Summit Financial Wealth Advisors, LLC Dimensional ETF Tr Transaction History

Summit Financial Wealth Advisors, LLC

  • $490 Million
  • Q4 2024

A detailed history of Summit Financial Wealth Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 15,015 shares of DFAU stock, worth $566,365. This represents 0.12% of its overall portfolio holdings.

Number of Shares
15,015
Previous 15,170 1.02%
Holding current value
$566,365
Previous $602,000 0.83%
% of portfolio
0.12%
Previous 0.12%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
SELL
$39.27 - $42.38 $6,086 - $6,568
-155 Reduced 1.02%
15,015 $607,000
Q2 2024

Aug 12, 2024
BUY
$34.53 - $37.67 $523,820 - $571,453
15,170 New
15,170 $568,000

Others Institutions Holding DFAU

# of Institutions
490
Shares Held
203M
Call Options Held
0
Put Options Held
400
View Full List

About DIMENSIONAL ETF TR

DFAU Quotes by TradingView
  • Ticker DFAU
  • Sector ETFs
  • Industry ETFs
More about DFAU
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