Summit Wealth Group LLC / CO Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Summit Wealth Group LLC / CO holds 36,406 shares of DFSB stock, worth $0. This represents 0.48% of its overall portfolio holdings.
Number of Shares
36,406Holding current value
$0% of portfolio
0.48%Shares
1 transactions
Others Institutions Holding DFSB
# of Institutions
99Shares Held
7.1MCall Options Held
0Put Options Held
0-
Abacus Wealth Partners, LLC Santa Monica, CA2.1MShares$016.79% of portfolio
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Maseco LLP London,1.46MShares$02.9% of portfolio
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Quantum Financial Advisors, LLC Manhattan Beach, CA454KShares$00.0% of portfolio
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Passive Capital Management, Llc. Baltimore, MD376KShares$03.98% of portfolio
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Blue Oak Capital, LLC Menlo Park, CA334KShares$09.2% of portfolio