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

Summit Wealth Group’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	$14.8M	Buy	179,901 +6,267	+4%	+$486K	3.02%	11
2026 Q1	$12.4M	Buy	173,634 +5,532	+3%	+$406K	2.83%	11
2025 Q4	$11.7M	Buy	168,102 +4,205	+3%	+$290K	2.73%	12
2025 Q3	$11.2M	Buy	163,897 +7,012	+4%	+$468K	2.71%	12
2025 Q2	$10M	Buy	156,885 +2,901	+2%	+$174K	2.57%	12
2025 Q1	$9.2M	Buy	153,984 +7,249	+5%	+$466K	2.69%	12
2024 Q4	$9.5M	Buy	146,735 +5,716	+4%	+$382K	2.77%	11
2024 Q3	$9.15M	Buy	141,019 +130,436	+1,233%	+$8.16M	2.64%	11
2024 Q2	$636K	Buy	+10,583	New	+$637K	0.19%	47

Other funds holding DFAS

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Summit Wealth Group increased its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 3.6% in Q2 2026, buying an estimated $486K and bringing the position to 179,901 shares worth $14.8M. The position accounts for 3.02% of the portfolio, ranked #11.

Summit Wealth Group first reported a position in DFAS in Q2 2024 and has held it in 9 quarters since. 918 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Summit Wealth Group held 179,901 shares of U.S. Small Cap Portfolio ETF Class Shares worth $14.8M as of Q2 2026.
Summit Wealth Group bought 6,267 U.S. Small Cap Portfolio ETF Class Shares shares in Q2 2026, an estimated $486K.
U.S. Small Cap Portfolio ETF Class Shares made up 3.02% of Summit Wealth Group's portfolio in Q2 2026, its #11 holding.
Summit Wealth Group first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q2 2024 and has held it in 9 quarters since.
918 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q2 2026.

Based on Summit Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.