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 $267,130. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,303
Previous 5,217 17.52%
Holding current value
$267,130
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
820
Shares Held
126M
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
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