Summit Asset Management’s Dimensional US Equity ETF DFUS Stock Holding History

Summit Asset Management’s Portfolio DFUS Stock Details DFUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.15M	Hold	14,077	–	–	0.15%	70
2026 Q1	$998K	Sell	14,077 -268	-2%	-$19.9K	0.14%	75
2025 Q4	$1.06M	Hold	14,345	–	–	0.15%	69
2025 Q3	$1.04M	Hold	14,345	–	–	0.16%	69
2025 Q2	$961K	Hold	14,345	–	–	0.16%	69
2025 Q1	$868K	Hold	14,345	–	–	0.15%	73
2024 Q4	$914K	Hold	14,345	–	–	0.16%	70
2024 Q3	$892K	Hold	14,345	–	–	0.17%	69
2024 Q2	$844K	Hold	14,345	–	–	0.17%	66
2024 Q1	$817K	Hold	14,345	–	–	0.18%	62
2023 Q4	$744K	Hold	14,345	–	–	0.18%	64
2023 Q3	$668K	Hold	14,345	–	–	0.18%	64
2023 Q2	$691K	Hold	14,345	–	–	0.18%	61
2023 Q1	$637K	Hold	14,345	–	–	0.18%	68
2022 Q4	$597K	Buy	14,345 +1,393	+11%	+$58.2K	0.17%	71
2022 Q3	$503K	Hold	12,952	–	–	0.16%	78
2022 Q2	$528K	Hold	12,952	–	–	0.16%	79
2022 Q1	$635K	Hold	12,952	–	–	0.18%	75
2021 Q4	$670K	Hold	12,952	–	–	0.19%	71
2021 Q3	$611K	Buy	+12,952	New	+$627K	0.19%	73

Other funds holding DFUS

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

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

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Summit Asset Management's DFUS Position: Q2 2026 in Review

Summit Asset Management held its Dimensional US Equity ETF (DFUS) position steady in Q2 2026 at 14,077 shares worth $1.15M. The position accounts for 0.15% of the portfolio, ranked #70.

Summit Asset Management first reported a position in DFUS in Q3 2021 and has held it in 20 quarters since. 871 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Summit Asset Management held 14,077 shares of Dimensional US Equity ETF worth $1.15M as of Q2 2026.
Summit Asset Management left its Dimensional US Equity ETF share count unchanged in Q2 2026.
Dimensional US Equity ETF made up 0.15% of Summit Asset Management's portfolio in Q2 2026, its #70 holding.
Summit Asset Management first reported a position in Dimensional US Equity ETF in Q3 2021 and has held it in 20 quarters since.
871 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Summit Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.