Amicus Financial Advisors: Q2 2026 Portfolio Shifts Focus on Dimensional ETFs

As of June 30th, 2026, Amicus Financial Advisors (Amicus Financial Advisors) has seen its portfolio value reach $401.7 million.

The investment firm's holdings underwent several changes during this quarter, with a clear emphasis on increasing exposure to Dimensional Fund Total Core Equity ETFs and adding specific Vanguard and Schwab bond funds.

Prominent Purchases in Q2 2026

Amicus Financial Advisors demonstrated strong buying activity during the second quarter, significantly boosting its positions in several key Dimensional Fund Total Core Equity ETFs. The firm notably increased its holdings of DIMENSIONAL US CORE EQUITY 1 ETF (DCOR) by over 196%, adding a substantial amount to this core equity component.

Similarly, the investor significantly expanded its position in DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF (DFAI), increasing shares by 6.79%.

Furthermore, Amicus boosted its allocation to the Dimensional US Core Equity Market ETF (DFAU) and VANGUARD TOTAL WORLD BOND ETF (BNDW). The Dimensional US Core Equity allocation saw a slight increase, while the Vanguard Total World Bond fund also gained ground.

Additionally, the firm significantly added to its holdings of VANGUARD TAX-EXEMPT BOND ETF (VTEB), increasing shares by 259.71%, and also purchased a substantial amount of STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF (SPHY) with a nearly 72% increase in shares.

Limited Portfolio Changes Observed

The portfolio also saw some reductions during Q2, including decreases in the allocation to DFAU (-7.52%) and VANGUARD TOTAL BOND MARKET ETF (BND) (-4.55%).

However, the most significant change was a notable increase in shares for Dimensional's US Core Equity 1 ETF (DCOR). The firm also purchased new positions in DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF (DFIC), DIMENSIONAL GLOBAL REAL ESTATE ETF (DFGR), and DFAI.

Amicus also added to its holdings of the Dimensional US Core Equity 2 ETF (DFAC) and SCHWAB ETFS- US BROAD MARKET ETF (SCHB).

While the portfolio's sector breakdown shows most assets are categorized as 'Unknown', there is a small allocation to Real Estate (DFGR) and Consumer Defensive (via CELH). The investor holds a very small position in Technology (SCHB) and Communication Services.

Amicus Financial Advisors appears to favor diversified, institutional-grade ETFs focused on core market exposures during this reporting period.