Summit Financial Strategies, Inc. Dimensional ETF Tr U S Core Eq Transaction History

Summit Financial Strategies, Inc.

$914 Million
Q1 2025

A detailed history of Summit Financial Strategies, Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 9,240 shares of DFAC stock, worth $318,318. This represents 0.03% of its overall portfolio holdings.

Number of Shares

9,240

Previous 9,343 1.1%

Holding current value

$318,318

Previous $323,000 5.88%

% of portfolio

0.03%

Previous 0.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	SELL	$32.42 - $36.13 $3,339 - $3,721	-103 Reduced 1.1%	9,240 $304,000
Q1 2024 May 09, 2024	SELL	$28.62 - $31.95 $24,584 - $27,445	-859 Reduced 8.42%	9,343 $298,000
Q4 2023 Feb 13, 2024	BUY	$24.91 - $29.38 $48,375 - $57,055	1,942 Added 23.51%	10,202 $298,000
Q4 2022 Jan 20, 2023	BUY	$22.49 - $25.81 $185,767 - $213,190	8,260 New	8,260 $0
Q2 2022 Jul 25, 2022	SELL	$22.75 - $27.77 $187,915 - $229,380	-8,260 Closed	0 $0
Q4 2021 Feb 03, 2022	BUY	$26.63 - $29.09 $2,742 - $2,996	103 Added 1.26%	8,260 $239,000
Q2 2021 Aug 11, 2021	BUY	$25.92 - $26.98 $211,429 - $220,075	8,157 New	8,157 $220,000

Others Institutions Holding DFAC

# of Institutions

1,091

Shares Held

811M

Call Options Held

46.6K

Put Options Held

600

View Full List

About DIMENSIONAL ETF TR U S CORE EQ

Ticker DFAC
Sector ETFs
Industry ETFs

More about DFAC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Financial Strategies, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Summit Financial Strategies, Inc. with notifications on news.

Account

Summit Financial Strategies, Inc. Dimensional ETF Tr U S Core Eq Transaction History