Summit Wealth Group »

Dimensional Etf Trust shares owned by Summit Wealth Group

Quarter-by-quarter ownership of Dimensional Etf Trust (DFSV) 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 $3.9M 123k 31.84
2025-06-30 $3.5M 118k 29.43
2025-03-31 $505k 18k 28.17

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

Savant Capital Management
Mather Group
JMG Financial Group
CI Private Wealth
Colony
HPM Partners
Comprehensive Portfolio Management
Pathstone Holdings
Modera Wealth Management
Index Fund Advisors
Coldstream Capital Management
Cetera Investment Advisers
Envestnet Asset Management
Creative Planning
Arista Wealth Management

View all funds holding Dimensional Etf Trust