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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
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding57,400,826$1.99B+662,731Timeline
Focus Partners Wealthgroup of 2 filers holding54,920,514$1.9B+3,097,434Timeline
MERCER GLOBAL ADVISORS INC /ADV46,498,436$1.61B3.92%-3,598,96513F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP37,575,502$1.3B21.53%-4,94713F-HR/ATimelineGroup
LPL Financial LLC18,164,170$628M0.26%+419,09613F-HRTimeline
Apella Capital, LLC10,595,895$367M14.06%+1,789,14713F-HRTimeline
Plancorp, LLC10,493,110$363M14.91%-121,46113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC10,282,671$356M0.52%+514,07813F-HRTimeline
Rockwood Wealth Management, LLC9,718,387$337M36.35%+373,11513F-HRTimeline
SJS Investment Consulting Inc.9,128,342$316M54.52%+104,08413F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC8,819,732$305M2.4%-830,80613F-HRTimelineGroup
Wealthspire Advisors, LLC7,976,206$276M2.74%+75,17113F-HRTimeline
Geometric Wealth Advisors7,498,771$259M47.17%+171,09313F-HRTimeline
Greenspring Advisors, LLC7,382,295$255M55.72%+65,91013F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC6,641,206$230M30.37%-59,36213F-HRTimeline
HighTower Advisors, LLC6,281,462$217M0.3%-80,01313F-HRTimeline
Heritage Financial Services, LLC6,067,932$210M27.87%-100,54413F-HRTimeline
Capstone Financial Advisors, Inc.5,551,570$192M11.86%+4,55913F-HRTimeline
GeoWealth Management, LLC5,363,687$186M6.07%+2,911,90513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP5,301,189$183M0.3%-65,35313F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 3 filers holding5,234,919$181M+1,653,050Timeline
Modera Wealth Management, LLC5,168,207$179M2.16%-8,23913F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC5,020,164$174M21.95%+143,04613F-HRTimeline
Hill Investment Group Partners, LLC4,957,512$171M22.98%-85,46713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…4,827,737$167M0.32%+332,16313F-HR/ATimeline
Wealthstream Advisors, Inc.4,781,894$165M30.54%+264,53313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,643,819$161M0.01%+473,21313F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.4,638,973$160M0.31%+15,03213F-HRTimelineGroup
Pure Financial Advisors, LLC4,514,586$156M3.55%-104,57213F-HRTimeline
NewEdge Advisors, LLC4,410,112$153M0.92%-167,68813F-HRTimeline
Allworth Financial LP4,208,979$151M0.83%+209,62013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC4,176,321$144M0.31%-13,88413F-HRTimelineGroup
CARDIFF PARK ADVISORS, LLC4,158,469$144M13.72%-58,35113F-HRTimeline
TFO Wealth Partners, LLC4,125,815$143M67.76%-93,98313F-HRTimeline
Austin Asset Management Co Inc4,114,301$142M28.29%-76,46513F-HRTimeline
Evanson Asset Management, LLC4,042,863$140M9.58%+31,22013F-HRTimeline
Asset Dedication, LLC4,034,546$140M10.98%+109,47313F-HRTimeline
Essential Planning, LLC.3,940,670$139M0.9%+3,882,88913F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …3,943,635$136M11.08%+461,42413F-HR/ATimeline
Triune Financial Partners, LLC3,714,327$128M40.45%+10,72213F-HRTimeline
Vestmark Advisory Solutions, Inc.3,643,519$126M4.34%+170,99513F-HRTimeline
McGlone Suttner Wealth Management, Inc.3,557,104$123M20.54%+788,86913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,533,067$122M0.05%13F-HR/ATimelineGroup
Syverson Strege & Co3,436,676$119M39.64%+8,53513F-HRTimeline
Symmetry Partners, LLC3,433,982$119M16.89%+1,583,97213F-HRTimeline
Onyx Financial Advisors, LLC3,371,775$117M63.98%+66313F-HRTimeline
Mariner, LLCin group Mariner, LLC3,300,768$114M0.19%-33,48913F-HRTimelineGroup
OneDigital Investment Advisors LLC3,262,620$113M1.31%+126,58213F-HRTimeline
Financial Engines Advisors L.L.C.3,247,005$112M0.24%+1,084,84813F-HRTimeline
Burton Enright Welch3,236,763$112M23.51%+51,41913F-HRTimeline
JFS WEALTH ADVISORS, LLC3,168,271$110M7.49%+113,08413F-HRTimeline
United Wealth Management, LLC3,141,750$109M36.62%13F-HRTimeline
Millburn Ridgefield LLC /DE/3,139,666$109M2.72%+162,91713F-HRTimeline
Catalyst Capital Advisors LLC3,139,666$109M2.31%+162,91713F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC3,078,427$106M0.29%-79,83213F-HRTimelineGroup
Conrad Siegel Investment Advisors, Inc.3,032,091$105M28.26%+27,85813F-HRTimeline
Altiora Financial Group, LLC3,028,985$105M22.8%-82,96613F-HRTimeline
DecisionPoint Financial, LLC2,998,798$104M31.69%+139,03813F-HRTimeline
Integrated Wealth Concepts LLC2,973,630$103M1.2%-139,70313F-HRTimeline
New Capital Management LP2,957,919$102M29.92%-54813F-HRTimeline
Core Wealth Management, Inc.2,952,458$102M39.91%-80,08813F-HRTimeline
Meridian Wealth Partners, LLC2,866,625$99.2M15.04%-28,95213F-HRTimeline
BetterWealth, LLC2,848,350$98.5M27.14%-77,03013F-HRTimeline
Zhang Financial LLC2,834,248$98M5.61%+349,50913F-HRTimeline
AWM CAPITAL, LLC2,707,056$93.6M11.46%-30,00013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,689,252$93M0.02%+1,349,01013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,670,990$92.4M0.21%+267,35313F-HR/ATimelineGroup
RAM Investment Partners, LLC2,642,184$91.4M22.46%+69,26913F-HRTimeline
Safeguard Investment Advisory Group, LLC2,574,471$89.1M24.43%+41,37013F-HRTimeline
Warwick Investment Management, Inc.2,564,113$88.7M18.27%-120,28513F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC2,550,422$88.2M0.91%+276,19013F-HRTimelineGroup
LRI Investments, LLC2,483,760$85.9M8.28%+11,51013F-HRTimeline
Porter White Investment Advisors, Inc.2,482,241$85.9M43.55%-31,34013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC2,456,148$85M1.96%-274,63513F-HRTimeline
Eaton-Cambridge Inc.2,324,970$80.4M35.88%-4,21213F-HRTimeline
Waypoint Wealth Partners Inc.2,305,394$79.7M21.75%-103,66613F-HRTimeline
Heritage Investment Group, Inc.2,304,951$79.7M14.88%+15,45313F-HRTimeline
Creative Planningin group Creative Planning2,297,986$79.5M0.08%-50,18813F-HRTimelineGroup
von Borstel & Associates, Inc.2,277,491$78.8M30.84%+690,53213F-HRTimeline
Betterment LLC2,270,295$78.5M0.19%+156,13813F-HRTimeline
Warburton Capital Management, LLC2,262,709$78.3M58.63%13F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding2,191,350$75.8M+308,177Timeline
GRAND WEALTH MANAGEMENT, LLC2,181,319$75.5M42.05%+55,99513F-HRTimeline
BCU Wealth Advisors, LLC2,167,517$75M42.83%+25,31713F-HRTimeline
Rockbridge Investment Management, LCC2,160,599$74.7M9.58%+152,65713F-HRTimeline
Ruedi Wealth Management, Inc.2,142,194$74.1M23.39%-11,97613F-HRTimeline
WorthPointe, LLC2,084,014$72.1M29.95%-48,92313F-HRTimeline
ShankerValleau Wealth Advisors, Inc.2,071,915$71.7M23.01%-68,67913F-HRTimeline
SC&H Financial Advisors, Inc.2,064,247$71.4M14.75%+68,66313F-HRTimeline
Verisail Partners, LLC2,060,648$71.3M33.36%13F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC2,047,599$70.8M1.37%-92,92813F-HRTimeline
Merriman Wealth Management, LLC2,044,028$70.7M2.94%-74,54313F-HRTimeline
CLARIS ADVISORS, LLC / MO /2,039,548$70.5M26.53%+384,70513F-HRTimeline
Cetera Investment Advisers2,029,141$70.2M0.15%+197,94913F-HRTimeline
Planning Center, Inc.2,022,821$70M8.88%-47,11313F-HRTimeline
TCI Wealth Advisors, Inc.2,001,392$69.2M5.78%+71,47613F-HRTimeline
KEB ASSET MANAGEMENT, LLC1,984,798$68.7M19.76%+72,54513F-HRTimeline
ARK & TLK INVESTMENTS, LLC1,967,119$68M23.64%+41,39413F-HRTimeline
SAX WEALTH ADVISORS, LLC1,956,335$67.7M5.3%-23,41213F-HRTimeline
Private Advisor Group, LLC1,904,283$65.9M0.37%+305,41313F-HRTimeline
ANDREWS, LUCIA WEALTH MANAGEMENT LLC1,906,971$65.4M43.67%-13,17413F-HRTimeline
Monument Group Wealth Advisors, LLC1,866,160$64.6M45.7%-395,44613F-HRTimeline
Tillman Hartley LLC1,838,497$63.6M18.27%+1,74813F-HRTimeline
BAKER BOYER NATIONAL BANK1,793,251$62M21.43%-21,49513F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.1,776,952$61.5M24.98%+7,99913F-HRTimeline
BRIGHTON JONES LLC1,749,670$60.5M1.75%+225,50113F-HR/ATimeline
Sensible Money, LLC1,724,030$59.6M26.14%+28,90213F-HRTimeline
COMERICA BANK1,721,618$59.6M0.24%-70,45913F-HR/ATimeline
Shearwater Capital LLC1,693,407$58.6M39.75%-42913F-HRTimeline
Adero Partners, LLC1,670,455$57.8M3.72%-18,54213F-HRTimeline
VANCE WEALTH, LLC1,631,220$56.4M21.79%-38,18813F-HRTimeline
Perigon Wealth Management, LLC1,601,553$56.4M1.39%-1,80113F-HRTimeline
Mattern Wealth Management LLC1,628,444$56.3M12.42%+67,84813F-HRTimeline
MASTER'S WEALTH MANAGEMENT INC.1,625,844$56.2M30.03%13F-HRTimeline
CAPSTONE CAPITAL LLC1,618,711$56M45.8%+59,82013F-HRTimeline
Chico Wealth RIA1,593,574$55.1M48.19%+43,40013F-HRTimeline
EARNED WEALTH ADVISORS, LLC1,586,370$54.9M17.55%-14,69813F-HRTimeline
UBS Group AGin group UBS Group AG1,586,050$54.9M0.01%-1,662,94813F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,545,685$53.5M<0.01%+17,65113F-HRTimelineGroup
Prudent Man Investment Management, Inc.1,502,359$52M28.76%13F-HRTimeline
Hippocratic Financial Advisors, LLC1,494,873$51.7M35.94%13F-HRTimeline
Ballentine Capital Advisors, Inc1,490,466$51.6M26.7%-23,05613F-HRTimeline
True Wealth Design, LLC1,481,642$51.2M19.89%-20,74413F-HRTimeline
Grunden Financial Advisory, Inc.1,452,400$50.2M24.26%+21,57713F-HRTimeline
MML INVESTORS SERVICES, LLC1,450,113$50.2M0.17%-52013F-HRTimeline
Cambridge Investment Research Advisors,…1,429,914$49.5M0.17%-501,21413F-HRTimeline
Creative Capital Management Investments…1,424,681$49.3M20.6%+18,15413F-HRTimeline
Efficient Advisors, LLC1,412,002$48.8M3.14%-97913F-HRTimeline
Glassman Wealth Services1,339,754$46.3M7.8%+52,95613F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC1,319,628$45.6M17.56%+2,69913F-HRTimeline
One Degree Advisors Inc1,270,603$45.4M18.48%+33,55613F-HRTimeline
Lauterbach Financial Advisors, LLC1,283,881$44.4M26.95%-15,40413F-HRTimeline
Beacon Pointe Advisors, LLC1,270,028$43.9M0.49%-177,26013F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC1,269,004$43.9M9.3%+16,66613F-HRTimeline
RS CRUM INC.1,267,474$43.8M10.82%+28,80213F-HRTimeline
Parkshore Wealth Management, Inc.1,245,998$43.1M25.92%13F-HRTimeline
Straight Path Wealth Management1,244,368$43M17.03%+34,53113F-HRTimeline
Applied Capital LLC1,229,513$42.5M21.84%+8,88813F-HRTimeline
Morton Capital Management LLC/CA1,218,070$42.1M7.95%+26,39213F-HRTimeline
Austin Wealth Management, LLC1,175,354$41.7M8.64%-67,08813F-HRTimeline
WNY Asset Management, LLC1,204,351$41.7M5.16%+124,36213F-HRTimeline
Trust Co of the South1,203,586$41.6M8.48%+19,87013F-HRTimeline
BANNERMAN WEALTH MANAGEMENT GROUP, LLC1,184,738$41M33.88%13F-HRTimeline
EP Wealth Advisors, LLC1,183,027$40.9M0.33%+206,24013F-HRTimeline
Rather & Kittrell, Inc.1,174,343$40.6M9.55%-12,95013F-HRTimeline
CHERRYDALE WEALTH MANAGEMENT, LLC1,160,956$40.2M15.54%+4,86813F-HRTimeline
Vannoy Advisory Group, Inc.1,154,674$39.9M29.7%-28,71813F-HRTimeline
BAYSHORE ASSET MANAGEMENT, LLC1,140,463$39.4M18.12%-16,61113F-HRTimeline
Midwest Heritage Bank, FSB1,130,460$39.1M18.14%+5,07313F-HRTimeline
Cypress Point Wealth Management, LLC1,122,198$38.8M12.09%+99,38613F-HRTimeline
Wealth Advisors Northwest LLC1,120,522$38.8M26.4%13F-HRTimeline
Financial Symmetry Inc1,110,258$38.4M26.03%+65,05913F-HRTimeline
Vested Financial Planning, LLC1,099,986$38M36.04%13F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…1,087,218$37.6M14.88%-8,63313F-HRTimeline
Dynamic Advisor Solutions LLC1,087,028$37.6M1.63%+24,85913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.1,071,510$37.1M0.35%+8,47013F-HRTimelineGroup
PBMares Wealth Management LLC1,071,199$37.1M7.57%+13,19013F-HRTimeline
North Ridge Wealth Advisors, Inc.1,051,307$36.4M25.17%-22,19513F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC1,030,895$35.7M23.55%13F-HRTimeline
Trellis Wealth Advisors LLC1,015,311$35.1M17.66%+14,84113F-HRTimeline
Passive Capital Management, LLC.1,011,762$35M12.32%+29,46213F-HRTimeline
Chicago Partners Investment Group LLC952,316$33.2M1.1%-2,05813F-HRTimeline
Vestment Financial LLC953,698$33.1M25.33%13F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC950,604$32.9M16.75%+77,48113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…937,439$32.4M0.73%-176,81913F-HRTimelineGroup
IFG Advisory, LLC936,061$32.4M1.83%+23,06713F-HRTimeline
Squire Investment Management Company, L…931,555$32.2M14.18%+27,00013F-HRTimeline
Private Wealth Management Group, LLC919,065$31.8M12.17%+5,47613F-HRTimeline
Abel Hall, LLC913,685$31.6M20.14%-1,03813F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC907,090$31.4M5.23%-4,86413F-HRTimeline
Watchman Group, Inc.903,227$31.2M8.2%-11,59413F-HRTimeline
WMS Partners, LLC895,595$31M1.74%-53413F-HRTimeline
Arcadia Wealth Management, Inc.888,650$30.7M26.12%13F-HRTimeline
DiNuzzo Private Wealth, Inc.879,895$30.4M3.85%-41,61013F-HRTimeline
Discipline Wealth Solutions, LLC875,071$30.3M14.02%+86,44313F-HRTimeline
MATHER GROUP, LLC.847,448$29.3M0.38%-27,17213F-HRTimeline
Peirce Capital Management, LLC839,984$29.1M14.91%-19,36013F-HRTimeline
JP Wealth Management, Inc.838,892$29M21.31%13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS837,566$29M0.08%+38,57913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP826,758$28.6M0.04%-83,90513F-HRTimelineGroup
Strathmore Capital Advisors, Inc.820,214$28.4M20.64%13F-HRTimeline
Beacon Financial Strategies CORP817,716$28.3M18.9%-29313F-HRTimeline
UMB Bank, n.a.810,884$28M0.44%-10,67413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Wolfstich Capital, LLC805,473$27.9M24.7%13F-HRTimeline
FMB WEALTH MANAGEMENT803,720$27.8M15.66%+68,10013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC797,898$27.6M2.17%-27,81313F-HRTimeline
MilWealth Group LLC797,137$27.6M7.52%+457,68013F-HRTimeline
Parker Financial LLC793,778$27M13.27%+162,36113F-HRTimeline
Aspen Wealth Management LLC780,825$27M8%-747,43913F-HRTimeline
Root Financial Partners, LLC777,582$26.9M3.33%-29,37013F-HRTimeline
Lutz Financial Services LLC773,330$26.7M2.16%+1,97713F-HRTimeline
Robertson Stephens Wealth Management, L…770,575$26.7M0.95%-11,90613F-HRTimeline
Cardinal Point Capital Management ULC760,192$26.3M4.17%+45,17913F-HRTimeline
Vantage Point Financial LLC757,246$26.2M14.12%13F-HRTimeline
Empirical Financial Services, LLC d.b.a…754,475$26.1M0.71%+8,80113F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC741,806$25.7M19.19%13F-HRTimeline
HTG Investment Advisors, Inc.740,965$25.6M11.72%+20,74413F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC740,125$25.6M5.96%+49,10013F-HRTimeline
Momentous Wealth Management, Inc.734,630$25.4M21.07%13F-HRTimeline
Aurelius Family Office LLC724,019$25M12.63%13F-HRTimeline