Dimensional US Core Equity 2DFACETF
13F holders, Q3 2024 (September 30)859holders +32
54new positions
24sold out
1famous investor
$34.24avg. 13F price*
At the end of Q3 2024, 859 institutions reported holding Dimensional US Core Equity 2 (DFAC) in their 13F filings, up 32 from Q2 2024. 54 opened new positions and 24 sold out. The largest holders were Envestnet Asset Management Inc. ($1.9B), Mercer Global Advisors Inc. ($1.7B) and Focus Partners Wealth ($1.3B). One famous investor held it Cliff Asness (0.0% of AQR Capital 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 54 | $54.0M |
| Exits | 24 | $16.3M |
All 13F filers, Q2 2024 → Q3 2024: 74,483,970 shares bought and 11,880,121 shares sold, net +62,603,849 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 859 holders
| Envestnet Asset Management Inc. | 0.63% | Add +5.9% | 56,589,521 | $1.9B |
| Mercer Global Advisors Inc. | 3.99% | Add +5.1% | 50,097,401 | $1.7B |
| Focus Partners Wealth | 4.24% | Add +5857.8% | 38,716,303 | $1.3B |
| Forum Financial Management, LP | 21.45% | Add +0.7% | 37,580,449 | $1.3B |
| LPL Financial LLC | 0.27% | Add +0.5% | 17,745,074 | $608.5M |
| Focus Partners Advisor Solutions, LLC | 9.46% | Reduce -0.5% | 13,106,777 | $449.4M |
| Plancorp, LLC | 14.85% | Reduce -1.3% | 10,614,571 | $364.0M |
| Commonwealth Equity Services, LLC | 0.51% | Reduce -1.4% | 9,768,593 | $335.0M |
| Savant Capital, LLC | 2.75% | Reduce -1.1% | 9,650,538 | $330.9M |
| Rockwood Wealth Management, LLC | 35.26% | Add +1.7% | 9,345,272 | $320.4M |
| SJS Investment Consulting Inc. | 54.60% | Reduce -0.4% | 9,024,258 | $309.4M |
| Apella Capital, LLC | 12.30% | Add +4.6% | 8,806,748 | $299.3M |
| Wealthspire Advisors, LLC | 2.76% | Add +3095.6% | 7,901,035 | $270.9M |
| Geometric Wealth Advisors | 46.47% | Add +2.5% | 7,327,678 | $251.3M |
| Greenspring Advisors, LLC | 54.76% | Reduce -1.0% | 7,316,385 | $250.9M |
| Monograph Wealth Advisors, LLC | 29.90% | Add +3.1% | 6,700,568 | $229.8M |
| HighTower Advisors, LLC | 0.32% | Reduce -1.0% | 6,361,475 | $218.1M |
| Heritage Financial Services, LLC | 28.12% | Add +0.4% | 6,168,476 | $211.5M |
| Capstone Financial Advisors, Inc. | 11.70% | Add +6.4% | 5,547,011 | $190.2M |
| Corient Private Wealth LP | 0.29% | Reduce -1.1% | 5,366,542 | $184.0M |
| Modera Wealth Management, LLC | 2.26% | Reduce -1.1% | 5,176,446 | $177.5M |
| Jackson Thornton Wealth Management, LLC | 22.11% | Add +3.8% | 4,877,118 | $167.2M |
| Hill Investment Group Partners, LLC | 22.59% | Add +0.3% | 5,042,979 | $162.4M |
| Baird Financial Group, Inc. | 0.31% | Add +2.2% | 4,623,941 | $158.6M |
| Pure Financial Advisors, LLC | 3.80% | Reduce -3.8% | 4,619,158 | $158.4M |
| NewEdge Advisors, LLC | 1.02% | Add +49.2% | 4,577,800 | $157.0M |
| Wealthstream Advisors, Inc. | 28.15% | Add +326.4% | 4,517,361 | $154.9M |
| Wealth Enhancement Advisory Services, LLC | 0.33% | Reduce -3.2% | 4,495,574 | $154.2M |
| TFO Wealth Partners, LLC | 27.14% | Reduce -1.4% | 4,219,798 | $144.7M |
| Cardiff Park Advisors, LLC | 13.06% | Add +1.0% | 4,216,820 | $144.6M |
| Austin Asset Management Co Inc | 29.27% | Reduce -0.6% | 4,190,766 | $143.7M |
| Cerity Partners LLC | 0.32% | Add +1.1% | 4,190,205 | $143.7M |
| Bank of America Corp. | 0.01% | Add +12.1% | 4,170,606 | $143.0M |
| Evanson Asset Management, LLC | 9.71% | Add +1.3% | 4,011,643 | $137.6M |
| Allworth Financial LP | 0.84% | Add +22.8% | 3,999,359 | $137.1M |
| Asset Dedication, LLC | 9.08% | Add +5.3% | 3,925,073 | $134.6M |
| Triune Financial Partners, LLC | 39.86% | Add +2.0% | 3,703,605 | $127.0M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 10.16% | Add +22.9% | 3,482,211 | $119.4M |
| Vestmark Advisory Solutions, Inc. | 4.44% | Add +9.4% | 3,472,524 | $119.1M |
| Syverson Strege & Co | 39.39% | Reduce -0.8% | 3,428,141 | $117.6M |
| Onyx Financial Advisors, LLC | 63.46% | Add +1.1% | 3,371,112 | $115.6M |
| Mariner, LLC | 0.20% | Add +1.7% | 3,334,257 | $114.3M |
| UBS Group AG | 0.03% | Reduce -2.1% | 3,248,998 | $111.4M |
| Burton Enright Welch | 23.43% | Add +0.4% | 3,185,344 | $109.2M |
| Assetmark, Inc. | 0.31% | Reduce -1.7% | 3,158,259 | $108.3M |
| OneDigital Investment Advisors LLC | 1.23% | Add +14.0% | 3,136,038 | $107.5M |
| Stratos Investment Management, LLC | 7.50% | Add +25.1% | 3,130,907 | $107.4M |
| Integrated Wealth Concepts LLC | 1.30% | Add +1.8% | 3,113,333 | $106.8M |
| Altiora Financial Group, LLC | 23.59% | Add +0.6% | 3,111,951 | $106.7M |
| JFS Wealth Advisors, LLC | 7.01% | Add +1.7% | 3,055,187 | $104.8M |
| Conrad Siegel Investment Advisors, Inc. | 27.81% | Add +2.8% | 3,004,233 | $103.0M |
| Millburn Ridgefield LLC | 2.68% | Reduce -6.4% | 2,976,749 | $102.1M |
| Catalyst Capital Advisors LLC | 2.30% | Reduce -6.4% | 2,976,749 | $102.1M |
| New Capital Management LP | 28.63% | Add +5.8% | 2,958,467 | $101.4M |
| BetterWealth, LLC | 29.64% | Add +1.2% | 2,925,380 | $100.3M |
| Meridian Wealth Partners, LLC | 15.44% | Reduce -1.0% | 2,895,577 | $99.3M |
| Raymond James Financial Services Advisors, Inc. | 0.13% | Add +1.8% | 2,874,138 | $98.6M |
| DecisionPoint Financial, LLC | 31.04% | Add +4.7% | 2,859,760 | $98.1M |
| Core Wealth Management, Inc. | 39.67% | No change | 3,032,546 | $97.8M |
| McGlone Suttner Wealth Management, Inc. | 19.74% | Reduce -39.8% | 2,768,235 | $94.9M |
| Awm Capital, LLC | 11.33% | Add +6.6% | 2,737,056 | $93.9M |
| Forvis Mazars Wealth Advisors, LLC | 2.15% | Reduce -2.6% | 2,730,783 | $93.6M |
| Warwick Investment Management, Inc. | 21.82% | Reduce -0.5% | 2,684,398 | $92.0M |
| RAM Investment Partners, LLC | 22.97% | Add +5.3% | 2,572,915 | $88.2M |
| LRI Investments, LLC | 8.55% | Add +2.3% | 2,472,250 | $88.1M |
| Safeguard Investment Advisory Group, LLC | 24.77% | Add +4.2% | 2,533,101 | $86.9M |
| Porter White Investment Advisors, Inc. | 43.18% | Add +0.1% | 2,513,581 | $86.2M |
| Zhang Financial LLC | 5.38% | Add +12.1% | 2,484,739 | $85.2M |
| GeoWealth Management, LLC | 2.97% | Reduce -12.8% | 2,451,782 | $84.1M |
| Waypoint Wealth Partners Inc. | 21.94% | Add +2.4% | 2,409,060 | $82.6M |
| Osaic Holdings, Inc. | 0.19% | Reduce -7.2% | 2,403,637 | $82.4M |
| Creative Planning | 0.08% | Add +2.3% | 2,348,174 | $80.5M |
| Eaton-Cambridge Inc. | 37.88% | Add +1.2% | 2,329,182 | $79.9M |
| Heritage Investment Group, Inc. | 14.94% | Add +0.6% | 2,289,498 | $78.5M |
| Park Avenue Securities LLC | 0.88% | Add +6.1% | 2,274,232 | $78.0M |
| Monument Group Wealth Advisors, LLC | 46.60% | Add +7.8% | 2,261,606 | $77.6M |
| Financial Engines Advisors L.L.C. | 0.15% | Reduce -17.2% | 2,162,157 | $74.1M |
| Ruedi Wealth Management, Inc. | 25.36% | Reduce -3.0% | 2,154,170 | $73.9M |
| BCU Wealth Advisors, LLC | 43.79% | Add +19.0% | 2,142,200 | $73.5M |
| ShankerValleau Wealth Advisors, Inc. | 25.00% | Reduce -1.9% | 2,140,594 | $73.4M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.69% | Reduce -2.6% | 2,140,527 | $73.4M |
| WorthPointe, LLC | 30.78% | Reduce -1.4% | 2,132,937 | $73.1M |
| Grand Wealth Management, LLC | 41.11% | Reduce -4.6% | 2,125,324 | $72.9M |
| Merriman Wealth Management, LLC | 2.95% | Reduce -1.8% | 2,118,571 | $72.6M |
| Betterment LLC | 0.17% | Add +0.6% | 2,114,157 | $72.5M |
| Planning Center, Inc. | 8.74% | Reduce -0.9% | 2,069,934 | $71.0M |
| Rockbridge Investment Management, LCC | 8.92% | Add +115.8% | 2,007,942 | $68.9M |
| SC&H Financial Advisors, Inc. | 14.95% | Add +5.7% | 1,995,584 | $68.4M |
| Sax Wealth Advisors, LLC | 6.05% | Reduce -0.8% | 1,979,747 | $67.9M |
| Cambridge Investment Research Advisors, Inc. | 0.23% | Add +5.7% | 1,931,128 | $66.2M |
| TCI Wealth Advisors, Inc. | 5.58% | Add +8.0% | 1,929,916 | $66.2M |
| ARK & TLK Investments, LLC | 23.47% | Reduce -1.2% | 1,925,725 | $66.0M |
| Keb Asset Management, LLC | 19.74% | Add +1.9% | 1,912,253 | $65.6M |
| Symmetry Partners, LLC | 15.03% | Add +343.8% | 1,850,010 | $63.4M |
| Tillman Hartley LLC | 18.68% | Add +0.1% | 1,836,749 | $63.0M |
| Cetera Investment Advisers | 0.14% | Reduce -16.0% | 1,831,192 | $62.8M |
| Baker Boyer National Bank | 20.88% | Reduce -0.7% | 1,814,746 | $62.2M |
| Kestra Advisory Services, LLC | 0.34% | Reduce -10.3% | 1,814,452 | $62.2M |
| Andrews, Lucia Wealth Management LLC | 43.87% | Add +0.3% | 1,920,145 | $61.9M |
| Comerica Bank | 0.24% | Reduce -5.3% | 1,792,077 | $61.5M |
"% 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.