Summit Asset Management, LLC Dimensional ETF Tr U S Small C Transaction History
Summit Asset Management, LLC
- $866 Million
- Q3 2024
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 5,217 shares of DFAS stock, worth $350,999. This represents 0.04% of its overall portfolio holdings.
Number of Shares
5,217
Previous 5,217
-0.0%
Holding current value
$350,999
Previous $313,000
7.99%
% of portfolio
0.04%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding DFAS
# of Institutions
713Shares Held
110MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.2MShares$754 Million0.72% of portfolio
-
Northern Trust Corp Chicago, IL7MShares$471 Million0.08% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$440 Million23.7% of portfolio
-
Bank Of America Corp Charlotte, NC4.91MShares$331 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$183 Million1.82% of portfolio