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

Symphony Financial’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 		$1.35M Buy
30,543
+75
+0.2% +$3.21K 0.15% 112
2026
Q1 		$1.17M Buy
30,468
+77
+0.3% +$3.1K 0.15% 105
2025
Q4 		$1.21M Buy
30,391
+70
+0.2% +$2.73K 0.16% 98
2025
Q3 		$1.16M Sell
30,321
-2,278
-7% -$85K 0.14% 108
2025
Q2 		$1.18M Buy
+32,599
New +$1.09M 0.15% 107
2025
Q1 		– Sell
-32,434
Closed -$1.16M – 124
2024
Q4 		$1.16M Buy
32,434
+86
+0.3% +$3.03K 0.18% 95
2024
Q3 		$1.11M Hold
32,348
– – 0.18% 94
2024
Q2 		$1.04M Hold
32,348
– – 0.19% 88
2024
Q1 		$1.03M Sell
32,348
-500
-2% -$15.1K 0.24% 79
2023
Q4 		$945K Sell
32,848
-826
-2% -$22.4K 0.2% 88
2023
Q3 		$878K Buy
33,674
+110
+0.3% +$3K 0.22% 82
2023
Q2 		$903K Buy
33,564
+104
+0.3% +$2.68K 0.22% 87
2023
Q1 		$840K Sell
33,460
-331
-1% -$8.38K 0.22% 92
2022
Q4 		$824K Buy
33,791
+152
+0.5% +$3.7K 0.22% 88
2022
Q3 		$757K Buy
33,639
+114
+0.3% +$2.8K 0.25% 91
2022
Q2 		$787K Buy
33,525
+109
+0.3% +$2.76K 0.23% 86
2022
Q1 		$909K Buy
33,416
+4,156
+14% +$114K 0.21% 88
2021
Q4 		$851K Buy
29,260
+121
+0.4% +$3.41K 0.24% 77
2021
Q3 		$784K Buy
29,139
+82
+0.3% +$2.23K 0.27% 65
2021
Q2 		$777K Buy
+29,057
New +$772K 0.26% 66

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Symphony Financial's DFAC Position: Q2 2026 in Review

Symphony Financial increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.25% in Q2 2026, buying an estimated $3.21K and bringing the position to 30,543 shares worth $1.35M. The position accounts for 0.15% of the portfolio, ranked #112.

Symphony Financial first reported a position in DFAC in Q2 2021 and has held it in 20 quarters since. 1,215 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Symphony Financial held 30,543 shares of Dimensional US Core Equity 2 ETF worth $1.35M as of Q2 2026.
  • Symphony Financial bought 75 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $3.21K.
  • Dimensional US Core Equity 2 ETF made up 0.15% of Symphony Financial's portfolio in Q2 2026, its #112 holding.
  • Symphony Financial first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 20 quarters since.
  • 1,215 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.