Summit Asset Management, LLC Dimensional ETF Tr U S Small C Transaction History
Summit Asset Management, LLC
- $841 Million
- Q1 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 $311,872. This represents 0.04% of its overall portfolio holdings.
Number of Shares
5,217
Previous 5,217
-0.0%
Holding current value
$311,872
Previous $311,000
4.5%
% of portfolio
0.04%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding DFAS
# of Institutions
636Shares Held
101MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS10.7MShares$641 Million0.74% of portfolio
-
Index Fund Advisors, Inc.6.8MShares$406 Million23.9% of portfolio
-
Northern Trust Corp Chicago, IL6.15MShares$367 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC4.25MShares$254 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.73MShares$163 Million1.93% of portfolio