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

Summit Portfolio Management’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 Q1	$263K	Buy	+7,390	New	+$269K	0.17%	22

Other funds holding DFIC

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

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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 Portfolio Management's DFIC Position: Q1 2026 in Review

Summit Portfolio Management opened a new position in Dimensional International Core Equity 2 ETF (DFIC) in Q1 2026: 7,390 shares worth $263K. The stake represents 0.17% of the portfolio and ranks #22 among its holdings.

613 funds tracked by Wall St. Rank hold DFIC as of Q1 2026.

Summit Portfolio Management held 7,390 shares of Dimensional International Core Equity 2 ETF worth $263K as of Q1 2026.
Dimensional International Core Equity 2 ETF was a new Summit Portfolio Management position in Q1 2026.
Dimensional International Core Equity 2 ETF made up 0.17% of Summit Portfolio Management's portfolio in Q1 2026, its #22 holding.
613 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q1 2026.

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