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Financial Synergies Wealth Advisors’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Financial Synergies Wealth Advisors’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 		$1.45M Buy
32,713
+79
+0.2% +$3.38K 0.12% 58
2026
Q1 		$1.27M Buy
32,634
+31
+0.1% +$1.25K 0.12% 56
2025
Q4 		$1.29M Buy
32,603
+74
+0.2% +$2.89K 0.12% 51
2025
Q3 		$1.25M Buy
32,529
+88
+0.3% +$3.28K 0.13% 47
2025
Q2 		$1.16M Buy
32,441
+96
+0.3% +$3.2K 0.13% 46
2025
Q1 		$1.07M Buy
32,345
+624
+2% +$21.7K 0.13% 41
2024
Q4 		$1.1M Buy
31,721
+91
+0.3% +$3.21K 0.14% 40
2024
Q3 		$1.08M Buy
31,630
+87
+0.3% +$2.87K 0.13% 39
2024
Q2 		$1.02M Buy
31,543
+95
+0.3% +$3K 0.14% 42
2024
Q1 		$1M Buy
31,448
+472
+2% +$14.2K 0.13% 42
2023
Q4 		$752K Sell
30,976
-297
-0.9% -$8.04K 0.12% 45
2023
Q3 		$819K Buy
31,273
+114
+0.4% +$3.11K 0.12% 43
2023
Q2 		$846K Buy
31,159
+108
+0.3% +$2.78K 0.12% 41
2023
Q1 		$791K Buy
31,051
+75
+0.2% +$1.9K 0.12% 43
2022
Q4 		$752K Buy
30,976
+157
+0.5% +$3.82K 0.12% 45
2022
Q3 		$685K Buy
30,819
+119
+0.4% +$2.92K 0.12% 45
2022
Q2 		$715K Buy
+30,700
New +$777K 0.12% 45
2022
Q1 		– Sell
-30,568
Closed -$886K – 60
2021
Q4 		$886K Buy
30,568
+124
+0.4% +$3.5K 0.12% 40
2021
Q3 		$809K Buy
30,444
+85
+0.3% +$2.31K 0.11% 37
2021
Q2 		$819K Buy
+30,359
New +$807K 0.11% 35

Other funds holding DFAC

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
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return
MSWM
McGlone Suttner Wealth Management Appleton, Wisconsin $852M AUM 22.53% 1-Year Est. Return
OFA
Onyx Financial Advisors Idaho Falls, Idaho $278M AUM 19.67% 1-Year Est. Return

Financial Synergies Wealth Advisors's DFAC Position: Q2 2026 in Review

Financial Synergies Wealth Advisors increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.24% in Q2 2026, buying an estimated $3.38K and bringing the position to 32,713 shares worth $1.45M. The position accounts for 0.12% of the portfolio, ranked #58.

Financial Synergies Wealth Advisors first reported a position in DFAC in Q2 2021 and has held it in 20 quarters since. 363 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Financial Synergies Wealth Advisors held 32,713 shares of Dimensional US Core Equity 2 ETF worth $1.45M as of Q2 2026.
  • Financial Synergies Wealth Advisors bought 79 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $3.38K.
  • Dimensional US Core Equity 2 ETF made up 0.12% of Financial Synergies Wealth Advisors's portfolio in Q2 2026, its #58 holding.
  • Financial Synergies Wealth Advisors first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 20 quarters since.
  • 363 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.