Summit Wealth Group, LLC Dimensional ETF Tr Transaction History

Summit Wealth Group, LLC

  • $147 Million
  • Q1 2024

A detailed history of Summit Wealth Group, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Summit Wealth Group, LLC holds 146,171 shares of DFAX stock, worth $3.78 Million. This represents 2.53% of its overall portfolio holdings.

Number of Shares
146,171
Previous 146,778 0.41%
Holding current value
$3.78 Million
Previous $3.58 Million 3.77%
% of portfolio
2.53%
Previous 2.8%

Shares

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

May 01, 2024
SELL
$23.42 - $25.45 $14,215 - $15,448
-607 Reduced 0.41%
146,171 $3.72 Million
Q4 2023

Jan 30, 2024
SELL
$21.44 - $24.42 $47,168 - $53,724
-2,200 Reduced 1.48%
146,778 $3.58 Million
Q3 2023

Oct 31, 2023
SELL
$22.41 - $24.35 $10,151 - $11,030
-453 Reduced 0.3%
148,978 $3.36 Million
Q2 2023

Jul 26, 2023
SELL
$22.56 - $24.03 $76 Million - $81 Million
-3,369,832 Reduced 95.75%
149,431 $3.48 Million
Q1 2023

May 10, 2023
BUY
$21.74 - $23.72 $73.2 Million - $79.8 Million
3,364,775 Added 2178.02%
3,519,263 $153,000
Q4 2022

Feb 08, 2023
BUY
$20.25 - $22.36 $2.04 Million - $2.25 Million
100,843 Added 187.98%
154,488 $3.34 Million
Q3 2022

Nov 09, 2022
BUY
$19.38 - $22.64 $69,884 - $81,639
3,606 Added 7.21%
53,645 $1.01 Million
Q2 2022

Aug 10, 2022
BUY
$21.22 - $25.37 $11,480 - $13,725
541 Added 1.09%
50,039 $1.07 Million
Q1 2022

May 04, 2022
SELL
$23.26 - $26.72 $923,375 - $1.06 Million
-39,698 Reduced 44.51%
49,498 $1.24 Million
Q4 2021

Feb 14, 2022
BUY
$25.17 - $26.82 $806,371 - $859,232
32,037 Added 56.05%
89,196 $2.33 Million
Q3 2021

Nov 12, 2021
BUY
$25.83 - $27.21 $1.48 Million - $1.56 Million
57,159 New
57,159 $1.48 Million

Others Institutions Holding DFAX

# of Institutions
471
Shares Held
211M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAX Quotes by TradingView
  • Ticker DFAX
More about DFAX
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