Summit Wealth Group, LLC Dimensional ETF Tr Dimensional Transaction History

Summit Wealth Group, LLC

$342 Million
Q1 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 4,780 shares of DFSB stock, worth $0. This represents 0.07% of its overall portfolio holdings.

Number of Shares

4,780

Holding current value

% of portfolio

0.07%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 02, 2025	BUY	N/A	4,780 New	4,780 $246,000

Others Institutions Holding DFSB

# of Institutions

Shares Held

5.61M

Call Options Held

Put Options Held

Abacus Wealth Partners, LLC Santa Monica, CA

2.09M
Shares

$0
16.21% of portfolio
Quantum Financial Advisors, LLC Manhattan Beach, CA

456K
Shares

$0
0.0% of portfolio
Passive Capital Management, Llc. Baltimore, MD

376K
Shares

$0
3.98% of portfolio
Blue Oak Capital, LLC Menlo Park, CA

318K
Shares

$0
9.04% of portfolio
Seeds Investor LLC New York, NY

197K
Shares

$0
2.84% of portfolio

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFSB

More about DFSB

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