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 $298,857. This represents 0.05% of its overall portfolio holdings.

Number of Shares
4,270
Previous 4,270 -0.0%
Holding current value
$298,857
Previous $257 Million 7.96%
% of portfolio
0.05%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Sep 11, 2024
BUY
$47.77 - $54.73 $203,977 - $233,697
4,270 New
4,270 $218 Million
Q3 2022

Sep 11, 2024
SELL
$46.47 - $55.84 $198,426 - $238,436
-4,270 Closed
0 $0
Q2 2022

Sep 11, 2024
BUY
$46.65 - $56.4 $199,195 - $240,828
4,270 New
4,270 $205 Million

Others Institutions Holding DFAS

# of Institutions
688
Shares Held
107M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S SMALL C

DFAS Quotes by TradingView
  • Ticker DFAS
  • Sector ETFs
  • Industry ETFs
More about DFAS
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