Summit Wealth Group, LLC Dimensional ETF Tr Us Marketwi Transaction History

Summit Wealth Group, LLC

$398 Million
Q3 2025

A detailed history of Summit Wealth Group, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Summit Wealth Group, LLC holds 293,034 shares of DFUV stock, worth $13.2 Million. This represents 3.29% of its overall portfolio holdings.

Number of Shares

293,034

Previous 280,608 4.43%

Holding current value

$13.2 Million

Previous $11.9 Million 10.38%

% of portfolio

3.29%

Previous 3.05%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$41.91 - $44.87 $520,773 - $557,554	12,426 Added 4.43%	293,034 $13.1 Million
Q2 2025 Aug 06, 2025	SELL	$36.25 - $42.28 $184,947 - $215,712	-5,102 Reduced 1.79%	280,608 $11.9 Million
Q1 2025 May 02, 2025	BUY	$39.96 - $43.3 $864,095 - $936,319	21,624 Added 8.19%	285,710 $11.8 Million
Q4 2024 Feb 04, 2025	BUY	$40.38 - $44.35 $348,600 - $382,873	8,633 Added 3.38%	264,086 $10.8 Million
Q3 2024 Nov 08, 2024	BUY	$38.51 - $41.69 $8.98 Million - $9.72 Million	233,067 Added 1041.13%	255,453 $10.7 Million

Q2 2024 Jul 31, 2024	BUY	$38.53 - $40.76 $862,532 - $912,453	22,386 New	22,386 $879,000
Q1 2023 May 10, 2023	BUY	$31.9 - $35.83 $4.66 Million - $5.23 Million	146,091 New	146,091 $4,000

Others Institutions Holding DFUV

# of Institutions

767

Shares Held

246M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR US MARKETWI

Ticker DFUV
Sector ETFs
Industry ETFs

More about DFUV

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Summit Wealth Group, LLC Dimensional ETF Tr Us Marketwi Transaction History