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

Summit Financial Strategies, Inc.

$1.08 Billion
Q3 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 $356,848. This represents 0.03% of its overall portfolio holdings.

Number of Shares

9,240

Previous 9,240 -0.0%

Holding current value

$356,848

Previous $331,000 7.55%

% of portfolio

0.03%

Previous 0.03%

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

1,162

Shares Held

800M

Call Options Held

36.6K

Put Options Held

7.1K

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About DIMENSIONAL ETF TR U S CORE EQ

Ticker DFAC
Sector ETFs
Industry ETFs

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