Summit Wealth Group LLC / CO Dimensional ETF Tr Us Marketwi 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 Us Marketwi stock. As of the latest transaction made, Summit Wealth Group LLC / CO holds 17,065 shares of DFUV stock, worth $756,832. This represents 0.18% of its overall portfolio holdings.
Number of Shares
17,065Holding current value
$756,832% of portfolio
0.18%Shares
1 transactions
Others Institutions Holding DFUV
# of Institutions
755Shares Held
246MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO36.1MShares$1.6 Billion3.16% of portfolio
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Savant Capital, LLC16.4MShares$725 Million4.1% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$640 Million6.31% of portfolio
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Ci Private Wealth, LLC Miami, FL8.25MShares$366 Million0.51% of portfolio
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Balasa Dinverno & Foltz LLC Itasca, IL7.64MShares$339 Million14.27% of portfolio