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Summit Portfolio Management’s Dimensional Emerging Markets Value ETF DFEV Stock Holding History

Summit Portfolio Management’s Portfolio DFEV Stock Details DFEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.47M Buy
+96,986
New +$3.54M 2.23% 13

Other funds holding DFEV

ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
EWA
Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return
SM
Sensible Money Scottsdale, Arizona $377M AUM 28.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

Summit Portfolio Management's DFEV Position: Q1 2026 in Review

Summit Portfolio Management opened a new position in Dimensional Emerging Markets Value ETF (DFEV) in Q1 2026: 96,986 shares worth $3.47M. The stake represents 2.23% of the portfolio and ranks #13 among its holdings.

270 funds tracked by Wall St. Rank hold DFEV as of Q1 2026.

  • Summit Portfolio Management held 96,986 shares of Dimensional Emerging Markets Value ETF worth $3.47M as of Q1 2026.
  • Dimensional Emerging Markets Value ETF was a new Summit Portfolio Management position in Q1 2026.
  • Dimensional Emerging Markets Value ETF made up 2.23% of Summit Portfolio Management's portfolio in Q1 2026, its #13 holding.
  • 270 funds tracked by Wall St. Rank held Dimensional Emerging Markets Value ETF as of Q1 2026.

Based on Summit Portfolio Management's 13F filing for Q1 2026, filed 30 Apr 2026.