Summit Wealth Partners, LLC Dimensional ETF Tr U S Small C Transaction History
Summit Wealth Partners, LLC
- $519 Billion
- Q3 2024
A detailed history of Summit Wealth Partners, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 4,270 shares of DFAS stock, worth $298,857. This represents 0.05% of its overall portfolio holdings.
Number of Shares
4,270
Previous 4,270
-0.0%
Holding current value
$298,857
Previous $257 Million
7.96%
% of portfolio
0.05%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding DFAS
# of Institutions
688Shares Held
107MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.2MShares$785 Million0.72% of portfolio
-
Northern Trust Corp Chicago, IL7MShares$490 Million0.08% of portfolio
-
Index Fund Advisors, Inc.6.66MShares$466 Million23.57% of portfolio
-
Bank Of America Corp Charlotte, NC4.91MShares$344 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$191 Million1.82% of portfolio