Summit Wealth Partners, LLC Dimensional ETF Tr Dimensional Transaction History

Summit Wealth Partners, LLC

$554 Billion
Q3 2025

A detailed history of Summit Wealth Partners, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 20,932 shares of DUHP stock, worth $788,299. This represents 0.14% of its overall portfolio holdings.

Number of Shares

20,932

Previous 18,616 12.44%

Holding current value

$788,299

Previous $662 Million 19.43%

% of portfolio

0.14%

Previous 0.13%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	BUY	$35.76 - $37.93 $82,820 - $87,845	2,316 Added 12.44%	20,932 $791 Million
Q2 2025 Aug 11, 2025	BUY	$29.36 - $35.56 $181,004 - $219,227	6,165 Added 49.51%	18,616 $662 Million
Q1 2025 May 06, 2025	BUY	$32.57 - $35.82 $19,151 - $21,062	588 Added 4.96%	12,451 $413 Million
Q4 2024 Jan 27, 2025	SELL	$33.62 - $35.69 $128,730 - $136,657	-3,829 Reduced 24.4%	11,863 $401 Million
Q3 2024 Oct 28, 2024	BUY	$30.74 - $34.07 $28,004 - $31,037	911 Added 6.16%	15,692 $535 Million

Q2 2024 Sep 11, 2024	BUY	$29.72 - $32.4 $48,176 - $52,520	1,621 Added 12.32%	14,781 $473 Million
Q4 2023 Sep 11, 2024	BUY	$24.79 - $28.64 $59,793 - $69,079	2,412 Added 22.44%	13,160 $377 Million
Q3 2023 Sep 11, 2024	BUY	$25.64 - $27.32 $275,578 - $293,635	10,748 New	10,748 $276 Million

Others Institutions Holding DUHP

# of Institutions

487

Shares Held

222M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DUHP
Sector ETFs
Industry ETFs

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Summit Wealth Partners, LLC Dimensional ETF Tr Dimensional Transaction History