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
MTM Investment Management, LLC11,294$405K0.14%new13F-HRTimeline
Galvin, Gaustad & Stein, LLC11,201$401K0.03%+3413F-HRTimeline
Crestwood Advisors Group, LLC11,193$401K0.01%-1,94113F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…11,102$398K0.09%-9413F-HRTimeline
BOS Asset Management, LLC11,024$395K0.13%+15313F-HRTimeline
Monument Capital Management11,012$395K0.1%013F-HRTimeline
Burk Holdings LLC11,008$395K0.25%+16813F-HRTimeline
Oxbow Advisors, LLC10,907$391K0.04%013F-HRTimeline
Smith Anglin Financial, LLC10,841$389K0.04%+3213F-HRTimeline
Glen Eagle Advisors, LLC10,778$386K0.06%013F-HRTimeline
Intrua Financial, LLC10,752$385K0.06%013F-HRTimeline
GARRISON POINT ADVISORS, LLC10,747$385K0.18%013F-HRTimeline
Regal Investment Advisors LLC10,600$380K0.03%013F-HRTimeline
Fairman Group, LLC10,593$380K0.31%+3113F-HRTimeline
Carnegie Investment Counsel10,511$377K0.01%013F-HRTimeline
WealthShield Partners, LLC10,378$372K0.04%+1813F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC10,303$369K0.01%013F-HRTimeline
Trek Financial, LLC10,299$369K0.02%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.10,282$369K0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BARTLETT & CO. WEALTH MANAGEMENT LLC10,255$368K0.01%013F-HRTimeline
Pine Valley Investments Ltd Liability Co10,255$368K0.02%+1,08213F-HRTimeline
Marotta Asset Management10,210$366K0.07%+3113F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC10,189$365K<0.01%013F-HRTimelineGroup
Evercore Wealth Management, LLC10,182$365K0.01%013F-HRTimeline
Williams & Novak Wealth Management, LLC10,127$363K0.31%+41013F-HRTimeline
Cornerstone Wealth Group, LLC10,065$361K0.03%-50,88113F-HRTimeline
Bordeaux Wealth Advisors LLC10,010$359K0.05%-1,33613F-HRTimeline
Kathleen S. Wright Associates Inc.9,945$356K0.14%+3,61013F-HRTimeline
MATAURO, LLC9,941$356K0.07%-18913F-HRTimeline
Von Berge Wealth Management Group, LLC9,687$355K0.2%+56513F-HRTimeline
Horizon Wealth Management, LLC9,849$353K0.06%-70513F-HRTimeline
HANOVER ADVISORS INC9,810$352K0.14%-85013F-HRTimeline
FSA Advisors, Inc.9,784$351K0.29%-8,44213F-HRTimeline
Significant Wealth Partners LLC9,762$350K0.17%013F-HRTimeline
BBR PARTNERS, LLC9,660$346K0.02%-8,28213F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC9,646$346K0.16%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…9,640$346K<0.01%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC9,555$342K0.03%+713F-HRTimeline
FIRST AMERICAN TRUST, FSB9,490$340K0.03%-16113F-HRTimeline
BLB&B Advisors, LLC9,455$339K0.02%013F-HRTimeline
Matisse Capital9,431$338K0.16%+2813F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC9,410$337K0.06%-2,93713F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC9,407$337K0.04%+40613F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC9,303$333K0.02%013F-HRTimelineGroup
Global Trust Asset Management, LLC9,292$333K0.18%-20013F-HRTimeline
Jessup Wealth Management, Inc9,243$331K0.13%013F-HRTimeline
Summit Financial Strategies, Inc.9,240$331K0.03%013F-HRTimeline
Ridgeline Wealth Planning, LLC9,232$331K0.27%013F-HRTimeline
Washington Trust Bank9,099$326K0.03%-2613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
FRG Family Wealth Advisors LLC9,091$326K0.06%+2713F-HRTimeline
E&G Advisors, LLC9,090$326K0.08%-23013F-HRTimeline
NorthCrest Asset Manangement, LLC8,677$317K0.01%+413F-HRTimeline
Wallace Advisory Group, LLC9,603$317K0.23%+2413F-HRTimeline
ROMANO BROTHERS AND COMPANY8,832$317K0.04%013F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…8,826$316K0.05%new13F-HRTimeline
Advyzon Investment Management, LLC8,822$316K0.07%new13F-HRTimeline
DIXON FNANCIAL SERVICES, INC.8,726$313K0.16%new13F-HRTimeline
Holistic Financial Partners8,671$311K0.14%+2513F-HRTimeline
Tenon Financial LLC8,666$311K0.14%013F-HRTimeline
McBroom & Associates, LLC9,403$310K0.18%013F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC8,639$310K0.01%013F-HRTimelineGroup
NATURAL INVESTMENTS, LLC8,569$307K0.08%-3,40013F-HRTimeline
Mokosak Advisory Group, LLC8,557$307K0.09%+2613F-HRTimeline
SimpliFi, Inc.8,516$305K0.13%new13F-HRTimeline
Plante Moran Financial Advisors, LLC8,485$304K0.02%013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.8,483$304K0.02%+63513F-HRTimelineGroup
McAdam, LLC8,437$302K0.02%013F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC8,405$301K0.03%+2413F-HRTimelineGroup
SIMON QUICK ADVISORS, LLC8,395$301K0.02%013F-HR/ATimeline
Fielder Capital Group LLC8,319$298K0.08%-99113F-HRTimeline
RFG Holdings, Inc.8,302$298K0.09%new13F-HRTimeline
Magnolia Private Wealth, LLC8,296$297K0.23%013F-HRTimeline
ALBION FINANCIAL GROUP /UT8,288$297K0.02%013F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC8,210$294K0.03%013F-HRTimelineGroup
Peak Retirement Planning, Inc.8,166$293K0.12%new13F-HRTimeline
Ullmann Wealth Partners Group, LLC8,164$293K0.03%+2413F-HRTimeline
First National Advisers, LLCin group FIRST NATIONAL BANK OF OMAHA8,158$292K0.04%013F-HRTimelineGroup
Jackson Hole Capital Partners, LLC8,101$290K0.05%+2413F-HRTimeline
BLACK POINT WEALTH MANAGEMENT8,044$288K8.24%-23,11713F-HRTimeline
GRANDFIELD & DODD, LLC8,043$288K0.02%-1,00013F-HRTimeline
Klaas Financial Asset Advisors, LLC7,965$285K0.05%013F-HRTimeline
G2 CAPITAL MANAGEMENT, LLC / OH7,936$284K0.08%-2,54813F-HRTimeline
Ellsworth Advisors, LLC7,927$284K0.07%-63013F-HRTimeline
Clearstead Advisors, LLC7,857$282K<0.01%+2,61913F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC7,700$281K0.05%013F-HRTimeline
WADDELL & ASSOCIATES, LLC7,840$281K0.03%013F-HRTimeline
Foster Group, Inc.7,794$279K0.01%-69513F-HRTimeline
Pillar Financial Advisors, LLC7,780$279K0.19%+1213F-HRTimeline
Lincoln Capital LLC7,766$278K0.05%013F-HRTimeline
CHAPIN DAVIS, INC.7,674$275K0.08%013F-HRTimeline
Strategies Wealth Advisors, LLC7,661$275K0.03%-42913F-HRTimeline
STANSBERRY ASSET MANAGEMENT, LLC7,546$270K0.03%013F-HRTimeline
River Wealth Advisors LLC7,403$265K0.03%013F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC7,380$264K0.02%013F-HRTimeline
Silver Lake Advisory, LLC7,377$264K0.11%+2213F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co7,311$262K0.02%013F-HRTimelineGroup
Horst & Graben Wealth Management LLC7,310$262K0.04%-413F-HRTimeline
Camarda Financial Advisors, LLC7,267$260K0.1%013F-HRTimeline
Haverford Trust Co7,239$259K<0.01%013F-HRTimeline
Accel Wealth Management7,236$259K0.09%+513F-HRTimeline
Chicago Capital, LLC7,167$257K0.01%013F-HRTimeline
Guardian Asset Advisors, LLC7,143$256K0.15%-48413F-HRTimeline
Belpointe Asset Management LLC7,129$256K0.01%-19813F-HRTimeline
STRATEGY ASSET MANAGERS LLC7,122$255K0.05%013F-HRTimeline
RETIREMENT CAPITAL STRATEGIES7,114$255K0.1%013F-HRTimeline
Wingate Wealth Advisors, Inc.7,071$253K0.23%013F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …6,959$249K0.01%013F-HRTimelineGroup
MBM WEALTH CONSULTANTS, LLC6,940$249K0.07%013F-HRTimeline
FSC Wealth Advisors, LLC6,907$248K0.16%new13F-HR/ATimeline
SYNOVUS FINANCIAL CORP6,885$247K<0.01%+2013F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…6,885$247K0.07%+78413F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…6,872$246K<0.01%013F-HRTimelineGroup
&PARTNERS6,862$246K<0.01%+513F-HRTimeline
Embree Financial Group6,837$245K0.04%013F-HRTimeline
Graves Light Lenhart Wealth, Inc.6,832$245K0.03%+1713F-HRTimeline
Leading Edge Financial Planning LLC6,824$245K0.07%013F-HRTimeline
180 WEALTH ADVISORS, LLC6,806$244K0.03%new13F-HRTimeline
Annandale Capital, LLC6,762$242K0.04%+65013F-HRTimeline
Lodestone Wealth Management LLC6,705$240K0.12%013F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC6,666$239K0.02%013F-HRTimeline
B.O.S.S. Retirement Advisors, LLC6,658$239K0.06%new13F-HRTimeline
Legacy Advisors, LLC8,543$238K3.86%-229,82013F-HRTimeline
RIDGECREST WEALTH PARTNERS, LLC6,544$235K0.12%013F-HRTimeline
Roble, Belko & Company, Inc6,477$232K0.03%013F-HRTimeline
INNEALTA CAPITAL, LLC6,452$231K0.12%013F-HRTimeline
Optivise Advisory Services LLC6,447$231K0.12%013F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS6,430$230K0.01%013F-HRTimelineGroup
Gladstone Institutional Advisory LLC6,422$230K0.01%new13F-HRTimeline
Milestone Asset Management Group, LLC6,414$230K0.17%+2313F-HRTimeline
ROTHSCHILD INVESTMENT LLC6,374$228K0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC6,252$224K0.02%-62113F-HRTimeline
Crossmark Global Holdings, Inc.6,261$224K<0.01%013F-HRTimeline
Coppell Advisory Solutions LLC6,229$222K0.03%013F-HR/ATimeline
WMG Financial Advisors, LLC6,199$222K0.08%013F-HRTimeline
Pinnacle Family Advisors, LLC6,118$219K0.11%new13F-HRTimeline
SpringVest Wealth Management LLC6,068$217K0.18%new13F-HRTimeline
Ryan Investment Management, Inc.6,009$215K0.14%13F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC6,000$215K<0.01%new13F-HRTimeline
Ironwood Financial, llc6,472$214K0.05%013F-HRTimeline
Legacy Wealth Management, LLC5,951$213K0.01%new13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp5,872$210K<0.01%new13F-HRTimelineGroup
Martin Worley Group5,848$210K0.1%-9,77313F-HRTimeline
PINNACLE ASSOCIATES LTD5,846$210K<0.01%new13F-HRTimeline
CoreFirst Bank & Trust5,816$208K0.12%new13F-HRTimeline
BlueChip Wealth Advisors LLC5,811$208K0.09%-75013F-HRTimeline
Good Life Advisors, LLC5,800$208K0.01%new13F-HRTimeline
Cadence Bank5,701$204K0.01%new13F-HRTimeline
Goepper Burkhardt LLC5,692$204K0.08%-3,73213F-HRTimeline
Elk River Wealth Management LLC5,661$203K0.03%new13F-HRTimeline
Willis Johnson & Associates, Inc.5,624$202K0.01%new13F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT5,620$201K0.02%new13F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC5,591$200K<0.01%-7,93213F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.5,569$200K0.03%013F-HRTimeline
Operose Advisors LLC5,557$199K0.06%013F-HRTimeline
Rossby Financial, LCC5,224$187K0.07%013F-HRTimeline
Ridgewood Investments LLC5,213$187K0.08%013F-HRTimeline
New Millennium Group LLC5,212$187K0.1%+1613F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…5,057$181K0.01%-4,72413F-HRTimelineGroup
Kings Path Partners LLC4,873$175K0.07%new13F-HRTimeline
Fortitude Family Office, LLC4,716$169K0.06%+1,38313F-HRTimeline
Trifecta Capital Advisors, LLC4,492$161K0.03%013F-HRTimeline
Glenmede Investment Management, LP4,380$157K<0.01%13F-HRTimeline
McIlrath & Eck, LLC4,034$145K0.02%013F-HRTimeline
Avondale Wealth Management4,000$143K0.08%013F-HRTimeline
ROWLANDMILLER & PARTNERS.ADV3,879$139K0.03%013F-HRTimeline
BOKF, NAin group BOKF, NA3,728$134K<0.01%013F-HRTimelineGroup
REAP Financial Group, LLC3,674$132K0.03%+1113F-HRTimeline
First Horizon Advisors, Inc.3,648$131K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.3,605$129K0.04%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources3,450$124K<0.01%new13F-HRTimelineGroup
Global Wealth Strategies & Associates3,188$114K0.03%+1,07313F-HRTimeline
Investors Research Corp3,135$112K0.02%013F-HRTimeline
Wealth Preservation Advisors, LLC3,087$111K0.07%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO3,000$108K<0.01%013F-HRTimelineGroup
GABLES CAPITAL MANAGEMENT INC.3,000$108K0.05%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.2,855$102K0.04%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…2,654$95.1K<0.01%013F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC2,637$94.5K0.01%013F-HRTimeline
JNBA Financial Advisors2,363$84.7K0.01%+1,73513F-HRTimeline
Copia Wealth Management2,210$79.2K0.07%new13F-HRTimeline
CX Institutional2,212$79K<0.01%-1,06013F-HR/ATimeline
Nalls Sherbakoff Group, LLC2,173$77.9K0.06%013F-HRTimeline
BFSG, LLC2,164$77.6K0.01%013F-HRTimeline
HOWE & RUSLING INC2,114$75.8K0.01%013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.2,104$75.4K0.03%-7813F-HRTimeline
Truvestments Capital LLC2,073$74.3K0.01%+713F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC1,738$62.3K0.03%013F-HRTimeline
Hughes Financial Services, LLC1,545$56.6K0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,215$43.5K<0.01%013F-HRTimelineGroup
Abound Wealth Management1,135$40.7K0.01%-17613F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,072$38.4K<0.01%new13F-HRTimelineGroup
CGC Financial Services, LLC1,070$38.3K0.01%013F-HRTimeline
Bare Financial Services, Inc1,007$36.1K0.01%013F-HRTimeline
Team Financial Group, LLC975$34.9K0.02%new13F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department836$30K0.01%new13F-HRTimelineGroup
S.A. Mason LLC830$29.7K0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc820$29.4K0.01%013F-HRTimeline
Traub Capital Management LLC706$25.3K0.02%13F-HRTimeline
Park Square Financial Group, LLC687$24.6K0.02%013F-HRTimeline
Northwest Capital Management Inc675$24.2K0.01%-2,57413F-HRTimeline