Summit Asset Management, LLC Dimensional ETF Tr U S Equity 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 Equity stock. As of the latest transaction made, Summit Asset Management, LLC holds 14,345 shares of DFUS stock, worth $928,408. This represents 0.1% of its overall portfolio holdings.
Number of Shares
14,345
Previous 14,345
-0.0%
Holding current value
$928,408
Previous $844,000
5.69%
% of portfolio
0.1%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding DFUS
# of Institutions
643Shares Held
133MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ8.75MShares$567 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$515 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$379 Million19.88% of portfolio
-
Plancorp, LLC4.96MShares$321 Million12.66% of portfolio
-
Envestnet Asset Management Inc4.12MShares$267 Million0.08% of portfolio