Summit Wealth Group, LLC Dimensional ETF Tr Dimensional Transaction History

Summit Wealth Group, LLC

$345 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 10, 2023	BUY	$22.5 - $24.64 $1.51 Million - $1.65 Million	67,045 New	67,045 $3,000

Others Institutions Holding DFIC

# of Institutions

438

Shares Held

2.28B

Call Options Held

5.9K

Put Options Held

0

Elser Financial Planning, Inc Indianapolis, IN

2.02B
Shares

$55.6 Billion
3.13% of portfolio
Envestnet Asset Management Inc

29.5M
Shares

$810 Million
0.25% of portfolio
Mercer Global Advisors Inc Denver, CO

27.4M
Shares

$754 Million
1.75% of portfolio
Forum Financial Management, LP Lombard, IL

16.4M
Shares

$450 Million
8.36% of portfolio
Evensky & Katz LLC

6.13M
Shares

$169 Million
10.37% of portfolio

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIC
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