Dimensional US Core Equity 2DFACETF
13F holders, Q1 2024 (March 31)799holders
3famous investors
$31.92avg. 13F price*
At the end of Q1 2024, 799 institutions reported holding Dimensional US Core Equity 2 (DFAC) in their 13F filings. The largest holders were Envestnet Asset Management Inc. ($1.7B), Mercer Global Advisors Inc. ($1.4B) and Forum Financial Management, LP ($1.3B). 3 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Dimensional US Core Equity 2
- CUSIP
- 25434V708
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 62 | $187.6M |
| Exits | 22 | $18.6M |
Ownership 799 holders
| Envestnet Asset Management Inc. | 0.62% | Add +4.6% | 51,834,629 | $1.7B |
| Mercer Global Advisors Inc. | 4.09% | Add +10.3% | 45,055,024 | $1.4B |
| Forum Financial Management, LP | 21.54% | Reduce -2.3% | 39,447,063 | $1.3B |
| Buckingham Strategic Wealth, LLC | 12.73% | Add +0.7% | 37,755,608 | $1.2B |
| LPL Financial LLC | 0.30% | Add +0.0% | 17,416,943 | $556.5M |
| Focus Partners Advisor Solutions, LLC | 11.67% | Add +97.1% | 12,638,112 | $403.8M |
| Plancorp, LLC | 15.23% | Reduce -0.4% | 10,977,943 | $350.7M |
| Commonwealth Equity Services, LLC | 0.56% | Add +4.1% | 10,614,978 | $339.1M |
| SJS Investment Consulting Inc. | 57.69% | Add +1.3% | 9,038,695 | $288.8M |
| Rockwood Wealth Management, LLC | 36.87% | Add +3.4% | 8,936,526 | $285.5M |
| Greenspring Advisors, LLC | 57.62% | Add +1.9% | 7,221,640 | $230.7M |
| Apella Capital, LLC | 11.34% | Add +12.8% | 7,109,068 | $224.8M |
| Private Ocean, LLC | 23.64% | Reduce -4.8% | 6,983,047 | $223.1M |
| Geometric Wealth Advisors | 50.57% | Add +4.6% | 6,703,026 | $214.2M |
| HighTower Advisors, LLC | 0.34% | Reduce -5.9% | 6,501,800 | $207.7M |
| Monograph Wealth Advisors, LLC | 30.01% | Add +2.9% | 6,398,762 | $204.4M |
| Heritage Financial Services, LLC | 28.23% | Add +6.7% | 5,939,019 | $189.8M |
| Corient Private Wealth LP | 0.31% | Add +1.6% | 5,371,983 | $171.6M |
| Savant Capital, LLC | 1.96% | Reduce -9.9% | 5,341,203 | $170.7M |
| Capstone Financial Advisors, Inc. | 11.40% | Add +0.1% | 5,307,131 | $169.6M |
| Modera Wealth Management, LLC | 2.58% | Add +1.6% | 5,300,761 | $169.4M |
| Hill Investment Group Partners, LLC | 22.36% | Reduce -0.2% | 4,955,843 | $158.3M |
| Pure Financial Advisors, LLC | 4.93% | Reduce -1.5% | 4,926,985 | $157.4M |
| Wealth Enhancement Advisory Services, LLC | 0.37% | Add +0.1% | 4,521,704 | $144.5M |
| Baird Financial Group, Inc. | 0.30% | Add +0.4% | 4,517,839 | $144.3M |
| Jackson Thornton Wealth Management, LLC | 24.10% | Add +1.2% | 4,448,801 | $142.1M |
| TFO Wealth Partners, LLC | 26.74% | Reduce -2.0% | 4,314,809 | $137.9M |
| Austin Asset Management Co Inc | 29.69% | Reduce -0.8% | 4,228,841 | $135.1M |
| Cerity Partners LLC | 0.35% | Add +4.9% | 4,165,201 | $133.1M |
| Cardiff Park Advisors, LLC | 12.63% | Reduce -0.1% | 4,143,956 | $132.4M |
| Evanson Asset Management, LLC | 9.44% | Add +1.2% | 3,963,787 | $126.6M |
| Triune Financial Partners, LLC | 39.94% | Reduce -0.8% | 3,602,112 | $115.1M |
| McGlone Suttner Wealth Management, Inc. | 20.90% | Reduce -24.2% | 3,487,856 | $111.4M |
| Syverson Strege & Co | 39.85% | Add +0.6% | 3,460,040 | $110.5M |
| Asset Dedication, LLC | 8.20% | Add +9.1% | 3,437,343 | $109.8M |
| UBS Group AG | 0.04% | Reduce -1.6% | 3,426,948 | $109.5M |
| Onyx Financial Advisors, LLC | 65.03% | Add +7.0% | 3,290,279 | $105.1M |
| Assetmark, Inc. | 0.34% | Add +1.1% | 3,257,441 | $104.1M |
| Allworth Financial LP | 0.73% | Reduce -2.5% | 3,236,902 | $103.4M |
| Mariner, LLC | 0.21% | Add +1.0% | 3,231,994 | $103.3M |
| NewEdge Advisors, LLC | 0.87% | Add +12.8% | 3,112,852 | $99.5M |
| Burton Enright Welch | 23.78% | Add +2.9% | 3,093,906 | $98.9M |
| Altiora Financial Group, LLC | 26.80% | Reduce -5.6% | 3,089,712 | $98.7M |
| Bank of America Corp. | 0.01% | Add +46.3% | 3,084,744 | $98.6M |
| Millburn Ridgefield LLC | 2.68% | Add +5.6% | 3,025,783 | $96.7M |
| Catalyst Capital Advisors LLC | 2.33% | Add +5.6% | 3,025,783 | $96.7M |
| Meridian Wealth Partners, LLC | 17.25% | Reduce -2.1% | 2,990,774 | $95.6M |
| Vestmark Advisory Solutions, Inc. | 4.10% | Add +12.5% | 2,980,661 | $95.2M |
| Core Wealth Management, Inc. | 41.08% | Add +3.0% | 2,964,313 | $94.7M |
| JFS Wealth Advisors, LLC | 7.42% | Add +0.8% | 2,925,080 | $93.5M |
| BetterWealth, LLC | 30.11% | Reduce -0.6% | 2,892,946 | $92.4M |
| GeoWealth Management, LLC | 3.53% | New | 2,853,144 | $91.2M |
| Forvis Mazars Wealth Advisors, LLC | 2.32% | Add +0.3% | 2,853,020 | $91.2M |
| New Capital Management LP | 26.60% | Add +14.7% | 2,787,990 | $89.1M |
| Raymond James Financial Services Advisors, Inc. | 0.13% | Add +12.5% | 2,718,208 | $86.8M |
| Conrad Siegel Investment Advisors, Inc. | 24.89% | Add +108.8% | 2,663,440 | $85.1M |
| Grand Wealth Management, LLC | 39.86% | Add +9.7% | 2,615,878 | $83.6M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 9.71% | Reduce -37.8% | 2,567,494 | $82.0M |
| Warwick Investment Management, Inc. | 19.43% | Reduce -8.4% | 2,537,535 | $81.1M |
| Porter White Investment Advisors, Inc. | 43.04% | Add +6.3% | 2,534,654 | $81.0M |
| Awm Capital, LLC | 13.30% | Add +4.9% | 2,496,223 | $79.8M |
| OneDigital Investment Advisors LLC | 1.21% | Add +3.4% | 2,411,118 | $77.0M |
| Integrated Wealth Concepts LLC | 1.11% | Add +7.8% | 2,401,329 | $76.7M |
| Waypoint Wealth Partners Inc. | 21.66% | Reduce -1.9% | 2,383,198 | $76.1M |
| LRI Investments, LLC | 19.06% | — | 2,362,171 | $75.5M |
| RAM Investment Partners, LLC | 22.97% | Add +4.0% | 2,286,206 | $73.0M |
| Ruedi Wealth Management, Inc. | 30.67% | Add +2.4% | 2,281,784 | $72.9M |
| DecisionPoint Financial, LLC | 28.87% | Add +10.2% | 2,352,473 | $72.5M |
| Eaton-Cambridge Inc. | 38.55% | Add +5.7% | 2,265,789 | $72.4M |
| Safeguard Investment Advisory Group, LLC | 24.56% | Add +7.3% | 2,263,310 | $72.3M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.64% | Reduce -3.1% | 2,253,857 | $72.0M |
| Heritage Investment Group, Inc. | 9.75% | Add +2.7% | 2,249,877 | $71.9M |
| WorthPointe, LLC | 35.66% | Reduce -0.3% | 2,216,342 | $70.8M |
| ShankerValleau Wealth Advisors, Inc. | 32.45% | Reduce -1.5% | 2,206,885 | $70.5M |
| Merriman Wealth Management, LLC | 3.11% | Reduce -2.4% | 2,181,431 | $69.7M |
| Planning Center, Inc. | 14.43% | Reduce -2.3% | 2,075,712 | $66.3M |
| Park Avenue Securities LLC | 0.84% | Add +6.6% | 2,034,140 | $65.0M |
| Comerica Bank | 0.28% | Reduce -9.5% | 2,019,955 | $64.5M |
| Creative Planning | 0.07% | Add +2.2% | 1,963,949 | $62.7M |
| Zhang Financial LLC | 4.63% | Add +17.0% | 1,954,195 | $62.4M |
| Andrews, Lucia Wealth Management LLC | 43.56% | Add +1.1% | 1,914,576 | $61.2M |
| Sax Wealth Advisors, LLC | 7.01% | Reduce -7.8% | 1,878,062 | $60.0M |
| Tillman Hartley LLC | 20.52% | Reduce -2.4% | 1,865,829 | $59.6M |
| Cambridge Investment Research Advisors, Inc. | 0.23% | Reduce -4.2% | 1,854,169 | $59.2M |
| Financial Engines Advisors L.L.C. | 0.13% | Add +254.3% | 1,852,556 | $59.2M |
| Cetera Investment Advisers | 0.14% | Add +54.7% | 1,843,178 | $58.9M |
| Kestra Advisory Services, LLC | 0.40% | Add +6.8% | 1,842,407 | $58.9M |
| Keb Asset Management, LLC | 20.07% | Add +0.1% | 1,839,293 | $58.8M |
| Betterment LLC | 0.16% | Add +28.2% | 1,836,773 | $58.7M |
| Baker Boyer National Bank | 19.98% | Add +3.3% | 1,815,690 | $58.0M |
| True Wealth Design, LLC | 14.08% | Add +10.8% | 1,767,638 | $56.5M |
| Adero Partners, LLC | 4.21% | Reduce -6.0% | 1,738,694 | $55.6M |
| SC&H Financial Advisors, Inc. | 14.33% | Add +7.5% | 1,722,382 | $55.0M |
| Henrickson Nauta Wealth Advisors, Inc. | 24.01% | Add +3.0% | 1,743,966 | $54.4M |
| Vance Wealth, LLC | 21.59% | Reduce -0.0% | 1,696,336 | $54.2M |
| Shearwater Capital LLC | 39.93% | Add +1.1% | 1,695,970 | $54.2M |
| Monument Group Wealth Advisors, LLC | 40.08% | Add +12.9% | 1,692,729 | $54.1M |
| TCI Wealth Advisors, Inc. | 5.23% | Add +5.2% | 1,661,448 | $53.1M |
| Claris Advisors, LLC / Mo / | 26.23% | Add +1.5% | 1,627,893 | $52.0M |
| Earned Wealth Advisors, LLC | 19.84% | Add +0.1% | 1,624,801 | $51.9M |
"% of holder's portfolio" is DFAC's weight in each manager's 13F, not the share of Dimensional US Core Equity 2 the manager owns.