SF
DFAI

Summit Financial’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Summit Financial’s Portfolio DFAI Stock Details DFAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.36M Buy
60,484
+2,323
+4% +$92.9K 0.03% 530
2025
Q4 		$2.22M Buy
58,161
+222
+0.4% +$8.23K 0.03% 469
2025
Q3 		$2.11M Buy
+57,939
New +$2.05M 0.03% 473

Other funds holding DFAI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SFC
SYM Financial Corp Winona Lake, Indiana $1B AUM 22.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Summit Financial's DFAI Position: Q1 2026 in Review

Summit Financial increased its Dimensional International Core Equity Market ETF (DFAI) stake by 4% in Q1 2026, buying an estimated $92.9K and bringing the position to 60,484 shares worth $2.36M. The position accounts for 0.03% of the portfolio, ranked #530.

Summit Financial first reported a position in DFAI in Q3 2025 and has held it in 3 quarters since. 791 funds tracked by Wall St. Rank hold DFAI as of Q1 2026.

  • Summit Financial held 60,484 shares of Dimensional International Core Equity Market ETF worth $2.36M as of Q1 2026.
  • Summit Financial bought 2,323 Dimensional International Core Equity Market ETF shares in Q1 2026, an estimated $92.9K.
  • Dimensional International Core Equity Market ETF made up 0.03% of Summit Financial's portfolio in Q1 2026, its #530 holding.
  • Summit Financial first reported a position in Dimensional International Core Equity Market ETF in Q3 2025 and has held it in 3 quarters since.
  • 791 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q1 2026.

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