Dimensional US Core Equity 2DFACETF
13F holders, Q4 2025 (December 31)1,159holders +111
59new positions
32sold out
2famous investors
$39.53avg. 13F price*
At the end of Q4 2025, 1,159 institutions reported holding Dimensional US Core Equity 2 (DFAC) in their 13F filings, up 111 from Q3 2025. 59 opened new positions and 32 sold out. The largest holders were Mercer Global Advisors Inc. ($2.5B), Focus Partners Wealth ($1.7B) and Forum Financial Management, LP ($1.6B). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 59 | $54.8M |
| Exits | 32 | $41.5M |
All 13F filers, Q3 2025 → Q4 2025: 45,744,403 shares bought and 15,623,650 shares sold, net +30,120,753 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,159 holders
| Mercer Global Advisors Inc. | 3.88% | Add +5.1% | 64,358,203 | $2.5B |
| Focus Partners Wealth | 1.93% | Add +0.4% | 42,704,909 | $1.7B |
| Forum Financial Management, LP | 21.15% | Add +2.6% | 41,068,700 | $1.6B |
| LPL Financial LLC | 0.19% | Add +1.4% | 17,742,346 | $702.4M |
| Focus Partners Advisor Solutions, LLC | 7.74% | Add +42.8% | 15,939,127 | $631.0M |
| Apella Capital, LLC | 10.89% | Add +2.9% | 13,914,954 | $550.9M |
| Greenspring Advisors, LLC | 32.19% | Add +74.3% | 13,253,011 | $524.7M |
| Envestnet Asset Management Inc. | 0.14% | Reduce -5.8% | 12,092,107 | $478.7M |
| Rockwood Wealth Management, LLC | 34.24% | Add +5.2% | 11,598,734 | $459.2M |
| Plancorp, LLC | 12.48% | Reduce -1.7% | 10,428,380 | $412.9M |
| SJS Investment Consulting Inc. | 45.64% | Add +1.4% | 9,111,768 | $360.7M |
| Geometric Wealth Advisors | 43.65% | Add +0.8% | 8,570,969 | $339.3M |
| Savant Capital, LLC | 1.81% | Add +8.6% | 8,024,961 | $317.7M |
| Commonwealth Equity Services, LLC | 0.42% | Reduce -7.9% | 7,956,573 | $315.0M |
| Wealthspire Advisors, LLC | 2.37% | Reduce -2.0% | 7,522,835 | $297.8M |
| Monograph Wealth Advisors, LLC | 26.01% | Add +1.7% | 6,689,376 | $264.8M |
| Symmetry Partners, LLC | 15.23% | Add +62.6% | 6,500,481 | $257.4M |
| Beacon Pointe Advisors, LLC | 1.66% | Add +6.3% | 5,975,927 | $236.6M |
| Allworth Financial LP | 0.97% | Add +2.4% | 5,963,230 | $236.1M |
| HighTower Advisors, LLC | 0.25% | Reduce -3.4% | 5,738,089 | $227.2M |
| Capstone Financial Advisors, Inc. | 11.56% | Add +1.8% | 5,480,371 | $217.0M |
| Bank of America Corp. | 0.02% | Add +7.6% | 5,335,077 | $211.2M |
| Jackson Thornton Wealth Management, LLC | 18.54% | Add +0.2% | 4,844,024 | $196.1M |
| Modera Wealth Management, LLC | 2.22% | Reduce -3.0% | 4,848,102 | $191.9M |
| GeoWealth Management, LLC | 7.07% | Add +2.4% | 4,843,821 | $191.8M |
| Vestmark Advisory Solutions, Inc. | 2.56% | Add +3.6% | 4,789,246 | $189.6M |
| Awm Capital, LLC | 17.08% | Add +1.0% | 4,753,661 | $188.2M |
| Baird Financial Group, Inc. | 0.29% | Add +1.6% | 4,641,003 | $183.7M |
| Raymond James Financial Inc. | 0.06% | Add +30.3% | 4,556,413 | $180.4M |
| Heritage Financial Services, LLC | 14.94% | Reduce -2.2% | 4,520,404 | $179.0M |
| Corient Private Wealth LP | 0.24% | Add +132.2% | 4,517,743 | $178.9M |
| Henrickson Nauta Wealth Advisors, Inc. | 26.08% | Add +115.3% | 4,365,195 | $176.7M |
| Wealth Enhancement Advisory Services, LLC | 0.24% | Reduce -1.4% | 4,346,500 | $176.0M |
| Asset Dedication, LLC | 11.31% | Add +2.1% | 4,350,772 | $172.2M |
| TFO Wealth Partners, LLC | 25.22% | Add +3.7% | 4,256,625 | $168.5M |
| Pure Financial Advisors, LLC | 2.52% | Reduce -1.3% | 4,249,910 | $168.3M |
| Stratos Investment Management, LLC | 6.45% | Add +2.6% | 4,064,248 | $160.9M |
| Austin Asset Management Co Inc | 27.30% | Reduce -1.2% | 4,033,193 | $159.7M |
| Evanson Asset Management, LLC | 8.55% | Add +0.3% | 4,002,215 | $158.4M |
| Cerity Partners LLC | 0.23% | Reduce -1.1% | 3,995,456 | $158.2M |
| Cardiff Park Advisors, LLC | 12.93% | Reduce -3.5% | 3,965,406 | $157.0M |
| OneDigital Investment Advisors LLC | 1.53% | Add +9.3% | 3,939,898 | $156.0M |
| Mariner, LLC | 0.18% | Add +1.7% | 3,764,666 | $149.0M |
| DecisionPoint Financial, LLC | 32.63% | Add +5.8% | 3,745,838 | $148.3M |
| McGlone Suttner Wealth Management, Inc. | 19.94% | Add +0.9% | 3,744,276 | $148.2M |
| Triune Financial Partners, LLC | 34.52% | Reduce -0.7% | 3,630,425 | $147.7M |
| JFS Wealth Advisors, LLC | 8.31% | Add +8.0% | 3,726,135 | $147.5M |
| Burton Enright Welch | 20.50% | Add +4.2% | 3,678,371 | $145.6M |
| Onyx Financial Advisors, LLC | 60.88% | Add +1.1% | 3,627,314 | $143.6M |
| Osaic Holdings, Inc. | 0.21% | Add +3.2% | 3,617,152 | $143.2M |
| United Wealth Management, LLC | 36.97% | Add +1.9% | 3,609,921 | $142.9M |
| Park Avenue Securities LLC | 1.20% | Add +6.6% | 3,575,791 | $141.6M |
| Rockbridge Investment Management, LCC | 12.99% | Add +4.3% | 3,528,811 | $139.7M |
| von Borstel & Associates, Inc. | 31.78% | Add +0.4% | 3,424,288 | $135.6M |
| Financial Plan, Inc. | 15.17% | — | 3,337,061 | $132.1M |
| Zhang Financial LLC | 4.90% | Add +0.9% | 3,321,411 | $131.5M |
| Betterment LLC | 0.25% | Add +3.3% | 3,271,394 | $129.5M |
| Syverson Strege & Co | 30.23% | Reduce -0.9% | 3,225,954 | $127.7M |
| Royal Bank of Canada | 0.02% | Reduce -1.1% | 3,110,653 | $123.2M |
| Financial Engines Advisors L.L.C. | 0.23% | Reduce -3.4% | 3,066,683 | $121.4M |
| Conrad Siegel Investment Advisors, Inc. | 22.76% | Reduce -1.1% | 3,031,043 | $120.0M |
| Core Wealth Management, Inc. | 37.35% | Reduce -0.4% | 3,028,721 | $119.9M |
| Millburn Ridgefield LLC | 2.77% | No change | 2,939,529 | $116.4M |
| Catalyst Capital Advisors LLC | 2.39% | No change | 2,939,529 | $116.4M |
| BCU Wealth Advisors, LLC | 44.02% | Add +3.1% | 2,905,716 | $115.0M |
| Altiora Financial Group, LLC | 19.80% | Reduce -2.1% | 2,901,645 | $114.9M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 6.70% | Reduce -29.8% | 2,826,409 | $111.9M |
| BetterWealth, LLC | 25.29% | Add +0.9% | 2,801,085 | $110.9M |
| Private Advisor Group, LLC | 0.51% | Add +7.5% | 2,749,527 | $108.9M |
| RAM Investment Partners, LLC | 19.56% | Add +0.3% | 2,731,780 | $108.2M |
| Integrity Advisory Solutions, LLC | 15.54% | Add +10.0% | 2,725,874 | $107.9M |
| New Capital Management LP | 26.46% | Add +0.3% | 2,660,860 | $105.3M |
| Warwick Investment Management, Inc. | 15.90% | Add +6.6% | 2,606,340 | $103.2M |
| HFM Investment Advisors, LLC | 39.97% | Add +1.2% | 2,582,955 | $102.3M |
| Integrated Wealth Concepts LLC | 1.20% | Reduce -16.4% | 2,558,844 | $101.3M |
| Eaton-Cambridge Inc. | 33.18% | Add +1.5% | 2,554,389 | $101.1M |
| Meridian Wealth Partners, LLC | 13.57% | Reduce -6.2% | 2,487,016 | $98.5M |
| NewEdge Advisors, LLC | 0.36% | Reduce -20.2% | 2,484,271 | $98.4M |
| Porter White Investment Advisors, Inc. | 39.30% | Reduce -0.7% | 2,420,584 | $95.8M |
| Creative Planning | 0.07% | Add +3.2% | 2,417,020 | $95.7M |
| Integrity Alliance, Llc. | 3.48% | Add +7.2% | 2,403,802 | $95.2M |
| Prudent Man Investment Management, Inc. | 31.74% | Add +59.1% | 2,383,883 | $94.4M |
| LRI Investments, LLC | 7.44% | Reduce -2.0% | 2,333,788 | $92.4M |
| Ruedi Wealth Management, Inc. | 24.21% | Add +7.9% | 2,333,207 | $92.4M |
| Heritage Investment Group, Inc. | 13.91% | Add +3.9% | 2,308,426 | $91.4M |
| Assetmark, Inc. | 0.18% | Reduce -1.0% | 2,288,888 | $90.6M |
| ARK & TLK Investments, LLC | 24.91% | Add +10.9% | 2,287,320 | $90.6M |
| TCI Wealth Advisors, Inc. | 4.93% | Add +8.0% | 2,259,558 | $89.5M |
| ShankerValleau Wealth Advisors, Inc. | 23.88% | Reduce -1.6% | 2,225,592 | $88.1M |
| Safeguard Investment Advisory Group, LLC | 22.09% | Reduce -5.0% | 2,180,942 | $86.3M |
| SC&H Financial Advisors, Inc. | 13.31% | Add +2.2% | 2,173,247 | $86.0M |
| Kestra Advisory Services, LLC | 0.35% | Reduce -0.4% | 2,172,109 | $86.0M |
| Verisail Partners, LLC | 35.30% | Reduce -0.3% | 2,170,862 | $85.9M |
| Keb Asset Management, LLC | 17.02% | Add +3.5% | 2,121,369 | $84.0M |
| Grand Wealth Management, LLC | 37.44% | Add +2.9% | 2,085,651 | $82.6M |
| Sax Wealth Advisors, LLC | 3.83% | Reduce -0.9% | 2,054,917 | $81.4M |
| Warburton Capital Management, LLC | 45.47% | Reduce -0.1% | 2,033,971 | $80.5M |
| Sensible Money, LLC | 25.67% | Add +2.8% | 2,030,499 | $80.4M |
| Monument Group Wealth Advisors, LLC | 42.47% | Add +1.3% | 1,968,050 | $77.9M |
| Parkshore Wealth Management, Inc. | 29.04% | Add +6.6% | 1,953,753 | $77.3M |
"% 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.