Synergy Investment Management’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Synergy Investment 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	$43.4K	Buy	+993	New	+$42.5K	0.01%	402

Other funds holding DFAC

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

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

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

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

Synergy Investment Management opened a new position in U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) in Q2 2026: 993 shares worth $43.4K. The stake represents 0.01% of the portfolio and ranks #402 among its holdings.

1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Synergy Investment Management held 993 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $43.4K as of Q2 2026.
U.S. Core Equity 2 Portfolio ETF Class Shares was a new Synergy Investment Management position in Q2 2026.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.01% of Synergy Investment Management's portfolio in Q2 2026, its #402 holding.
1,222 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.