Summit Wealth Partners, LLC Dimensional ETF Tr U S Small C Transaction History
Summit Wealth Partners, LLC
- $519 Billion
- Q3 2024
A detailed history of Summit Wealth Partners, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 4,270 shares of DFAS stock, worth $277,421. This represents 0.05% of its overall portfolio holdings.
Number of Shares
4,270
Previous 4,270
-0.0%
Holding current value
$277,421
Previous $257 Million
7.96%
% of portfolio
0.05%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding DFAS
# of Institutions
668Shares Held
105MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.2MShares$728 Million0.72% of portfolio
-
Northern Trust Corp Chicago, IL6.97MShares$453 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.66MShares$433 Million23.57% of portfolio
-
Bank Of America Corp Charlotte, NC4.45MShares$289 Million0.02% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$177 Million1.82% of portfolio