Summit Wealth Group LLC / CO Dimensional ETF Tr Transaction History

Summit Wealth Group LLC / CO

$398 Billion
Q2 2025

A detailed history of Summit Wealth Group LLC / CO transactions in Dimensional ETF Tr stock. As of the latest transaction made, Summit Wealth Group LLC / CO holds 47,150 shares of DFAX stock, worth $1.48 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares

47,150

Holding current value

$1.48 Million

% of portfolio

0.35%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 13, 2025	BUY	$23.37 - $29.39 $1.1 Million - $1.39 Million	47,150 New	47,150 $1.38 Billion

Others Institutions Holding DFAX

# of Institutions

658

Shares Held

255M

Call Options Held

Put Options Held

Buckingham Strategic Wealth, LLC Clayton, MO

11.2M
Shares

$353 Million
3.18% of portfolio
Lpl Financial LLC Fort Mill, SC

8.02M
Shares

$252 Million
0.08% of portfolio
Envestnet Asset Management Inc

7.62M
Shares

$240 Million
0.07% of portfolio
Geometric Wealth Advisors

7M
Shares

$220 Million
33.48% of portfolio
Allworth Financial LP

6.28M
Shares

$198 Million
0.92% of portfolio

View Full List

About DIMENSIONAL ETF TR

Ticker DFAX

More about DFAX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Wealth Group LLC / CO, based on Form 13F filings with the SEC.

News

Stay updated on Summit Wealth Group LLC / CO with notifications on news.

Account

Summit Wealth Group LLC / CO Dimensional ETF Tr Transaction History