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

Summit Wealth Partners’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	$352K	Hold	4,270	–	–	0.05%	208
2026 Q1	$304K	Hold	4,270	–	–	0.05%	217
2025 Q4	$297K	Hold	4,270	–	–	0.06%	167
2025 Q3	$292K	Hold	4,270	–	–	0.05%	180
2025 Q2	$272K	Hold	4,270	–	–	0.05%	186
2025 Q1	$255K	Hold	4,270	–	–	0.05%	184
2024 Q4	$278K	Hold	4,270	–	–	0.06%	170
2024 Q3	$277K	Hold	4,270	–	–	0.05%	200
2024 Q2	$257K	Hold	4,270	–	–	0.05%	195
2024 Q1	$266K	Hold	4,270	–	–	0.06%	192
2023 Q4	$255K	Hold	4,270	–	–	0.06%	183
2023 Q3	$224K	Hold	4,270	–	–	0.06%	170
2023 Q2	$234K	Hold	4,270	–	–	0.06%	165
2023 Q1	$225K	Hold	4,270	–	–	0.06%	169
2022 Q4	$218K	Buy	+4,270	New	+$220K	0.06%	165
2022 Q3	–	Sell	-4,270	Closed	-$205K	–	161
2022 Q2	$205K	Buy	+4,270	New	+$221K	0.05%	157

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 $2.57B AUM 21.7% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

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

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

Summit Wealth Partners held its U.S. Small Cap Portfolio ETF Class Shares (DFAS) position steady in Q2 2026 at 4,270 shares worth $352K. The position accounts for 0.05% of the portfolio, ranked #208.

Summit Wealth Partners first reported a position in DFAS in Q2 2022 and has held it in 16 quarters since. 917 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Summit Wealth Partners held 4,270 shares of U.S. Small Cap Portfolio ETF Class Shares worth $352K as of Q2 2026.
Summit Wealth Partners left its U.S. Small Cap Portfolio ETF Class Shares share count unchanged in Q2 2026.
U.S. Small Cap Portfolio ETF Class Shares made up 0.05% of Summit Wealth Partners's portfolio in Q2 2026, its #208 holding.
Summit Wealth Partners first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q2 2022 and has held it in 16 quarters since.
917 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.