Summit Financial Strategies, Inc. Dimensional ETF Tr Dimensional Transaction History
Summit Financial Strategies, Inc.
- $679 Million
- Q1 2024
A detailed history of Summit Financial Strategies, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 3,469,081 shares of DFIC stock, worth $93 Million. This represents 13.68% of its overall portfolio holdings.
Number of Shares
3,469,081
Previous 3,413,583
1.63%
Holding current value
$93 Million
Previous $87.1 Million
6.48%
% of portfolio
13.68%
Previous 13.93%
Shares
8 transactions
Others Institutions Holding DFIC
# of Institutions
327Shares Held
198MCall Options Held
100Put Options Held
100-
Envestnet Asset Management Inc21.4MShares$575 Million0.22% of portfolio
-
Mercer Global Advisors Inc Denver, CO21.3MShares$570 Million1.62% of portfolio
-
Forum Financial Management, LP Lombard, IL16MShares$428 Million8.27% of portfolio
-
Evensky & Katz LLC5.55MShares$149 Million10.48% of portfolio
-
Rw Investment Management LLC Eagle, ID4.55MShares$122 Million16.95% of portfolio