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

Summit Financial Strategies, Inc.

  • $821 Million
  • Q3 2024

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 9,343 shares of DFAC stock, worth $336,908. This represents 0.04% of its overall portfolio holdings.

Number of Shares
9,343
Previous 9,343 -0.0%
Holding current value
$336,908
Previous $301,000 6.31%
% of portfolio
0.04%
Previous 0.04%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
917
Shares Held
740M
Call Options Held
76K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S CORE EQ

DFAC Quotes by TradingView
  • Ticker DFAC
  • Sector ETFs
  • Industry ETFs
More about DFAC
Track This Portfolio

Track Summit Financial Strategies, Inc. Portfolio

Follow Summit Financial Strategies, Inc. 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 Financial Strategies, Inc., based on Form 13F filings with the SEC.

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email