Summit Financial »

Dimensional Etf Trust shares owned by Summit Financial

Quarter-by-quarter ownership of Dimensional Etf Trust (DFIV) shares owned by Summit Financial from 13F filings

Historical chart of Summit Financial investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Summit Financial consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Dimensional Etf Trust by Summit Financial

Quarter filed Position value Share count Share price at filing
2026-03-31 $10M 192k 52.78
2025-12-31 $2.3M 46k 49.90
2025-09-30 $1.8M 38k 46.12

More positions owned by Summit Financial

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Value Etf (VTV)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Summit Financial

Top funds holding Dimensional Etf Trust

Northwestern Mutual Wealth Management Company
Mercer Global Advisors
Pnc Financial Services
Colony
Savant Capital Management
Northern Trust
EP Wealth Advisors
Buckingham Strategic Partners
CI Private Wealth
Envestnet Asset Management
Kestra Investment Management
Farther Finance Advisors
Raymond James Financial
Plan
Index Fund Advisors

View all funds holding Dimensional Etf Trust