Summit Wealth Group »

Dimensional Etf Trust shares owned by Summit Wealth Group

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

Historical chart of Summit Wealth Group investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Dimensional Etf Trust by Summit Wealth Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $11M 164k 68.46
2025-06-30 $10M 157k 63.71
2025-03-31 $9.2M 154k 59.75
2024-12-31 $9.5M 147k 65.08
2024-09-30 $9.1M 141k 64.86
2024-06-30 $636k 11k 60.10

More positions owned by Summit Wealth Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Msci Usa Mmentm (MTUM)
Ishares Tr Broad Usd High (USHY)
Dimensional Etf Trust Us Mktwide Value (DFUV)
2023 Etf Series Trust Eagle Capital Se (EAGL)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Ishares Tr Global Tech Etf (IXN)
Ishares Tr Ultra Short Dur (ICSH)
Ishares Tr National Mun Etf (MUB)

View all positions for Summit Wealth Group

Top funds holding Dimensional Etf Trust

Creative Planning
Northern Trust
Index Fund Advisors
Colony
Pure Financial Advisors
TCI Wealth Advisors
Envestnet Asset Management
Plan
Midwest Trust
Savant Capital Management
Premier Financial Group
First Command Advisory Services
Washington Trust Bank
Evanson Asset Management
Royal Bank of Canada

View all funds holding Dimensional Etf Trust