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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
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$577K Hold
15,015
– – 0.11% 85
2024
Q4 		$621K Sell
15,015
-155
-1% -$6.41K 0.12% 83
2024
Q3 		$602K Hold
15,170
– – 0.11% 81
2024
Q2 		$569K Buy
+15,170
New +$569K 0.12% 76