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Summit Wealth Group (Colorado)’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Summit Wealth Group (Colorado)’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 		$7.88M Sell
152,412
-8,043
-5% -$403K 0.65% 24
2026
Q1 		$7.24M Sell
160,455
-9,442
-6% -$444K 0.76% 22
2025
Q4 		$7.95M Buy
+169,897
New +$7.87M 1.05% 15
2025
Q3 		– Sell
-170,519
Closed -$7.22M – 515
2025
Q2 		$7.22M Buy
+170,519
New +$6.68M 1.81% 9

Other funds holding DFAU

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $436M AUM 20.64% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
MJFG
Mars Jewett Financial Group Bellevue, Washington $494M AUM

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

Summit Wealth Group (Colorado) reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 5% in Q2 2026, selling an estimated $403K and leaving 152,412 shares worth $7.88M. The position accounts for 0.65% of the portfolio, ranked #24.

Summit Wealth Group (Colorado) first reported a position in DFAU in Q2 2025 and has held it in 4 quarters since. The position peaked at $7.95M in Q4 2025. 601 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Summit Wealth Group (Colorado) held 152,412 shares of Dimensional US Core Equity Market ETF worth $7.88M as of Q2 2026.
  • Summit Wealth Group (Colorado) sold 8,043 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $403K.
  • Dimensional US Core Equity Market ETF made up 0.65% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #24 holding.
  • Summit Wealth Group (Colorado) first reported a position in Dimensional US Core Equity Market ETF in Q2 2025 and has held it in 4 quarters since.
  • Summit Wealth Group (Colorado)'s Dimensional US Core Equity Market ETF position peaked at $7.95M in Q4 2025.
  • 601 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

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