Summit Wealth Group (Colorado)’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Summit Wealth Group (Colorado)’s Portfolio DFAE Stock Details DFAE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.31M	Sell	57,447 -2,635	-4%	-$102K	0.19%	67
2026 Q1	$2.03M	Sell	60,082 -1,992	-3%	-$69.6K	0.21%	60
2025 Q4	$2.02M	Buy	+62,074	New	+$2M	0.27%	56
2025 Q3	–	Sell	-60,262	Closed	-$1.74M	–	303
2025 Q2	$1.74M	Buy	+60,262	New	+$1.62M	0.44%	56

Other funds holding DFAE

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

MCWS

McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

KFAA

Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

GPWA

Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return

Summit Wealth Group (Colorado)'s DFAE Position: Q2 2026 in Review

Summit Wealth Group (Colorado) reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 4.4% in Q2 2026, selling an estimated $102K and leaving 57,447 shares worth $2.31M. The position accounts for 0.19% of the portfolio, ranked #67.

Summit Wealth Group (Colorado) first reported a position in DFAE in Q2 2025 and has held it in 4 quarters since. 318 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

Summit Wealth Group (Colorado) held 57,447 shares of Dimensional Emerging Core Equity Market ETF worth $2.31M as of Q2 2026.
Summit Wealth Group (Colorado) sold 2,635 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $102K.
Dimensional Emerging Core Equity Market ETF made up 0.19% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #67 holding.
Summit Wealth Group (Colorado) first reported a position in Dimensional Emerging Core Equity Market ETF in Q2 2025 and has held it in 4 quarters since.
318 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.