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Summit Wealth Group (Colorado)’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Summit Wealth Group (Colorado)’s Portfolio DFCF Stock Details DFCF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.58M Buy
155,950
+2,491
+2% +$105K 0.54% 28
2026
Q1 		$6.48M Buy
153,459
+3,271
+2% +$140K 0.68% 24
2025
Q4 		$6.39M Buy
+150,188
New +$6.43M 0.85% 18
2025
Q3 		– Sell
-127,857
Closed -$5.4M – 308
2025
Q2 		$5.4M Buy
+127,857
New +$5.33M 1.36% 15

Other funds holding DFCF

FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 16.2% 1-Year Est. Return
CCMI
Creative Capital Management Investments San Diego, California $433M AUM 20.68% 1-Year Est. Return

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

Summit Wealth Group (Colorado) increased its Dimensional Core Fixed Income ETF (DFCF) stake by 1.6% in Q2 2026, buying an estimated $105K and bringing the position to 155,950 shares worth $6.58M. The position accounts for 0.54% of the portfolio, ranked #28.

Summit Wealth Group (Colorado) first reported a position in DFCF in Q2 2025 and has held it in 4 quarters since. 218 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

  • Summit Wealth Group (Colorado) held 155,950 shares of Dimensional Core Fixed Income ETF worth $6.58M as of Q2 2026.
  • Summit Wealth Group (Colorado) bought 2,491 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $105K.
  • Dimensional Core Fixed Income ETF made up 0.54% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #28 holding.
  • Summit Wealth Group (Colorado) first reported a position in Dimensional Core Fixed Income ETF in Q2 2025 and has held it in 4 quarters since.
  • 218 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

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