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Summit Portfolio Management’s Dimensional International Value ETF DFIV Stock Holding History

Summit Portfolio Management’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
Q1 		$895K Buy
+16,959
New +$899K 0.58% 16

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
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Summit Portfolio Management opened a new position in Dimensional International Value ETF (DFIV) in Q1 2026: 16,959 shares worth $895K. The stake represents 0.58% of the portfolio and ranks #16 among its holdings.

852 funds tracked by Wall St. Rank hold DFIV as of Q1 2026.

  • Summit Portfolio Management held 16,959 shares of Dimensional International Value ETF worth $895K as of Q1 2026.
  • Dimensional International Value ETF was a new Summit Portfolio Management position in Q1 2026.
  • Dimensional International Value ETF made up 0.58% of Summit Portfolio Management's portfolio in Q1 2026, its #16 holding.
  • 852 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q1 2026.

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