Summit Asset Management, LLC Dimensional ETF Tr U S Equity 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 Equity stock. As of the latest transaction made, Summit Asset Management, LLC holds 14,345 shares of DFUS stock, worth $817,378. This represents 0.1% of its overall portfolio holdings.
Number of Shares
14,345
Previous 14,345
-0.0%
Holding current value
$817,378
Previous $892,000
2.58%
% of portfolio
0.1%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding DFUS
# of Institutions
742Shares Held
163MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ26.4MShares$1.5 Billion2.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$453 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.8MShares$331 Million20.61% of portfolio
-
Plancorp, LLC4.79MShares$273 Million12.62% of portfolio
-
Envestnet Asset Management Inc4.04MShares$230 Million0.09% of portfolio