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Summit Wealth Group (Colorado)’s Dimensional US Small Cap ETF DFAS Stock Holding History

Summit Wealth Group (Colorado)’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 		$2.33M Buy
28,262
+449
+2% +$34.8K 0.19% 66
2026
Q1 		$1.98M Sell
27,813
-650
-2% -$47.7K 0.21% 63
2025
Q4 		$1.98M Buy
+28,463
New +$1.96M 0.26% 57
2025
Q3 		– Sell
-26,247
Closed -$1.67M – 305
2025
Q2 		$1.67M Buy
+26,247
New +$1.57M 0.42% 59

Other funds holding DFAS

TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return

Summit Wealth Group (Colorado)'s DFAS Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its Dimensional US Small Cap ETF (DFAS) stake by 1.6% in Q2 2026, buying an estimated $34.8K and bringing the position to 28,262 shares worth $2.33M. The position accounts for 0.19% of the portfolio, ranked #66.

Summit Wealth Group (Colorado) first reported a position in DFAS in Q2 2025 and has held it in 4 quarters since. 432 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Summit Wealth Group (Colorado) held 28,262 shares of Dimensional US Small Cap ETF worth $2.33M as of Q2 2026.
  • Summit Wealth Group (Colorado) bought 449 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $34.8K.
  • Dimensional US Small Cap ETF made up 0.19% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #66 holding.
  • Summit Wealth Group (Colorado) first reported a position in Dimensional US Small Cap ETF in Q2 2025 and has held it in 4 quarters since.
  • 432 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.