【13F·MEDIUM】DFA系列ETF清建同步,工具替换信号明显
Financial Symmetry Inc(2026-09-30):Financial Symmetry Inc 持仓市值从$299.7M升至$313.0M。本季对DFA US Small Cap Value ETF等同时清仓并新建仓,金额相近,反映基金工具替换或账户整理。权益仓位获增持,如DFA International Core Equity 2 ETF加$5.1M、DFA US Core Equity 2 ETF加$5.0M,同时略减DFA Core Fixed Income ETF $1.2M,并新建仓Vanguard Total Bond Market ETF。组合整体偏股再平衡,内部工具切换活跃。
· 新建仓DFA US Small Cap Value ETF投入$5.2M
· 加仓DFA International Core Equity 2 ETF +$5.1M至$22.2M
· 加仓DFA US Core Equity 2 ETF +$5.0M至$83.8M
· 清仓DFA US Small Cap Value ETF收回$4.9M
· 减持DFA Core Fixed Income ETF -$1.2M至$13.6M
· 新建仓Vanguard Total Bond Market ETF $933K