Summit Wealth Group LLC / CO Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Summit Wealth Group LLC / CO holds 185,618 shares of DFAR stock, worth $4.3 Million. This represents 1.09% of its overall portfolio holdings.
Number of Shares
185,618Holding current value
$4.3 Million% of portfolio
1.09%Shares
1 transactions
Others Institutions Holding DFAR
# of Institutions
279Shares Held
44.1MCall Options Held
9.6KPut Options Held
0-
Vista Wealth Management Group, LLC3.13MShares$72.5 Million5.07% of portfolio
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Prudential Financial Inc Newark, NJ2.49MShares$57.7 Million0.08% of portfolio
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High Tower Advisors, LLC Chicago, IL2.14MShares$49.6 Million0.07% of portfolio
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Elwood & Goetz Wealth Advisory Group, LLC Athens, GA2.07MShares$48 Million10.62% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX1.79MShares$41.4 Million3.53% of portfolio