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Summit Wealth Group’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Summit Wealth Group’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 		$16.5M Sell
371,403
-17,089
-4% -$731K 3.36% 9
2026
Q1 		$15.1M Sell
388,492
-6,260
-2% -$252K 3.46% 7
2025
Q4 		$15.6M Sell
394,752
-5,721
-1% -$223K 3.65% 7
2025
Q3 		$15.4M Sell
400,473
-38,609
-9% -$1.44M 3.74% 7
2025
Q2 		$15.7M Sell
439,082
-66,009
-13% -$2.2M 4.04% 5
2025
Q1 		$16.7M Sell
505,091
-51,702
-9% -$1.79M 4.87% 3
2024
Q4 		$19.3M Buy
556,793
+21,715
+4% +$765K 5.58% 3
2024
Q3 		$18.3M Sell
535,078
-745,047
-58% -$24.6M 5.29% 3
2024
Q2 		$41.3M Sell
1,280,125
-28,545
-2% -$900K 12.38% 2
2024
Q1 		$41.8M Buy
1,308,670
+18,312
+1% +$553K 28.48% 1
2023
Q4 		$37.7M Buy
1,290,358
+23,416
+2% +$634K 29.5% 1
2023
Q3 		$33.2M Buy
1,266,942
+10,639
+0.8% +$290K 29.62% 1
2023
Q2 		$34.1M Buy
1,256,303
+1,208,030
+2,502% +$31.1M 13.81% 2
2023
Q1 		$1.23M Sell
48,273
-453,489
-90% -$11.5M 29.37% 1
2022
Q4 		$12.2M Buy
501,762
+14,812
+3% +$360K 12.86% 1
2022
Q3 		$10.8M Buy
486,950
+97,609
+25% +$2.4M 12.77% 2
2022
Q2 		$9.07M Buy
389,341
+29,519
+8% +$747K 10.72% 4
2022
Q1 		$9.9M Buy
359,822
+87,018
+32% +$2.38M 10.39% 5
2021
Q4 		$7.9M Sell
272,804
-12,895
-5% -$364K 9.01% 5
2021
Q3 		$7.59M Sell
285,699
-16,918
-6% -$460K 12% 3
2021
Q2 		$8.16M Buy
+302,617
New +$8.04M 12.13% 5

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 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
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Greenspring Advisors
Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return
Rockwood Wealth Management
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

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

Summit Wealth Group reduced its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 4.4% in Q2 2026, selling an estimated $731K and leaving 371,403 shares worth $16.5M. The position accounts for 3.36% of the portfolio, ranked #9.

Summit Wealth Group first reported a position in DFAC in Q2 2021 and has held it in 21 quarters since. The position peaked at $41.8M in Q1 2024. 1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Summit Wealth Group held 371,403 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $16.5M as of Q2 2026.
  • Summit Wealth Group sold 17,089 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $731K.
  • U.S. Core Equity 2 Portfolio ETF Class Shares made up 3.36% of Summit Wealth Group's portfolio in Q2 2026, its #9 holding.
  • Summit Wealth Group first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q2 2021 and has held it in 21 quarters since.
  • Summit Wealth Group's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $41.8M in Q1 2024.
  • 1,222 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q2 2026.

Based on Summit Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.