Dimensional US Core Equity 2DFACETF
13F holders, Q2 2024 (June 30)827holders +28
51new positions
29sold out
4famous investors
$32.11avg. 13F price*
At the end of Q2 2024, 827 institutions reported holding Dimensional US Core Equity 2 (DFAC) in their 13F filings, up 28 from Q1 2024. 51 opened new positions and 29 sold out. The largest holders were Envestnet Asset Management Inc. ($1.7B), Mercer Global Advisors Inc. ($1.5B) and Forum Financial Management, LP ($1.2B). 4 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Israel Englander (0.0% of Millennium 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 51 | $103.0M |
| Exits | 29 | $80.1M |
All 13F filers, Q1 2024 → Q2 2024: 37,367,894 shares bought and 10,644,375 shares sold, net +26,723,519 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 827 holders
| Envestnet Asset Management Inc. | 0.60% | Add +3.1% | 53,433,075 | $1.7B |
| Mercer Global Advisors Inc. | 4.03% | Add +5.8% | 47,667,442 | $1.5B |
| Forum Financial Management, LP | 21.78% | Reduce -5.4% | 37,330,267 | $1.2B |
| Buckingham Strategic Wealth, LLC | 12.45% | Reduce -1.2% | 37,304,289 | $1.2B |
| LPL Financial LLC | 0.28% | Add +1.4% | 17,656,203 | $569.2M |
| Focus Partners Advisor Solutions, LLC | 11.15% | Add +4.3% | 13,176,702 | $424.8M |
| Plancorp, LLC | 15.03% | Reduce -2.0% | 10,754,108 | $346.7M |
| Commonwealth Equity Services, LLC | 0.51% | Reduce -6.7% | 9,908,185 | $319.4M |
| Savant Capital, LLC | 3.15% | Add +82.7% | 9,757,567 | $314.6M |
| Rockwood Wealth Management, LLC | 36.06% | Add +2.8% | 9,185,348 | $296.1M |
| SJS Investment Consulting Inc. | 56.60% | Add +0.3% | 9,063,653 | $292.2M |
| Apella Capital, LLC | 12.24% | Add +18.4% | 8,416,329 | $273.8M |
| Private Ocean, LLC | 21.44% | Add +7.9% | 7,537,403 | $243.0M |
| Greenspring Advisors, LLC | 57.38% | Add +2.4% | 7,393,521 | $238.4M |
| Geometric Wealth Advisors | 47.36% | Add +6.7% | 7,152,209 | $230.6M |
| Monograph Wealth Advisors, LLC | 30.61% | Add +1.6% | 6,497,779 | $209.5M |
| HighTower Advisors, LLC | 0.32% | Reduce -1.1% | 6,426,846 | $207.2M |
| Heritage Financial Services, LLC | 28.42% | Add +3.5% | 6,144,820 | $198.1M |
| Corient Private Wealth LP | 0.30% | Add +1.0% | 5,424,234 | $174.9M |
| Modera Wealth Management, LLC | 2.49% | Reduce -1.2% | 5,236,081 | $168.8M |
| Capstone Financial Advisors, Inc. | 11.10% | Reduce -1.8% | 5,213,476 | $168.1M |
| Hill Investment Group Partners, LLC | 22.51% | Add +1.5% | 5,030,433 | $167.2M |
| Pure Financial Advisors, LLC | 4.30% | Reduce -2.5% | 4,802,091 | $154.8M |
| Jackson Thornton Wealth Management, LLC | 23.19% | Add +5.6% | 4,699,180 | $151.5M |
| Wealth Enhancement Advisory Services, LLC | 0.36% | Add +2.7% | 4,644,645 | $149.7M |
| Baird Financial Group, Inc. | 0.30% | Add +0.1% | 4,523,643 | $145.8M |
| TFO Wealth Partners, LLC | 26.97% | Reduce -0.9% | 4,277,484 | $137.9M |
| Austin Asset Management Co Inc | 28.92% | Reduce -0.3% | 4,216,294 | $135.9M |
| Cardiff Park Advisors, LLC | 12.98% | Add +0.8% | 4,175,578 | $134.6M |
| McGlone Suttner Wealth Management, Inc. | 27.63% | Add +31.9% | 4,600,262 | $134.5M |
| Cerity Partners LLC | 0.36% | Reduce -0.5% | 4,146,105 | $133.7M |
| Evanson Asset Management, LLC | 9.40% | Reduce -0.1% | 3,959,762 | $127.7M |
| Asset Dedication, LLC | 8.33% | Add +8.4% | 3,726,687 | $120.1M |
| Bank of America Corp. | 0.01% | Add +20.6% | 3,720,408 | $119.9M |
| Triune Financial Partners, LLC | 40.11% | Add +0.8% | 3,631,616 | $117.1M |
| Syverson Strege & Co | 37.99% | Reduce -0.1% | 3,457,272 | $111.5M |
| Onyx Financial Advisors, LLC | 64.40% | Add +1.4% | 3,334,700 | $107.5M |
| Allworth Financial LP | 0.69% | Add +0.7% | 3,258,069 | $107.2M |
| UBS Group AG | 0.03% | Reduce -3.1% | 3,320,233 | $107.0M |
| Mariner, LLC | 0.20% | Add +1.4% | 3,279,005 | $105.7M |
| Assetmark, Inc. | 0.32% | Reduce -1.4% | 3,213,241 | $103.6M |
| Millburn Ridgefield LLC | 2.73% | Add +5.1% | 3,179,964 | $102.5M |
| Catalyst Capital Advisors LLC | 2.37% | Add +5.1% | 3,179,964 | $102.5M |
| Vestmark Advisory Solutions, Inc. | 4.27% | Add +6.5% | 3,173,856 | $102.3M |
| Burton Enright Welch | 23.58% | Add +2.6% | 3,173,237 | $102.3M |
| Altiora Financial Group, LLC | 23.94% | Add +0.1% | 3,092,732 | $99.7M |
| NewEdge Advisors, LLC | 0.72% | Reduce -1.4% | 3,068,549 | $98.9M |
| Integrated Wealth Concepts LLC | 1.35% | Add +27.4% | 3,059,455 | $98.6M |
| Core Wealth Management, Inc. | 39.67% | Add +2.3% | 3,032,546 | $97.8M |
| JFS Wealth Advisors, LLC | 7.64% | Add +2.7% | 3,002,982 | $96.8M |
| Meridian Wealth Partners, LLC | 16.65% | Reduce -2.2% | 2,925,657 | $94.3M |
| Conrad Siegel Investment Advisors, Inc. | 27.39% | Add +9.8% | 2,923,692 | $94.3M |
| BetterWealth, LLC | 29.69% | Reduce -0.1% | 2,889,416 | $93.2M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 10.09% | Add +10.3% | 2,832,183 | $91.3M |
| DecisionPoint Financial, LLC | 30.53% | Add +16.1% | 2,731,921 | $91.1M |
| Raymond James Financial Services Advisors, Inc. | 0.13% | Add +3.9% | 2,823,088 | $91.0M |
| GeoWealth Management, LLC | 3.94% | Reduce -1.4% | 2,811,815 | $90.7M |
| Forvis Mazars Wealth Advisors, LLC | 2.26% | Reduce -1.7% | 2,804,121 | $90.4M |
| New Capital Management LP | 27.65% | Add +0.3% | 2,795,126 | $90.1M |
| OneDigital Investment Advisors LLC | 1.11% | Add +14.1% | 2,750,325 | $88.7M |
| Warwick Investment Management, Inc. | 20.37% | Add +6.3% | 2,698,140 | $87.0M |
| Financial Engines Advisors L.L.C. | 0.19% | Add +40.9% | 2,609,893 | $84.1M |
| Osaic Holdings, Inc. | 0.20% | Add +70.0% | 2,590,713 | $83.5M |
| Awm Capital, LLC | 12.58% | Add +2.9% | 2,567,719 | $82.8M |
| Porter White Investment Advisors, Inc. | 43.41% | Reduce -0.9% | 2,512,001 | $81.0M |
| Stratos Investment Management, LLC | 6.69% | Add +69.6% | 2,503,788 | $80.7M |
| RAM Investment Partners, LLC | 22.85% | Add +6.8% | 2,442,290 | $78.7M |
| Safeguard Investment Advisory Group, LLC | 24.36% | Add +7.4% | 2,431,341 | $78.4M |
| LRI Investments, LLC | 8.87% | Add +2.3% | 2,417,500 | $77.9M |
| Waypoint Wealth Partners Inc. | 22.16% | Reduce -1.3% | 2,353,021 | $75.9M |
| Eaton-Cambridge Inc. | 37.96% | Add +1.6% | 2,301,378 | $74.2M |
| Creative Planning | 0.08% | Add +16.9% | 2,295,146 | $74.0M |
| Heritage Investment Group, Inc. | 10.07% | Add +1.2% | 2,276,874 | $73.4M |
| Grand Wealth Management, LLC | 42.64% | Reduce -14.8% | 2,227,721 | $71.8M |
| Ruedi Wealth Management, Inc. | 28.19% | Reduce -2.7% | 2,220,798 | $71.6M |
| Zhang Financial LLC | 5.00% | Add +13.5% | 2,217,429 | $71.5M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.52% | Reduce -2.5% | 2,197,236 | $70.8M |
| ShankerValleau Wealth Advisors, Inc. | 30.11% | Reduce -1.1% | 2,181,940 | $70.3M |
| Cetera Investment Advisers | 0.16% | Add +18.3% | 2,180,619 | $70.3M |
| WorthPointe, LLC | 31.79% | Reduce -2.4% | 2,162,602 | $69.7M |
| Merriman Wealth Management, LLC | 3.04% | Reduce -1.1% | 2,156,854 | $69.5M |
| Park Avenue Securities LLC | 0.84% | Add +5.3% | 2,142,632 | $69.1M |
| Betterment LLC | 0.18% | Add +14.5% | 2,102,513 | $67.8M |
| Monument Group Wealth Advisors, LLC | 45.47% | Add +23.9% | 2,096,977 | $67.6M |
| Planning Center, Inc. | 8.80% | Add +0.6% | 2,088,373 | $67.3M |
| Kestra Advisory Services, LLC | 0.37% | Add +9.8% | 2,023,622 | $65.2M |
| Sax Wealth Advisors, LLC | 6.13% | Add +6.2% | 1,995,225 | $64.3M |
| ARK & TLK Investments, LLC | 23.51% | New | 1,949,751 | $62.9M |
| Andrews, Lucia Wealth Management LLC | 42.75% | No change | 1,914,576 | $61.2M |
| Comerica Bank | 0.25% | Reduce -6.3% | 1,891,607 | $61.0M |
| SC&H Financial Advisors, Inc. | 14.92% | Add +9.7% | 1,888,886 | $60.9M |
| Keb Asset Management, LLC | 20.32% | Add +2.0% | 1,875,790 | $60.5M |
| Tillman Hartley LLC | 20.22% | Reduce -1.6% | 1,834,979 | $59.2M |
| Cambridge Investment Research Advisors, Inc. | 0.22% | Reduce -1.4% | 1,827,854 | $58.9M |
| Baker Boyer National Bank | 20.58% | Add +0.6% | 1,826,666 | $58.9M |
| BCU Wealth Advisors, LLC | 42.85% | Add +15.6% | 1,800,356 | $58.0M |
| TCI Wealth Advisors, Inc. | 5.44% | Add +7.6% | 1,787,140 | $57.6M |
| True Wealth Design, LLC | 14.11% | Add +0.2% | 1,770,990 | $57.1M |
| Henrickson Nauta Wealth Advisors, Inc. | 24.32% | Add +1.3% | 1,766,993 | $57.0M |
| Adero Partners, LLC | 4.01% | Reduce -1.9% | 1,704,724 | $55.0M |
"% 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.