Summit Financial Strategies, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Summit Financial Strategies, Inc.
- $749 Million
- Q2 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 $316,914. This represents 0.04% of its overall portfolio holdings.
Number of Shares
9,343
Previous 9,343
-0.0%
Holding current value
$316,914
Previous $298,000
1.01%
% of portfolio
0.04%
Previous 0.04%
Shares
6 transactions
Others Institutions Holding DFAC
# of Institutions
876Shares Held
711MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.4MShares$1.81 Billion0.61% of portfolio
-
Mercer Global Advisors Inc Denver, CO47.7MShares$1.62 Billion3.89% of portfolio
-
Forum Financial Management, LP Lombard, IL37.3MShares$1.27 Billion24.81% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.27 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$599 Million0.29% of portfolio