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 8,060 shares of DFSB stock, worth $0. This represents 0.11% of its overall portfolio holdings.

Number of Shares
8,060
Previous 4,780 68.62%
Holding current value
$0
Previous $246,000 71.95%
% of portfolio
0.11%
Previous 0.07%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
101
Shares Held
7.24M
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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