Summit X, LLC Dimensional ETF Tr Dimensional Transaction History
Summit X, LLC
- $423 Million
- Q3 2024
A detailed history of Summit X, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Summit X, LLC holds 41,625 shares of DFIC stock, worth $1.1 Million. This represents 0.28% of its overall portfolio holdings.
Number of Shares
41,625
Previous 53,367
22.0%
Holding current value
$1.1 Million
Previous $1.4 Million
16.54%
% of portfolio
0.28%
Previous 0.32%
Shares
4 transactions
Others Institutions Holding DFIC
# of Institutions
372Shares Held
237MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc27MShares$715 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.7MShares$682 Million1.59% of portfolio
-
Forum Financial Management, LP Lombard, IL15.8MShares$418 Million8.47% of portfolio
-
Evensky & Katz LLC5.9MShares$156 Million10.81% of portfolio
-
Rw Investment Management LLC Eagle, ID4.86MShares$129 Million17.02% of portfolio