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 17,930 shares of DFSV stock, worth $476,041. This represents 0.15% of its overall portfolio holdings.
Number of Shares
17,930Holding current value
$476,041% of portfolio
0.15%Shares
1 transactions
Others Institutions Holding DFSV
# of Institutions
423Shares Held
113MCall Options Held
600Put Options Held
8.2K-
Savant Capital, LLC8.05MShares$214 Million2.02% of portfolio
-
Alaska Permanent Fund Corp Juneau, AK7.62MShares$202 Million3.5% of portfolio
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Jmg Financial Group, Ltd.5.44MShares$144 Million5.92% of portfolio
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Mather Group, Llc. Chicago, IL5.01MShares$133 Million1.64% of portfolio
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Ci Private Wealth, LLC Miami, FL3.98MShares$106 Million0.19% of portfolio