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Dimensional Etf Trust shares owned by Summit Financial Wealth Advisors

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAU) shares owned by Summit Financial Wealth Advisors from 13F filings

Historical chart of Summit Financial Wealth Advisors investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Summit Financial Wealth Advisors 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 Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $321k 7.0k 45.90
2025-03-31 $577k 15k 38.44
2024-12-31 $621k 15k 41.37
2024-09-30 $602k 15k 39.69
2024-06-30 $569k 15k 37.49

More positions owned by Summit Financial Wealth Advisors

Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Spdr Series Trust Portfolio Crport (SPBO)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr Pfd And Incm Sec (PFF)
Pimco Etf Tr Ultra Short Govt (BILZ)
First Tr Exchange-traded First Tr Enh New (FTSM)
Ishares Tr Core S&p Scp Etf (IJR)
Raytheon Technologies Corp (RTX)
Vanguard Index Fds Total Stk Mkt (VTI)
Alps Etf Tr Alerian Mlp (AMLP)
3M Company (MMM)
Valero Energy Corporation (VLO)
Cummins (CMI)

View all positions for Summit Financial Wealth Advisors

Top funds holding Dimensional Etf Trust

Sequoia Financial Advisors
RVW Wealth
Resources Investment Advisors
Hanson McClain Advisors
Aquire Wealth Advisors
Modera Wealth Management
Kooman & Associates
Blankinship & Foster
Buckingham Strategic Partners
Spinnaker Investment Group
AE Wealth Management
Colony
Hemington Wealth Management
Arista Wealth Management
Evoke Wealth

View all funds holding Dimensional Etf Trust