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

Summit Wealth & Retirement Planning’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	$317K	Hold	7,135	–	–	0.07%	87
2026 Q1	$277K	Buy	7,135 +250	+4%	+$10.1K	0.07%	88
2025 Q4	$273K	Hold	6,885	–	–	0.06%	91
2025 Q3	$266K	Hold	6,885	–	–	0.07%	88
2025 Q2	$247K	Buy	6,885 +784	+13%	+$26.2K	0.07%	86
2025 Q1	$201K	Buy	6,101 +279	+5%	+$9.7K	0.06%	77
2024 Q4	$201K	Buy	+5,822	New	+$205K	0.06%	75

Other funds holding DFAC

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Summit Wealth & Retirement Planning's DFAC Position: Q2 2026 in Review

Summit Wealth & Retirement Planning held its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) position steady in Q2 2026 at 7,135 shares worth $317K. The position accounts for 0.07% of the portfolio, ranked #87.

Summit Wealth & Retirement Planning first reported a position in DFAC in Q4 2024 and has held it in 7 quarters since. 1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Summit Wealth & Retirement Planning held 7,135 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $317K as of Q2 2026.
Summit Wealth & Retirement Planning left its U.S. Core Equity 2 Portfolio ETF Class Shares share count unchanged in Q2 2026.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.07% of Summit Wealth & Retirement Planning's portfolio in Q2 2026, its #87 holding.
Summit Wealth & Retirement Planning first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q4 2024 and has held it in 7 quarters since.
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 & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.