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
Q2 		$1.32M Sell
32,113
-28,371
-47% -$1.17M 0.01% 754
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 $424B AUM 22.96% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
SFC
SYM Financial Corp Winona Lake, Indiana $1.24B AUM 25.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Summit Financial's DFAI Position: Q2 2026 in Review

Summit Financial reduced its Dimensional International Core Equity Market ETF (DFAI) stake by 47% in Q2 2026, selling an estimated $1.17M and leaving 32,113 shares worth $1.32M. The position accounts for 0.01% of the portfolio, ranked #754.

Summit Financial first reported a position in DFAI in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.36M in Q1 2026. 829 funds tracked by Wall St. Rank hold DFAI as of Q2 2026.

  • Summit Financial held 32,113 shares of Dimensional International Core Equity Market ETF worth $1.32M as of Q2 2026.
  • Summit Financial sold 28,371 Dimensional International Core Equity Market ETF shares in Q2 2026, an estimated $1.17M.
  • Dimensional International Core Equity Market ETF made up 0.01% of Summit Financial's portfolio in Q2 2026, its #754 holding.
  • Summit Financial first reported a position in Dimensional International Core Equity Market ETF in Q3 2025 and has held it in 4 quarters since.
  • Summit Financial's Dimensional International Core Equity Market ETF position peaked at $2.36M in Q1 2026.
  • 829 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q2 2026.

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