DFAC institutional holders

Dimensional U.S. Core Equity 2 ETF · 1,268 reporting institutions · $38.4B reported value

Funds that can replace DFAC · DFAC return decomposition

Institutional holdings

Institutions reporting DFAC, largest first
InstitutionReported positionAdvisors at firmReport period
Mercer Global Advisors Inc /adv$3.2B02026-06-30
Forum Financial Management, LP$1.9B1162026-06-30
Focus Partners Wealth$1.9B1,0482026-06-30
Lpl Financial LLC$822.1M23,4582026-06-30
Focus Partners Advisor Solutions, LLC$781.1M422026-06-30
Apella Capital, LLC$713.4M1042026-06-30
Envestnet Pmc$612.7M602026-06-30
Savant Wealth Management$603.6M4052026-06-30
Greenspring Advisors, LLC$560.7M442026-06-30
Rockwood Wealth Management, LLC$547.3M462026-06-30
Sjs Investment Services$416M192026-06-30
Geometric Wealth Advisors, LLC$401.7M102026-06-30
Commonwealth Equity Services, LLC$371.2M2,8632026-06-30
Plancorp, LLC$349.9M522026-06-30
Wealthspire Advisors, LLC$334.9M2372026-06-30
Monograph Wealth Advisors, LLC$313.4M102026-06-30
Symmetry Partners, LLC$297.5M232026-06-30
Allworth Financial, LP$286.7M3172026-06-30
Bank of America Corp /de$263.9M02026-06-30
Beacon Pointe Advisors, LLC$261.1M4662026-06-30
Tfo Wealth Partners, LLC$253.4M362026-06-30
Assetmark, Inc$249.9M2202026-06-30
Capstone Financial Advisors, Inc.$245.9M182026-06-30
Integrated Wealth Concepts LLC$245.6M4802026-06-30
Raymond James Financial Inc$238.7M02026-06-30
Hightower Advisors, LLC$232.9M1,0462026-06-30
Awm Capital, LLC$229.9M292026-06-30
Vestmark Advisory Solutions, Inc.$223.7M82026-06-30
Jackson Thornton Wealth Management, LLC$218.7M92026-06-30
Geowealth Management, LLC$217.1M02026-06-30
Modera Wealth Management, LLC$213.4M1352026-06-30
Jfs Wealth Advisors, LLC$200.3M332026-06-30
Baird Financial Group, Inc.$198.1M02026-06-30
Asset Dedication, LLC$198M112026-06-30
Cerity Partners LLC$196.5M7772026-06-30
Wealthstream Advisors, Inc.$196.1M02025-09-30
Osaic Holdings, Inc.$191.6M02026-06-30
Stratos Investment Management, LLC$188.5M72026-06-30
Onedigital Investment Advisors LLC$188.4M3862026-06-30
Pure Financial Advisors, LLC$182M882026-06-30
Decisionpoint Financial, LLC$179.9M132026-06-30
Heritage Financial Services, LLC$179M02025-12-31
Austin Asset$177.8M152026-06-30
Evanson Financial, LLC$176.5M42026-06-30
Burton Enright Welch$176.4M122026-06-30
Corient Private Wealth LP$174.6M6742026-06-30
Rockbridge Investment Management, Lcc$170.4M02026-06-30
McGlone Suttner Wealth Management, Inc.$169.5M82026-06-30
Onyx Financial Advisors, LLC$167.9M72026-06-30
Triune Financial Partners, LLC$167.5M162026-06-30
United Wealth Management, LLC$167.5M62026-06-30
Cardiff Park Advisors, LLC$166.9M12026-06-30
Financial Plan, Inc.$164.3M132026-06-30
Evanson Asset Management, LLC$155.1M02026-03-31
Integrity Advisory Solutions, LLC$146.9M1272026-06-30
Mariner, LLC$146.4M02026-06-30
Catalyst Capital Advisors LLC$146.3M72026-06-30
Millburn Ridgefield LLC$146.3M02026-06-30
Edelman Financial Engines$144.8M7222026-06-30
Zhang Financial LLC$143.7M202026-06-30
Syverson Strege$141.8M142026-06-30
Wealth Enhancement Advisory Services, LLC$141.5M1,0262026-06-30
Royal Bank of Canada$137M02026-06-30
Conrad Siegel Investment Advisors$136.1M242026-06-30
Bcu Wealth Advisors, LLC$134.5M152026-06-30
Private Advisor Group, LLC$133.9M9272026-06-30
Core Wealth Management, Inc.$132.7M32026-06-30
Aqr Capital Management LLC$132.4M12026-06-30
Altiora Financial Group, LLC$128.1M12026-06-30
Betterwealth, LLC$125.9M52026-06-30
Creative Planning$122.4M1,1712026-06-30
C2p Capital Advisory Group, LLC D.b.a. Prosperity Capital Advisors$121.5M1032026-06-30
Ram Investment Partners, LLC$120.2M162026-06-30
Eaton-Cambridge Inc.$115.6M52026-06-30
Discipline Wealth Solutions, Inc.$115M192026-06-30
Hfm Investment Advisors, LLC$114.6M72026-06-30
New Capital Management LP$114M12026-06-30
Warwick Investment Management, Inc.$113M52026-06-30
Kestra Advisory Services, LLC$112.8M1,4792026-06-30
Ark & Tlk Investments, LLC$111.4M92026-06-30
Integrity Alliance, Llc.$109.1M3532026-06-30
Keb Asset Management, LLC$106.2M142026-06-30
Tci Wealth Advisors, Inc.$105.7M462026-06-30
Parkshore Wealth Management$105.3M52026-06-30
Henrickson Nauta Wealth Advisors, Inc.$105M102026-06-30
Maseco LLP$104.9M82026-06-30
Meridian Wealth Partners, LLC$104.3M102026-06-30
Lri Investments, LLC$102M252026-06-30
Heritage Investment Group, Inc.$101.8M122026-06-30
Ruedi Wealth Management, Inc.$101.8M52026-06-30
Newedge Advisors$101.6M6012026-06-30
Sc&h Financial Advisors, Inc.$98.8M192026-06-30
Sensible Money, LLC$98.6M132026-06-30
Shankervalleau Wealth Advisors, Inc.$97.5M42026-06-30
Verisail Partners, LLC$96.6M52026-06-30
Monument Group Wealth Advisors, LLC$95.8M32026-06-30
Prudent Man Investment Management$94M32026-06-30
Porter White Investment Advisors, Inc.$93.2M52026-06-30
Jpmorgan Chase & Co$90.3M02026-06-30
Vance Wealth$89M132026-06-30
Master's Wealth Management Inc.$87.9M92026-06-30
Brighton Jones LLC$87.4M1592026-06-30
Safeguard Investment Advisory Group, LLC$85.5M92026-06-30
Mattern Wealth Management LLC$84.1M42026-06-30
Cetera Investment Advisers$83.6M10,3702026-06-30
Straight Path Wealth Management$83.6M102026-06-30
Sax Wealth Advisors, LLC$83.5M422026-06-30
Capstone Capital LLC$83.1M52026-06-30
Grand Wealth Management, LLC$83.1M72026-06-30
Planning Center, Inc.$82.9M102026-06-30
Baker Boyer National Bank$82.9M02026-06-30
Wny Asset Management, LLC$82.9M292026-06-30
Hb Wealth Management, LLC$80.8M1692026-06-30
Chico Wealth RIA$80.1M02026-06-30
Financial Symmetry Inc$78.8M162026-06-30
Creative Capital Management Investments LLC$78.1M62026-06-30
Shearwater Capital LLC$76M42026-06-30
Claris Advisors, LLC / Mo$75.4M42026-06-30
UBS Group AG$75.3M02026-06-30
Worthpointe, LLC$75.2M72026-06-30
Cliftonlarsonallen Wealth Advisors, LLC$74.5M992026-06-30
Andrews, Lucia Wealth Management LLC$73.2M12026-06-30
Tillman Hartley LLC$73.1M32026-06-30
Glassman Wealth Services$72.4M142026-06-30
Foundations Investment Advisors, LLC$70.6M3022026-06-30
Wealth Advisors Northwest LLC$70.3M72026-06-30
Morton Capital Management Llc/ca$70.3M302026-06-30
Fifth Third Bancorp$70.2M02026-06-30
Smartleaf Asset Management LLC$70M92026-06-30
Aspen Capital Management, LLC$70M102026-06-30
Perigon Wealth Management, LLC$69.7M922026-06-30
Ballentine Capital Advisors, Inc$68.3M02026-06-30
Farther Finance Advisors, LLC$68M3342026-06-30
Strathmore Capital Advisors, Inc.$67.8M112026-06-30
True Wealth Design, LLC$66.5M72026-06-30
Forvis Mazars Wealth Advisors, LLC$64.1M832026-06-30
Comerica Bank$63.4M02025-12-31
Cypress Point Wealth Management, LLC$63.1M42026-06-30
Applied Capital LLC$62.3M02026-06-30
Orion Porfolio Solutions, LLC$60.3M1992026-06-30
Ep Wealth Advisors, LLC$60.1M3382026-06-30
Northwest Wealth Management, LLC$59.8M212026-06-30
Earned Wealth Advisors, LLC$59.6M462026-06-30
Trust Co of the South$57.7M02026-06-30
Rs Crum Inc.$57.6M62026-06-30
Quantinno Capital Management LP$57.6M02026-06-30
Midwest Heritage Bank, Fsb$56.8M52026-06-30
Demming Financial Services Corp /adv$56M02026-06-30
Bannerman Wealth$55.2M42026-06-30
Grunden Financial Advisory, Inc.$54.7M02025-12-31
Lauterbach Financial Advisors, LLC$54M122026-06-30
Passive Capital Management, Llc.$53.4M72026-06-30
Kenora Financial, LLC$53.2M42026-06-30
Johnson Wealth Management, LLC$51.5M32026-06-30
Client 1st Advisory Group, LLC$51.5M72026-06-30
Fmb Wealth Management$51.1M82026-06-30
Cahill Financial Advisors, Inc.$50.9M122026-06-30
Abel Hall, LLC$50.8M72026-06-30
Bayshore Asset Management, LLC$50.6M32026-06-30
Squire Investment Management Company, LLC$50.5M122026-06-30
Momentous Wealth Management, Inc.$50.4M82026-06-30
Rather & Kittrell, Inc.$49.8M202026-06-30
Md Financial Advisors / Vestment Financial$49.7M132026-06-30
Two Sigma Investments, LP$49.1M02026-06-30
UBS Am, A Distinct Business Unit of UBS Asset Management Americas LLC$48.8M02026-06-30
Merit Financial Group, LLC$48.7M2952026-06-30
Platform Wealth Management, LLC$48.6M112026-06-30
Cherrydale Wealth Management, LLC$48.3M12026-06-30
Equitable Holdings, Inc.$48.1M02026-06-30
Mills Wealth Advisors, LLC$47.5M72026-06-30
Savvy Advisors, Inc.$47.5M2142026-06-30
MML Investors Services, LLC$46.8M5,1202026-06-30
Red Lighthouse Investment Management, LLC$46.6M12026-06-30
Capstone Wealth Management, Inc.$46.2M62026-06-30
Cardinal Point Capital Management Ulc$46M82026-06-30
Vantage Point Financial LLC$45.9M162026-06-30
Bip Wealth, LLC$45.6M622026-06-30
Pbmares Wealth Management LLC$45.3M12025-09-30
Pandowealth. LLC$45.3M132026-06-30
Ifg Advisory, LLC$44M1102026-06-30
Xy Planning Network, Inc.$43.3M02026-06-30
Parker Financial LLC$43.2M42026-06-30
Trellis Wealth Advisors LLC$43.2M42026-06-30
Mission Wealth Management, LP$43.2M1382026-06-30
Vested Financial Planning, LLC$42.8M12026-06-30
North Ridge Wealth Advisors, Inc.$42.5M02026-03-31
Versant Capital Management, Inc.$42.3M112026-06-30
Schulz Wealth, Ltd.$42.3M32026-06-30
Arcadia Wealth Management, Inc.$42M02026-06-30
Private Wealth Management Group, LLC$41.2M72026-06-30
Lutz Financial Services LLC$41.2M152026-06-30
Wealthcare Advisory Partners LLC$41.1M1702026-06-30
Csp Financial Group, LLC$41M212026-06-30
Leonard Rickey Investment Advisors P.LLC$41M92026-06-30
Rachor Investment Advisory Services, LLC$40.7M42026-06-30
Dinuzzo Private Wealth, Inc.$40.7M82026-06-30
Watchman Group, Inc.$40.7M52026-06-30
Fiduciary Financial Group, LLC$39.8M92026-06-30
Raffa Wealth Management, LLC$39.7M62026-06-30
Dopkins Wealth Management, LLC$39.3M72026-06-30
Bco Wealth Management, LLC$39.2M42026-06-30
Babb Wealth Advisors LLC$39.1M32026-06-30
Truist Financial Corp$38.9M02026-06-30
Old Peak Finance LLC$38.9M82026-06-30
Htg Investment Advisors Inc$38.7M122026-06-30
Quarry Hill Advisors, LLC$38.4M42026-06-30
Chicago Partners Investment Group LLC$38.3M572026-06-30
Pacific Asset Management, LLC$38M02026-06-30
Trb Wealth Management, LLC$37.5M122026-06-30
B&D White Capital Company, LLC$37.2M62026-06-30
Financial Alternatives, Inc$37M62026-06-30
Outbound Financial$36.5M12026-06-30
Captrust Financial Advisors$36.2M9622026-06-30
Jp Wealth Management, Inc.$36.2M22026-06-30
Switchpoint Financial Planning, LLC$36.1M22026-06-30
Milwealth Group LLC$35.9M52026-06-30
Umb Bank, N.A.$35.7M02026-06-30
Parkwoods Wealth Partners, LLC$35.5M312026-06-30
Beacon Financial Strategies Corp$35M42026-06-30
Marrick Wealth$34.9M22026-06-30
Cambridge Financial Group, LLC$34.8M52026-06-30
Scratch Capital$34.7M42026-06-30
Aspen Wealth Management LLC$34.5M82026-06-30
Lifeguide Financial Advisors, LLC$34.5M162026-06-30
Wheels Up Wealth, Inc.$34.5M32026-06-30
Bridge Generations Wealth Management LLC$34.3M42026-06-30
New Dimensions Wealth Management, LLC$33.2M22026-06-30
Sageoak Financial, LLC$33.1M32026-06-30
Peirce Capital Management, LLC$33.1M52026-06-30
Financial Harvest, LLC$32.6M72026-06-30
Advisornet Wealth Partners$32.5M582026-06-30
Robertson Stephens Wealth Management, LLC$32.4M722026-06-30
Aa Financial Advisors, LLC$32.4M122026-06-30
Dynamic$32.3M752026-06-30
American Capital Advisory, LLC$32.1M72026-06-30
Generations Wealth, LLC$31.9M22026-06-30
Phillips Financial Management, LLC$31.4M152026-06-30
Liberty Wealth Management LLC$31.4M252026-06-30
Empirical Financial Services, LLC D.b.a. Empirical Wealth Management$31.3M02026-06-30
Longview Financial Advisors LLC$31.3M22026-06-30
Beacon Hill Wealth Management Ltd.$31.1M52026-06-30
Rcs Financial Planning, LLC$31M22026-06-30
Wolfstich Capital, LLC$31M12026-06-30
Retirement Solution LLC$30.9M182026-06-30
Able Financial Group, LLC$30.8M92026-06-30
Efficient Advisors, LLC$30.4M02026-03-31
Aurelius Family Office LLC$30.2M52026-06-30
Northwestern Mutual Wealth Management Co$29.6M02026-06-30
Keudell/morrison Wealth Management$29.5M82026-06-30
Mather Group, Llc.$29.1M1102026-06-30

The 250 largest of 1,268 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30