SWGC
DFAC icon

Summit Wealth Group (Colorado)’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Summit Wealth Group (Colorado)’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 		$4.42M Sell
99,616
-1,364
-1% -$58.4K 0.37% 40
2026
Q1 		$3.92M Buy
100,980
+8,500
+9% +$342K 0.41% 35
2025
Q4 		$3.66M Buy
+92,480
New +$3.61M 0.49% 32
2025
Q3 		– Sell
-96,678
Closed -$3.46M – 511
2025
Q2 		$3.46M Buy
+96,678
New +$3.23M 0.87% 29

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
LPL Financial
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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Summit Wealth Group (Colorado)'s DFAC Position: Q2 2026 in Review

Summit Wealth Group (Colorado) reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 1.4% in Q2 2026, selling an estimated $58.4K and leaving 99,616 shares worth $4.42M. The position accounts for 0.37% of the portfolio, ranked #40.

Summit Wealth Group (Colorado) first reported a position in DFAC in Q2 2025 and has held it in 4 quarters since. 1,217 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Summit Wealth Group (Colorado) held 99,616 shares of Dimensional US Core Equity 2 ETF worth $4.42M as of Q2 2026.
  • Summit Wealth Group (Colorado) sold 1,364 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $58.4K.
  • Dimensional US Core Equity 2 ETF made up 0.37% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #40 holding.
  • Summit Wealth Group (Colorado) first reported a position in Dimensional US Core Equity 2 ETF in Q2 2025 and has held it in 4 quarters since.
  • 1,217 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.