Summit Wealth Group, LLC Dimensional ETF Tr Dimensional Transaction History
Summit Wealth Group, LLC
- $347 Million
- Q3 2024
A detailed history of Summit Wealth Group, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Summit Wealth Group, LLC holds 91,416 shares of DFAR stock, worth $2.13 Million. This represents 0.68% of its overall portfolio holdings.
Number of Shares
91,416
Previous 96,140
4.91%
Holding current value
$2.13 Million
Previous $2.13 Million
10.31%
% of portfolio
0.68%
Previous 0.64%
Shares
7 transactions
Others Institutions Holding DFAR
# of Institutions
219Shares Held
35.4MCall Options Held
0Put Options Held
0-
Vista Wealth Management Group, LLC2.95MShares$68.9 Million5.23% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.2MShares$51.3 Million0.08% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.93MShares$45 Million12.28% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.63MShares$38 Million3.86% of portfolio
-
Bridgeworth, LLC Birmingham, AL1.33MShares$31 Million2.99% of portfolio