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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
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 $30B AUM 26.86% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 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 $2.16B AUM 18.08% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Summit Financial's DFAE Position: Q1 2026 in Review

Summit Financial increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 38% in Q1 2026, buying an estimated $220K and bringing the position to 23,088 shares worth $782K. The position accounts for 0.01% of the portfolio, ranked #863.

Summit Financial first reported a position in DFAE in Q3 2025 and has held it in 3 quarters since. 668 funds tracked by Wall St. Rank hold DFAE as of Q1 2026.

  • Summit Financial held 23,088 shares of Dimensional Emerging Core Equity Market ETF worth $782K as of Q1 2026.
  • Summit Financial bought 6,305 Dimensional Emerging Core Equity Market ETF shares in Q1 2026, an estimated $220K.
  • Dimensional Emerging Core Equity Market ETF made up 0.01% of Summit Financial's portfolio in Q1 2026, its #863 holding.
  • Summit Financial first reported a position in Dimensional Emerging Core Equity Market ETF in Q3 2025 and has held it in 3 quarters since.
  • 668 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.