Dimensional US Core Equity 2DFACETF
13F holders, Q3 2025 (September 30)1,048holders +19
58new positions
20sold out
3famous investors
$38.55avg. 13F price*
At the end of Q3 2025, 1,048 institutions reported holding Dimensional US Core Equity 2 (DFAC) in their 13F filings, up 19 from Q2 2025. 58 opened new positions and 20 sold out. The largest holders were Mercer Global Advisors Inc. ($2.4B), Focus Partners Wealth ($1.6B) and Forum Financial Management, LP ($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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 58 | $147.0M |
| Exits | 20 | $23.0M |
All 13F filers, Q2 2025 → Q3 2025: 32,665,180 shares bought and 61,620,047 shares sold, net −28,954,867 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,048 holders
| Mercer Global Advisors Inc. | 3.94% | Add +8.3% | 61,231,926 | $2.4B |
| Focus Partners Wealth | 2.65% | Add +3.8% | 42,523,921 | $1.6B |
| Forum Financial Management, LP | 21.14% | Add +2.9% | 40,038,710 | $1.5B |
| LPL Financial LLC | 0.20% | Add +0.4% | 17,499,479 | $675.0M |
| Apella Capital, LLC | 11.46% | Add +5.8% | 13,520,639 | $515.0M |
| Envestnet Asset Management Inc. | 0.14% | Reduce -76.6% | 12,841,790 | $495.3M |
| Focus Partners Advisor Solutions, LLC | 4.88% | Reduce -28.3% | 11,163,173 | $430.8M |
| Rockwood Wealth Management, LLC | 33.97% | Add +3.4% | 11,022,086 | $425.1M |
| Plancorp, LLC | 12.83% | Reduce -1.3% | 10,603,980 | $409.0M |
| SJS Investment Consulting Inc. | 47.44% | Add +0.7% | 8,989,552 | $346.7M |
| Commonwealth Equity Services, LLC | 0.43% | Reduce -1.1% | 8,634,946 | $333.1M |
| Geometric Wealth Advisors | 43.71% | Add +5.8% | 8,504,587 | $328.0M |
| Wealthspire Advisors, LLC | 1.55% | Reduce -2.4% | 7,678,851 | $296.2M |
| Greenspring Advisors, LLC | 51.87% | — | 7,605,462 | $293.3M |
| Savant Capital, LLC | 1.73% | Add +2.1% | 7,388,731 | $285.0M |
| Monograph Wealth Advisors, LLC | 25.68% | Add +2.9% | 6,578,647 | $253.7M |
| HighTower Advisors, LLC | 0.26% | Reduce -1.7% | 5,939,615 | $229.1M |
| Allworth Financial LP | 0.99% | Add +5.1% | 5,823,133 | $224.6M |
| Beacon Pointe Advisors, LLC | 1.84% | Add +411.2% | 5,620,346 | $216.8M |
| Capstone Financial Advisors, Inc. | 11.25% | Add +0.5% | 5,381,765 | $207.6M |
| Wealthstream Advisors, Inc. | 29.65% | Add +2.4% | 5,084,210 | $196.1M |
| Modera Wealth Management, LLC | 2.23% | Reduce -1.5% | 4,996,437 | $192.7M |
| Bank of America Corp. | 0.01% | Add +2.6% | 4,960,159 | $191.3M |
| Jackson Thornton Wealth Management, LLC | 19.06% | Reduce -2.2% | 4,835,558 | $187.9M |
| GeoWealth Management, LLC | 6.65% | Reduce -1.8% | 4,728,254 | $182.4M |
| Awm Capital, LLC | 16.50% | Add +15.3% | 4,704,681 | $181.5M |
| Heritage Financial Services, LLC | 16.02% | Reduce -1.1% | 4,621,024 | $178.2M |
| Vestmark Advisory Solutions, Inc. | 3.40% | Reduce -47.5% | 4,620,631 | $178.2M |
| Baird Financial Group, Inc. | 0.28% | Reduce -0.3% | 4,569,734 | $176.3M |
| Wealth Enhancement Advisory Services, LLC | 0.26% | Reduce -2.3% | 4,408,392 | $170.4M |
| Pure Financial Advisors, LLC | 2.64% | Reduce -0.9% | 4,304,087 | $166.0M |
| Asset Dedication, LLC | 11.05% | Add +1.8% | 4,262,487 | $164.4M |
| Cardiff Park Advisors, LLC | 12.17% | Reduce -3.4% | 4,107,715 | $158.4M |
| TFO Wealth Partners, LLC | 25.81% | Add +1.5% | 4,104,437 | $158.3M |
| Austin Asset Management Co Inc | 29.98% | Reduce -2.6% | 4,082,692 | $157.5M |
| Cerity Partners LLC | 0.25% | Reduce -1.4% | 4,038,467 | $155.8M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 9.00% | Add +2.2% | 4,025,732 | $155.3M |
| Symmetry Partners, LLC | 16.79% | Add +2.5% | 3,998,621 | $154.2M |
| Evanson Asset Management, LLC | 8.68% | Reduce -0.1% | 3,991,274 | $153.9M |
| Stratos Investment Management, LLC | 6.30% | Add +11.9% | 3,960,421 | $152.8M |
| McGlone Suttner Wealth Management, Inc. | 20.02% | Add +1.2% | 3,709,551 | $143.1M |
| Mariner, LLC | 0.18% | Reduce -1.2% | 3,701,458 | $142.8M |
| Triune Financial Partners, LLC | 35.53% | Add +1.9% | 3,656,877 | $141.0M |
| OneDigital Investment Advisors LLC | 1.43% | Add +2.3% | 3,604,495 | $139.0M |
| Onyx Financial Advisors, LLC | 61.25% | Reduce -0.1% | 3,589,292 | $138.4M |
| DecisionPoint Financial, LLC | 31.92% | Add +5.3% | 3,541,038 | $136.9M |
| United Wealth Management, LLC | 37.16% | Add +0.9% | 3,540,759 | $136.6M |
| Burton Enright Welch | 20.55% | Add +5.1% | 3,529,478 | $136.1M |
| Raymond James Financial Inc. | 0.04% | Add +3.6% | 3,497,417 | $134.9M |
| Osaic Holdings, Inc. | 0.19% | Add +7.4% | 3,506,298 | $134.5M |
| von Borstel & Associates, Inc. | 20.48% | Add +1.8% | 3,411,659 | $133.5M |
| JFS Wealth Advisors, LLC | 7.79% | Add +1.8% | 3,451,406 | $133.1M |
| Rockbridge Investment Management, LCC | 12.89% | Add +2.9% | 3,384,879 | $130.6M |
| Park Avenue Securities LLC | 1.01% | Add +8.4% | 3,354,038 | $129.4M |
| Zhang Financial LLC | 5.16% | Add +2.5% | 3,290,591 | $126.9M |
| Syverson Strege & Co | 30.09% | Reduce -6.8% | 3,255,533 | $125.6M |
| Financial Engines Advisors L.L.C. | 0.23% | Add +0.8% | 3,173,224 | $122.4M |
| Betterment LLC | 0.24% | Add +6.9% | 3,166,372 | $122.1M |
| Royal Bank of Canada | 0.02% | Reduce -2.2% | 3,146,024 | $121.3M |
| NewEdge Advisors, LLC | 0.55% | Reduce -8.4% | 3,114,637 | $120.1M |
| Conrad Siegel Investment Advisors, Inc. | 24.81% | Add +0.3% | 3,063,588 | $118.2M |
| Integrated Wealth Concepts LLC | 1.06% | Reduce -0.3% | 3,062,464 | $118.1M |
| Core Wealth Management, Inc. | 37.77% | Add +1.6% | 3,040,835 | $117.3M |
| Altiora Financial Group, LLC | 20.92% | Reduce -1.6% | 2,964,605 | $114.3M |
| Millburn Ridgefield LLC | 2.71% | Reduce -6.9% | 2,939,529 | $113.4M |
| Catalyst Capital Advisors LLC | 2.29% | Reduce -6.9% | 2,939,529 | $113.4M |
| BCU Wealth Advisors, LLC | 43.99% | Add +4.3% | 2,819,398 | $108.7M |
| BetterWealth, LLC | 25.50% | Reduce -1.4% | 2,777,126 | $107.1M |
| RAM Investment Partners, LLC | 19.71% | Add +0.9% | 2,723,687 | $105.1M |
| New Capital Management LP | 26.79% | Add +0.3% | 2,651,875 | $102.3M |
| Meridian Wealth Partners, LLC | 14.07% | Reduce -1.9% | 2,650,924 | $102.2M |
| Private Advisor Group, LLC | 0.49% | Reduce -2.4% | 2,558,774 | $98.7M |
| HFM Investment Advisors, LLC | 39.93% | Reduce -0.3% | 2,552,121 | $98.4M |
| Eaton-Cambridge Inc. | 33.76% | Reduce -0.0% | 2,515,877 | $97.0M |
| Mach-1 Financial Group, LLC | 15.26% | New | 2,478,924 | $95.6M |
| Integrity Advisory Solutions, LLC | 15.26% | — | 2,478,924 | $95.6M |
| Warwick Investment Management, Inc. | 16.36% | Reduce -2.1% | 2,444,177 | $94.3M |
| Porter White Investment Advisors, Inc. | 40.36% | Reduce -0.3% | 2,437,171 | $94.0M |
| LRI Investments, LLC | 7.52% | Reduce -0.7% | 2,381,322 | $91.8M |
| Creative Planning | 0.07% | Add +0.3% | 2,342,944 | $90.4M |
| Assetmark, Inc. | 0.19% | Reduce -1.8% | 2,312,986 | $89.2M |
| Safeguard Investment Advisory Group, LLC | 21.95% | Reduce -7.7% | 2,294,491 | $88.5M |
| ShankerValleau Wealth Advisors, Inc. | 22.39% | Reduce -1.7% | 2,261,087 | $87.2M |
| Integrity Alliance, Llc. | 4.08% | Add +1.6% | 2,242,315 | $86.5M |
| Heritage Investment Group, Inc. | 13.72% | Add +0.5% | 2,222,192 | $85.7M |
| Kestra Advisory Services, LLC | 0.39% | Add +9.9% | 2,180,073 | $84.1M |
| Verisail Partners, LLC | 35.62% | Reduce -0.6% | 2,177,036 | $84.0M |
| Ruedi Wealth Management, Inc. | 23.34% | Add +0.5% | 2,161,868 | $83.4M |
| SC&H Financial Advisors, Inc. | 13.37% | Reduce -0.0% | 2,125,703 | $82.0M |
| TCI Wealth Advisors, Inc. | 4.81% | Add +4.4% | 2,092,128 | $80.7M |
| Sax Wealth Advisors, LLC | 4.30% | Reduce -2.3% | 2,074,151 | $80.0M |
| Planning Center, Inc. | 8.38% | Reduce -1.2% | 2,070,106 | $79.8M |
| ARK & TLK Investments, LLC | 25.25% | Add +1.5% | 2,062,909 | $79.6M |
| Keb Asset Management, LLC | 17.73% | Add +2.1% | 2,049,488 | $79.0M |
| Warburton Capital Management, LLC | 47.36% | Reduce -11.9% | 2,035,282 | $78.7M |
| Grand Wealth Management, LLC | 37.74% | Reduce -0.8% | 2,027,760 | $78.2M |
| Henrickson Nauta Wealth Advisors, Inc. | 24.74% | Add +2.3% | 2,027,258 | $78.2M |
| WNY Asset Management, LLC | 7.45% | Add +8.5% | 2,006,133 | $77.4M |
| Sensible Money, LLC | 25.89% | Add +4.6% | 1,974,877 | $76.2M |
| Corient Private Wealth LP | 0.12% | Reduce -59.4% | 1,946,012 | $75.1M |
"% 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.