Dimensional US Core Equity 2DFACETF
13F holders, Q4 2024 (December 31)999holders +140
61new positions
18sold out
2famous investors
$34.60avg. 13F price*
At the end of Q4 2024, 999 institutions reported holding Dimensional US Core Equity 2 (DFAC) in their 13F filings, up 140 from Q3 2024. 61 opened new positions and 18 sold out. The largest holders were Envestnet Asset Management Inc. ($2.0B), Mercer Global Advisors Inc. ($1.6B) and Focus Partners Wealth ($1.3B). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Dimensional US Core Equity 2
- CUSIP
- 25434V708
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 61 | $42.0M |
| Exits | 18 | $14.4M |
All 13F filers, Q3 2024 → Q4 2024: 33,999,783 shares bought and 15,012,484 shares sold, net +18,987,299 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 999 holders
| Envestnet Asset Management Inc. | 0.64% | Add +1.2% | 57,262,699 | $2.0B |
| Mercer Global Advisors Inc. | 3.92% | Reduce -7.2% | 46,498,436 | $1.6B |
| Focus Partners Wealth | 3.50% | Add +0.3% | 38,830,362 | $1.3B |
| Forum Financial Management, LP | 21.54% | Reduce -0.0% | 37,575,502 | $1.3B |
| LPL Financial LLC | 0.26% | Add +2.4% | 18,164,170 | $628.3M |
| Focus Partners Advisor Solutions, LLC | 9.39% | Add +22.8% | 16,090,152 | $556.6M |
| Apella Capital, LLC | 14.06% | Add +20.3% | 10,595,895 | $366.5M |
| Plancorp, LLC | 14.91% | Reduce -1.1% | 10,493,110 | $363.0M |
| Commonwealth Equity Services, LLC | 0.52% | Add +5.3% | 10,282,671 | $355.7M |
| Rockwood Wealth Management, LLC | 36.35% | Add +4.0% | 9,718,387 | $336.6M |
| SJS Investment Consulting Inc. | 54.52% | Add +1.1% | 9,128,342 | $315.7M |
| Savant Capital, LLC | 2.40% | Reduce -8.6% | 8,819,732 | $305.1M |
| Wealthspire Advisors, LLC | 2.74% | Add +0.9% | 7,976,206 | $275.9M |
| Geometric Wealth Advisors | 47.17% | Add +2.3% | 7,498,771 | $259.4M |
| Greenspring Advisors, LLC | 55.72% | Add +0.9% | 7,382,295 | $255.4M |
| Monograph Wealth Advisors, LLC | 30.37% | Reduce -0.9% | 6,641,206 | $229.7M |
| HighTower Advisors, LLC | 0.30% | Reduce -1.3% | 6,281,462 | $217.3M |
| Heritage Financial Services, LLC | 27.87% | Reduce -1.6% | 6,067,932 | $209.9M |
| Capstone Financial Advisors, Inc. | 11.86% | Add +0.1% | 5,551,570 | $192.0M |
| GeoWealth Management, LLC | 6.07% | Add +118.8% | 5,363,687 | $185.5M |
| Corient Private Wealth LP | 0.30% | Reduce -1.2% | 5,301,189 | $183.4M |
| Modera Wealth Management, LLC | 2.16% | Reduce -0.2% | 5,168,207 | $178.8M |
| Jackson Thornton Wealth Management, LLC | 21.95% | Add +2.9% | 5,020,164 | $173.6M |
| Hill Investment Group Partners, LLC | 22.98% | Reduce -1.7% | 4,957,512 | $171.5M |
| Wealth Enhancement Advisory Services, LLC | 0.32% | Add +7.4% | 4,827,737 | $167.0M |
| Stratos Investment Management, LLC | 10.02% | Add +53.9% | 4,819,689 | $166.7M |
| Wealthstream Advisors, Inc. | 30.54% | Add +5.9% | 4,781,894 | $165.4M |
| Bank of America Corp. | 0.01% | Add +11.3% | 4,643,819 | $160.6M |
| Baird Financial Group, Inc. | 0.31% | Add +0.3% | 4,638,973 | $160.5M |
| Pure Financial Advisors, LLC | 3.55% | Reduce -2.3% | 4,514,586 | $156.2M |
| NewEdge Advisors, LLC | 0.92% | Reduce -3.7% | 4,410,112 | $152.5M |
| Allworth Financial LP | 0.83% | Add +5.2% | 4,208,979 | $151.3M |
| Cerity Partners LLC | 0.31% | Reduce -0.3% | 4,176,321 | $144.5M |
| Cardiff Park Advisors, LLC | 13.72% | Reduce -1.4% | 4,158,469 | $143.8M |
| TFO Wealth Partners, LLC | 67.76% | Reduce -2.2% | 4,125,815 | $142.7M |
| Austin Asset Management Co Inc | 29.63% | Reduce -1.8% | 4,114,301 | $142.3M |
| Evanson Asset Management, LLC | 9.58% | Add +0.8% | 4,042,863 | $139.8M |
| Asset Dedication, LLC | 10.98% | Add +2.8% | 4,034,546 | $139.6M |
| Essential Planning, LLC. | 0.90% | Add +6720.0% | 3,940,670 | $138.8M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 11.08% | Add +13.3% | 3,943,635 | $136.4M |
| Triune Financial Partners, LLC | 40.45% | Add +0.3% | 3,714,327 | $128.5M |
| Vestmark Advisory Solutions, Inc. | 4.34% | Add +4.9% | 3,643,519 | $126.0M |
| McGlone Suttner Wealth Management, Inc. | 20.54% | Add +28.5% | 3,557,104 | $123.0M |
| Raymond James Financial Inc. | 0.05% | — | 3,533,067 | $122.2M |
| Syverson Strege & Co | 39.64% | Add +0.3% | 3,436,676 | $118.9M |
| Symmetry Partners, LLC | 16.89% | Add +85.6% | 3,433,982 | $118.8M |
| Onyx Financial Advisors, LLC | 63.98% | Add +0.0% | 3,371,775 | $116.6M |
| Mariner, LLC | 0.19% | Reduce -1.0% | 3,300,768 | $114.2M |
| OneDigital Investment Advisors LLC | 1.31% | Add +4.0% | 3,262,620 | $112.9M |
| Financial Engines Advisors L.L.C. | 0.24% | Add +50.2% | 3,247,005 | $112.3M |
| Burton Enright Welch | 23.51% | Add +1.6% | 3,236,763 | $112.0M |
| JFS Wealth Advisors, LLC | 7.49% | Add +3.7% | 3,168,271 | $109.6M |
| United Wealth Management, LLC | 36.62% | — | 3,141,750 | $108.7M |
| Millburn Ridgefield LLC | 2.72% | Add +5.5% | 3,139,666 | $108.6M |
| Catalyst Capital Advisors LLC | 2.31% | Add +5.5% | 3,139,666 | $108.6M |
| Assetmark, Inc. | 0.29% | Reduce -2.5% | 3,078,427 | $106.5M |
| Conrad Siegel Investment Advisors, Inc. | 28.26% | Add +0.9% | 3,032,091 | $104.9M |
| Altiora Financial Group, LLC | 22.80% | Reduce -2.7% | 3,028,985 | $104.8M |
| DecisionPoint Financial, LLC | 31.69% | Add +4.9% | 2,998,798 | $103.7M |
| Integrated Wealth Concepts LLC | 1.20% | Reduce -4.5% | 2,973,630 | $102.9M |
| New Capital Management LP | 29.92% | Reduce -0.0% | 2,957,919 | $102.3M |
| Core Wealth Management, Inc. | 39.91% | Reduce -2.6% | 2,952,458 | $102.1M |
| Meridian Wealth Partners, LLC | 15.04% | Reduce -1.0% | 2,866,625 | $99.2M |
| BetterWealth, LLC | 27.14% | Reduce -2.6% | 2,848,350 | $98.5M |
| Zhang Financial LLC | 5.61% | Add +14.1% | 2,834,248 | $98.0M |
| Awm Capital, LLC | 11.46% | Reduce -1.1% | 2,707,056 | $93.6M |
| Royal Bank of Canada | 0.02% | Add +100.7% | 2,689,252 | $93.0M |
| Osaic Holdings, Inc. | 0.21% | Add +11.1% | 2,670,990 | $92.4M |
| RAM Investment Partners, LLC | 22.46% | Add +2.7% | 2,642,184 | $91.4M |
| Safeguard Investment Advisory Group, LLC | 24.43% | Add +1.6% | 2,574,471 | $89.1M |
| Warwick Investment Management, Inc. | 18.27% | Reduce -4.5% | 2,564,113 | $88.7M |
| Park Avenue Securities LLC | 0.91% | Add +12.1% | 2,550,422 | $88.2M |
| LRI Investments, LLC | 8.16% | Add +0.5% | 2,483,760 | $85.9M |
| Porter White Investment Advisors, Inc. | 43.55% | Reduce -1.3% | 2,482,241 | $85.9M |
| Forvis Mazars Wealth Advisors, LLC | 1.96% | Reduce -10.1% | 2,456,148 | $85.0M |
| Eaton-Cambridge Inc. | 35.88% | Reduce -0.2% | 2,324,970 | $80.4M |
| Waypoint Wealth Partners Inc. | 21.75% | Reduce -4.3% | 2,305,394 | $79.7M |
| Heritage Investment Group, Inc. | 14.88% | Add +0.7% | 2,304,951 | $79.7M |
| Creative Planning | 0.08% | Reduce -2.1% | 2,297,986 | $79.5M |
| von Borstel & Associates, Inc. | 30.84% | Add +43.5% | 2,277,491 | $78.8M |
| Betterment LLC | 0.19% | Add +7.4% | 2,270,295 | $78.5M |
| Warburton Capital Management, LLC | 58.77% | — | 2,262,709 | $78.3M |
| Grand Wealth Management, LLC | 42.05% | Add +2.6% | 2,181,319 | $75.5M |
| BCU Wealth Advisors, LLC | 42.83% | Add +1.2% | 2,167,517 | $75.0M |
| Rockbridge Investment Management, LCC | 9.58% | Add +7.6% | 2,160,599 | $74.7M |
| Ruedi Wealth Management, Inc. | 23.39% | Reduce -0.6% | 2,142,194 | $74.1M |
| Kestra Advisory Services, LLC | 0.40% | Add +17.1% | 2,124,373 | $73.5M |
| WorthPointe, LLC | 29.95% | Reduce -2.3% | 2,084,014 | $72.1M |
| ShankerValleau Wealth Advisors, Inc. | 23.01% | Reduce -3.2% | 2,071,915 | $71.7M |
| SC&H Financial Advisors, Inc. | 14.75% | Add +3.4% | 2,064,247 | $71.4M |
| Verisail Partners, LLC | 33.36% | — | 2,060,648 | $71.3M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.37% | Reduce -4.3% | 2,047,599 | $70.8M |
| Merriman Wealth Management, LLC | 2.94% | Reduce -3.5% | 2,044,028 | $70.7M |
| Claris Advisors, LLC / Mo / | 26.53% | Add +23.3% | 2,039,548 | $70.5M |
| Cetera Investment Advisers | 0.15% | Add +10.8% | 2,029,141 | $70.2M |
| Planning Center, Inc. | 8.88% | Reduce -2.3% | 2,022,821 | $70.0M |
| TCI Wealth Advisors, Inc. | 5.78% | Add +3.7% | 2,001,392 | $69.2M |
| Keb Asset Management, LLC | 19.76% | Add +3.8% | 1,984,798 | $68.7M |
| ARK & TLK Investments, LLC | 23.64% | Add +2.1% | 1,967,119 | $68.0M |
| Sax Wealth Advisors, LLC | 5.30% | Reduce -1.2% | 1,956,335 | $67.7M |
"% 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.