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Summit Portfolio Management’s U.S. Core Equity 2 Portfolio ETF Class Shares 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
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Focus Partners Wealth
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 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
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 U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) in Q1 2026: 92,402 shares worth $3.59M. The stake represents 2.31% of the portfolio and ranks #12 among its holdings.

1,180 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Summit Portfolio Management held 92,402 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $3.59M as of Q1 2026.
  • U.S. Core Equity 2 Portfolio ETF Class Shares was a new Summit Portfolio Management position in Q1 2026.
  • U.S. Core Equity 2 Portfolio ETF Class Shares made up 2.31% of Summit Portfolio Management's portfolio in Q1 2026, its #12 holding.
  • 1,180 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q1 2026.

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