SSW
DFAC icon

Stone Summit Wealth’s U.S. Core Equity 2 Portfolio ETF Class Shares 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
Q3 		$1.64M Sell
36,824
-189
-0.5% -$8.51K 0.44% 59
2026
Q2 		$1.64M Sell
37,013
-235
-0.6% -$10.1K 0.42% 60
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

Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
AWM Capital
AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return
McGlone Suttner Wealth Management
McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BWA
BCU Wealth Advisors Vernon Hills, Illinois $309M AUM 12.7% 1-Year Est. Return
Conrad Siegel Investment Advisors
Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return
B
BetterWealth San Jose, California $591M AUM 14.77% 1-Year Est. Return
Discipline Wealth Solutions
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return
ATI
ARK & TLK Investments Oklahoma City, Oklahoma $416M AUM 15.31% 1-Year Est. Return

Stone Summit Wealth's DFAC Position: Q3 2026 in Review

Stone Summit Wealth reduced its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 0.51% in Q3 2026, selling an estimated $8.51K and leaving 36,824 shares worth $1.64M. The position accounts for 0.44% of the portfolio, ranked #59.

Stone Summit Wealth first reported a position in DFAC in Q4 2021 and has held it in 20 quarters since. The position peaked at $4.75M in Q2 2025. 292 funds tracked by Wall St. Rank hold DFAC as of Q3 2026.

  • Stone Summit Wealth held 36,824 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $1.64M as of Q3 2026.
  • Stone Summit Wealth sold 189 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q3 2026, an estimated $8.51K.
  • U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.44% of Stone Summit Wealth's portfolio in Q3 2026, its #59 holding.
  • Stone Summit Wealth first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q4 2021 and has held it in 20 quarters since.
  • Stone Summit Wealth's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $4.75M in Q2 2025.
  • 292 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q3 2026.

Based on Stone Summit Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.