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

Summit Financial Strategies, Inc.

$836 Million
Q4 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 3,806,450 shares of DFIC stock, worth $102 Million. This represents 11.77% of its overall portfolio holdings.

Number of Shares

3,806,450

Previous 3,626,158 4.97%

Holding current value

$102 Million

Previous $102 Million 3.57%

% of portfolio

11.77%

Previous 12.43%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$25.61 - $28.0 $4.62 Million - $5.05 Million	180,292 Added 4.97%	3,806,450 $98.4 Million
Q3 2024 Oct 16, 2024	BUY	$25.36 - $28.37 $2.43 Million - $2.72 Million	95,925 Added 2.72%	3,626,158 $102 Million
Q2 2024 Jul 19, 2024	BUY	$25.73 - $27.44 $1.57 Million - $1.68 Million	61,152 Added 1.76%	3,530,233 $92.8 Million
Q1 2024 May 09, 2024	BUY	$24.62 - $26.83 $1.37 Million - $1.49 Million	55,498 Added 1.63%	3,469,081 $92.8 Million
Q4 2023 Feb 13, 2024	BUY	$22.18 - $25.58 $1.08 Million - $1.25 Million	48,759 Added 1.45%	3,413,583 $87.1 Million
Q3 2023 Oct 24, 2023	BUY	$23.25 - $25.17 $1.39 Million - $1.5 Million	59,637 Added 1.8%	3,364,824 $78.6 Million
Q2 2023 Jul 21, 2023	SELL	$23.45 - $24.88 $126,442 - $134,152	-5,392 Reduced 0.16%	3,305,187 $80.2 Million
Q1 2023 Apr 21, 2023	BUY	$22.5 - $24.64 $1.6 Million - $1.75 Million	71,057 Added 2.19%	3,310,579 $79.7 Million
Q4 2022 Jan 20, 2023	BUY	$19.06 - $23.03 $6.59 Million - $7.96 Million	345,776 Added 11.95%	3,239,522 $0
Q3 2022 Oct 21, 2022	BUY	$19.05 - $23.07 $54.6 Million - $66.1 Million	2,865,643 Added 10196.93%	2,893,746 $55.4 Million
Q2 2022 Jul 25, 2022	BUY	$21.35 - $25.2 $599,999 - $708,195	28,103 New	28,103 $605,000

Others Institutions Holding DFIC

# of Institutions

381

Shares Held

239M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIC
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Summit Financial Strategies, Inc. Dimensional ETF Tr Dimensional Transaction History