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

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

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

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

55 North Private Wealth Winter Park, Florida $508M AUM

Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return

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

Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return