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

Summit Wealth Group, LLC

$389 Million
Q2 2025

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 280,608 shares of DFUV stock, worth $12.6 Million. This represents 3.05% of its overall portfolio holdings.

Number of Shares

280,608

Previous 285,710 1.79%

Holding current value

$12.6 Million

Previous $11.8 Million 0.76%

% of portfolio

3.05%

Previous 3.44%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 06, 2025	SELL	$36.25 - $42.28 $184,947 - $215,712	-5,102 Reduced 1.79%	280,608 $11.9 Million
Q1 2025 May 02, 2025	BUY	$39.96 - $43.3 $864,095 - $936,319	21,624 Added 8.19%	285,710 $11.8 Million
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

744

Shares Held

277M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR US MARKETWI

Ticker DFUV
Sector ETFs
Industry ETFs

More about DFUV

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