Summit X LLC’s Dimensional US Equity ETF DFUS Stock Holding History

Summit X LLC’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
2025 Q3	–	Sell	-282,690	Closed	-$18.9M	–	55
2025 Q2	$18.9M	Buy	282,690 +3,759	+1%	+$233K	3.53%	7
2025 Q1	$16.9M	Buy	278,931 +9,848	+4%	+$629K	3.55%	6
2024 Q4	$17.2M	Buy	269,083 +34,512	+15%	+$2.21M	3.8%	6
2024 Q3	$13.8M	Sell	234,571 -11,636	-5%	-$697K	3.36%	7
2024 Q2	$14.5M	Sell	246,207 -1,423	-0.6%	-$80.9K	3.26%	7
2024 Q1	$14.1M	Buy	+247,630	New	+$13.4M	3.62%	5

Other funds holding DFUS

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

IFA

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

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

RFP

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

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

TWA

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

Summit X LLC's DFUS Position: Q3 2025 in Review

Summit X LLC sold out of Dimensional US Equity ETF (DFUS) in Q3 2025, closing a stake of 282,690 shares — an estimated $18.9M sold.

Summit X LLC first reported a position in DFUS in Q1 2024 and held it in 6 quarters. The position peaked at $18.9M in Q2 2025. 763 funds tracked by Wall St. Rank hold DFUS as of Q3 2025.

Summit X LLC reported no remaining Dimensional US Equity ETF position as of Q3 2025 after selling out during the quarter.
Summit X LLC sold 282,690 Dimensional US Equity ETF shares in Q3 2025, an estimated $18.9M.
Summit X LLC first reported a position in Dimensional US Equity ETF in Q1 2024 and held it in 6 quarters.
Summit X LLC's Dimensional US Equity ETF position peaked at $18.9M in Q2 2025.
763 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2025.

Based on Summit X LLC's 13F filing for Q3 2025.