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 122,912 shares of DFSV stock, worth $3.86 Million. This represents 0.98% of its overall portfolio holdings.

Number of Shares
122,912
Previous 117,453 4.65%
Holding current value
$3.86 Million
Previous $3.46 Million 13.19%
% of portfolio
0.98%
Previous 0.89%

Shares

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

Oct 23, 2025
BUY
$29.2 - $32.74 $159,402 - $178,727
5,459 Added 4.65%
122,912 $3.91 Million
Q2 2025

Aug 06, 2025
BUY
$24.21 - $29.47 $2.41 Million - $2.93 Million
99,523 Added 555.06%
117,453 $3.46 Million
Q1 2025

May 02, 2025
BUY
$27.56 - $32.1 $494,150 - $575,553
17,930 New
17,930 $505,000

Others Institutions Holding DFSV

# of Institutions
496
Shares Held
140M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFSV Quotes by TradingView
  • Ticker DFSV
  • Sector ETFs
  • Industry ETFs
More about DFSV
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