Summit Financial Wealth Advisors’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Summit Financial Wealth Advisors’s Portfolio DFAU Stock Details DFAU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$449K	Buy	8,686 +2,886	+50%	+$144K	0.06%	142
2026 Q1	$262K	Sell	5,800 -1,200	-17%	-$56.4K	0.04%	164
2025 Q4	$328K	Hold	7,000	–	–	0.05%	140
2025 Q3	$321K	Hold	7,000	–	–	0.05%	133
2025 Q2	$297K	Sell	7,000 -8,015	-53%	-$314K	0.05%	133
2025 Q1	$577K	Hold	15,015	–	–	0.11%	85
2024 Q4	$621K	Sell	15,015 -155	-1%	-$6.33K	0.12%	83
2024 Q3	$602K	Hold	15,170	–	–	0.11%	81
2024 Q2	$569K	Buy	+15,170	New	+$551K	0.12%	76

Other funds holding DFAU

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

AWA

Aquire Wealth Advisors South Jordan, Utah $436M AUM 20.64% 1-Year Est. Return

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

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

MJFG

Mars Jewett Financial Group Bellevue, Washington $494M AUM

Summit Financial Wealth Advisors's DFAU Position: Q2 2026 in Review

Summit Financial Wealth Advisors increased its Dimensional US Core Equity Market ETF (DFAU) stake by 50% in Q2 2026, buying an estimated $144K and bringing the position to 8,686 shares worth $449K. The position accounts for 0.06% of the portfolio, ranked #142.

Summit Financial Wealth Advisors first reported a position in DFAU in Q2 2024 and has held it in 9 quarters since. The position peaked at $621K in Q4 2024. 601 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

Summit Financial Wealth Advisors held 8,686 shares of Dimensional US Core Equity Market ETF worth $449K as of Q2 2026.
Summit Financial Wealth Advisors bought 2,886 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $144K.
Dimensional US Core Equity Market ETF made up 0.06% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #142 holding.
Summit Financial Wealth Advisors first reported a position in Dimensional US Core Equity Market ETF in Q2 2024 and has held it in 9 quarters since.
Summit Financial Wealth Advisors's Dimensional US Core Equity Market ETF position peaked at $621K in Q4 2024.
601 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.