Summit Financial Strategies, Inc. Dimensional ETF Tr U S Target 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 Target stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 327,020 shares of DFAT stock, worth $17.2 Million. This represents 1.84% of its overall portfolio holdings.

Number of Shares

327,020

Previous 312,233 4.74%

Holding current value

$17.2 Million

Previous $17.4 Million 3.11%

% of portfolio

1.84%

Previous 2.08%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	BUY	$50.44 - $58.1 $745,856 - $859,124	14,787 Added 4.74%	327,020 $16.8 Million
Q4 2024 Jan 22, 2025	BUY	$54.54 - $61.04 $1.33 Million - $1.49 Million	24,461 Added 8.5%	312,233 $17.4 Million
Q3 2024 Oct 16, 2024	BUY	$51.0 - $57.07 $1.47 Million - $1.64 Million	28,807 Added 11.12%	287,772 $16 Million
Q2 2024 Jul 19, 2024	BUY	$50.18 - $54.47 $1.58 Million - $1.71 Million	31,408 Added 13.8%	258,965 $13.4 Million
Q1 2024 May 09, 2024	BUY	$49.45 - $54.43 $1.72 Million - $1.89 Million	34,688 Added 17.99%	227,557 $12.4 Million
Q4 2023 Feb 13, 2024	BUY	$42.71 - $53.09 $7.81 Million - $9.7 Million	182,760 Added 1807.89%	192,869 $10.1 Million
Q3 2023 Oct 24, 2023	BUY	$45.07 - $49.71 $69,813 - $77,000	1,549 Added 18.1%	10,109 $461,000
Q2 2023 Jul 21, 2023	SELL	$41.44 - $46.39 $86,360 - $96,676	-2,084 Reduced 19.58%	8,560 $397,000
Q1 2023 Apr 21, 2023	SELL	$42.38 - $49.75 $2,542 - $2,985	-60 Reduced 0.56%	10,644 $473,000
Q4 2022 Jan 20, 2023	BUY	$40.24 - $46.91 $112,470 - $131,113	2,795 Added 35.34%	10,704 $0
Q3 2022 Oct 21, 2022	BUY	$38.84 - $46.6 $307,185 - $368,559	7,909 New	7,909 $308,000
Q3 2021 Nov 10, 2021	SELL	$41.66 - $45.84 $241,669 - $265,917	-5,801 Closed	0 $0
Q2 2021 Aug 11, 2021	BUY	$43.52 - $46.03 $252,459 - $267,020	5,801 New	5,801 $260,000

Others Institutions Holding DFAT

# of Institutions

770

Shares Held

168M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
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Summit Financial Strategies, Inc. Dimensional ETF Tr U S Target Transaction History