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Summit Wealth Group (Colorado)’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Summit Wealth Group (Colorado)’s Portfolio DFEM Stock Details DFEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$259K Hold
6,384
– – 0.02% 329
2026
Q1 		$221K Hold
6,384
– – 0.02% 311
2025
Q4 		$211K Buy
+6,384
New +$209K 0.03% 261

Other funds holding DFEM

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return

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

Summit Wealth Group (Colorado) held its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) position steady in Q2 2026 at 6,384 shares worth $259K. The position accounts for 0.02% of the portfolio, ranked #329.

Summit Wealth Group (Colorado) first reported a position in DFEM in Q4 2025 and has held it in 3 quarters since. 596 funds tracked by Wall St. Rank hold DFEM as of Q2 2026.

  • Summit Wealth Group (Colorado) held 6,384 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $259K as of Q2 2026.
  • Summit Wealth Group (Colorado) left its Dimensional Emerging Markets Core Equity 2 ETF share count unchanged in Q2 2026.
  • Dimensional Emerging Markets Core Equity 2 ETF made up 0.02% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #329 holding.
  • Summit Wealth Group (Colorado) first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q4 2025 and has held it in 3 quarters since.
  • 596 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q2 2026.

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