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

Summit Wealth Group, LLC

  • $342 Million
  • Q1 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 153,984 shares of DFAS stock, worth $9.56 Million. This represents 2.69% of its overall portfolio holdings.

Number of Shares
153,984
Previous 146,735 4.94%
Holding current value
$9.56 Million
Previous $9.55 Million 3.64%
% of portfolio
2.69%
Previous 2.77%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
821
Shares Held
126M
Call Options Held
0
Put Options Held
100
View Full List

About DIMENSIONAL ETF TR U S SMALL C

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