Summit Financial Strategies, Inc. DIMENSIONAL ETF TRUST Transaction History

Summit Financial Strategies, Inc.

  • $1.08 Billion
  • Q3 2025
Number of Shares
2,007,278
Previous 1,913,371 4.91%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025
BUY
N/A
93,907 Added 4.91%
2,007,278 $0
Q2 2025

Jul 17, 2025
BUY
N/A
96,544 Added 5.31%
1,913,371 $0
Q1 2025

May 12, 2025
BUY
N/A
137,749 Added 8.2%
1,816,827 $0
Q4 2024

Jan 22, 2025
BUY
N/A
162,670 Added 10.73%
1,679,078 $0
Q3 2024

Oct 16, 2024
BUY
N/A
199,508 Added 15.15%
1,516,408 $0
Q2 2024

Jul 19, 2024
BUY
N/A
496,863 Added 60.59%
1,316,900 $0
Q1 2024

May 09, 2024
BUY
N/A
169,663 Added 26.09%
820,037 $0
Q4 2023

Feb 13, 2024
BUY
N/A
650,374 New
650,374 $0
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