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Summit Financial’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

Summit Financial’s Portfolio DFIC Stock Details DFIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.57M Sell
122,538
-5,382
-4% -$202K 0.05% 369
2026
Q1 		$4.54M Buy
+127,920
New +$4.65M 0.06% 338

Other funds holding DFIC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
RIM
RW Investment Management Eagle, Idaho $1.14B AUM
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

Summit Financial's DFIC Position: Q2 2026 in Review

Summit Financial reduced its Dimensional International Core Equity 2 ETF (DFIC) stake by 4.2% in Q2 2026, selling an estimated $202K and leaving 122,538 shares worth $4.57M. The position accounts for 0.05% of the portfolio, ranked #369.

Summit Financial first reported a position in DFIC in Q1 2026 and has held it in 2 quarters since. 636 funds tracked by Wall St. Rank hold DFIC as of Q2 2026.

  • Summit Financial held 122,538 shares of Dimensional International Core Equity 2 ETF worth $4.57M as of Q2 2026.
  • Summit Financial sold 5,382 Dimensional International Core Equity 2 ETF shares in Q2 2026, an estimated $202K.
  • Dimensional International Core Equity 2 ETF made up 0.05% of Summit Financial's portfolio in Q2 2026, its #369 holding.
  • Summit Financial first reported a position in Dimensional International Core Equity 2 ETF in Q1 2026 and has held it in 2 quarters since.
  • 636 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q2 2026.

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