Summit Wealth Group, LLC Dimensional ETF Tr U S Equity Transaction History

Summit Wealth Group, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 10, 2023	BUY	$41.24 - $45.43 $5.77 Million - $6.35 Million	139,811 New	139,811 $3,000
Q1 2022 May 04, 2022	SELL	$45.16 - $52.01 $205,884 - $237,113	-4,559 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$47.05 - $51.98 $846 - $935	18 Added 0.4%	4,559 $236,000
Q3 2021 Nov 12, 2021	BUY	$46.48 - $49.7 $604 - $646	13 Added 0.29%	4,541 $214,000
Q2 2021 Nov 02, 2021	BUY	$45.75 - $47.12 $207,156 - $213,359	4,528 New	4,528 $213,000

643

133M

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