Summit Wealth Group, LLC Dimensional ETF Tr U S Small C Transaction History

Summit Wealth Group, LLC

  • $347 Million
  • Q3 2024

A detailed history of Summit Wealth Group, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Summit Wealth Group, LLC holds 141,019 shares of DFAS stock, worth $9.23 Million. This represents 2.64% of its overall portfolio holdings.

Number of Shares
141,019
Previous 10,583 1232.5%
Holding current value
$9.23 Million
Previous $636,000 1338.05%
% of portfolio
2.64%
Previous 0.19%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024
BUY
$59.25 - $65.33 $7.73 Million - $8.52 Million
130,436 Added 1232.5%
141,019 $9.15 Million
Q2 2024

Jul 31, 2024
BUY
$57.42 - $62.37 $607,675 - $660,061
10,583 New
10,583 $636,000

Others Institutions Holding DFAS

# of Institutions
689
Shares Held
107M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S SMALL C

DFAS Quotes by TradingView
  • Ticker DFAS
  • Sector ETFs
  • Industry ETFs
More about DFAS
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