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

Summit Portfolio Management’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	$3.59M	Buy	+92,402	New	+$3.72M	2.31%	12

Other funds holding DFAC

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

FFM

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

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return

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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

RWM

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

Summit Portfolio Management's DFAC Position: Q1 2026 in Review

Summit Portfolio Management opened a new position in Dimensional US Core Equity 2 ETF (DFAC) in Q1 2026: 92,402 shares worth $3.59M. The stake represents 2.31% of the portfolio and ranks #12 among its holdings.

1,176 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

Summit Portfolio Management held 92,402 shares of Dimensional US Core Equity 2 ETF worth $3.59M as of Q1 2026.
Dimensional US Core Equity 2 ETF was a new Summit Portfolio Management position in Q1 2026.
Dimensional US Core Equity 2 ETF made up 2.31% of Summit Portfolio Management's portfolio in Q1 2026, its #12 holding.
1,176 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Summit Portfolio Management's 13F filing for Q1 2026, filed 30 Apr 2026.