Summit Wealth Group LLC / CO Dimensional ETF Tr U S Small C Transaction History
Summit Wealth Group LLC / CO
- $398 Billion
- Q2 2025
A detailed history of Summit Wealth Group LLC / CO transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Summit Wealth Group LLC / CO holds 26,247 shares of DFAS stock, worth $1.77 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
26,247Holding current value
$1.77 Million% of portfolio
0.42%Shares
1 transactions
Others Institutions Holding DFAS
# of Institutions
866Shares Held
133MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS20.2MShares$1.37 Billion1.11% of portfolio
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Northern Trust Corp Chicago, IL7.85MShares$531 Million0.07% of portfolio
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Bank Of America Corp Charlotte, NC6.22MShares$420 Million0.03% of portfolio
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Index Fund Advisors, Inc.5.86MShares$396 Million20.21% of portfolio
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Pure Financial Advisors, LLC2.95MShares$199 Million3.33% of portfolio