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 74,282 shares of DUHP stock, worth $2.69 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares
74,282
Previous 67,926 9.36%
Holding current value
$2.69 Million
Previous $2.3 Million 7.28%
% of portfolio
0.72%
Previous 0.66%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025
BUY
$32.57 - $35.82 $207,014 - $227,671
6,356 Added 9.36%
74,282 $2.46 Million
Q4 2024

Feb 04, 2025
BUY
$33.62 - $35.69 $170,150 - $180,627
5,061 Added 8.05%
67,926 $2.3 Million
Q3 2024

Nov 08, 2024
BUY
$30.74 - $34.07 $1.93 Million - $2.14 Million
62,865 New
62,865 $2.14 Million

Others Institutions Holding DUHP

# of Institutions
438
Shares Held
235M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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