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Summit Wealth Group’s Dimensional International Value ETF DFIV Stock Holding History

Summit Wealth Group’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
Q2 		$234K Sell
4,329
-142
-3% -$7.8K 0.05% 119
2026
Q1 		$236K Buy
4,471
+219
+5% +$11.6K 0.05% 116
2025
Q4 		$212K Buy
+4,252
New +$202K 0.05% 113
2023
Q2 		– Sell
-228,695
Closed -$7K – 123
2023
Q1 		$7K Buy
228,695
+221,613
+3,129% +$7.15M 0.17% 44
2022
Q4 		$215K Buy
+7,082
New +$206K 0.23% 30

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Summit Wealth Group's DFIV Position: Q2 2026 in Review

Summit Wealth Group reduced its Dimensional International Value ETF (DFIV) stake by 3.2% in Q2 2026, selling an estimated $7.8K and leaving 4,329 shares worth $234K. The position accounts for 0.05% of the portfolio, ranked #119.

Summit Wealth Group first reported a position in DFIV in Q4 2022 and has held it in 5 quarters since. The position peaked at $236K in Q1 2026. 894 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Summit Wealth Group held 4,329 shares of Dimensional International Value ETF worth $234K as of Q2 2026.
  • Summit Wealth Group sold 142 Dimensional International Value ETF shares in Q2 2026, an estimated $7.8K.
  • Dimensional International Value ETF made up 0.05% of Summit Wealth Group's portfolio in Q2 2026, its #119 holding.
  • Summit Wealth Group first reported a position in Dimensional International Value ETF in Q4 2022 and has held it in 5 quarters since.
  • Summit Wealth Group's Dimensional International Value ETF position peaked at $236K in Q1 2026.
  • 894 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Summit Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.