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

Summit Financial Strategies, Inc.

$679 Million
Q1 2024

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 227,557 shares of DFAT stock, worth $11.6 Million. This represents 1.83% of its overall portfolio holdings.

Number of Shares

227,557

Previous 192,869 17.99%

Holding current value

$11.6 Million

Previous $10.1 Million 22.72%

% of portfolio

1.83%

Previous 1.61%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$43.22 - $46.91 $120,799 - $131,113	2,795 Added 35.34%	10,704 $0
Q3 2022 Oct 21, 2022	BUY	$39.41 - $46.6 $311,693 - $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

631

Shares Held

151M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

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