Summit Wealth Group, LLC Dimensional ETF Tr Dimensional Transaction History

Summit Wealth Group, LLC

  • $389 Million
  • Q2 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 14,052 shares of DFIC stock, worth $466,526. This represents 0.11% of its overall portfolio holdings.

Number of Shares
14,052
Previous 14,869 5.49%
Holding current value
$466,526
Previous $413,000 5.81%
% of portfolio
0.11%
Previous 0.12%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
SELL
$24.94 - $31.15 $20,375 - $25,449
-817 Reduced 5.49%
14,052 $437,000
Q1 2025

May 02, 2025
BUY
$25.54 - $28.79 $379,754 - $428,078
14,869 New
14,869 $413,000
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
513
Shares Held
297M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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