Summit Financial
DFAS icon

Summit Financial’s U.S. Small Cap Portfolio ETF Class Shares DFAS Stock Holding History

Summit Financial’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 		$3.42M Buy
41,563
+2,740
+7% +$212K 0.04% 455
2026
Q1 		$2.76M Buy
38,823
+27,287
+237% +$2M 0.04% 486
2025
Q4 		$804K Buy
11,536
+6,081
+111% +$419K 0.01% 733
2025
Q3 		$373K Buy
+5,455
New +$364K 0.01% 984

Other funds holding DFAS

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Index Fund Advisors
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Pure Financial Advisors
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Summit Financial's DFAS Position: Q2 2026 in Review

Summit Financial increased its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 7.1% in Q2 2026, buying an estimated $212K and bringing the position to 41,563 shares worth $3.42M. The position accounts for 0.04% of the portfolio, ranked #455.

Summit Financial first reported a position in DFAS in Q3 2025 and has held it in 4 quarters since. 919 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Summit Financial held 41,563 shares of U.S. Small Cap Portfolio ETF Class Shares worth $3.42M as of Q2 2026.
  • Summit Financial bought 2,740 U.S. Small Cap Portfolio ETF Class Shares shares in Q2 2026, an estimated $212K.
  • U.S. Small Cap Portfolio ETF Class Shares made up 0.04% of Summit Financial's portfolio in Q2 2026, its #455 holding.
  • Summit Financial first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q3 2025 and has held it in 4 quarters since.
  • 919 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.