Summit Financial Strategies, Inc. DIMENSIONAL ETF TRUST Transaction History

Summit Financial Strategies, Inc.

  • $914 Million
  • Q1 2025
Number of Shares
807,988
Previous 741,406 8.98%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 12, 2025
BUY
N/A
66,582 Added 8.98%
807,988 $0
Q4 2024

Jan 22, 2025
BUY
N/A
50,712 Added 7.34%
741,406 $0
Q3 2024

Oct 16, 2024
BUY
N/A
40,815 Added 6.28%
690,694 $0
Q2 2024

Jul 19, 2024
BUY
N/A
132,419 Added 25.59%
649,879 $0
Q1 2024

May 09, 2024
BUY
N/A
110,149 Added 27.04%
517,460 $0
Q4 2023

Feb 13, 2024
BUY
N/A
407,311 New
407,311 $0
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