DFAS — DIMENSIONAL ETF TRUST

Ownership history in Summit Wealth Group, LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which Summit Wealth Group, LLC reported a position in DIMENSIONAL ETF TRUST (DFAS). 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
2.77% (2024 Q4)
Avg. % of fund
2.33%
First filed
2024 Q2
Last filed
2025 Q4
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 168,102 +4,205 +2.6% 2.73% $11.7M $69.67
2025 Q3 ADDED 163,897 +7,012 +4.5% 2.71% $11.2M $68.27
2025 Q2 ADDED 156,885 +2,901 +1.9% 2.57% $10.0M $63.36
2025 Q1 ADDED 153,984 +7,249 +4.9% 2.69% $9.2M $59.26
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% of Fund (quarterly)    DFAS price (monthly, adj. close)

Other funds also holding DFAS

As of 2025 Q4 — sorted by position size

Richard Young Associates, Ltd. 24.8% Index Fund Advisors, Inc. 3Y 19.11% DIXON FNANCIAL SERVICES, INC. 3Y 17.35% Heritage Wealth Management, Inc./Texas 3Y 12.91% SENTINEL WEALTH MANAGEMENT, INC. 12.78% Disciplined Equity Management, Inc. 3Y 12.64% ACORN CREEK CAPITAL LLC 10.64% Stordahl Capital Management, Inc. 3Y 7Y 10.35% TCI Wealth Advisors, Inc. 3Y 7Y 9.82% PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV 8.73%
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