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Disclosery

DFAC DIMENSIONAL ETF TRUST

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US CORE EQUITY 2 (fund)

990 managers (1,001 13F filers) reported a position in DFAC shares at 2025-03-31, 782,783,994 shares in all. 46 filers opened a position and 43 filers sold out during the quarter.

Managers
990
13F filers
1,001
New
46
Added
409
Reduced
322
Sold out
43
Shares held by filers
782,783,994

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Focus Partners Wealthgroup of 2 filers holding56,690,423$1.87B+1,769,909Timeline
MERCER GLOBAL ADVISORS INC /ADV53,776,312$1.77B4.07%+7,277,87613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding52,249,536$1.72B-5,151,290Timeline
Forum Financial Management, LPin group Forum Financial Management, LP37,796,124$1.25B20.64%+220,62213F-HRTimelineGroup
LPL Financial LLC17,359,776$573M0.22%-804,39413F-HRTimeline
Apella Capital, LLC11,812,257$376M12.9%+1,216,36213F-HRTimeline
Plancorp, LLC10,568,884$349M13.82%+75,77413F-HRTimeline
Rockwood Wealth Management, LLC10,165,107$335M34.18%+446,72013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC9,656,173$319M0.45%-626,49813F-HRTimeline
SJS Investment Consulting Inc.9,218,618$304M51.86%+90,27613F-HRTimeline
Wealthspire Advisors, LLC8,319,006$274M1.64%+342,80013F-HRTimeline
Geometric Wealth Advisors7,764,224$256M43.77%+265,45313F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC7,562,720$249M2.11%-1,257,01213F-HR/ATimelineGroup
MONOGRAPH WEALTH ADVISORS, LLC6,745,007$223M30.31%+103,80113F-HRTimeline
Greenspring Advisors, LLC6,691,927$221M52.37%-690,36813F-HRTimeline
HighTower Advisors, LLC5,914,155$195M0.26%-367,30713F-HRTimeline
Heritage Financial Services, LLC5,612,395$185M18.33%-455,53713F-HRTimeline
Capstone Financial Advisors, Inc.5,567,604$184M11.53%+16,03413F-HRTimeline
GeoWealth Management, LLC5,272,530$174M6.99%-91,15713F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP5,203,162$172M0.28%-98,02713F-HRTimelineGroup
Modera Wealth Management, LLC5,124,524$169M2.29%-43,68313F-HRTimeline
Wealthstream Advisors, Inc.4,892,381$161M30.2%+110,48713F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC4,965,047$153M20.34%-55,11713F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.4,592,120$151M0.29%-46,85313F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…4,557,403$150M0.29%-270,33413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,512,008$149M0.01%-131,81113F-HRTimelineGroup
Allworth Financial LP4,570,089$146M0.82%+361,11013F-HRTimeline
Pure Financial Advisors, LLC4,338,921$143M2.99%-175,66513F-HRTimeline
CARDIFF PARK ADVISORS, LLC4,252,363$140M13.57%+93,89413F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC4,223,927$139M0.29%+47,60613F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.4,216,350$139M3.58%+572,83113F-HRTimeline
TFO Wealth Partners, LLC4,076,977$134M26.67%-48,83813F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …4,016,699$133M10.5%+73,06413F-HRTimeline
Austin Asset Management Co Inc4,002,925$132M27.51%-111,37613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,985,425$131M0.29%+1,314,43513F-HRTimelineGroup
Asset Dedication, LLC3,969,056$131M10.63%-65,49013F-HRTimeline
NewEdge Advisors, LLC3,890,479$128M0.76%-519,63313F-HRTimeline
Evanson Asset Management, LLC3,887,805$128M9.09%-155,05813F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding3,732,325$123M-1,502,594Timeline
Symmetry Partners, LLC3,657,746$121M16.78%+223,76413F-HRTimeline
Triune Financial Partners, LLC3,652,494$120M38.27%-61,83313F-HRTimeline
OneDigital Investment Advisors LLC3,610,733$119M1.41%+348,11313F-HRTimeline
McGlone Suttner Wealth Management, Inc.3,585,004$118M19.41%+27,90013F-HRTimeline
Mariner, LLCin group Mariner, LLC3,548,957$117M0.19%+248,18913F-HRTimelineGroup
Onyx Financial Advisors, LLC3,532,909$117M61.66%+161,13413F-HRTimeline
Syverson Strege & Co3,479,601$115M36.88%+42,92513F-HRTimeline
United Wealth Management, LLC3,435,982$113M35.5%+294,23213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,326,119$110M0.04%-206,94813F-HRTimelineGroup
Millburn Ridgefield LLC /DE/3,322,214$110M2.66%+182,54813F-HRTimeline
Catalyst Capital Advisors LLC3,322,214$110M2.24%+182,54813F-HRTimeline
Burton Enright Welch3,314,834$109M22.24%+78,07113F-HRTimeline
JFS WEALTH ADVISORS, LLC3,290,013$109M7.35%+121,74213F-HRTimeline
DecisionPoint Financial, LLC3,194,161$105M30.57%+195,36313F-HRTimeline
Zhang Financial LLC3,148,980$104M5.49%+314,73213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,137,751$104M0.02%+448,49913F-HR/ATimelineGroup
ASSETMARK, INCin group ASSETMARK, INC3,093,616$102M0.28%+15,18913F-HRTimelineGroup
Financial Engines Advisors L.L.C.3,084,328$102M0.22%-162,67713F-HRTimeline
Rockbridge Investment Management, LCC3,075,888$101M12.01%+915,28913F-HRTimeline
Altiora Financial Group, LLC3,045,031$100M21.36%+16,04613F-HRTimeline
von Borstel & Associates, Inc.3,038,167$100M29.95%+760,67613F-HRTimeline
Conrad Siegel Investment Advisors, Inc.3,018,292$99.6M25.55%-13,79913F-HRTimeline
Integrated Wealth Concepts LLC2,984,535$98.5M1.15%+10,90513F-HRTimeline
Core Wealth Management, Inc.2,948,489$97.3M37.33%-3,96913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC2,814,004$92.8M1.14%+263,58213F-HRTimelineGroup
New Capital Management LP2,789,275$92M26.41%-168,64413F-HRTimeline
AWM CAPITAL, LLC2,772,988$91.5M10.68%+65,93213F-HRTimeline
Meridian Wealth Partners, LLC2,748,362$90.7M14.47%-118,26313F-HRTimeline
BetterWealth, LLC2,738,803$90.4M25.35%-109,54713F-HRTimeline
HFM Investment Advisors, LLC2,716,978$89.6M43.47%13F-HRTimeline
RAM Investment Partners, LLC2,597,909$85.7M21.16%-44,27513F-HRTimeline
Safeguard Investment Advisory Group, LLC2,562,041$84.5M22.97%-12,43013F-HRTimeline
Betterment LLC2,552,979$84.2M0.2%+282,68413F-HRTimeline
BCU Wealth Advisors, LLC2,547,252$84M43.71%+379,73513F-HRTimeline
Porter White Investment Advisors, Inc.2,539,291$83.7M41.43%+57,05013F-HRTimeline
Warwick Investment Management, Inc.2,515,059$83M17.24%-49,05413F-HRTimeline
LRI Investments, LLC2,410,102$79.5M7.68%-73,65813F-HRTimeline
Private Advisor Group, LLC2,350,027$77.5M0.47%+445,74413F-HRTimeline
Heritage Investment Group, Inc.2,348,393$77.5M14.56%+43,44213F-HRTimeline
Waypoint Wealth Partners Inc.2,337,988$77.1M21.32%+32,59413F-HRTimeline
Creative Planningin group Creative Planning2,318,010$76.5M0.07%+20,02413F-HRTimelineGroup
Eaton-Cambridge Inc.2,313,690$76.3M32.79%-11,28013F-HRTimeline
ShankerValleau Wealth Advisors, Inc.2,286,883$75.4M24.5%+214,96813F-HRTimeline
Warburton Capital Management, LLC2,250,125$74.2M53.73%-12,58413F-HRTimeline
INTEGRITY ALLIANCE, LLC.2,191,114$72.3M2.86%+2,174,21613F-HRTimeline
SC&H Financial Advisors, Inc.2,166,873$71.5M14.06%+102,62613F-HRTimeline
Ruedi Wealth Management, Inc.2,129,216$70.2M21.98%-12,97813F-HRTimeline
Verisail Partners, LLC2,127,094$70.2M32.35%+66,44613F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC2,111,556$69.7M38.28%-69,76313F-HRTimeline
Forvis Mazars Wealth Advisors, LLC2,059,636$67.9M1.63%-396,51213F-HRTimeline
TCI Wealth Advisors, Inc.2,057,834$67.9M5.44%+56,44213F-HRTimeline
CLARIS ADVISORS, LLC / MO /2,029,383$66.9M24.94%-10,16513F-HRTimeline
Planning Center, Inc.2,022,756$66.7M7.9%-6513F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC2,000,671$66M1.23%-46,92813F-HRTimeline
ANDREWS, LUCIA WEALTH MANAGEMENT LLC1,903,820$65.9M44.23%-3,15113F-HRTimeline
KEB ASSET MANAGEMENT, LLC1,985,073$65.5M18.63%+27513F-HRTimeline
ARK & TLK INVESTMENTS, LLC1,979,956$65.3M23.01%+12,83713F-HRTimeline
Monument Group Wealth Advisors, LLC1,962,622$64.7M44.88%+96,46213F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding1,956,300$64.5M-235,050Timeline
SAX WEALTH ADVISORS, LLC1,940,397$64M4.58%-15,93813F-HRTimeline
BRIGHTON JONES LLC1,814,819$59.9M1.92%+65,14913F-HRTimeline
BAKER BOYER NATIONAL BANK1,807,945$59.6M22%+14,69413F-HRTimeline
Sensible Money, LLC1,801,981$59.4M25.47%+77,95113F-HRTimeline
Tillman Hartley LLC1,796,099$59.3M17.23%-42,39813F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.1,916,425$58.7M24.03%+139,47313F-HRTimeline
WorthPointe, LLC1,743,002$57.5M26.24%-341,01213F-HRTimeline
Mattern Wealth Management LLC1,736,890$57.3M12.68%+108,44613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,726,135$56.9M<0.01%+180,45013F-HRTimelineGroup
COMERICA BANK1,709,048$56.4M0.24%-12,57013F-HRTimeline
CAPSTONE CAPITAL LLC1,683,597$55.5M44.55%+64,88613F-HRTimeline
VANCE WEALTH, LLC1,680,450$55.4M20.84%+49,23013F-HRTimeline
Shearwater Capital LLC1,654,632$54.6M38.35%-38,77513F-HR/ATimeline
Hippocratic Financial Advisors, LLC1,653,037$54.5M32.47%+158,16413F-HRTimeline
MASTER'S WEALTH MANAGEMENT INC.1,650,556$54.5M28.58%+24,71213F-HRTimeline
Chico Wealth RIA1,624,519$53.6M46.51%+30,94513F-HRTimeline
Adero Partners, LLC1,623,446$53.6M3.5%-47,00913F-HRTimeline
Perigon Wealth Management, LLC1,599,936$52.8M1.36%-1,61713F-HRTimeline
EARNED WEALTH ADVISORS, LLC1,594,069$52.6M11.54%+7,69913F-HRTimeline
Prudent Man Investment Management, Inc.1,502,359$52M28.79%013F-HRTimeline
UBS Group AGin group UBS Group AG1,551,020$51.2M0.01%-35,03013F-HRTimelineGroup
Ballentine Capital Advisors, Inc1,510,819$49.8M25.29%+20,35313F-HRTimeline
EP Wealth Advisors, LLC1,469,214$48.5M0.39%+286,18713F-HRTimeline
True Wealth Design, LLC1,458,834$48.1M18.33%-22,80813F-HRTimeline
Creative Capital Management Investments…1,439,334$47.5M18.33%+14,65313F-HRTimeline
Parkshore Wealth Management, Inc.1,435,007$47.3M27.52%+189,00913F-HRTimeline
Efficient Advisors, LLC1,430,630$47.2M3.07%+18,62813F-HR/ATimeline
Cambridge Investment Research Advisors,…1,411,916$46.6M0.16%-17,99813F-HRTimeline
Grunden Financial Advisory, Inc.1,406,225$46.4M22.53%-46,17513F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding1,396,704$46.1M+681,936Timeline
Glassman Wealth Services1,383,743$45.6M7.64%+43,98913F-HRTimeline
MML INVESTORS SERVICES, LLC1,368,320$45.1M0.15%-81,79313F-HRTimeline
One Degree Advisors Inc1,348,788$44.5M18.32%+78,18513F-HRTimeline
Straight Path Wealth Management1,326,055$43.7M17.7%+81,68713F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC1,308,379$43.2M8.6%+39,37513F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC1,299,415$42.9M16.68%-20,21313F-HRTimeline
Lauterbach Financial Advisors, LLC1,267,864$41.8M26.06%-16,01713F-HRTimeline
Trust Co of the South1,259,342$41.5M8.68%+55,75613F-HRTimeline
Applied Capital LLC1,258,578$41.5M20.37%+29,06513F-HRTimeline
Morton Capital Management LLC/CA1,253,292$41.3M7.99%+35,22213F-HRTimeline
Beacon Pointe Advisors, LLC1,250,893$41.3M0.46%-19,13513F-HRTimeline
Midwest Heritage Bank, FSB1,242,929$41M16.88%+112,46913F-HRTimeline
RS CRUM INC.1,238,291$40.9M11%-29,18313F-HRTimeline
Financial Symmetry Inc1,229,852$40.6M24.92%+119,59413F-HRTimeline
Cypress Point Wealth Management, LLC1,227,069$40.5M12.84%+104,87113F-HRTimeline
Wealth Advisors Northwest LLC1,204,370$39.7M25.17%+83,84813F-HRTimeline
Geneos Wealth Management Inc.1,178,972$39.4M0.58%+613,35013F-HRTimeline
BANNERMAN WEALTH MANAGEMENT GROUP, LLC1,194,777$39.4M32.19%+10,03913F-HRTimeline
Aspen Capital Management, LLC1,179,209$38.9M12.44%13F-HRTimeline
Vannoy Advisory Group, Inc.1,167,774$38.5M28.57%+13,10013F-HRTimeline
Passive Capital Management, LLC.1,166,312$38.5M12.19%+154,55013F-HRTimeline
Rather & Kittrell, Inc.1,164,953$38.4M8.34%-9,39013F-HRTimeline
CHERRYDALE WEALTH MANAGEMENT, LLC1,162,725$38.4M15.17%+1,76913F-HRTimeline
BAYSHORE ASSET MANAGEMENT, LLC1,151,594$38M18.92%+11,13113F-HRTimeline
Dynamic Advisor Solutions LLC1,125,611$37.1M1.22%+38,58313F-HRTimeline
WNY Asset Management, LLC1,094,462$36.1M4.29%-109,88913F-HRTimeline
North Ridge Wealth Advisors, Inc.1,092,444$36M24.08%+41,13713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.1,077,520$35.5M0.34%+6,01013F-HRTimelineGroup
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…1,097,481$35.1M14.29%+10,26313F-HRTimeline
Austin Wealth Management, LLC1,083,355$34.7M6.95%-91,99913F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC1,042,578$34.4M21.6%+11,68313F-HRTimeline
Vested Financial Planning, LLC1,040,633$34.3M34.31%-59,35313F-HRTimeline
Hill Investment Group Partners, LLC1,030,437$34M4.67%-3,927,07513F-HRTimeline
PBMares Wealth Management LLC998,023$32.9M6.59%-73,17613F-HRTimeline
Trellis Wealth Advisors LLC987,498$32.6M15.81%-27,81313F-HRTimeline
Vestment Financial LLC974,479$32.3M23.2%+20,78113F-HRTimeline
Abel Hall, LLC976,538$32.2M19.44%+62,85313F-HRTimeline
Squire Investment Management Company, L…973,756$32.1M13.39%+42,20113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…958,702$31.6M0.68%+21,26313F-HRTimelineGroup
IFG Advisory, LLC955,580$31.5M1.75%+19,51913F-HRTimeline
Cetera Investment Advisers952,005$31.4M0.06%-1,077,13613F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC947,336$31.3M15.89%-3,26813F-HRTimeline
Private Wealth Management Group, LLC923,973$30.5M11.25%+4,90813F-HRTimeline
HB Wealth Management, LLC919,235$30.3M0.25%+892,91413F-HRTimeline
Chicago Partners Investment Group LLC923,974$30.3M1.01%-28,34213F-HRTimeline
ABLE Financial Group, LLC913,854$30.1M8.45%new13F-HRTimeline
Arcadia Wealth Management, Inc.910,085$30M23.41%+21,43513F-HRTimeline
Discipline Wealth Solutions, LLC908,297$30M14.3%+33,22613F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC896,019$29.6M5.66%-11,07113F-HR/ATimeline
DiNuzzo Private Wealth, Inc.893,578$29.5M3.71%+13,68313F-HRTimeline
Leonard Rickey Investment Advisors P.L.…932,209$29.3M6.32%+923,79713F-HRTimeline
Watchman Group, Inc.881,758$29.1M8.15%-21,46913F-HRTimeline
JP Wealth Management, Inc.856,169$28.2M22.76%+17,27713F-HRTimeline
FMB WEALTH MANAGEMENT854,806$28.2M15.6%+51,08613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP854,417$28.2M0.05%+27,65913F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS851,168$28.1M0.07%+13,60213F-HRTimeline
Parker Financial LLC849,597$28M13.48%+55,81913F-HRTimeline
Cardinal Point Capital Management ULC842,968$27.8M2.56%+82,77613F-HRTimeline
Peirce Capital Management, LLC840,236$27.7M13.71%+25213F-HRTimeline
MATHER GROUP, LLC.832,928$27.5M0.32%-14,52013F-HRTimeline
Vantage Point Financial LLC828,382$27.3M13.77%+71,13613F-HRTimeline
Beacon Financial Strategies CORP816,338$26.9M18.16%-1,37813F-HRTimeline
UMB Bank, n.a.810,884$26.8M0.44%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Momentous Wealth Management, Inc.806,724$26.6M18.84%+72,09413F-HRTimeline
Lutz Financial Services LLC806,677$26.6M2.18%+33,34713F-HRTimeline
Wolfstich Capital, LLC805,473$26.6M24.02%013F-HR/ATimeline
MilWealth Group LLC795,438$26.2M7.23%-1,69913F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC778,354$25.7M5.84%+38,22913F-HRTimeline
BCO Wealth Management LLC777,130$25.6M20.1%+59,88413F-HRTimeline
Aspen Wealth Management LLC774,592$25.6M7.23%-6,23313F-HRTimeline
Robertson Stephens Wealth Management, L…769,895$25.4M0.95%-68013F-HRTimeline
Mills Wealth Advisors LLC766,235$25.3M13.43%+57,45313F-HRTimeline