Summit Wealth Group, LLC Dimensional ETF Tr Dimensional Transaction History

Summit Wealth Group, LLC

  • $147 Million
  • Q1 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 92,333 shares of DFAR stock, worth $2.18 Million. This represents 1.41% of its overall portfolio holdings.

Number of Shares
92,333
Previous 87,587 5.42%
Holding current value
$2.18 Million
Previous $1.99 Million 3.66%
% of portfolio
1.41%
Previous 1.56%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 01, 2024
BUY
$21.28 - $22.96 $100,994 - $108,968
4,746 Added 5.42%
92,333 $2.07 Million
Q4 2023

Jan 30, 2024
BUY
$18.45 - $23.08 $138,762 - $173,584
7,521 Added 9.39%
87,587 $1.99 Million
Q3 2023

Oct 31, 2023
BUY
$19.26 - $22.35 $41,370 - $48,007
2,148 Added 2.76%
80,066 $1.56 Million
Q2 2023

Jul 26, 2023
SELL
$20.22 - $21.63 $26.2 Million - $28.1 Million
-1,297,270 Reduced 94.33%
77,918 $1.68 Million
Q1 2023

May 10, 2023
BUY
$19.83 - $23.92 $27.3 Million - $32.9 Million
1,375,188 New
1,375,188 $64,000

Others Institutions Holding DFAR

# of Institutions
196
Shares Held
30.2M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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