Summit Wealth Group LLC / CO Dimensional ETF Tr U S Core Eq Transaction History

Summit Wealth Group LLC / CO

$300 Billion
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 13, 2025	BUY	$29.12 - $35.84 $2.82 Million - $3.46 Million	96,678 New	96,678 $3.46 Billion

Others Institutions Holding DFAC

# of Institutions

1,176

Shares Held

812M

Call Options Held

10.4K

Put Options Held

20.1K

Mercer Global Advisors Inc Denver, CO

61.2M
Shares

$2.37 Billion
4.02% of portfolio
Forum Financial Management, LP Lombard, IL

40M
Shares

$1.55 Billion
23.99% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

37.3M
Shares

$1.44 Billion
13.39% of portfolio
Lpl Financial LLC Fort Mill, SC

17.5M
Shares

$676 Million
0.21% of portfolio
Apella Capital, LLC

13.5M
Shares

$522 Million
12.2% of portfolio

About DIMENSIONAL ETF TR U S CORE EQ

Ticker DFAC
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