Summit Asset Management, LLC Dimensional ETF Tr U S Equity 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 Equity stock. As of the latest transaction made, Summit Asset Management, LLC holds 14,345 shares of DFUS stock, worth $988,513. This represents 0.15% of its overall portfolio holdings.
Number of Shares
14,345
Previous 14,345
-0.0%
Holding current value
$988,513
Previous $915,000
5.25%
% of portfolio
0.15%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding DFUS
# of Institutions
781Shares Held
195MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ42.6MShares$2.93 Billion3.81% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$548 Million5.21% of portfolio
-
Maseco LLP London,7.9MShares$544 Million20.12% of portfolio
-
Index Fund Advisors, Inc.5.05MShares$348 Million19.78% of portfolio
-
Plancorp, LLC4.6MShares$317 Million10.8% of portfolio