DFAC — DIMENSIONAL ETF TRUST

Ownership history in Summit Wealth Group, LLC  ·  18 quarters on record

This page tracks every 13F SEC filing in which Summit Wealth Group, LLC reported a position in DIMENSIONAL ETF TRUST (DFAC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
29.62% (2023 Q3)
Avg. % of fund
13.23%
First filed
2021 Q3
Last filed
2025 Q4
Quarters held
18
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 394,752 -5,721 -1.4% 3.65% $15.6M $39.59
2025 Q3 REDUCED 400,473 -38,609 -8.8% 3.74% $15.4M $38.48
2025 Q2 REDUCED 439,082 -66,009 -13.1% 4.04% $15.7M $35.66
2025 Q1 REDUCED 505,091 -51,702 -9.3% 4.87% $16.7M $32.72
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFAC price (monthly, adj. close)

Other funds also holding DFAC

As of 2025 Q4 — sorted by position size

Onyx Financial Advisors, LLC 3Y 60.88% CAPSTONE CAPITAL LLC 46.7% SJS Investment Consulting Inc. 3Y 45.64% Warburton Capital Management, LLC 45.47% BCU Wealth Advisors, LLC 44.02% Geometric Wealth Advisors 3Y 43.65% ANDREWS, LUCIA WEALTH MANAGEMENT LLC 3Y 43.51% Chico Wealth RIA 3Y 43.44% Monument Group Wealth Advisors, LLC 42.47% Shearwater Capital LLC 3Y 38.46%
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