Summit Financial Strategies, Inc. Dimensional ETF Tr Dimensional Transaction History
Summit Financial Strategies, Inc.
- $749 Million
- Q2 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 3,530,233 shares of DFIC stock, worth $96.7 Million. This represents 12.39% of its overall portfolio holdings.
Number of Shares
3,530,233
Previous 3,469,081
1.76%
Holding current value
$96.7 Million
Previous $92.8 Million
0.01%
% of portfolio
12.39%
Previous 13.68%
Shares
9 transactions
Others Institutions Holding DFIC
# of Institutions
342Shares Held
218MCall Options Held
900Put Options Held
0-
Envestnet Asset Management Inc23.8MShares$652 Million0.22% of portfolio
-
Mercer Global Advisors Inc Denver, CO23.3MShares$639 Million1.55% of portfolio
-
Forum Financial Management, LP Lombard, IL15.3MShares$418 Million8.27% of portfolio
-
Evensky & Katz LLC5.74MShares$157 Million10.51% of portfolio
-
Rw Investment Management LLC Eagle, ID4.71MShares$129 Million16.75% of portfolio