Summit Wealth Group, LLC Dimensional ETF Tr U S Small C Transaction History

Summit Wealth Group, LLC

$398 Million
Q3 2025

A detailed history of Summit Wealth Group, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Summit Wealth Group, LLC holds 163,897 shares of DFAS stock, worth $11 Million. This represents 2.82% of its overall portfolio holdings.

Number of Shares

163,897

Previous 156,885 4.47%

Holding current value

$11 Million

Previous $10 Million 12.26%

% of portfolio

2.82%

Previous 2.57%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$63.41 - $69.69 $444,630 - $488,666	7,012 Added 4.47%	163,897 $11.2 Million
Q2 2025 Aug 06, 2025	BUY	$52.31 - $63.72 $151,751 - $184,851	2,901 Added 1.88%	156,885 $10 Million
Q1 2025 May 02, 2025	BUY	$58.81 - $68.2 $426,313 - $494,381	7,249 Added 4.94%	153,984 $9.2 Million
Q4 2024 Feb 04, 2025	BUY	$63.58 - $71.15 $363,423 - $406,693	5,716 Added 4.05%	146,735 $9.55 Million
Q3 2024 Nov 08, 2024	BUY	$59.25 - $65.33 $7.73 Million - $8.52 Million	130,436 Added 1232.5%	141,019 $9.15 Million

Q2 2024 Jul 31, 2024	BUY	$57.42 - $62.37 $607,675 - $660,061	10,583 New	10,583 $636,000

Others Institutions Holding DFAS

# of Institutions

868

Shares Held

137M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S SMALL C

Ticker DFAS
Sector ETFs
Industry ETFs

More about DFAS

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Summit Wealth Group, LLC Dimensional ETF Tr U S Small C Transaction History