Summit Wealth Group, LLC Dimensional ETF Tr Us Marketwi Transaction History

Summit Wealth Group, LLC

  • $345 Million
  • Q4 2024

A detailed history of Summit Wealth Group, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Summit Wealth Group, LLC holds 264,086 shares of DFUV stock, worth $11.3 Million. This represents 3.13% of its overall portfolio holdings.

Number of Shares
264,086
Previous 255,453 3.38%
Holding current value
$11.3 Million
Previous $10.7 Million 1.46%
% of portfolio
3.13%
Previous 3.07%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 04, 2025
BUY
$40.38 - $44.35 $348,600 - $382,873
8,633 Added 3.38%
264,086 $10.8 Million
Q3 2024

Nov 08, 2024
BUY
$38.51 - $41.69 $8.98 Million - $9.72 Million
233,067 Added 1041.13%
255,453 $10.7 Million
Q2 2024

Jul 31, 2024
BUY
$38.53 - $40.76 $862,532 - $912,453
22,386 New
22,386 $879,000
Q1 2023

May 10, 2023
BUY
$31.9 - $35.83 $4.66 Million - $5.23 Million
146,091 New
146,091 $4,000

Others Institutions Holding DFUV

# of Institutions
667
Shares Held
271M
Call Options Held
300
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR US MARKETWI

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