DFCF — DIMENSIONAL ETF TRUST

Ownership history in Summit X, LLC · 7 quarters on record

This page tracks every 13F SEC filing in which Summit X, LLC reported a position in DIMENSIONAL ETF TRUST (DFCF). 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

2.46% (2024 Q1)

Avg. % of fund

2.03%

First filed

2024 Q1

Last filed

2025 Q3

Quarters held

7

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q3	UNCHANGED	246,761	—	0%	1.94%	$10.4M	$42.01
2025 Q2	REDUCED	246,761	-2,390	-1.0%	1.94%	$10.4M	$41.06
2025 Q1	ADDED	249,151	+2,030	+0.8%	2.20%	$10.5M	$40.38
2024 Q4	ADDED	247,121	+76,897	+45.2%	2.26%	$10.2M	$39.34

% of Fund (quarterly) DFCF price (monthly, adj. close)

Other funds also holding DFCF

As of 2025 Q4 — sorted by position size

Ferguson Johnson Wealth Management Inc 23.41% Core Wealth Management, Inc. 3Y 22.72% Creative Capital Management Investments LLC 3Y 15.91% Great Waters Wealth Management 3Y 14.58% Wheels Up Wealth, Inc. 14.22% Grunden Financial Advisory, Inc. 13.87% WPWealth LLP 3Y 13.24% Hiley Hunt Wealth Management 13.1% Truepoint, Inc. 3Y 7Y 12.01% DiNuzzo Private Wealth, Inc. 11.31%

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