Summit Financial Strategies, Inc. Dimensional ETF Tr Dimensional Transaction History
Summit Financial Strategies, Inc.
- $821 Million
- Q3 2024
A detailed history of Summit Financial Strategies, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 3,626,158 shares of DFIC stock, worth $93.7 Million. This represents 12.43% of its overall portfolio holdings.
Number of Shares
3,626,158
Previous 3,530,233
2.72%
Holding current value
$93.7 Million
Previous $92.8 Million
9.95%
% of portfolio
12.43%
Previous 12.39%
Shares
10 transactions
Others Institutions Holding DFIC
# of Institutions
364Shares Held
234MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc27MShares$698 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.7MShares$665 Million1.59% of portfolio
-
Forum Financial Management, LP Lombard, IL15.8MShares$408 Million8.47% of portfolio
-
Evensky & Katz LLC5.9MShares$153 Million10.81% of portfolio
-
Rw Investment Management LLC Eagle, ID4.86MShares$126 Million17.02% of portfolio