Summit Wealth Group, LLC Dimensional ETF Tr Dimensional Transaction History

Summit Wealth Group, LLC

  • $398 Million
  • Q3 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 8,006 shares of DFSB stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
8,006
Previous 8,060 0.67%
Holding current value
$0
Previous $423,000 100.0%
% of portfolio
0.0%
Previous 0.11%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
SELL
N/A
-54 Reduced 0.67%
8,006 $0
Q2 2025

Aug 06, 2025
BUY
N/A
3,280 Added 68.62%
8,060 $423,000
Q1 2025

May 02, 2025
BUY
N/A
4,780 New
4,780 $246,000

Others Institutions Holding DFSB

# of Institutions
103
Shares Held
8.27M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFSB Quotes by TradingView
  • Ticker DFSB
More about DFSB
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