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Disclosery

DFAC DIMENSIONAL ETF TRUST

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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
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…9,640$333K<0.01%013F-HR/ATimeline
Hidden Cove Wealth Management, LLC9,525$329K0.27%13F-HRTimeline
WR Wealth Planners, LLC9,509$329K0.11%-1,31413F-HRTimeline
Wallace Advisory Group, LLC9,551$328K0.23%+2613F-HRTimeline
BLB&B Advisors, LLC9,455$327K0.02%013F-HRTimeline
Von Berge Wealth Management Group, LLC9,057$326K0.2%+5013F-HRTimeline
McBroom & Associates, LLC9,403$325K0.18%013F-HRTimeline
Matisse Capital9,380$324K0.16%+2713F-HRTimeline
Summit Financial Strategies, Inc.9,343$323K0.04%013F-HRTimeline
E&G Advisors, LLC9,320$322K0.09%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management9,315$322K0.01%013F-HRTimelineGroup
Fielder Capital Group LLC9,310$322K0.1%013F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC9,292$321K0.18%013F-HRTimeline
NorthCrest Asset Manangement, LLC9,282$321K0.01%013F-HR/ATimeline
Ridgeline Wealth Planning, LLC9,232$319K0.31%13F-HRTimeline
Pine Valley Investments Ltd Liability Co9,173$317K0.02%new13F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC9,089$314K0.02%new13F-HRTimeline
GRANDFIELD & DODD, LLC9,043$313K0.02%013F-HRTimeline
FRG Family Wealth Advisors LLC9,042$313K0.06%+2613F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC9,032$312K0.04%new13F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC8,921$309K0.03%-1,28013F-HRTimeline
Ellsworth Advisors, LLC8,842$306K0.08%-7613F-HRTimeline
Holistic Financial Partners8,666$300K0.15%+2513F-HRTimeline
Foster Group, Inc.8,663$300K0.01%-1,12913F-HRTimeline
Tenon Financial LLC8,666$299K0.19%013F-HRTimeline
Pillar Financial Advisors, LLC8,628$298K0.23%13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…8,603$298K0.01%new13F-HRTimelineGroup
Strategies Wealth Advisors, LLC8,305$297K0.04%-46713F-HRTimeline
Mokosak Advisory Group, LLC8,510$294K0.09%-37513F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP8,497$294K<0.01%new13F-HRTimelineGroup
Plante Moran Financial Advisors, LLC8,485$293K0.02%013F-HRTimeline
McAdam, LLC8,437$292K0.02%013F-HRTimeline
Leonard Rickey Investment Advisors P.L.…8,412$291K0.07%+62713F-HRTimeline
SIMON QUICK ADVISORS, LLC8,395$290K0.02%013F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC8,361$289K0.04%new13F-HRTimelineGroup
CHAPIN DAVIS, INC.8,407$288K0.09%013F-HRTimeline
Magnolia Private Wealth, LLC8,296$287K0.26%13F-HRTimeline
First National Advisers, LLCin group FIRST NATIONAL BANK OF OMAHA8,158$282K0.05%013F-HRTimelineGroup
Ullmann Wealth Partners Group, LLC8,120$281K0.04%+2313F-HRTimeline
Jackson Hole Capital Partners, LLC8,057$279K0.06%+2313F-HRTimeline
Guardian Asset Advisors, LLC7,879$277K0.18%new13F-HRTimeline
Full Sail Capital, LLC8,005$277K0.02%-1,42813F-HRTimeline
Klaas Financial Asset Advisors, LLC7,965$276K0.05%-40013F-HRTimeline
VERUS CAPITAL PARTNERS, LLC7,951$275K0.03%+35413F-HR/ATimeline
Clearstead Advisors, LLC7,857$272K<0.01%013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.7,848$271K0.02%+62813F-HRTimelineGroup
WADDELL & ASSOCIATES, LLC7,840$271K0.03%013F-HR/ATimeline
FINANCIAL MANAGEMENT NETWORK INC7,700$269K0.06%013F-HRTimeline
Cascade Wealth Advisors, Inc7,770$269K0.18%013F-HRTimeline
Lincoln Capital LLC7,766$269K0.06%013F-HRTimeline
CoreFirst Bank & Trust7,734$268K0.16%013F-HRTimeline
STANSBERRY ASSET MANAGEMENT, LLC7,546$261K0.03%013F-HRTimeline
GW HENSSLER & ASSOCIATES LTD7,543$259K0.01%013F-HRTimeline
Brooklyn FI, LLC7,449$258K0.09%new13F-HR/ATimeline
Compound Planning, Inc.7,436$257K0.01%new13F-HRTimeline
River Wealth Advisors LLC7,403$256K0.03%new13F-HRTimeline
BlueChip Wealth Advisors LLC7,391$256K0.14%013F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC7,380$255K0.02%013F-HRTimeline
Silver Lake Advisory, LLC7,337$254K0.11%+2113F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co7,311$253K0.02%-52513F-HRTimelineGroup
Horst & Graben Wealth Management LLC7,304$253K0.04%+1213F-HRTimeline
Camarda Financial Advisors, LLC7,267$251K0.09%013F-HRTimeline
Accel Wealth Management7,258$251K0.1%+213F-HRTimeline
Revisor Wealth Management LLC7,240$250K0.23%-14,48113F-HRTimeline
Haverford Trust Co7,239$250K<0.01%013F-HRTimeline
Ridgeline Wealth, LLC7,237$250K0.2%13F-HRTimeline
Chicago Capital, LLC7,167$248K0.01%013F-HRTimeline
STRATEGY ASSET MANAGERS LLC7,122$246K0.05%-2,95413F-HRTimeline
RETIREMENT CAPITAL STRATEGIES7,114$246K0.09%013F-HRTimeline
Moloney Securities Asset Management, LLC7,112$246K0.03%new13F-HRTimeline
Wingate Wealth Advisors, Inc.7,071$245K0.24%13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/7,000$242K<0.01%+6,30413F-HRTimelineGroup
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …6,959$241K0.01%013F-HRTimelineGroup
MBM WEALTH CONSULTANTS, LLC6,940$240K0.07%013F-HRTimeline
&PARTNERS6,852$239K<0.01%+413F-HRTimeline
Curi Capital, LLC6,886$238K0.01%+2013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC6,873$238K0.02%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…6,872$238K<0.01%013F-HRTimelineGroup
Lindbrook Capital, LLC6,850$237K0.02%013F-HRTimeline
SYNOVUS FINANCIAL CORP6,847$237K<0.01%+1813F-HRTimeline
Prosperitas Financial LLC6,842$237K0.12%-45013F-HRTimeline
Embree Financial Group6,837$236K0.04%013F-HRTimeline
Leading Edge Financial Planning LLC6,824$236K0.08%013F-HRTimeline
Graves Light Lenhart Wealth, Inc.6,800$235K0.03%+1613F-HRTimeline
Williams & Novak Wealth Management, LLC6,759$234K0.23%-1,84713F-HRTimeline
MATAURO, LLC6,741$233K0.05%13F-HRTimeline
Jentner Corp6,739$233K0.07%+9713F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC6,666$231K0.02%013F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC6,650$230K<0.01%013F-HRTimeline
FourThought Financial Partners, LLC6,592$228K0.02%new13F-HRTimeline
RIDGECREST WEALTH PARTNERS, LLC6,544$226K0.12%013F-HRTimeline
Well Done, LLC6,570$225K0.04%013F-HRTimeline
Roble, Belko & Company, Inc6,477$224K0.04%013F-HRTimeline
Ironwood Financial, llc6,472$224K0.05%-3,72813F-HRTimeline
INNEALTA CAPITAL, LLC6,452$223K0.11%013F-HRTimeline
Optivise Advisory Services LLC6,447$223K0.12%-13813F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS6,430$222K0.01%013F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC6,374$220K0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/6,338$219K<0.01%new13F-HRTimelineGroup
Kathleen S. Wright Associates Inc.6,335$219K0.09%+2,88313F-HRTimeline
Fairhaven Wealth Management, LLC6,325$219K0.07%new13F-HRTimeline
John W. Brooker & Co., CPAs6,301$218K0.09%013F-HRTimeline
Gilbert & Cook, Inc.6,289$218K0.03%new13F-HRTimeline
Sprinkle Financial Consultants LLC6,248$216K0.15%+1813F-HRTimeline
WMG Financial Advisors, LLC6,229$215K0.09%013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT6,228$215K0.01%new13F-HRTimeline
LATHROP INVESTMENT MANAGEMENT CO6,202$215K0.04%013F-HRTimeline
Black Diamond Financial, LLC6,175$214K0.03%013F-HRTimeline
Elk River Wealth Management LLC6,161$213K0.04%013F-HRTimeline
Annandale Capital, LLC6,112$211K0.04%+19013F-HRTimeline
SpringVest Wealth Management LLC6,028$209K0.18%13F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC5,994$207K0.01%13F-HRTimeline
TAP Consulting, LLC5,988$207K0.04%013F-HRTimeline
RVW Wealth, LLC5,957$206K0.02%013F-HRTimeline
Legacy Wealth Management, LLC5,951$206K0.01%013F-HRTimeline
Truepoint, Inc.5,874$203K0.01%013F-HRTimeline
Accurate Wealth Management, LLC5,883$202K0.04%+313F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…5,822$201K0.06%new13F-HRTimeline
PINNACLE ASSOCIATES LTD5,814$201K<0.01%new13F-HRTimeline
Milestone Asset Management Group, LLC5,808$201K0.18%13F-HRTimeline
Good Life Advisors, LLC5,800$201K0.01%-23,47813F-HRTimeline
Coppell Advisory Solutions LLC5,618$195K0.03%-15013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.5,569$193K0.03%013F-HRTimeline
Operose Advisors LLC5,557$192K0.07%013F-HRTimeline
Sandy Spring Bank5,549$192K0.01%+1613F-HRTimeline
TD Waterhouse Canada Inc.5,263$182K<0.01%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.5,220$181K<0.01%new13F-HRTimelineGroup
Ridgewood Investments LLC5,213$180K0.09%013F-HRTimeline
New Millennium Group LLC5,183$179K0.1%-1,08713F-HRTimeline
DHJJ Financial Advisors, Ltd.4,675$162K0.06%013F-HRTimeline
Trifecta Capital Advisors, LLC4,492$155K0.03%013F-HRTimeline
Continuum Advisory, LLC4,406$152K0.02%-19913F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA4,380$152K<0.01%013F-HRTimelineGroup
McIlrath & Eck, LLC4,034$140K0.02%013F-HRTimeline
Avondale Wealth Management4,000$138K0.09%013F-HRTimeline
ROWLANDMILLER & PARTNERS.ADV3,879$134K0.03%013F-HRTimeline
BOKF, NAin group BOKF, NA3,728$128K<0.01%013F-HRTimelineGroup
Pinnacle Bancorp, Inc.3,670$127K0.04%013F-HRTimeline
REAP Financial Group, LLC3,654$126K0.03%+1013F-HRTimeline
Vermillion & White Wealth Management Gr…3,642$126K0.09%+213F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.3,598$124K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Kohmann Bosshard Financial Services, LLC3,363$116K0.01%new13F-HRTimeline
Fortitude Family Office, LLC3,333$115K0.04%+2,33213F-HRTimeline
Northwest Capital Management Inc3,139$109K0.05%+6113F-HRTimeline
Investors Research Corp3,135$108K0.02%013F-HRTimeline
Twin Lakes Capital Management, LLC3,055$106K0.07%new13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…2,654$91.8K<0.01%013F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC2,637$91.2K0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,543$88.6K<0.01%-2,36513F-HRTimelineGroup
Global Wealth Strategies & Associates2,285$79K0.02%-49913F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.2,220$76.8K0.04%013F-HRTimeline
BFSG, LLC2,164$74.9K0.01%013F-HRTimeline
HOWE & RUSLING INC2,114$73.1K0.01%013F-HRTimeline
Truvestments Capital LLC2,061$71.3K0.02%+613F-HRTimeline
TUCKER ASSET MANAGEMENT LLC1,977$68.4K0.01%+613F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC1,738$60.1K0.03%013F-HRTimeline
Modus Advisors, LLC1,673$57.9K0.02%new13F-HRTimeline
Capital Investment Advisory Services, L…1,657$57.3K0.01%-29913F-HRTimeline
Avior Wealth Management, LLC1,320$45.7K<0.01%+8713F-HRTimeline
Abound Wealth Management1,311$45.3K0.01%+1,13513F-HRTimeline
Evensky & Katz LLC1,232$43K<0.01%-6,69313F-HRTimeline
CGC Financial Services, LLC1,070$37K0.01%013F-HRTimeline
Bare Financial Services, Inc1,007$34.8K0.01%013F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC846$29.3K0.01%013F-HRTimeline
S.A. Mason LLC830$28.7K0.02%013F-HRTimeline
Glass Jacobson Investment Advisors llc820$28.4K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
JNBA Financial Advisors726$25.1K<0.01%013F-HRTimeline
ORG Partners LLC724$25.1K<0.01%013F-HRTimeline
Park Square Financial Group, LLC687$23.8K0.02%13F-HRTimeline
Biltmore Family Office, LLC629$21.8K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC610$21.1K0.01%13F-HRTimeline
Wood Tarver Financial Group, LLC551$19K0.01%13F-HRTimeline
Parvin Asset Management, LLC500$17.3K0.02%13F-HRTimeline
Winch Advisory Services, LLC469$16.2K<0.01%new13F-HRTimeline
Global Financial Private Client, LLC340$11.8K<0.01%+21013F-HRTimeline
Archer Investment Corp308$10.7K<0.01%013F-HRTimeline
Quent Capital, LLC255$8.84K<0.01%-6513F-HRTimeline
Spurstone Advisory Services, LLC252$8.72K0.17%13F-HRTimeline
Cranbrook Wealth Management, LLC207$7.16K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC161$5.57K<0.01%013F-HRTimeline
Nemes Rush Group LLC149$5.15K<0.01%new13F-HRTimeline
Topsail Wealth Management, LLC100$3.46K<0.01%13F-HRTimeline
SIMPLEX TRADING, LLC100$3K<0.01%new13F-HRTimeline
Legacy Investment Solutions, LLC60$2.13K<0.01%-6013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…60$2.13K<0.01%-6013F-HRTimelineGroup
Tanglewood Legacy Advisors, LLC50$1.73K<0.01%013F-HRTimeline
TSFG, LLC31$1K<0.01%013F-HRTimeline
Iron Horse Wealth Management, LLC1$00%new13F-HRTimelineValue filed as zero, left out of ratios.
Compagnie Lombard Odier SCmA0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.