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Summit Financial’s Dimensional US Small Cap ETF 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
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 $147B AUM 18.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return

Summit Financial's DFAS Position: Q1 2026 in Review

Summit Financial increased its Dimensional US Small Cap ETF (DFAS) stake by 237% in Q1 2026, buying an estimated $2M and bringing the position to 38,823 shares worth $2.76M. The position accounts for 0.04% of the portfolio, ranked #486.

Summit Financial first reported a position in DFAS in Q3 2025 and has held it in 3 quarters since. 880 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

  • Summit Financial held 38,823 shares of Dimensional US Small Cap ETF worth $2.76M as of Q1 2026.
  • Summit Financial bought 27,287 Dimensional US Small Cap ETF shares in Q1 2026, an estimated $2M.
  • Dimensional US Small Cap ETF made up 0.04% of Summit Financial's portfolio in Q1 2026, its #486 holding.
  • Summit Financial first reported a position in Dimensional US Small Cap ETF in Q3 2025 and has held it in 3 quarters since.
  • 880 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.