Summit Asset Management, LLC Dimensional ETF Tr U S Small C Transaction History
Summit Asset Management, LLC
- $900 Million
- Q4 2024
A detailed history of Summit Asset Management, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Summit Asset Management, LLC holds 5,217 shares of DFAS stock, worth $290,482. This represents 0.04% of its overall portfolio holdings.
Number of Shares
5,217
Previous 5,217
-0.0%
Holding current value
$290,482
Previous $338,000
0.3%
% of portfolio
0.04%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding DFAS
# of Institutions
789Shares Held
119MCall Options Held
0Put Options Held
200-
Creative Planning Overland Park, KS13.2MShares$737 Million0.84% of portfolio
-
Northern Trust Corp Chicago, IL7.52MShares$419 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$364 Million23.7% of portfolio
-
Bank Of America Corp Charlotte, NC5.17MShares$288 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$152 Million1.82% of portfolio