Summit Wealth Group’s Dimensional US Small Cap ETF 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 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	$9.99M	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	$9.55M	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 $147B AUM 18.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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 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 $2.31B AUM 26.52% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return

Summit Wealth Group's DFAS Position: Q1 2026 in Review

Summit Wealth Group increased its Dimensional US Small Cap ETF (DFAS) stake by 3.3% in Q1 2026, buying an estimated $406K and bringing the position to 173,634 shares worth $12.4M. The position accounts for 2.83% of the portfolio, ranked #11.

Summit Wealth Group first reported a position in DFAS in Q2 2024 and has held it in 8 quarters since. 881 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

Summit Wealth Group held 173,634 shares of Dimensional US Small Cap ETF worth $12.4M as of Q1 2026.
Summit Wealth Group bought 5,532 Dimensional US Small Cap ETF shares in Q1 2026, an estimated $406K.
Dimensional US Small Cap ETF made up 2.83% of Summit Wealth Group's portfolio in Q1 2026, its #11 holding.
Summit Wealth Group first reported a position in Dimensional US Small Cap ETF in Q2 2024 and has held it in 8 quarters since.
881 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

Based on Summit Wealth Group's 13F filing for Q1 2026, filed 4 May 2026.