Summit Financial, LLC Dimensional ETF Tr Dimensional Transaction History
Summit Financial, LLC
- $6 Billion
- Q3 2025
A detailed history of Summit Financial, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Summit Financial, LLC holds 19,561 shares of DFIS stock, worth $614,606. This represents 0.01% of its overall portfolio holdings.
Number of Shares
19,561Holding current value
$614,606% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding DFIS
# of Institutions
286Shares Held
114MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp34.1MShares$1.07 Billion0.74% of portfolio
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Matson Money. Inc.12.2MShares$384 Million12.88% of portfolio
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Natixis Advisors, L.P. Boston, MA7.99MShares$251 Million0.37% of portfolio
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Envestnet Portfolio Solutions, Inc. Berwyn, PA3.53MShares$111 Million0.47% of portfolio
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First Citizens Bank & Trust CO3.43MShares$108 Million1.94% of portfolio