Dimensional US Core Equity 2DFACETF
13F holders, Q1 2025 (March 31)999holders
46new positions
41sold out
4famous investors
$32.94avg. 13F price*
At the end of Q1 2025, 999 institutions reported holding Dimensional US Core Equity 2 (DFAC) in their 13F filings, unchanged from Q4 2024. 46 opened new positions and 41 sold out. The largest holders were Mercer Global Advisors Inc. ($1.8B), Envestnet Asset Management Inc. ($1.7B) and Focus Partners Wealth ($1.3B). 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 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 46 | $63.4M |
| Exits | 41 | $43.3M |
All 13F filers, Q4 2024 → Q1 2025: 36,787,146 shares bought and 28,989,005 shares sold, net +7,798,141 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 999 holders
| Mercer Global Advisors Inc. | 4.07% | Add +15.7% | 53,776,312 | $1.8B |
| Envestnet Asset Management Inc. | 0.56% | Reduce -8.8% | 52,206,307 | $1.7B |
| Focus Partners Wealth | 3.34% | Add +3.8% | 40,316,550 | $1.3B |
| Forum Financial Management, LP | 20.64% | Add +0.6% | 37,796,124 | $1.2B |
| LPL Financial LLC | 0.22% | Reduce -4.4% | 17,359,776 | $572.7M |
| Focus Partners Advisor Solutions, LLC | 8.21% | Add +1.8% | 16,373,873 | $540.2M |
| Apella Capital, LLC | 12.90% | Add +11.5% | 11,812,257 | $375.7M |
| Plancorp, LLC | 13.82% | Add +0.7% | 10,568,884 | $348.7M |
| Rockwood Wealth Management, LLC | 34.18% | Add +4.6% | 10,165,107 | $335.3M |
| Commonwealth Equity Services, LLC | 0.45% | Reduce -6.1% | 9,656,173 | $318.6M |
| SJS Investment Consulting Inc. | 51.86% | Add +1.0% | 9,218,618 | $304.1M |
| Wealthspire Advisors, LLC | 1.64% | Add +4.3% | 8,319,006 | $274.4M |
| Geometric Wealth Advisors | 43.77% | Add +3.5% | 7,764,224 | $256.1M |
| Savant Capital, LLC | 2.11% | Reduce -14.3% | 7,562,720 | $249.5M |
| Monograph Wealth Advisors, LLC | 30.31% | Add +1.6% | 6,745,007 | $222.5M |
| Greenspring Advisors, LLC | 52.37% | Reduce -9.3% | 6,691,927 | $220.8M |
| HighTower Advisors, LLC | 0.27% | Reduce -5.8% | 5,914,155 | $195.1M |
| Heritage Financial Services, LLC | 18.33% | Reduce -7.5% | 5,612,395 | $185.2M |
| Capstone Financial Advisors, Inc. | 11.55% | Add +0.3% | 5,567,604 | $183.7M |
| GeoWealth Management, LLC | 6.99% | Reduce -1.7% | 5,272,530 | $173.9M |
| Corient Private Wealth LP | 0.28% | Reduce -1.9% | 5,203,162 | $171.7M |
| Modera Wealth Management, LLC | 2.29% | Reduce -0.8% | 5,124,524 | $169.1M |
| Wealthstream Advisors, Inc. | 30.20% | Add +2.3% | 4,892,381 | $161.4M |
| Jackson Thornton Wealth Management, LLC | 20.34% | Reduce -1.1% | 4,965,047 | $153.2M |
| Baird Financial Group, Inc. | 0.29% | Reduce -1.0% | 4,592,120 | $151.5M |
| Wealth Enhancement Advisory Services, LLC | 0.29% | Reduce -5.6% | 4,557,403 | $150.3M |
| Bank of America Corp. | 0.01% | Reduce -2.8% | 4,512,008 | $148.9M |
| Allworth Financial LP | 0.82% | Add +8.6% | 4,570,089 | $146.2M |
| Pure Financial Advisors, LLC | 2.99% | Reduce -3.9% | 4,338,921 | $143.1M |
| Cardiff Park Advisors, LLC | 13.58% | Add +2.3% | 4,252,363 | $140.3M |
| Cerity Partners LLC | 0.29% | Add +1.1% | 4,223,927 | $139.3M |
| Vestmark Advisory Solutions, Inc. | 3.58% | Add +15.7% | 4,216,350 | $139.1M |
| TFO Wealth Partners, LLC | 26.67% | Reduce -1.2% | 4,076,977 | $134.5M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 10.50% | Add +1.9% | 4,016,699 | $133.0M |
| Austin Asset Management Co Inc | 28.93% | Reduce -2.7% | 4,002,925 | $132.1M |
| Osaic Holdings, Inc. | 0.29% | Add +49.2% | 3,985,425 | $131.5M |
| Asset Dedication, LLC | 10.63% | Reduce -1.6% | 3,969,056 | $130.9M |
| NewEdge Advisors, LLC | 0.76% | Reduce -11.8% | 3,890,479 | $128.3M |
| Evanson Asset Management, LLC | 9.09% | Reduce -3.8% | 3,887,805 | $128.3M |
| Symmetry Partners, LLC | 16.78% | Add +6.5% | 3,657,746 | $120.7M |
| Triune Financial Partners, LLC | 38.27% | Reduce -1.7% | 3,652,494 | $120.5M |
| OneDigital Investment Advisors LLC | 1.41% | Add +10.7% | 3,610,733 | $119.1M |
| McGlone Suttner Wealth Management, Inc. | 19.41% | Add +0.8% | 3,585,004 | $118.3M |
| Mariner, LLC | 0.19% | Add +7.5% | 3,548,957 | $117.1M |
| Onyx Financial Advisors, LLC | 61.66% | Add +4.8% | 3,532,909 | $116.6M |
| Syverson Strege & Co | 36.88% | Add +1.3% | 3,479,601 | $114.8M |
| United Wealth Management, LLC | 35.50% | Add +9.4% | 3,435,982 | $113.4M |
| Raymond James Financial Inc. | 0.04% | Reduce -5.9% | 3,326,119 | $109.7M |
| Millburn Ridgefield LLC | 2.66% | Add +5.8% | 3,322,214 | $109.6M |
| Catalyst Capital Advisors LLC | 2.24% | Add +5.8% | 3,322,214 | $109.6M |
| Stratos Investment Management, LLC | 5.83% | Reduce -31.2% | 3,315,673 | $109.4M |
| Burton Enright Welch | 22.24% | Add +2.4% | 3,314,834 | $109.4M |
| JFS Wealth Advisors, LLC | 7.35% | Add +3.8% | 3,290,013 | $108.5M |
| DecisionPoint Financial, LLC | 30.57% | Add +6.5% | 3,194,161 | $105.4M |
| Zhang Financial LLC | 5.49% | Add +11.1% | 3,148,980 | $103.9M |
| Royal Bank of Canada | 0.02% | Add +16.7% | 3,137,751 | $103.5M |
| Assetmark, Inc. | 0.28% | Add +0.5% | 3,093,616 | $102.1M |
| Financial Engines Advisors L.L.C. | 0.22% | Reduce -5.0% | 3,084,328 | $101.8M |
| Rockbridge Investment Management, LCC | 12.01% | Add +42.4% | 3,075,888 | $101.5M |
| Altiora Financial Group, LLC | 21.36% | Add +0.5% | 3,045,031 | $100.5M |
| von Borstel & Associates, Inc. | 29.95% | Add +33.4% | 3,038,167 | $100.2M |
| Conrad Siegel Investment Advisors, Inc. | 25.55% | Reduce -0.5% | 3,018,292 | $99.6M |
| Integrated Wealth Concepts LLC | 1.15% | Add +0.4% | 2,984,535 | $98.5M |
| Core Wealth Management, Inc. | 37.33% | Reduce -0.1% | 2,948,489 | $97.3M |
| Park Avenue Securities LLC | 1.14% | Add +10.3% | 2,814,004 | $92.8M |
| New Capital Management LP | 26.41% | Reduce -5.7% | 2,789,275 | $92.0M |
| Awm Capital, LLC | 10.68% | Add +2.4% | 2,772,988 | $91.5M |
| Meridian Wealth Partners, LLC | 14.47% | Reduce -4.1% | 2,748,362 | $90.7M |
| BetterWealth, LLC | 25.35% | Reduce -3.9% | 2,738,803 | $90.4M |
| HFM Investment Advisors, LLC | 43.47% | — | 2,716,978 | $89.6M |
| RAM Investment Partners, LLC | 21.16% | Reduce -1.7% | 2,597,909 | $85.7M |
| Safeguard Investment Advisory Group, LLC | 22.97% | Reduce -0.5% | 2,562,041 | $84.5M |
| Betterment LLC | 0.20% | Add +12.4% | 2,552,979 | $84.2M |
| BCU Wealth Advisors, LLC | 43.71% | Add +17.5% | 2,547,252 | $84.0M |
| Porter White Investment Advisors, Inc. | 41.43% | Add +2.3% | 2,539,291 | $83.7M |
| Warwick Investment Management, Inc. | 17.24% | Reduce -1.9% | 2,515,059 | $83.0M |
| LRI Investments, LLC | 7.68% | Reduce -3.0% | 2,410,102 | $79.5M |
| Private Advisor Group, LLC | 0.47% | Add +23.4% | 2,350,027 | $77.5M |
| Heritage Investment Group, Inc. | 14.56% | Add +1.9% | 2,348,393 | $77.5M |
| Waypoint Wealth Partners Inc. | 21.32% | Add +1.4% | 2,337,988 | $77.1M |
| Creative Planning | 0.07% | Add +0.9% | 2,318,010 | $76.5M |
| Eaton-Cambridge Inc. | 32.79% | Reduce -0.5% | 2,313,690 | $76.3M |
| ShankerValleau Wealth Advisors, Inc. | 24.50% | Add +10.4% | 2,286,883 | $75.4M |
| Warburton Capital Management, LLC | 53.73% | Reduce -0.6% | 2,250,125 | $74.2M |
| Integrity Alliance, Llc. | 2.86% | Add +12866.7% | 2,191,114 | $72.3M |
| SC&H Financial Advisors, Inc. | 14.06% | Add +5.0% | 2,166,873 | $71.5M |
| Ruedi Wealth Management, Inc. | 21.98% | Reduce -0.6% | 2,129,216 | $70.2M |
| Verisail Partners, LLC | 32.35% | Add +3.2% | 2,127,094 | $70.2M |
| Grand Wealth Management, LLC | 38.28% | Reduce -3.2% | 2,111,556 | $69.7M |
| Forvis Mazars Wealth Advisors, LLC | 1.63% | Reduce -16.1% | 2,059,636 | $67.9M |
| TCI Wealth Advisors, Inc. | 5.44% | Add +2.8% | 2,057,834 | $67.9M |
| Claris Advisors, LLC / Mo / | 24.94% | Reduce -0.5% | 2,029,383 | $66.9M |
| Planning Center, Inc. | 7.90% | Reduce 0.0% | 2,022,756 | $66.7M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.23% | Reduce -2.3% | 2,000,671 | $66.0M |
| Andrews, Lucia Wealth Management LLC | 44.23% | Reduce -0.2% | 1,903,820 | $65.9M |
| Keb Asset Management, LLC | 18.63% | Add +0.0% | 1,985,073 | $65.5M |
| ARK & TLK Investments, LLC | 23.01% | Add +0.7% | 1,979,956 | $65.3M |
| Monument Group Wealth Advisors, LLC | 44.88% | Add +5.2% | 1,962,622 | $64.7M |
| Sax Wealth Advisors, LLC | 4.58% | Reduce -0.8% | 1,940,397 | $64.0M |
| Kestra Advisory Services, LLC | 0.30% | Reduce -11.9% | 1,871,794 | $61.8M |
"% 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.