Summit Financial Strategies, Inc. Dimensional ETF Tr Emerging Mk Transaction History
Summit Financial Strategies, Inc.
- $1.1 Billion
- Q4 2025
A detailed history of Summit Financial Strategies, Inc. transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 6,439 shares of DFEM stock, worth $213,002. This represents 0.02% of its overall portfolio holdings.
Number of Shares
6,439
Previous 6,296
2.27%
Holding current value
$213,002
Previous $201,000
5.97%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding DFEM
# of Institutions
508Shares Held
181MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL17.6MShares$582 Million8.73% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO6.02MShares$199 Million2.34% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.75MShares$190 Million0.29% of portfolio
-
Sequoia Financial Advisors, LLC4.89MShares$162 Million1.07% of portfolio
-
Truepoint, Inc.4.44MShares$147 Million3.41% of portfolio