Summit Financial Strategies’s Dimensional US Small Cap ETF DFAS Stock Holding History

Summit Financial Strategies’s Portfolio DFAS Stock Details DFAS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$226K	Buy	+2,747	New	+$213K	0.02%	148

Other funds holding DFAS

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

IFA

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

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

PFA

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

TWA

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

RFP

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Summit Financial Strategies's DFAS Position: Q2 2026 in Review

Summit Financial Strategies opened a new position in Dimensional US Small Cap ETF (DFAS) in Q2 2026: 2,747 shares worth $226K. The stake represents 0.02% of the portfolio and ranks #148 among its holdings.

907 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Summit Financial Strategies held 2,747 shares of Dimensional US Small Cap ETF worth $226K as of Q2 2026.
Dimensional US Small Cap ETF was a new Summit Financial Strategies position in Q2 2026.
Dimensional US Small Cap ETF made up 0.02% of Summit Financial Strategies's portfolio in Q2 2026, its #148 holding.
907 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Summit Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.