Summit Financial’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History
Bought
Maintained
Sold
Other funds holding DFAC
Summit Financial's DFAC Position: Q2 2026 in Review
Summit Financial reduced its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 1.7% in Q2 2026, selling an estimated $73.5K and leaving 97,216 shares worth $4.31M. The position accounts for 0.05% of the portfolio, ranked #387.
Summit Financial first reported a position in DFAC in Q3 2025 and has held it in 4 quarters since. 1,227 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.
- Summit Financial held 97,216 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $4.31M as of Q2 2026.
- Summit Financial sold 1,717 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $73.5K.
- U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.05% of Summit Financial's portfolio in Q2 2026, its #387 holding.
- Summit Financial first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q3 2025 and has held it in 4 quarters since.
- 1,227 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q2 2026.
Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.