FS
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Financial Symmetry’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Financial Symmetry’s Portfolio DFAC Stock Details DFAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$78.8M Buy
1,775,764
+94,863
+6% +$4.06M 26.29% 1
2026
Q1 		$71.3M Buy
1,680,901
+100,284
+6% +$4.04M 25.33% 1
2025
Q4 		$62.6M Buy
1,580,617
+58,805
+4% +$2.3M 25.52% 1
2025
Q3 		$58.7M Buy
1,521,812
+101,534
+7% +$3.79M 26.32% 1
2025
Q2 		$50.9M Buy
1,420,278
+190,426
+15% +$6.35M 26.29% 1
2025
Q1 		$40.6M Buy
1,229,852
+119,594
+11% +$4.15M 24.92% 1
2024
Q4 		$38.4M Buy
1,110,258
+65,059
+6% +$2.29M 26.03% 1
2024
Q3 		$35.8M Buy
1,045,199
+21,758
+2% +$719K 25.04% 2
2024
Q2 		$33M Buy
1,023,441
+70,346
+7% +$2.22M 25.66% 2
2024
Q1 		$30.5M Buy
953,095
+25,355
+3% +$765K 26.65% 1
2023
Q4 		$27.1M Buy
+927,740
New +$25.1M 26.69% 1

Other funds holding DFAC

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Financial Symmetry's DFAC Position: Q2 2026 in Review

Financial Symmetry increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 5.6% in Q2 2026, buying an estimated $4.06M and bringing the position to 1,775,764 shares worth $78.8M. The position accounts for 26.29% of the portfolio, ranked #1.

Financial Symmetry first reported a position in DFAC in Q4 2023 and has held it in 11 quarters since. 593 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Financial Symmetry held 1,775,764 shares of Dimensional US Core Equity 2 ETF worth $78.8M as of Q2 2026.
  • Financial Symmetry bought 94,863 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $4.06M.
  • Dimensional US Core Equity 2 ETF made up 26.29% of Financial Symmetry's portfolio in Q2 2026, its #1 holding.
  • Financial Symmetry first reported a position in Dimensional US Core Equity 2 ETF in Q4 2023 and has held it in 11 quarters since.
  • 593 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Financial Symmetry's 13F filing for Q2 2026, filed 14 Jul 2026.