Summit X, LLC Dimensional ETF Tr Dimensional Transaction History
Summit X, LLC
- $437 Million
- Q4 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 52,244 shares of DFIC stock, worth $1.44 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
52,244
Previous 41,625
25.51%
Holding current value
$1.44 Million
Previous $1.17 Million
15.29%
% of portfolio
0.31%
Previous 0.28%
Shares
5 transactions
Others Institutions Holding DFIC
# of Institutions
438Shares Held
2.28BCall Options Held
5.9KPut Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$55.6 Billion3.13% of portfolio
-
Envestnet Asset Management Inc29.5MShares$810 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO27.4MShares$754 Million1.75% of portfolio
-
Forum Financial Management, LP Lombard, IL16.4MShares$450 Million8.36% of portfolio
-
Evensky & Katz LLC6.13MShares$169 Million10.37% of portfolio