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 Q2	$1.98M	Sell	47,892 -1,863	-4%	-$76.7K	0.16%	80
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	0.03%	353
2025 Q2	$1.79M	Buy	+51,912	New	+$1.7M	0.45%	53

Other funds holding DFAI

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

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

SFC

SYM Financial Corp Winona Lake, Indiana $1.24B AUM 25.26% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Summit Wealth Group (Colorado) reduced its Dimensional International Core Equity Market ETF (DFAI) stake by 3.7% in Q2 2026, selling an estimated $76.7K and leaving 47,892 shares worth $1.98M. The position accounts for 0.16% of the portfolio, ranked #80.

Summit Wealth Group (Colorado) first reported a position in DFAI in Q2 2025 and has held it in 5 quarters since. 828 funds tracked by Wall St. Rank hold DFAI as of Q2 2026.

Summit Wealth Group (Colorado) held 47,892 shares of Dimensional International Core Equity Market ETF worth $1.98M as of Q2 2026.
Summit Wealth Group (Colorado) sold 1,863 Dimensional International Core Equity Market ETF shares in Q2 2026, an estimated $76.7K.
Dimensional International Core Equity Market ETF made up 0.16% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #80 holding.
Summit Wealth Group (Colorado) first reported a position in Dimensional International Core Equity Market ETF in Q2 2025 and has held it in 5 quarters since.
828 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q2 2026.

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