Symphony Financial’s U.S. Core Equity 2 Portfolio ETF Class Shares 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 Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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 U.S. Core Equity 2 Portfolio ETF Class Shares (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. 1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Symphony Financial held 30,543 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $1.35M as of Q2 2026.
Symphony Financial bought 75 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $3.21K.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.15% of Symphony Financial's portfolio in Q2 2026, its #112 holding.
Symphony Financial first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q2 2021 and has held it in 20 quarters since.
1,222 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q2 2026.

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