Summit Financial Strategies’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Summit Financial Strategies’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	$410K	Hold	9,240	–	–	0.03%	109
2026 Q1	$359K	Hold	9,240	–	–	0.03%	118
2025 Q4	$366K	Hold	9,240	–	–	0.03%	110
2025 Q3	$356K	Hold	9,240	–	–	0.03%	113
2025 Q2	$331K	Hold	9,240	–	–	0.03%	116
2025 Q1	$305K	Sell	9,240 -103	-1%	-$3.58K	0.03%	114
2024 Q4	$323K	Hold	9,343	–	–	0.04%	112
2024 Q3	$320K	Hold	9,343	–	–	0.04%	114
2024 Q2	$301K	Hold	9,343	–	–	0.04%	111
2024 Q1	$299K	Sell	9,343 -859	-8%	-$25.9K	0.04%	112
2023 Q4	$298K	Buy	10,202 +1,942	+24%	+$52.5K	0.05%	112
2023 Q3	$216K	Hold	8,260	–	–	0.04%	112
2023 Q2	$224K	Hold	8,260	–	–	0.04%	114
2023 Q1	$210K	Hold	8,260	–	–	0.04%	113
2022 Q4	$201K	Buy	+8,260	New	+$201K	0.04%	113
2022 Q2	–	Sell	-8,260	Closed	-$228K	–	122
2022 Q1	$228K	Hold	8,260	–	–	0.05%	105
2021 Q4	$239K	Buy	8,260 +103	+1%	+$2.91K	0.05%	107
2021 Q3	$217K	Hold	8,157	–	–	0.04%	111
2021 Q2	$220K	Buy	+8,157	New	+$217K	0.04%	112

Other funds holding DFAC

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

SIC

SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

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

Summit Financial Strategies held its Dimensional US Core Equity 2 ETF (DFAC) position steady in Q2 2026 at 9,240 shares worth $410K. The position accounts for 0.03% of the portfolio, ranked #109.

Summit Financial Strategies first reported a position in DFAC in Q2 2021 and has held it in 19 quarters since. 856 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Summit Financial Strategies held 9,240 shares of Dimensional US Core Equity 2 ETF worth $410K as of Q2 2026.
Summit Financial Strategies left its Dimensional US Core Equity 2 ETF share count unchanged in Q2 2026.
Dimensional US Core Equity 2 ETF made up 0.03% of Summit Financial Strategies's portfolio in Q2 2026, its #109 holding.
Summit Financial Strategies first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 19 quarters since.
856 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Summit Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.