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Summit Financial Consulting’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Summit Financial Consulting’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
Q2 		$226K Buy
+5,090
New +$218K 0.15% 45

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Summit Financial Consulting's DFAC Position: Q2 2026 in Review

Summit Financial Consulting opened a new position in U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) in Q2 2026: 5,090 shares worth $226K. The stake represents 0.15% of the portfolio and ranks #45 among its holdings.

1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Summit Financial Consulting held 5,090 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $226K as of Q2 2026.
  • U.S. Core Equity 2 Portfolio ETF Class Shares was a new Summit Financial Consulting position in Q2 2026.
  • U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.15% of Summit Financial Consulting's portfolio in Q2 2026, its #45 holding.
  • 1,222 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q2 2026.

Based on Summit Financial Consulting's 13F filing for Q2 2026, filed 7 Aug 2026.