Summit Financial Strategies, Inc. Dimensional ETF Tr Us Marketwi Transaction History

Summit Financial Strategies, Inc.

$836 Million
Q4 2024

A detailed history of Summit Financial Strategies, Inc. transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 97,927 shares of DFUV stock, worth $4.21 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares

97,927

Previous 98,089 0.17%

Holding current value

$4.21 Million

Previous $4.09 Million 2.01%

% of portfolio

0.48%

Previous 0.5%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$40.38 - $44.35 $6,541 - $7,184	-162 Reduced 0.17%	97,927 $4.01 Million
Q3 2024 Oct 16, 2024	SELL	$38.51 - $41.69 $10,474 - $11,339	-272 Reduced 0.28%	98,089 $4.09 Million
Q2 2024 Jul 19, 2024	SELL	$38.53 - $40.76 $24,697 - $26,127	-641 Reduced 0.65%	98,361 $3.86 Million
Q1 2024 May 09, 2024	SELL	$36.22 - $40.9 $11,699 - $13,210	-323 Reduced 0.33%	99,002 $4.05 Million
Q3 2022 Oct 21, 2022	SELL	$29.6 - $34.78 $151,936 - $178,525	-5,133 Reduced 4.91%	99,325 $2.94 Million
Q2 2022 Jul 25, 2022	BUY	$30.92 - $35.31 $3.23 Million - $3.69 Million	104,458 New	104,458 $3.3 Million

Others Institutions Holding DFUV

# of Institutions

653

Shares Held

268M

Call Options Held

300

Put Options Held

View Full List

About DIMENSIONAL ETF TR US MARKETWI

Ticker DFUV
Sector ETFs
Industry ETFs

More about DFUV

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Summit Financial Strategies, Inc. Dimensional ETF Tr Us Marketwi Transaction History