SF
DFAE icon

Summit Financial’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Summit Financial’s Portfolio DFAE Stock Details DFAE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$957K Buy
23,811
+723
+3% +$28K 0.01% 852
2026
Q1 		$782K Buy
23,088
+6,305
+38% +$220K 0.01% 863
2025
Q4 		$547K Buy
16,783
+6,997
+72% +$225K 0.01% 870
2025
Q3 		$309K Buy
+9,786
New +$295K ﹤0.01% 1054

Other funds holding DFAE

Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Summit Financial's DFAE Position: Q2 2026 in Review

Summit Financial increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 3.1% in Q2 2026, buying an estimated $28K and bringing the position to 23,811 shares worth $957K. The position accounts for 0.01% of the portfolio, ranked #852.

Summit Financial first reported a position in DFAE in Q3 2025 and has held it in 4 quarters since. 716 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

  • Summit Financial held 23,811 shares of Dimensional Emerging Core Equity Market ETF worth $957K as of Q2 2026.
  • Summit Financial bought 723 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $28K.
  • Dimensional Emerging Core Equity Market ETF made up 0.01% of Summit Financial's portfolio in Q2 2026, its #852 holding.
  • Summit Financial first reported a position in Dimensional Emerging Core Equity Market ETF in Q3 2025 and has held it in 4 quarters since.
  • 716 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.