Dimensional US Core Equity 2DFACETF
13F holders, Q2 2025 (June 30)1,029holders +30
67new positions
35sold out
3famous investors
$35.87avg. 13F price*
At the end of Q2 2025, 1,029 institutions reported holding Dimensional US Core Equity 2 (DFAC) in their 13F filings, up 30 from Q1 2025. 67 opened new positions and 35 sold out. The largest holders were Mercer Global Advisors Inc. ($2.0B), Envestnet Asset Management Inc. ($2.0B) and Focus Partners Wealth ($1.5B). 3 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 67 | $109.7M |
| Exits | 35 | $23.6M |
All 13F filers, Q1 2025 → Q2 2025: 35,676,586 shares bought and 18,110,166 shares sold, net +17,566,420 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,029 holders
| Mercer Global Advisors Inc. | 4.55% | Add +5.2% | 56,562,304 | $2.0B |
| Envestnet Asset Management Inc. | 0.57% | Add +5.0% | 54,829,103 | $2.0B |
| Focus Partners Wealth | 3.18% | Add +1.6% | 40,969,925 | $1.5B |
| Forum Financial Management, LP | 21.21% | Add +2.9% | 38,896,661 | $1.4B |
| LPL Financial LLC | 0.21% | Add +0.4% | 17,435,874 | $624.9M |
| Focus Partners Advisor Solutions, LLC | 7.44% | Reduce -5.0% | 15,559,478 | $557.7M |
| Apella Capital, LLC | 12.55% | Add +8.2% | 12,781,699 | $462.8M |
| Plancorp, LLC | 13.33% | Add +1.6% | 10,742,511 | $385.0M |
| Rockwood Wealth Management, LLC | 33.62% | Add +4.9% | 10,662,349 | $382.1M |
| SJS Investment Consulting Inc. | 50.73% | Reduce -3.2% | 8,924,449 | $319.9M |
| Vestmark Advisory Solutions, Inc. | 4.56% | Add +108.9% | 8,809,842 | $315.7M |
| Commonwealth Equity Services, LLC | 0.41% | Reduce -9.5% | 8,735,571 | $313.1M |
| Geometric Wealth Advisors | 43.02% | Add +3.5% | 8,036,958 | $288.0M |
| Wealthspire Advisors, LLC | 1.58% | Reduce -5.5% | 7,865,701 | $281.9M |
| Savant Capital, LLC | 1.86% | Reduce -4.3% | 7,236,706 | $259.4M |
| Monograph Wealth Advisors, LLC | 28.26% | Reduce -5.2% | 6,394,643 | $229.2M |
| HighTower Advisors, LLC | 0.27% | Add +2.2% | 6,043,740 | $216.6M |
| Allworth Financial LP | 0.95% | Add +21.2% | 5,538,651 | $198.5M |
| Capstone Financial Advisors, Inc. | 11.14% | Reduce -3.8% | 5,357,309 | $192.0M |
| Modera Wealth Management, LLC | 2.25% | Reduce -1.0% | 5,074,660 | $181.9M |
| Jackson Thornton Wealth Management, LLC | 20.52% | Reduce -0.5% | 4,942,183 | $179.2M |
| Wealthstream Advisors, Inc. | 29.57% | Add +1.5% | 4,964,241 | $177.9M |
| Bank of America Corp. | 0.01% | Add +7.1% | 4,833,081 | $173.2M |
| GeoWealth Management, LLC | 6.73% | Reduce -8.7% | 4,813,209 | $172.5M |
| Corient Private Wealth LP | 0.23% | Reduce -7.8% | 4,796,300 | $171.9M |
| Heritage Financial Services, LLC | 16.12% | Reduce -16.7% | 4,672,759 | $167.5M |
| Wealth Enhancement Advisory Services, LLC | 0.27% | Reduce -1.0% | 4,513,314 | $164.8M |
| Baird Financial Group, Inc. | 0.29% | Reduce -0.2% | 4,582,188 | $164.2M |
| Pure Financial Advisors, LLC | 2.74% | Add +0.1% | 4,341,699 | $155.6M |
| Cardiff Park Advisors, LLC | 13.17% | Reduce -0.1% | 4,250,015 | $152.3M |
| Austin Asset Management Co Inc | 30.41% | Add +4.7% | 4,190,962 | $150.2M |
| Asset Dedication, LLC | 10.89% | Add +5.5% | 4,186,694 | $150.1M |
| Cerity Partners LLC | 0.26% | Reduce -3.1% | 4,094,600 | $146.8M |
| Awm Capital, LLC | 15.38% | Add +47.1% | 4,080,082 | $146.2M |
| TFO Wealth Partners, LLC | 25.50% | Reduce -0.8% | 4,043,598 | $144.9M |
| Evanson Asset Management, LLC | 8.91% | Add +2.8% | 3,997,319 | $143.3M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 9.21% | Reduce -1.9% | 3,938,592 | $141.2M |
| Symmetry Partners, LLC | 17.20% | Add +6.7% | 3,901,103 | $139.8M |
| Mariner, LLC | 0.19% | Add +5.5% | 3,744,938 | $134.2M |
| McGlone Suttner Wealth Management, Inc. | 19.83% | Add +2.2% | 3,664,626 | $131.3M |
| Onyx Financial Advisors, LLC | 61.06% | Add +1.7% | 3,592,902 | $128.8M |
| Triune Financial Partners, LLC | 35.38% | Reduce -1.8% | 3,587,028 | $128.6M |
| Stratos Investment Management, LLC | 5.81% | Add +6.7% | 3,537,788 | $126.8M |
| OneDigital Investment Advisors LLC | 1.40% | Reduce -2.4% | 3,523,004 | $126.3M |
| United Wealth Management, LLC | 36.51% | Add +2.1% | 3,509,007 | $125.8M |
| Syverson Strege & Co | 29.58% | Add +0.4% | 3,494,353 | $125.2M |
| von Borstel & Associates, Inc. | 32.33% | Add +10.3% | 3,349,885 | $122.6M |
| NewEdge Advisors, LLC | 0.63% | Reduce -12.6% | 3,400,504 | $121.9M |
| JFS Wealth Advisors, LLC | 7.73% | Add +3.0% | 3,389,273 | $121.5M |
| DecisionPoint Financial, LLC | 30.95% | Add +5.3% | 3,362,415 | $121.2M |
| Raymond James Financial Inc. | 0.04% | Add +1.5% | 3,375,863 | $121.0M |
| Burton Enright Welch | 20.88% | Add +1.3% | 3,359,387 | $120.4M |
| Rockbridge Investment Management, LCC | 12.64% | Add +7.0% | 3,289,923 | $117.9M |
| Osaic Holdings, Inc. | 0.21% | Reduce -18.1% | 3,264,760 | $116.7M |
| Royal Bank of Canada | 0.02% | Add +2.5% | 3,215,953 | $115.3M |
| Zhang Financial LLC | 5.31% | Add +1.9% | 3,208,908 | $115.0M |
| Millburn Ridgefield LLC | 2.72% | Reduce -5.0% | 3,156,100 | $113.1M |
| Catalyst Capital Advisors LLC | 2.28% | Reduce -5.0% | 3,156,100 | $113.1M |
| Financial Engines Advisors L.L.C. | 0.23% | Add +2.0% | 3,147,537 | $112.8M |
| Park Avenue Securities LLC | 1.02% | Add +9.9% | 3,093,882 | $110.9M |
| Integrated Wealth Concepts LLC | 1.10% | Add +2.9% | 3,070,746 | $110.1M |
| Conrad Siegel Investment Advisors, Inc. | 24.56% | Add +1.2% | 3,055,222 | $109.5M |
| Altiora Financial Group, LLC | 21.10% | Reduce -1.0% | 3,013,823 | $108.0M |
| Core Wealth Management, Inc. | 37.81% | Add +1.5% | 2,992,083 | $107.2M |
| Betterment LLC | 0.23% | Add +16.0% | 2,961,360 | $106.1M |
| BetterWealth, LLC | 25.85% | Add +2.8% | 2,816,105 | $100.9M |
| Meridian Wealth Partners, LLC | 14.04% | Reduce -1.7% | 2,702,281 | $96.8M |
| BCU Wealth Advisors, LLC | 43.49% | Add +6.1% | 2,702,245 | $96.8M |
| RAM Investment Partners, LLC | 20.31% | Add +3.9% | 2,699,138 | $96.7M |
| New Capital Management LP | 26.46% | Reduce -5.2% | 2,645,303 | $94.8M |
| Private Advisor Group, LLC | 0.51% | Add +11.6% | 2,622,336 | $94.0M |
| HFM Investment Advisors, LLC | 40.31% | Reduce -5.8% | 2,558,691 | $91.7M |
| Eaton-Cambridge Inc. | 34.03% | Add +8.8% | 2,516,240 | $90.2M |
| Warwick Investment Management, Inc. | 17.36% | Reduce -0.7% | 2,496,805 | $89.5M |
| Safeguard Investment Advisory Group, LLC | 22.24% | Reduce -3.0% | 2,486,567 | $89.1M |
| Porter White Investment Advisors, Inc. | 40.81% | Reduce -3.7% | 2,445,554 | $87.6M |
| Waypoint Wealth Partners Inc. | 21.29% | Add +4.5% | 2,444,459 | $87.6M |
| LRI Investments, LLC | 7.30% | Reduce -0.5% | 2,397,655 | $85.9M |
| Warburton Capital Management, LLC | 50.47% | Add +2.6% | 2,309,292 | $85.2M |
| Assetmark, Inc. | 0.20% | Reduce -23.9% | 2,355,240 | $84.4M |
| Creative Planning | 0.07% | Add +0.7% | 2,335,241 | $83.7M |
| ShankerValleau Wealth Advisors, Inc. | 23.52% | Add +0.6% | 2,300,751 | $82.5M |
| Heritage Investment Group, Inc. | 13.66% | Reduce -5.8% | 2,211,526 | $79.3M |
| Integrity Alliance, Llc. | 4.33% | Add +0.8% | 2,207,897 | $79.1M |
| Verisail Partners, LLC | 33.31% | Add +2.9% | 2,189,067 | $78.5M |
| Ruedi Wealth Management, Inc. | 22.87% | Add +1.0% | 2,151,141 | $77.1M |
| SC&H Financial Advisors, Inc. | 13.01% | Reduce -1.9% | 2,125,865 | $76.2M |
| Sax Wealth Advisors, LLC | 4.59% | Add +9.3% | 2,121,805 | $76.0M |
| Planning Center, Inc. | 8.30% | Add +3.6% | 2,094,750 | $75.1M |
| Grand Wealth Management, LLC | 37.68% | Reduce -3.1% | 2,045,117 | $73.3M |
| ARK & TLK Investments, LLC | 23.38% | Add +2.7% | 2,032,769 | $72.9M |
| Keb Asset Management, LLC | 17.93% | Add +1.2% | 2,008,195 | $72.0M |
| TCI Wealth Advisors, Inc. | 4.92% | Reduce -2.6% | 2,003,861 | $71.8M |
| Kestra Advisory Services, LLC | 0.35% | Add +6.0% | 1,983,445 | $71.1M |
| Henrickson Nauta Wealth Advisors, Inc. | 24.57% | Add +3.4% | 1,981,414 | $71.0M |
| Monument Group Wealth Advisors, LLC | 44.58% | Add +0.7% | 1,975,570 | $70.8M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.15% | Reduce -4.0% | 1,920,574 | $68.8M |
| Brighton Jones LLC | 1.85% | Add +4.8% | 1,901,625 | $68.2M |
| Sensible Money, LLC | 25.66% | Add +4.8% | 1,888,686 | $67.7M |
| Andrews, Lucia Wealth Management LLC | 43.32% | Reduce -2.3% | 1,860,710 | $66.7M |
"% 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.