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Dimensional Etf Trust shares owned by Summit Portfolio Management

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

Historical chart of Summit Portfolio Management investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by Summit Portfolio Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $895k 17k 52.78

More positions owned by Summit Portfolio Management

American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Fltg Rate Nt Etf (FLOT)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard Malvern Fds Strm Infproidx (VTIP)
American Centy Etf Tr International Lr (AVIV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
American Centy Etf Tr Emerging Mkt Val (AVES)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)

View all positions for Summit Portfolio Management

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
Farther Finance Advisors
Raymond James Financial
Envestnet Asset Management
Plan
Index Fund Advisors
HighTower Advisors

View all funds holding Dimensional Etf Trust