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Summit Financial’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Summit Financial’s Portfolio DFEM Stock Details DFEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.48M Buy
36,529
+239
+0.7% +$9.39K 0.02% 709
2026
Q1 		$1.25M Buy
+36,290
New +$1.29M 0.02% 700

Other funds holding DFEM

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return

Summit Financial's DFEM Position: Q2 2026 in Review

Summit Financial increased its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 0.66% in Q2 2026, buying an estimated $9.39K and bringing the position to 36,529 shares worth $1.48M. The position accounts for 0.02% of the portfolio, ranked #709.

Summit Financial first reported a position in DFEM in Q1 2026 and has held it in 2 quarters since. 596 funds tracked by Wall St. Rank hold DFEM as of Q2 2026.

  • Summit Financial held 36,529 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $1.48M as of Q2 2026.
  • Summit Financial bought 239 Dimensional Emerging Markets Core Equity 2 ETF shares in Q2 2026, an estimated $9.39K.
  • Dimensional Emerging Markets Core Equity 2 ETF made up 0.02% of Summit Financial's portfolio in Q2 2026, its #709 holding.
  • Summit Financial first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q1 2026 and has held it in 2 quarters since.
  • 596 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q2 2026.

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