Summit Wealth Group, LLC Dimensional ETF Tr Dimensional Transaction History

Summit Wealth Group, LLC

$345 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 10, 2023	BUY	$22.5 - $24.64 $1.51 Million - $1.65 Million	67,045 New	67,045 $3,000

Others Institutions Holding DFIC

# of Institutions

386

Shares Held

2.26B

Call Options Held

0

Put Options Held

0

Elser Financial Planning, Inc Indianapolis, IN

2.02B
Shares

$54.2 Billion
3.13% of portfolio
Envestnet Asset Management Inc

27M
Shares

$724 Million
0.25% of portfolio
Mercer Global Advisors Inc Denver, CO

25.7M
Shares

$690 Million
1.59% of portfolio
Forum Financial Management, LP Lombard, IL

15.8M
Shares

$423 Million
8.47% of portfolio
Evensky & Katz LLC

5.9M
Shares

$158 Million
10.81% of portfolio

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIC
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