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Synergy Asset Management’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Synergy Asset Management’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 		$367K Buy
8,270
+60
+0.7% +$2.57K 0.03% 192
2026
Q1 		$319K Hold
8,210
– – 0.03% 203
2025
Q4 		$325K Sell
8,210
-16,420
-67% -$641K 0.03% 165
2025
Q3 		$905K Buy
24,630
+16,420
+200% +$613K 0.03% 179
2025
Q2 		$294K Hold
8,210
– – 0.03% 152
2025
Q1 		$271K Sell
8,210
-8,210
-50% -$285K 0.03% 151
2024
Q4 		$565K Buy
16,420
+8,210
+100% +$289K 0.04% 148
2024
Q3 		$282K Hold
8,210
– – 0.04% 116
2024
Q2 		$265K Hold
8,210
– – 0.04% 113
2024
Q1 		$262K Hold
8,210
– – 0.04% 110
2023
Q4 		$240K Hold
8,210
– – 0.04% 125
2023
Q3 		$215K Buy
+8,210
New +$224K 0.04% 123

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

Synergy Asset Management's DFAC Position: Q2 2026 in Review

Synergy Asset Management increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.73% in Q2 2026, buying an estimated $2.57K and bringing the position to 8,270 shares worth $367K. The position accounts for 0.03% of the portfolio, ranked #192.

Synergy Asset Management first reported a position in DFAC in Q3 2023 and has held it in 12 quarters since. The position peaked at $905K in Q3 2025. 1,218 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Synergy Asset Management held 8,270 shares of Dimensional US Core Equity 2 ETF worth $367K as of Q2 2026.
  • Synergy Asset Management bought 60 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $2.57K.
  • Dimensional US Core Equity 2 ETF made up 0.03% of Synergy Asset Management's portfolio in Q2 2026, its #192 holding.
  • Synergy Asset Management first reported a position in Dimensional US Core Equity 2 ETF in Q3 2023 and has held it in 12 quarters since.
  • Synergy Asset Management's Dimensional US Core Equity 2 ETF position peaked at $905K in Q3 2025.
  • 1,218 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Synergy Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.