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
4,780Holding current value
$0% of portfolio
0.07%Shares
1 transactions
Others Institutions Holding DFSB
# of Institutions
92Shares Held
4.72MCall Options Held
0Put Options Held
0-
Abacus Wealth Partners, LLC Santa Monica, CA2.08MShares$015.82% of portfolio
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Quantum Financial Advisors, LLC Manhattan Beach, CA456KShares$00.0% of portfolio
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Seeds Investor LLC New York, NY213KShares$03.09% of portfolio
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Planning Center, Inc.147KShares$00.0% of portfolio
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Sei Investments CO Oaks, PA142KShares$00.0% of portfolio