Summit Wealth Partners, LLC Dimensional ETF Tr U S Small C Put Options Transaction History

Summit Wealth Partners, LLC

$519 Billion
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding DFAS

# of Institutions

681

Shares Held

106M

Call Options Held

0

Put Options Held

0

Creative Planning Overland Park, KS

11.2M
Shares

$778 Million
0.72% of portfolio
Northern Trust Corp Chicago, IL

7M
Shares

$486 Million
0.08% of portfolio
Index Fund Advisors, Inc.

6.66M
Shares

$462 Million
23.57% of portfolio
Bank Of America Corp Charlotte, NC

4.45M
Shares

$308 Million
0.02% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

2.72M
Shares

$189 Million
1.82% of portfolio

About DIMENSIONAL ETF TR U S SMALL C

Ticker DFAS
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