DFAC
Dimensional - US Core Equity 2 ETF
1W: -0.3%
1M: +2.9%
3M: +5.1%
YTD: +8.9%
1Y: +26.2%
3Y: +78.3%
$43.59
+0.24 (+0.55%)
Weekly Expected Move ±1.5%
$42
$42
$43
$44
$44
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — DFAC
1,231
Institutional Holders
+32 vs prior quarter
0.0%
Ownership
+0.00pp
30B
Total Invested
83
New Positions
459
Increased
464
Reduced
124
Closed
0.50
Put/Call Ratio
Ownership Trends
Top Institutional Holders (1282 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MERCER GLOBAL ADVISORS INC /ADV | 64,358,203 | 2.8B | +3,126,277 | +5.1% | 12Q | SEC ↗ |
| 2 | Focus Partners Wealth | 42,584,120 | 1.9B | -120,789 | -0.3% | 10Q | SEC ↗ |
| 3 | Forum Financial Management, LP | 42,328,643 | 1.8B | +1,259,943 | +3.1% | 13Q | SEC ↗ |
| 4 | Focus Partners Advisor Solutions, LLC | 17,846,261 | $778M | +1,907,134 | +12.0% | 13Q | SEC ↗ |
| 5 | LPL Financial LLC | 17,506,918 | $763M | -235,428 | -1.3% | 13Q | SEC ↗ |
| 6 | Apella Capital, LLC | 15,724,523 | $685M | +1,809,569 | +13.0% | 12Q | SEC ↗ |
| 7 | Greenspring Advisors, LLC | 13,364,540 | $583M | +111,529 | +0.8% | 3Q | SEC ↗ |
| 8 | ENVESTNET ASSET MANAGEMENT INC | 13,259,708 | $578M | +1,167,601 | +9.7% | 13Q | SEC ↗ |
| 9 | Savant Capital, LLC | 12,388,275 | $540M | +4,363,314 | +54.4% | 13Q | SEC ↗ |
| 10 | Rockwood Wealth Management, LLC | 12,077,663 | $526M | +478,929 | +4.1% | 13Q | SEC ↗ |
| 11 | Plancorp, LLC | 10,336,005 | $451M | -92,375 | -0.9% | 13Q | SEC ↗ |
| 12 | SJS Investment Consulting Inc. | 9,231,772 | $402M | +120,004 | +1.3% | 13Q | SEC ↗ |
| 13 | Geometric Wealth Advisors | 8,696,860 | $379M | +125,891 | +1.5% | 13Q | SEC ↗ |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | 8,337,551 | $363M | +380,978 | +4.8% | 13Q | SEC ↗ |
| 15 | Allworth Financial LP | 7,709,244 | $336M | +1,746,014 | +29.3% | 13Q | SEC ↗ |
| 16 | Wealthspire Advisors, LLC | 7,504,975 | $327M | -17,860 | -0.2% | 10Q | SEC ↗ |
| 17 | MONOGRAPH WEALTH ADVISORS, LLC | 6,838,156 | $298M | +148,780 | +2.2% | 13Q | SEC ↗ |
| 18 | Symmetry Partners, LLC | 6,694,957 | $292M | +194,476 | +3.0% | 13Q | SEC ↗ |
| 19 | Beacon Pointe Advisors, LLC | 5,901,121 | $257M | -74,806 | -1.3% | 13Q | SEC ↗ |
| 20 | BANK OF AMERICA CORP /DE | 5,870,993 | $256M | +535,916 | +10.0% | 13Q | SEC ↗ |
| 21 | Capstone Financial Advisors, Inc. | 5,546,947 | $242M | +66,576 | +1.2% | 13Q | SEC ↗ |
| 22 | HighTower Advisors, LLC | 5,433,706 | $237M | -304,383 | -5.3% | 13Q | SEC ↗ |
| 23 | Wealthstream Advisors, Inc. | 5,084,210 | $222M | +119,969 | +2.4% | 11Q | SEC ↗ |
| 24 | Vestmark Advisory Solutions, Inc. | 5,037,164 | $220M | +247,918 | +5.2% | 13Q | SEC ↗ |
| 25 | GeoWealth Management, LLC | 4,952,425 | $216M | +108,604 | +2.2% | 9Q | SEC ↗ |
| 26 | JACKSON THORNTON WEALTH MANAGEMENT, LL | 4,902,914 | $214M | +58,890 | +1.2% | 13Q | SEC ↗ |
| 27 | AWM CAPITAL, LLC | 4,851,503 | $211M | +97,842 | +2.1% | 13Q | SEC ↗ |
| 28 | Modera Wealth Management, LLC | 4,831,430 | $211M | -16,672 | -0.3% | 13Q | SEC ↗ |
| 29 | TFO Wealth Partners, LLC | 4,664,603 | $203M | +407,978 | +9.6% | 13Q | SEC ↗ |
| 30 | RAYMOND JAMES FINANCIAL INC | 4,611,433 | $201M | +55,020 | +1.2% | 6Q | SEC ↗ |
| 31 | Heritage Financial Services, LLC | 4,520,404 | $197M | -100,620 | -2.2% | 12Q | SEC ↗ |
| 32 | Cerity Partners LLC | 4,461,856 | $194M | +466,400 | +11.7% | 13Q | SEC ↗ |
| 33 | Baird Financial Group, Inc. | 4,414,037 | $192M | -226,966 | -4.9% | 13Q | SEC ↗ |
| 34 | Asset Dedication, LLC | 4,350,772 | $190M | +88,285 | +2.1% | 12Q | SEC ↗ |
| 35 | Corient Private Wealth LLC | 4,205,759 | $183M | -4,824,164 | -53.4% | 13Q | SEC ↗ |
| 36 | Pure Financial Advisors, LLC | 4,186,049 | $182M | -63,861 | -1.5% | 13Q | SEC ↗ |
| 37 | Stratos Investment Management, LLC | 4,182,010 | $182M | +117,762 | +2.9% | 9Q | SEC ↗ |
| 38 | Mariner, LLC | 4,117,890 | $179M | +353,224 | +9.4% | 13Q | SEC ↗ |
| 39 | JFS WEALTH ADVISORS, LLC | 4,046,394 | $176M | +320,259 | +8.6% | 13Q | SEC ↗ |
| 40 | Austin Asset Management Co Inc | 4,042,822 | $176M | +9,629 | +0.2% | 13Q | SEC ↗ |
| 41 | OneDigital Investment Advisors LLC | 4,033,269 | $176M | +93,371 | +2.4% | 13Q | SEC ↗ |
| 42 | Evanson Asset Management, LLC | 3,991,743 | $174M | -10,472 | -0.3% | 13Q | SEC ↗ |
| 43 | PARK AVENUE SECURITIES LLC | 3,851,225 | $168M | +275,434 | +7.7% | 13Q | SEC ↗ |
| 44 | CARDIFF PARK ADVISORS, LLC | 3,835,945 | $167M | -129,461 | -3.3% | 13Q | SEC ↗ |
| 45 | Rockbridge Investment Management, LCC | 3,814,103 | $166M | +285,292 | +8.1% | 13Q | SEC ↗ |
| 46 | DecisionPoint Financial, LLC | 3,791,506 | $165M | +45,668 | +1.2% | 13Q | SEC ↗ |
| 47 | McGlone Suttner Wealth Management, Inc | 3,783,233 | $165M | +38,957 | +1.0% | 13Q | SEC ↗ |
| 48 | United Wealth Management, LLC | 3,762,717 | $164M | +152,796 | +4.2% | 6Q | SEC ↗ |
| 49 | Burton Enright Welch | 3,744,102 | $163M | +65,731 | +1.8% | 13Q | SEC ↗ |
| 50 | Triune Financial Partners, LLC | 3,684,951 | $161M | +54,526 | +1.5% | 13Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| WNY Asset Management, LLC | 1,589,897 | $69M |
| UBS AM, a distinct business unit of | 1,100,207 | $48M |
| Platform Wealth Management, LLC | 1,032,484 | $45M |
| CSP Financial Group, LLC | 874,504 | $38M |
| TRB Wealth Management, LLC | 854,642 | $37M |
| AA Financial Advisors, LLC | 740,205 | $32M |
| 3 FACTOR INDEXING, LLC | 536,347 | $23M |
| Diversified Enterprises, LLC | 397,837 | $17M |
| McCartney Wealth Management LLC | 308,747 | $13M |
| ACTION POINT FINANCIAL PLANNING, LL | 273,537 | $12M |
| Broadhurst Jeffrey B | 256,826 | $11M |
| Integrity Wealth Partners, LLC | 205,241 | $9M |
| Inspire Advisors, LLC | 171,958 | $7M |
| Everest Financial Group LLC | 131,015 | $6M |
| TIAA-CREF INDIVIDUAL & INSTITUTIONA | 104,962 | $5M |
| RENAISSANCE TECHNOLOGIES LLC | 96,800 | $4M |
| Summit Portfolio Management, LTD. | 92,402 | $4M |
| Vanguard National Trust Co | 86,724 | $4M |
| Americana Partners, LLC | 69,781 | $3M |
| BIP Wealth, LLC | 65,336 | $3M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| AXXCESS WEALTH MANAGEMENT, LLC | 1,107,868 | $48M |
| My Personal CFO, LLC | 325,976 | $14M |
| Forthright Family Wealth Advisory L | 293,543 | $13M |
| TrueWealth Financial Partners | 162,753 | $7M |
| PFG Private Wealth Management, LLC | 150,851 | $7M |
| GC Wealth Management RIA, LLC | 135,251 | $6M |
| Kovitz Investment Group Partners, L | 115,621 | $5M |
| McGrath & Associates, Inc. | 114,723 | $5M |
| Main Street Financial Solutions, LL | 103,233 | $4M |
| Concord Asset Management, LLC/VA | 84,146 | $4M |
| Diversify Advisory Services, LLC | 84,002 | $4M |
| TIAA TRUST, NATIONAL ASSOCIATION | 69,303 | $3M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 51,113 | $2M |
| TOWNSQUARE CAPITAL LLC | 42,116 | $2M |
| EWG Elevate Inc. | 39,465 | $2M |
| Solutions 4 Wealth, Ltd | 27,550 | $1M |
| GTS SECURITIES LLC | 25,652 | $1M |
| Pitcairn Wealth Advisors LLC | 22,603 | $985K |
| Tower Research Capital LLC (TRC) | 18,231 | $795K |
| Emprise Bank | 17,959 | $783K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Savant Capital, LLC | +4,363,314 | +54.4% | 12,388,275 |
| MERCER GLOBAL ADVISORS INC /ADV | +3,126,277 | +5.1% | 64,358,203 |
| Focus Partners Advisor Solutions, L | +1,907,134 | +12.0% | 17,846,261 |
| Apella Capital, LLC | +1,809,569 | +13.0% | 15,724,523 |
| Allworth Financial LP | +1,746,014 | +29.3% | 7,709,244 |
| FIFTH THIRD BANCORP | +1,584,747 | +3357.8% | 1,631,943 |
| Forum Financial Management, LP | +1,259,943 | +3.1% | 42,328,643 |
| ENVESTNET ASSET MANAGEMENT INC | +1,167,601 | +9.7% | 13,259,708 |
| FOUNDATIONS INVESTMENT ADVISORS, LL | +880,512 | +125.9% | 1,579,638 |
| Discipline Wealth Solutions, LLC | +733,307 | +45.8% | 2,333,696 |
| AQR CAPITAL MANAGEMENT LLC | +668,236 | +44.3% | 2,175,911 |
| Merit Financial Group, LLC | +596,349 | +113.1% | 1,123,648 |
| Integrated Wealth Concepts LLC | +583,392 | +22.8% | 3,142,236 |
| Farther Finance Advisors, LLC | +539,617 | +51.8% | 1,581,883 |
| BANK OF AMERICA CORP /DE | +535,916 | +10.0% | 5,870,993 |
| Rockwood Wealth Management, LLC | +478,929 | +4.1% | 12,077,663 |
| Cerity Partners LLC | +466,400 | +11.7% | 4,461,856 |
| TFO Wealth Partners, LLC | +407,978 | +9.6% | 4,664,603 |
| MASECO LLP | +398,067 | +23.2% | 2,112,163 |
| Catalyst Capital Advisors LLC | +384,633 | +13.1% | 3,324,162 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Corient Private Wealth LLC | -4,824,164 | -53.4% | 4,205,759 |
| Henrickson Nauta Wealth Advisors, I | -2,066,078 | -47.3% | 2,299,117 |
| Efficient Advisors, LLC | -1,870,085 | -70.5% | 782,273 |
| VANCE WEALTH, LLC | -1,852,629 | -48.6% | 1,958,955 |
| Align Financial, LLC | -1,765,504 | -97.5% | 45,580 |
| EARNED WEALTH ADVISORS, LLC | -1,579,803 | -53.5% | 1,372,177 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | -1,362,805 | -31.4% | 2,983,695 |
| OSAIC HOLDINGS, INC. | -1,345,434 | -37.2% | 2,271,718 |
| IFG Advisory, LLC | -936,377 | -98.1% | 18,187 |
| TWO SIGMA INVESTMENTS, LP | -767,500 | -52.4% | 696,900 |
| Wealthcare Advisory Partners LLC | -592,049 | -38.2% | 956,946 |
| Retirement Solution LLC | -529,003 | -45.9% | 622,843 |
| Aerodigm Wealth, LLC | -394,894 | -49.5% | 403,552 |
| Rockefeller Capital Management L.P. | -375,645 | -46.6% | 430,019 |
| Winthrop Advisory Group LLC | -323,342 | -50.1% | 321,678 |
| NewEdge Advisors, LLC | -312,581 | -12.6% | 2,171,690 |
| HighTower Advisors, LLC | -304,383 | -5.3% | 5,433,706 |
| Pathstone Holdings, LLC | -266,015 | -92.6% | 21,178 |
| Thrivent Financial for Lutherans | -255,740 | -87.9% | 35,139 |
| GRAND WEALTH MANAGEMENT, LLC | -236,505 | -11.3% | 1,849,146 |