SF
DFAC icon

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

Summit Financial’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 		$3.84M Buy
98,933
+79,946
+421% +$3.22M 0.05% 379
2025
Q4 		$752K Buy
18,987
+8
+0% +$312 0.01% 759
2025
Q3 		$732K Buy
+18,979
New +$708K 0.01% 751

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

Summit Financial's DFAC Position: Q1 2026 in Review

Summit Financial increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 421% in Q1 2026, buying an estimated $3.22M and bringing the position to 98,933 shares worth $3.84M. The position accounts for 0.05% of the portfolio, ranked #379.

Summit Financial first reported a position in DFAC in Q3 2025 and has held it in 3 quarters since. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Summit Financial held 98,933 shares of Dimensional US Core Equity 2 ETF worth $3.84M as of Q1 2026.
  • Summit Financial bought 79,946 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $3.22M.
  • Dimensional US Core Equity 2 ETF made up 0.05% of Summit Financial's portfolio in Q1 2026, its #379 holding.
  • Summit Financial first reported a position in Dimensional US Core Equity 2 ETF in Q3 2025 and has held it in 3 quarters since.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.