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
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 13, 2023

BUY
$38.86 - $44.32 $54,131 - $61,737
1,393 Added 10.76%
14,345 $596,000
Q3 2021

Nov 08, 2021

BUY
$46.48 - $49.7 $602,008 - $643,714
12,952 New
12,952 $611,000

Others Institutions Holding DFUS

About DIMENSIONAL ETF TR U S EQUITY


  • Ticker DFUS
  • Sector ETFs
  • Industry ETFs
More about DFUS
Track This Portfolio

Track Summit Asset Management, LLC Portfolio

Follow Summit Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Asset Management, LLC with notifications on news.