Summit Financial Strategies’s U.S. Small Cap Portfolio ETF Class Shares 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 Q3	$213K	Hold	2,747	–	–	0.01%	149
2026 Q2	$226K	Buy	+2,747	New	+$213K	0.02%	148

Other funds holding DFAS

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

DEM

Disciplined Equity Management Neptune Beach, Florida $227M AUM 20.15% 1-Year Est. Return

GWMT

Guardian Wealth Management (Tennessee) Chattanooga, Tennessee $353M AUM 11.9% 1-Year Est. Return

Summit Financial Strategies's DFAS Position: Q3 2026 in Review

Summit Financial Strategies held its U.S. Small Cap Portfolio ETF Class Shares (DFAS) position steady in Q3 2026 at 2,747 shares worth $213K. The position accounts for 0.01% of the portfolio, ranked #149.

Summit Financial Strategies first reported a position in DFAS in Q2 2026 and has held it in 2 quarters since. The position peaked at $226K in Q2 2026. 140 funds tracked by Wall St. Rank hold DFAS as of Q3 2026.

Summit Financial Strategies held 2,747 shares of U.S. Small Cap Portfolio ETF Class Shares worth $213K as of Q3 2026.
Summit Financial Strategies left its U.S. Small Cap Portfolio ETF Class Shares share count unchanged in Q3 2026.
U.S. Small Cap Portfolio ETF Class Shares made up 0.01% of Summit Financial Strategies's portfolio in Q3 2026, its #149 holding.
Summit Financial Strategies first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q2 2026 and has held it in 2 quarters since.
Summit Financial Strategies's U.S. Small Cap Portfolio ETF Class Shares position peaked at $226K in Q2 2026.
140 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q3 2026.

Based on Summit Financial Strategies's 13F filing for Q3 2026, filed 14 Oct 2026.