Summit Wealth Group, LLC Dimensional ETF Tr Transaction History

Summit Wealth Group, LLC

  • $347 Million
  • Q3 2024

A detailed history of Summit Wealth Group, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Summit Wealth Group, LLC holds 146,141 shares of DFAX stock, worth $3.66 Million. This represents 1.14% of its overall portfolio holdings.

Number of Shares
146,141
Previous 146,323 0.12%
Holding current value
$3.66 Million
Previous $3.72 Million 6.1%
% of portfolio
1.14%
Previous 1.12%

Shares

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

Nov 08, 2024
SELL
$24.29 - $27.25 $4,420 - $4,959
-182 Reduced 0.12%
146,141 $3.95 Million
Q2 2024

Jul 31, 2024
BUY
$24.57 - $26.36 $3,734 - $4,006
152 Added 0.1%
146,323 $3.72 Million
Q1 2024

May 01, 2024
SELL
$23.42 - $25.45 $14,215 - $15,448
-607 Reduced 0.41%
146,171 $3.72 Million
Q4 2023

Jan 30, 2024
SELL
$21.44 - $24.42 $47,168 - $53,724
-2,200 Reduced 1.48%
146,778 $3.58 Million
Q3 2023

Oct 31, 2023
SELL
$22.41 - $24.35 $10,151 - $11,030
-453 Reduced 0.3%
148,978 $3.36 Million
Q2 2023

Jul 26, 2023
SELL
$22.56 - $24.03 $76 Million - $81 Million
-3,369,832 Reduced 95.75%
149,431 $3.48 Million
Q1 2023

May 10, 2023
BUY
$21.74 - $23.72 $73.2 Million - $79.8 Million
3,364,775 Added 2178.02%
3,519,263 $153,000
Q4 2022

Feb 08, 2023
BUY
$18.81 - $22.36 $1.9 Million - $2.25 Million
100,843 Added 187.98%
154,488 $3.34 Million
Q3 2022

Nov 09, 2022
BUY
$18.89 - $22.64 $68,117 - $81,639
3,606 Added 7.21%
53,645 $1.01 Million
Q2 2022

Aug 10, 2022
BUY
$21.22 - $25.37 $11,480 - $13,725
541 Added 1.09%
50,039 $1.07 Million
Q1 2022

May 04, 2022
SELL
$23.26 - $26.72 $923,375 - $1.06 Million
-39,698 Reduced 44.51%
49,498 $1.24 Million
Q4 2021

Feb 14, 2022
BUY
$25.17 - $26.82 $806,371 - $859,232
32,037 Added 56.05%
89,196 $2.33 Million
Q3 2021

Nov 12, 2021
BUY
$25.83 - $27.21 $1.48 Million - $1.56 Million
57,159 New
57,159 $1.48 Million

Others Institutions Holding DFAX

# of Institutions
512
Shares Held
221M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAX Quotes by TradingView
  • Ticker DFAX
More about DFAX
Track This Portfolio

Track Summit Wealth Group, LLC Portfolio

Follow Summit Wealth Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Wealth Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email