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Summit Wealth Group’s Dimensional US Core Equity 2 ETF 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
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 Sell
1,256,303
-30,082,225
-96% -$775M 13.81% 2
2023
Q1 		$1.23M Buy
31,338,528
+30,836,766
+6,146% +$781M 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 		$9.92M 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 $67.6B AUM 18.3% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Summit Wealth Group's DFAC Position: Q1 2026 in Review

Summit Wealth Group reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 1.6% in Q1 2026, selling an estimated $252K and leaving 388,492 shares worth $15.1M. The position accounts for 3.46% of the portfolio, ranked #7.

Summit Wealth Group first reported a position in DFAC in Q2 2021 and has held it in 20 quarters since. The position peaked at $41.8M in Q1 2024. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Summit Wealth Group held 388,492 shares of Dimensional US Core Equity 2 ETF worth $15.1M as of Q1 2026.
  • Summit Wealth Group sold 6,260 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $252K.
  • Dimensional US Core Equity 2 ETF made up 3.46% of Summit Wealth Group's portfolio in Q1 2026, its #7 holding.
  • Summit Wealth Group first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 20 quarters since.
  • Summit Wealth Group's Dimensional US Core Equity 2 ETF position peaked at $41.8M in Q1 2024.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Summit Wealth Group's 13F filing for Q1 2026, filed 4 May 2026.