Summit Wealth Group LLC / CO Dimensional ETF Tr Core Fxd In 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 Core Fxd In stock. As of the latest transaction made, Summit Wealth Group LLC / CO holds 127,857 shares of DFCF stock, worth $5.51 Million. This represents 1.36% of its overall portfolio holdings.
Number of Shares
127,857Holding current value
$5.51 Million% of portfolio
1.36%Shares
1 transactions
Others Institutions Holding DFCF
# of Institutions
430Shares Held
119MCall Options Held
0Put Options Held
0-
Truepoint, Inc.11.5MShares$496 Million12.43% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX3.04MShares$131 Million10.8% of portfolio
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True Link Financial Advisors, LLC2.82MShares$122 Million8.26% of portfolio
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Factory Mutual Insurance CO Waltham, MA2.79MShares$120 Million1.31% of portfolio
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Great Waters Wealth Management Minneapolis, MN2.76MShares$119 Million13.94% of portfolio