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Summit Financial’s Dimensional International Value ETF DFIV Stock Holding History

Summit Financial’s Portfolio DFIV Stock Details DFIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.4M Buy
210,265
+18,807
+10% +$1.03M 0.12% 157
2026
Q1 		$10.1M Buy
191,458
+145,833
+320% +$7.73M 0.13% 154
2025
Q4 		$2.28M Buy
45,625
+7,295
+19% +$347K 0.03% 459
2025
Q3 		$1.77M Buy
+38,330
New +$1.71M 0.03% 502

Other funds holding DFIV

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Summit Financial's DFIV Position: Q2 2026 in Review

Summit Financial increased its Dimensional International Value ETF (DFIV) stake by 9.8% in Q2 2026, buying an estimated $1.03M and bringing the position to 210,265 shares worth $11.4M. The position accounts for 0.12% of the portfolio, ranked #157.

Summit Financial first reported a position in DFIV in Q3 2025 and has held it in 4 quarters since. 892 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Summit Financial held 210,265 shares of Dimensional International Value ETF worth $11.4M as of Q2 2026.
  • Summit Financial bought 18,807 Dimensional International Value ETF shares in Q2 2026, an estimated $1.03M.
  • Dimensional International Value ETF made up 0.12% of Summit Financial's portfolio in Q2 2026, its #157 holding.
  • Summit Financial first reported a position in Dimensional International Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 892 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

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