Summit Wealth Group LLC / CO Davis Fundamental ETF Tr Transaction History

Summit Wealth Group LLC / CO

  • $398 Billion
  • Q2 2025

A detailed history of Summit Wealth Group LLC / CO transactions in Davis Fundamental ETF Tr stock. As of the latest transaction made, Summit Wealth Group LLC / CO holds 27,113 shares of DFNL stock, worth $1.21 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares
27,113
Holding current value
$1.21 Million
% of portfolio
0.29%

Shares

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

Aug 13, 2025
BUY
$34.38 - $42.94 $932,144 - $1.16 Million
27,113 New
27,113 $1.16 Billion

Others Institutions Holding DFNL

# of Institutions
56
Shares Held
4.98M
Call Options Held
0
Put Options Held
0
View Full List

About DAVIS FUNDAMENTAL ETF TR

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