Summit Asset Management, LLC Dimensional ETF Tr U S Small C Transaction History

Summit Asset Management, LLC

  • $573 Million
  • Q1 2025

A detailed history of Summit Asset Management, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Summit Asset Management, LLC holds 4,303 shares of DFAS stock, worth $283,998. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,303
Previous 5,217 17.52%
Holding current value
$283,998
Previous $339,000 24.19%
% of portfolio
0.04%
Previous 0.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 06, 2025
SELL
$58.81 - $68.2 $53,752 - $62,334
-914 Reduced 17.52%
4,303 $257,000
Q3 2021

Nov 08, 2021
BUY
$54.69 - $59.43 $285,317 - $310,046
5,217 New
5,217 $300,000

Others Institutions Holding DFAS

# of Institutions
826
Shares Held
128M
Call Options Held
0
Put Options Held
100
View Full List

About DIMENSIONAL ETF TR U S SMALL C

DFAS Quotes by TradingView
  • Ticker DFAS
  • Sector ETFs
  • Industry ETFs
More about DFAS
Track This Portfolio

Track Summit Asset Management, LLC Portfolio

Follow Summit Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email