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

Summit Financial Strategies, Inc.

$998 Million
Q2 2025

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 96,558 shares of DFUV stock, worth $4.2 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares

96,558

Previous 96,577 0.02%

Holding current value

$4.2 Million

Previous $3.98 Million 2.59%

% of portfolio

0.41%

Previous 0.44%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 17, 2025	SELL	$36.25 - $42.28 $688 - $803	-19 Reduced 0.02%	96,558 $4.08 Million
Q1 2025 May 12, 2025	SELL	$39.96 - $43.3 $53,946 - $58,454	-1,350 Reduced 1.38%	96,577 $3.98 Million
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

737

Shares Held

276M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR US MARKETWI

Ticker DFUV
Sector ETFs
Industry ETFs

More about DFUV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Financial Strategies, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Summit Financial Strategies, Inc. with notifications on news.

Account

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