SWRP
DFAC icon

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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
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% +$9.69K 0.06% 77
2024
Q4 		$201K Buy
+5,822
New +$205K 0.06% 75

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 & Retirement Planning's DFAC Position: Q1 2026 in Review

Summit Wealth & Retirement Planning increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 3.6% in Q1 2026, buying an estimated $10.1K and bringing the position to 7,135 shares worth $277K. The position accounts for 0.07% of the portfolio, ranked #88.

Summit Wealth & Retirement Planning first reported a position in DFAC in Q4 2024 and has held it in 6 quarters since. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Summit Wealth & Retirement Planning held 7,135 shares of Dimensional US Core Equity 2 ETF worth $277K as of Q1 2026.
  • Summit Wealth & Retirement Planning bought 250 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $10.1K.
  • Dimensional US Core Equity 2 ETF made up 0.07% of Summit Wealth & Retirement Planning's portfolio in Q1 2026, its #88 holding.
  • Summit Wealth & Retirement Planning first reported a position in Dimensional US Core Equity 2 ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q1 2026, filed 11 May 2026.