Summit Wealth Group, LLC DIMENSIONAL ETF TRUST Transaction History

Summit Wealth Group, LLC

  • $398 Million
  • Q3 2025
Number of Shares
98,912
Previous 97,288 1.67%
Holding current value
$0
Previous $3.02 Million 100.0%
% of portfolio
0.0%
Previous 0.78%

Shares

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

Oct 23, 2025
BUY
N/A
1,624 Added 1.67%
98,912 $0
Q2 2025

Aug 06, 2025
BUY
N/A
97,288 New
97,288 $3.02 Million
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