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Dimensional Etf Trust shares owned by Summit Financial Strategies

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAS) shares owned by Summit Financial Strategies from 13F filings

Historical chart of Summit Financial Strategies investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Summit Financial Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Summit Financial Strategies

Quarter filed Position value Share count Share price at filing
2026-06-30 $226k 2.7k 82.34

More positions owned by Summit Financial Strategies

Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Dimensional Etf Trust Us Larg Valu Etf (DFLV)
Ishares Tr Core S&p Mcp Etf (IJH)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Packaging Corporation of America (PKG)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Global Real Est (DFGR)

View all positions for Summit Financial Strategies

Top funds holding Dimensional Etf Trust

Creative Planning
Northern Trust
Bank of America Corporation
Index Fund Advisors
Colony
Pure Financial Advisors
TCI Wealth Advisors
Envestnet Asset Management
Root Financial Partners
Midwest Trust
Mercer Global Advisors
Plan
Vise Technologies
Royal Bank of Canada
Evanson Financial

View all funds holding Dimensional Etf Trust