Summit Asset Management, LLC Dimensional ETF Tr U S Small C Transaction History
Summit Asset Management, LLC
- $639 Million
- Q3 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 $290,925. This represents 0.05% of its overall portfolio holdings.
Number of Shares
4,303
Previous 4,303
-0.0%
Holding current value
$290,925
Previous $274,000
7.3%
% of portfolio
0.05%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding DFAS
# of Institutions
866Shares Held
133MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS20.2MShares$1.37 Billion1.11% of portfolio
-
Northern Trust Corp Chicago, IL7.85MShares$531 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.22MShares$420 Million0.03% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$396 Million20.21% of portfolio
-
Pure Financial Advisors, LLC2.95MShares$199 Million3.33% of portfolio