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 Q3	$6.48M	Buy	161,538 +5,588	+4%	+$232K	0.41%	38
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	–	517
2025 Q2	$5.4M	Buy	+127,857	New	+$5.33M	1.36%	15

Other funds holding DFCF

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Petersen Hastings Wealth Advisors Kennewick, Washington $1.21B AUM 9.84% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

Summit Wealth Group (Colorado)'s DFCF Position: Q3 2026 in Review

Summit Wealth Group (Colorado) increased its Dimensional Core Fixed Income ETF (DFCF) stake by 3.6% in Q3 2026, buying an estimated $232K and bringing the position to 161,538 shares worth $6.48M. The position accounts for 0.41% of the portfolio, ranked #38.

Summit Wealth Group (Colorado) first reported a position in DFCF in Q2 2025 and has held it in 5 quarters since. The position peaked at $6.58M in Q2 2026. 352 funds tracked by Wall St. Rank hold DFCF as of Q3 2026.

Summit Wealth Group (Colorado) held 161,538 shares of Dimensional Core Fixed Income ETF worth $6.48M as of Q3 2026.
Summit Wealth Group (Colorado) bought 5,588 Dimensional Core Fixed Income ETF shares in Q3 2026, an estimated $232K.
Dimensional Core Fixed Income ETF made up 0.41% of Summit Wealth Group (Colorado)'s portfolio in Q3 2026, its #38 holding.
Summit Wealth Group (Colorado) first reported a position in Dimensional Core Fixed Income ETF in Q2 2025 and has held it in 5 quarters since.
Summit Wealth Group (Colorado)'s Dimensional Core Fixed Income ETF position peaked at $6.58M in Q2 2026.
352 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q3 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q3 2026, filed 29 Oct 2026.