
GPS Wealth Strategies Group, LLC13,182$472K0.05%+6213F-HRTimeline
Navigoe, LLC13,096$469K0.35%013F-HRTimeline
Modern Wealth Management, LLC13,006$466K0.01%+37213F-HR/ATimeline
EnRich Financial Partners LLC13,004$466K0.14%-77913F-HRTimeline
Empower Advisory Group, LLC12,975$465K<0.01%013F-HRTimeline
Keystone Wealth Services, LLC12,697$455K0.11%013F-HRTimeline
Golden State Wealth Management, LLC12,649$453K0.06%-10,75513F-HRTimeline
Avidian Wealth Enterprises, LLC12,538$449K0.02%+2313F-HRTimeline
Texas Bank & Trust Co12,532$449K0.18%-6,37513F-HRTimeline
Reyes Financial Architecture, Inc.12,411$445K0.38%013F-HRTimeline
SITTNER & NELSON, LLC12,385$444K0.18%new13F-HRTimeline
Robinswood Financial LLC12,183$437K0.15%+313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC12,082$433K0.01%-31,35013F-HRTimeline
HARBOUR INVESTMENTS, INC.12,069$433K0.01%+1,22113F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd12,007$430K0.02%new13F-HRTimelineGroup
VISTA FINANCE, LLC11,992$430K0.37%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…11,869$425K0.01%new13F-HRTimelineGroup
PURE PORTFOLIOS HOLDINGS LLC11,725$420K0.14%-15513F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC11,725$420K0.05%-20013F-HRTimeline
BWM Planning, LLC11,399$409K0.14%-48913F-HRTimeline
Sovereign Financial Group, Inc.11,389$408K0.08%new13F-HRTimeline
Exchange Capital Management, Inc.11,387$408K0.06%013F-HRTimeline
Canvas Wealth Advisors, LLC11,009$408K0.08%013F-HRTimeline
TABLEAUX LLC11,329$406K0.23%-1,00313F-HR/ATimeline
Capital Investment Advisors, LLC11,304$405K0.01%+30113F-HR/ATimeline