Summit Financial Strategies, Inc. Dimensional ETF Tr Dimensional Transaction History
Summit Financial Strategies, Inc.
- $836 Million
- Q4 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 3,806,450 shares of DFIC stock, worth $107 Million. This represents 11.77% of its overall portfolio holdings.
Number of Shares
3,806,450
Previous 3,626,158
4.97%
Holding current value
$107 Million
Previous $102 Million
3.57%
% of portfolio
11.77%
Previous 12.43%
Shares
11 transactions
Others Institutions Holding DFIC
# of Institutions
441Shares Held
2.29BCall Options Held
5.9KPut Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$56.7 Billion3.13% of portfolio
-
Envestnet Asset Management Inc29.5MShares$825 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO27.4MShares$768 Million1.75% of portfolio
-
Forum Financial Management, LP Lombard, IL16.4MShares$458 Million8.36% of portfolio
-
Evensky & Katz LLC6.13MShares$172 Million10.37% of portfolio