SWGC
DFAI

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

Summit Wealth Group (Colorado)’s Portfolio DFAI Stock Details DFAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.94M Sell
49,755
-1,992
-4% -$79.7K 0.2% 64
2025
Q4 		$1.97M Buy
51,747
+51,336
+12,491% +$1.9M 0.26% 58
2025
Q3 		$303K Sell
411
-51,501
-99% -$1.82M 0.05% 192
2025
Q2 		$1.79M Buy
+51,912
New +$1.7M 0.45% 53

Other funds holding DFAI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SFC
SYM Financial Corp Winona Lake, Indiana $1B AUM 22.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Summit Wealth Group (Colorado)'s DFAI Position: Q1 2026 in Review

Summit Wealth Group (Colorado) reduced its Dimensional International Core Equity Market ETF (DFAI) stake by 3.8% in Q1 2026, selling an estimated $79.7K and leaving 49,755 shares worth $1.94M. The position accounts for 0.2% of the portfolio, ranked #64.

Summit Wealth Group (Colorado) first reported a position in DFAI in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.97M in Q4 2025. 791 funds tracked by Wall St. Rank hold DFAI as of Q1 2026.

  • Summit Wealth Group (Colorado) held 49,755 shares of Dimensional International Core Equity Market ETF worth $1.94M as of Q1 2026.
  • Summit Wealth Group (Colorado) sold 1,992 Dimensional International Core Equity Market ETF shares in Q1 2026, an estimated $79.7K.
  • Dimensional International Core Equity Market ETF made up 0.2% of Summit Wealth Group (Colorado)'s portfolio in Q1 2026, its #64 holding.
  • Summit Wealth Group (Colorado) first reported a position in Dimensional International Core Equity Market ETF in Q2 2025 and has held it in 4 quarters since.
  • Summit Wealth Group (Colorado)'s Dimensional International Core Equity Market ETF position peaked at $1.97M in Q4 2025.
  • 791 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q1 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q1 2026, filed 23 Apr 2026.