Summit Financial Wealth Advisors, LLC Dimensional ETF Tr Transaction History

Summit Financial Wealth Advisors, LLC

  • $609 Million
  • Q3 2025

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 7,000 shares of DFAU stock, worth $319,620. This represents 0.05% of its overall portfolio holdings.

Number of Shares
7,000
Previous 7,000 -0.0%
Holding current value
$319,620
Previous $296,000 8.11%
% of portfolio
0.05%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Sep 29, 2025
SELL
$34.04 - $42.36 $272,830 - $339,515
-8,015 Reduced 53.38%
7,000 $296,000
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
535
Shares Held
140M
Call Options Held
58.3K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAU Quotes by TradingView
  • Ticker DFAU
  • Sector ETFs
  • Industry ETFs
More about DFAU
Track This Portfolio

Track Summit Financial Wealth Advisors, LLC Portfolio

Follow Summit Financial Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Financial Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Financial Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email