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Stone Summit Wealth’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Stone Summit Wealth’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
Q1 		$1.45M Sell
37,248
-995
-3% -$40.1K 0.4% 61
2025
Q4 		$1.51M Sell
38,243
-2,359
-6% -$92.1K 0.41% 58
2025
Q3 		$1.57M Sell
40,602
-92,013
-69% -$3.43M 0.44% 60
2025
Q2 		$4.75M Buy
132,615
+3,232
+2% +$108K 1.47% 16
2025
Q1 		$4.27M Buy
129,383
+6,605
+5% +$229K 1.45% 18
2024
Q4 		$4.25M Sell
122,778
-1,239
-1% -$43.6K 1.43% 21
2024
Q3 		$4.25M Buy
124,017
+18,881
+18% +$624K 1.37% 21
2024
Q2 		$3.39M Buy
105,136
+8,076
+8% +$255K 1.22% 28
2024
Q1 		$3.1M Buy
97,060
+2,719
+3% +$82.1K 1.08% 29
2023
Q4 		$2.76M Buy
94,341
+6,780
+8% +$183K 1.06% 29
2023
Q3 		$2.29M Buy
87,561
+12,602
+17% +$344K 0.98% 33
2023
Q2 		$2.04M Buy
74,959
+5,744
+8% +$148K 0.84% 40
2023
Q1 		$1.76M Buy
69,215
+12,986
+23% +$329K 0.78% 44
2022
Q4 		$1.37M Buy
56,229
+11,555
+26% +$281K 0.67% 50
2022
Q3 		$993K Buy
44,674
+6,149
+16% +$151K 0.61% 54
2022
Q2 		$898K Buy
38,525
+3,890
+11% +$98.5K 0.54% 59
2022
Q1 		$959K Buy
34,635
+4,427
+15% +$121K 0.54% 59
2021
Q4 		$870K Buy
+30,208
New +$852K 0.71% 53

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Stone Summit Wealth's DFAC Position: Q1 2026 in Review

Stone Summit Wealth reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 2.6% in Q1 2026, selling an estimated $40.1K and leaving 37,248 shares worth $1.45M. The position accounts for 0.4% of the portfolio, ranked #61.

Stone Summit Wealth first reported a position in DFAC in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.75M in Q2 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Stone Summit Wealth held 37,248 shares of Dimensional US Core Equity 2 ETF worth $1.45M as of Q1 2026.
  • Stone Summit Wealth sold 995 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $40.1K.
  • Dimensional US Core Equity 2 ETF made up 0.4% of Stone Summit Wealth's portfolio in Q1 2026, its #61 holding.
  • Stone Summit Wealth first reported a position in Dimensional US Core Equity 2 ETF in Q4 2021 and has held it in 18 quarters since.
  • Stone Summit Wealth's Dimensional US Core Equity 2 ETF position peaked at $4.75M in Q2 2025.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Stone Summit Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.