SWG
DFUS

Summit Wealth Group’s Dimensional US Equity ETF DFUS Stock Holding History

Summit Wealth Group’s Portfolio DFUS Stock Details DFUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-139,811
Closed -$3K – 124
2023
Q1 		$3K Buy
+139,811
New +$6.07M 0.07% 67
2022
Q1 		– Sell
-4,559
Closed -$236K – 29
2021
Q4 		$236K Buy
4,559
+18
+0.4% +$905 0.27% 27
2021
Q3 		$214K Buy
4,541
+13
+0.3% +$629 0.34% 41
2021
Q2 		$213K Buy
+4,528
New +$211K 0.32% 22

Other funds holding DFUS

IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
MRWM
ML&R Wealth Management Austin, Texas $435M AUM 22.93% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Summit Wealth Group's DFUS Position: Q2 2023 in Review

Summit Wealth Group sold out of Dimensional US Equity ETF (DFUS) in Q2 2023, closing a stake of 139,811 shares — an estimated $3K sold.

Summit Wealth Group first reported a position in DFUS in Q2 2021 and held it in 4 quarters. The position peaked at $236K in Q4 2021. 470 funds tracked by Wall St. Rank hold DFUS as of Q2 2023.

  • Summit Wealth Group reported no remaining Dimensional US Equity ETF position as of Q2 2023 after selling out during the quarter.
  • Summit Wealth Group sold 139,811 Dimensional US Equity ETF shares in Q2 2023, an estimated $3K.
  • Summit Wealth Group first reported a position in Dimensional US Equity ETF in Q2 2021 and held it in 4 quarters.
  • Summit Wealth Group's Dimensional US Equity ETF position peaked at $236K in Q4 2021.
  • 470 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2023.

Based on Summit Wealth Group's 13F filing for Q2 2023, filed 26 Jul 2023.