Summit Investment Advisors, Inc.\KS’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Summit Investment Advisors, Inc.\KS’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 Q3	$11.1M	Sell	248,932 -78,422	-24%	-$3.53M	5%	5
2026 Q2	$14.5M	Sell	327,354 -103,615	-24%	-$4.43M	6.64%	5
2026 Q1	$16.7M	Sell	430,969 -28,237	-6%	-$1.14M	8.5%	2
2025 Q4	$18.2M	Buy	+459,206	New	+$17.9M	9.74%	1

Other funds holding DFAC

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

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

Rockwood Wealth Management New Hope, Pennsylvania $1.67B AUM 11.93% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $2.22B AUM 13.98% 1-Year Est. Return

SJS Investment Consulting Sylvania, Ohio $993M AUM 16.29% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Summit Investment Advisors, Inc.\KS's DFAC Position: Q3 2026 in Review

Summit Investment Advisors, Inc.\KS reduced its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 24% in Q3 2026, selling an estimated $3.53M and leaving 248,932 shares worth $11.1M. The position accounts for 5% of the portfolio, ranked #5.

Summit Investment Advisors, Inc.\KS first reported a position in DFAC in Q4 2025 and has held it in 4 quarters since. The position peaked at $18.2M in Q4 2025. 686 funds tracked by Wall St. Rank hold DFAC as of Q3 2026.

Summit Investment Advisors, Inc.\KS held 248,932 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $11.1M as of Q3 2026.
Summit Investment Advisors, Inc.\KS sold 78,422 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q3 2026, an estimated $3.53M.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 5% of Summit Investment Advisors, Inc.\KS's portfolio in Q3 2026, its #5 holding.
Summit Investment Advisors, Inc.\KS first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q4 2025 and has held it in 4 quarters since.
Summit Investment Advisors, Inc.\KS's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $18.2M in Q4 2025.
686 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q3 2026.

Based on Summit Investment Advisors, Inc.\KS's 13F filing for Q3 2026, filed 5 Nov 2026.