Summit Asset Management, LLC Dimensional ETF Tr Us Marketwi Transaction History

Summit Asset Management, LLC

  • $866 Million
  • Q3 2024

A detailed history of Summit Asset Management, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Summit Asset Management, LLC holds 8,885 shares of DFUV stock, worth $382,055. This represents 0.04% of its overall portfolio holdings.

Number of Shares
8,885
Previous 8,847 0.43%
Holding current value
$382,055
Previous $347,000 6.63%
% of portfolio
0.04%
Previous 0.04%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024
BUY
$38.51 - $41.69 $1,463 - $1,584
38 Added 0.43%
8,885 $370,000
Q2 2024

Aug 05, 2024
BUY
$38.53 - $40.76 $1,541 - $1,630
40 Added 0.45%
8,847 $347,000
Q1 2024

May 06, 2024
BUY
$36.22 - $40.9 $1,122 - $1,267
31 Added 0.35%
8,807 $360,000
Q4 2023

Feb 06, 2024
BUY
$31.85 - $37.39 $1,082 - $1,271
34 Added 0.39%
8,776 $326,000
Q3 2023

Nov 06, 2023
BUY
$33.83 - $36.19 $1,522 - $1,628
45 Added 0.52%
8,742 $297,000
Q2 2023

Aug 07, 2023
BUY
$32.32 - $34.5 $1,422 - $1,518
44 Added 0.51%
8,697 $300,000
Q1 2023

May 11, 2023
BUY
$31.9 - $35.83 $1,244 - $1,397
39 Added 0.45%
8,653 $289,000
Q4 2022

Feb 13, 2023
BUY
$30.23 - $35.36 $1,027 - $1,202
34 Added 0.4%
8,614 $288,000
Q3 2022

Nov 07, 2022
BUY
$29.6 - $34.78 $1,361 - $1,599
46 Added 0.54%
8,580 $254,000
Q2 2022

Aug 10, 2022
BUY
$30.92 - $35.31 $263,871 - $301,335
8,534 New
8,534 $270,000

Others Institutions Holding DFUV

# of Institutions
640
Shares Held
267M
Call Options Held
300
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR US MARKETWI

DFUV Quotes by TradingView
  • Ticker DFUV
  • Sector ETFs
  • Industry ETFs
More about DFUV
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.

Choose your preferred platform and Sign Up 👇 Telegram Email