Summit Asset Management, LLC Dimensional ETF Tr U S Equity Transaction History
Summit Asset Management, LLC
- $844 Million
- Q2 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 $883,078. This represents 0.1% of its overall portfolio holdings.
Number of Shares
14,345
Previous 14,345
-0.0%
Holding current value
$883,078
Previous $817,000
3.3%
% of portfolio
0.1%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding DFUS
# of Institutions
625Shares Held
122MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$490 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.92MShares$364 Million20.2% of portfolio
-
Plancorp, LLC5.04MShares$310 Million12.91% of portfolio
-
Envestnet Asset Management Inc4.15MShares$255 Million0.09% of portfolio
-
Creative Planning Overland Park, KS3.71MShares$228 Million0.23% of portfolio