Summit Wealth Group, LLC Dimensional ETF Tr Dimensional Transaction History

Summit Wealth Group, LLC

$342 Million
Q1 2025

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 95,975 shares of DFAR stock, worth $2.24 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares

95,975

Previous 95,171 0.84%

Holding current value

$2.24 Million

Previous $2.22 Million 2.98%

% of portfolio

0.67%

Previous 0.64%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	BUY	$22.35 - $24.52 $17,969 - $19,714	804 Added 0.84%	95,975 $2.28 Million
Q4 2024 Feb 04, 2025	BUY	$22.72 - $25.76 $85,313 - $96,728	3,755 Added 4.11%	95,171 $2.22 Million
Q3 2024 Nov 08, 2024	SELL	$21.91 - $26.03 $103,502 - $122,965	-4,724 Reduced 4.91%	91,416 $2.34 Million
Q2 2024 Jul 31, 2024	BUY	$20.41 - $22.23 $77,700 - $84,629	3,807 Added 4.12%	96,140 $2.13 Million
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

256

Shares Held

41.9M

Call Options Held

1.9K

Put Options Held

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFAR
Sector ETFs
Industry ETFs

More about DFAR

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Summit Wealth Group, LLC Dimensional ETF Tr Dimensional Transaction History