DFAC Institutional Ownership
Dimensional - US Core Equity 2 ETF
1W: -0.2%
1M: -0.9%
3M: +1.1%
YTD: +13.0%
1Y: +16.6%
3Y: +76.5%
5Y: +73.8%
$44.97
+0.31 (+0.69%)
Weekly Expected Move ±1.4%
$44
$44
$45
$46
$46
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
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Institutional Ownership — DFAC
1,252
Institutional Holders
+28 vs prior quarter
0.0%
Ownership
+0.00pp
38B
Total Invested
89
New Positions
491
Increased
399
Reduced
31
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (1298 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MERCER GLOBAL ADVISORS INC /ADV | 73,219,086 | 3.3B | +2,926,765 | +4.2% | 21Q | SEC ↗ |
| 2 | Forum Financial Management, LP | 42,594,541 | 1.9B | +265,898 | +0.6% | 19Q | SEC ↗ |
| 3 | Focus Partners Wealth | 42,128,827 | 1.9B | -455,293 | -1.1% | 11Q | SEC ↗ |
| 4 | LPL Financial LLC | 18,533,056 | $833M | +1,026,138 | +5.9% | 17Q | SEC ↗ |
| 5 | Focus Partners Advisor Solutions, LLC | 17,607,276 | $792M | -238,985 | -1.3% | 19Q | SEC ↗ |
| 6 | Apella Capital, LLC | 16,110,656 | $724M | +386,133 | +2.5% | 13Q | SEC ↗ |
| 7 | ENVESTNET ASSET MANAGEMENT INC | 13,812,388 | $621M | +552,680 | +4.2% | 21Q | SEC ↗ |
| 8 | Savant Capital, LLC | 13,605,470 | $612M | +1,217,195 | +9.8% | 21Q | SEC ↗ |
| 9 | Greenspring Advisors, LLC | 12,639,119 | $568M | -725,421 | -5.4% | 4Q | SEC ↗ |
| 10 | Rockwood Wealth Management, LLC | 12,338,697 | $555M | +261,034 | +2.2% | 19Q | SEC ↗ |
| 11 | SJS Investment Consulting Inc. | 9,377,832 | $422M | +146,060 | +1.6% | 16Q | SEC ↗ |
| 12 | Geometric Wealth Advisors | 9,054,523 | $407M | +357,663 | +4.1% | 17Q | SEC ↗ |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | 8,368,847 | $376M | +31,296 | +0.4% | 21Q | SEC ↗ |
| 14 | Plancorp, LLC | 7,886,805 | $355M | -2,449,200 | -23.7% | 21Q | SEC ↗ |
| 15 | Wealthspire Advisors, LLC | 7,548,752 | $339M | +43,777 | +0.6% | 11Q | SEC ↗ |
| 16 | MONOGRAPH WEALTH ADVISORS, LLC | 7,065,425 | $318M | +227,269 | +3.3% | 19Q | SEC ↗ |
| 17 | Symmetry Partners, LLC | 6,707,000 | $302M | +12,043 | +0.2% | 21Q | SEC ↗ |
| 18 | Allworth Financial LP | 6,464,130 | $291M | -1,245,114 | -16.2% | 21Q | SEC ↗ |
| 19 | BANK OF AMERICA CORP /DE | 5,948,676 | $268M | +77,683 | +1.3% | 15Q | SEC ↗ |
| 20 | Beacon Pointe Advisors, LLC | 5,886,102 | $265M | -15,019 | -0.3% | 21Q | SEC ↗ |
| 21 | TFO Wealth Partners, LLC | 5,711,324 | $257M | +1,046,721 | +22.4% | 21Q | SEC ↗ |
| 22 | ASSETMARK, INC | 5,633,519 | $253M | +3,343,917 | +146.0% | 21Q | SEC ↗ |
| 23 | Capstone Financial Advisors, Inc. | 5,543,948 | $249M | -2,999 | -0.1% | 21Q | SEC ↗ |
| 24 | RAYMOND JAMES FINANCIAL INC | 5,381,782 | $242M | +770,349 | +16.7% | 7Q | SEC ↗ |
| 25 | HighTower Advisors, LLC | 5,249,890 | $236M | -183,816 | -3.4% | 21Q | SEC ↗ |
| 26 | AWM CAPITAL, LLC | 5,181,625 | $233M | +330,122 | +6.8% | 20Q | SEC ↗ |
| 27 | Vestmark Advisory Solutions, Inc. | 5,042,328 | $227M | +5,164 | +0.1% | 14Q | SEC ↗ |
| 28 | JACKSON THORNTON WEALTH MANAGEMENT, LL | 4,929,596 | $222M | +26,682 | +0.5% | 19Q | SEC ↗ |
| 29 | GeoWealth Management, LLC | 4,893,413 | $220M | -59,012 | -1.2% | 10Q | SEC ↗ |
| 30 | Modera Wealth Management, LLC | 4,811,065 | $216M | -20,365 | -0.4% | 21Q | SEC ↗ |
| 31 | JFS WEALTH ADVISORS, LLC | 4,515,601 | $203M | +469,207 | +11.6% | 21Q | SEC ↗ |
| 32 | Baird Financial Group, Inc. | 4,466,378 | $201M | +52,341 | +1.2% | 21Q | SEC ↗ |
| 33 | Asset Dedication, LLC | 4,464,536 | $201M | +6,539 | +0.1% | 21Q | SEC ↗ |
| 34 | Cerity Partners LLC | 4,429,007 | $199M | -32,849 | -0.7% | 21Q | SEC ↗ |
| 35 | OSAIC HOLDINGS, INC. | 4,319,715 | $194M | +2,047,997 | +90.2% | 21Q | SEC ↗ |
| 36 | Stratos Investment Management, LLC | 4,248,964 | $191M | +66,954 | +1.6% | 10Q | SEC ↗ |
| 37 | OneDigital Investment Advisors LLC | 4,246,503 | $191M | +213,234 | +5.3% | 21Q | SEC ↗ |
| 38 | PARK AVENUE SECURITIES LLC | 4,201,813 | $189M | +350,588 | +9.1% | 21Q | SEC ↗ |
| 39 | Pure Financial Advisors, LLC | 4,103,209 | $185M | -82,840 | -2.0% | 21Q | SEC ↗ |
| 40 | DecisionPoint Financial, LLC | 4,061,339 | $183M | +269,833 | +7.1% | 15Q | SEC ↗ |
| 41 | Austin Asset Management Co Inc | 4,009,061 | $180M | -33,761 | -0.8% | 19Q | SEC ↗ |
| 42 | Evanson Asset Management, LLC | 3,991,743 | $180M | -10,472 | -0.3% | 20Q | SEC ↗ |
| 43 | Evanson Financial, LLC NEW | 3,978,431 | $179M | — | +0.0% | 1Q | SEC ↗ |
| 44 | Burton Enright Welch | 3,976,632 | $179M | +232,530 | +6.2% | 19Q | SEC ↗ |
| 45 | Corient Private Wealth LP | 3,935,874 | $177M | -269,885 | -6.4% | 15Q | SEC ↗ |
| 46 | Rockbridge Investment Management, LCC | 3,841,280 | $173M | +27,177 | +0.7% | 19Q | SEC ↗ |
| 47 | McGlone Suttner Wealth Management, Inc | 3,821,991 | $172M | +38,758 | +1.0% | 15Q | SEC ↗ |
| 48 | Onyx Financial Advisors, LLC | 3,784,124 | $170M | +107,747 | +2.9% | 15Q | SEC ↗ |
| 49 | Triune Financial Partners, LLC | 3,775,213 | $170M | +90,262 | +2.4% | 19Q | SEC ↗ |
| 50 | United Wealth Management, LLC | 3,775,121 | $170M | +12,404 | +0.3% | 7Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Evanson Financial, LLC | 3,978,431 | $179M |
| TWO SIGMA INVESTMENTS, LP | 1,106,500 | $50M |
| Platform Wealth Management, LLC | 1,095,516 | $49M |
| Schulz Wealth, LTD. | 953,100 | $43M |
| BEACON HILL WEALTH MANAGEMENT LTD. | 701,602 | $32M |
| Diversify Advisory Services, LLC | 430,908 | $19M |
| Pacific Park Financial, Inc. | 358,171 | $16M |
| Forthright Family Wealth Advisory L | 291,271 | $13M |
| Mission Hills Financial Advisory, L | 281,251 | $13M |
| AXXCESS WEALTH MANAGEMENT, LLC | 272,906 | $12M |
| Integrity Wealth Partners, LLC | 205,241 | $9M |
| Global Retirement Partners, LLC | 178,911 | $8M |
| Tennessee Valley Asset Management P | 165,445 | $7M |
| McGrath & Associates, Inc. | 143,023 | $6M |
| Nuveen, LLC | 120,776 | $5M |
| McCarthy Asset Management, Inc. | 105,934 | $5M |
| Summit Portfolio Management, LTD. | 92,402 | $4M |
| Liberty Capital Management, Inc. | 72,322 | $3M |
| Tower Research Capital LLC (TRC) | 45,318 | $2M |
| Revolve Wealth Partners, LLC | 34,320 | $2M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| TrueWealth Financial Partners | 162,753 | $7M |
| GC Wealth Management RIA, LLC | 135,251 | $6M |
| EVOKE WEALTH, LLC | 78,225 | $4M |
| TIAA TRUST, NATIONAL ASSOCIATION | 69,303 | $3M |
| 49 WEALTH MANAGEMENT, LLC | 67,106 | $3M |
| Ocean Park Asset Management, LLC | 61,978 | $3M |
| Baer Investment Advisory LLC | 29,110 | $1M |
| Independent Advisor Alliance | 26,552 | $1M |
| SIGNATURE ESTATE & INVESTMENT ADVIS | 18,835 | $847K |
| Meeder Advisory Services, Inc. | 17,047 | $767K |
| Ascentis Independent Advisors | 16,942 | $762K |
| Fiduciary Alliance LLC | 13,043 | $587K |
| ROGCO, LP | 12,760 | $574K |
| Reyes Financial Architecture, Inc. | 12,411 | $558K |
| TFB Advisors LLC | 11,718 | $527K |
| PETTYJOHN, WOOD & WHITE, INC | 11,077 | $498K |
| SEGALL BRYANT & HAMILL, LLC | 10,940 | $492K |
| Cypress Wealth Services, LLC | 10,624 | $478K |
| WealthShield Partners, LLC | 10,422 | $469K |
| Coquina Private Wealth LLC | 10,316 | $464K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| ASSETMARK, INC | +3,343,917 | +146.0% | 5,633,519 |
| MERCER GLOBAL ADVISORS INC /ADV | +2,926,765 | +4.2% | 73,219,086 |
| OSAIC HOLDINGS, INC. | +2,047,997 | +90.2% | 4,319,715 |
| Savant Capital, LLC | +1,217,195 | +9.8% | 13,605,470 |
| TFO Wealth Partners, LLC | +1,046,721 | +22.4% | 5,711,324 |
| LPL Financial LLC | +1,026,138 | +5.9% | 18,533,056 |
| IFG Advisory, LLC | +973,544 | +5353.0% | 991,731 |
| BIP Wealth, LLC | +961,673 | +1471.9% | 1,027,009 |
| AQR CAPITAL MANAGEMENT LLC | +808,184 | +37.1% | 2,984,095 |
| RAYMOND JAMES FINANCIAL INC | +770,349 | +16.7% | 5,381,782 |
| ENVESTNET ASSET MANAGEMENT INC | +552,680 | +4.2% | 13,812,388 |
| JFS WEALTH ADVISORS, LLC | +469,207 | +11.6% | 4,515,601 |
| CPA Asset Management Group, LLC | +438,708 | +2971.7% | 453,471 |
| JANE STREET GROUP, LLC | +392,124 | +4978.7% | 400,000 |
| Apella Capital, LLC | +386,133 | +2.5% | 16,110,656 |
| Geometric Wealth Advisors | +357,663 | +4.1% | 9,054,523 |
| PARK AVENUE SECURITIES LLC | +350,588 | +9.1% | 4,201,813 |
| AWM CAPITAL, LLC | +330,122 | +6.8% | 5,181,625 |
| Thrivent Financial for Lutherans | +310,420 | +883.4% | 345,559 |
| Integrity Advisory Solutions, LLC | +292,324 | +9.7% | 3,311,006 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Plancorp, LLC | -2,449,200 | -23.7% | 7,886,805 |
| Allworth Financial LP | -1,245,114 | -16.2% | 6,464,130 |
| Mariner, LLC | -817,853 | -19.9% | 3,300,037 |
| Greenspring Advisors, LLC | -725,421 | -5.4% | 12,639,119 |
| Efficient Advisors, LLC | -543,906 | -41.0% | 782,273 |
| Focus Partners Wealth | -455,293 | -1.1% | 42,128,827 |
| Porter White Investment Advisors, I | -338,671 | -13.9% | 2,100,973 |
| Corient Private Wealth LP | -269,885 | -6.4% | 3,935,874 |
| Focus Partners Advisor Solutions, L | -238,985 | -1.3% | 17,607,276 |
| M Holdings Securities, Inc. | -201,329 | -67.4% | 97,176 |
| HighTower Advisors, LLC | -183,816 | -3.4% | 5,249,890 |
| CWM, LLC | -160,306 | -26.9% | 434,837 |
| C2P Capital Advisory Group, LLC d.b | -118,853 | -4.2% | 2,739,886 |
| EverSource Wealth Advisors, LLC | -109,545 | -15.9% | 580,195 |
| Balance Wealth Partners LLC | -98,943 | -91.1% | 9,661 |
| Safeguard Investment Advisory Group | -96,055 | -4.7% | 1,926,531 |
| Pure Financial Advisors, LLC | -82,840 | -2.0% | 4,103,209 |
| Leonard Rickey Investment Advisors | -76,663 | -7.7% | 923,750 |
| L2 Asset Management, LLC | -75,539 | -50.6% | 73,852 |
| Forvis Mazars Wealth Advisors, LLC | -75,274 | -4.9% | 1,445,497 |