SWRP
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Summit Wealth & Retirement Planning’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Summit Wealth & Retirement Planning’s Portfolio DFAC Stock Details DFAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$247K Buy
6,885
+784
+13% +$28.1K 0.07% 86
2025
Q1 		$201K Buy
6,101
+279
+5% +$9.2K 0.06% 77
2024
Q4 		$201K Buy
+5,822
New +$201K 0.06% 75