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 $295,825. This represents 0.05% of its overall portfolio holdings.

Number of Shares
4,270
Previous 4,270 -0.0%
Holding current value
$295,825
Previous $257 Million 7.96%
% of portfolio
0.05%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Sep 11, 2024

BUY
$47.77 - $54.73 $203,977 - $233,697
4,270 New
4,270 $218 Million
Q3 2022

Sep 11, 2024

SELL
$46.47 - $55.84 $198,426 - $238,436
-4,270 Closed
0 $0
Q2 2022

Sep 11, 2024

BUY
$46.65 - $56.4 $199,195 - $240,828
4,270 New
4,270 $205 Million

Others Institutions Holding DFAS

About DIMENSIONAL ETF TR U S SMALL C


  • Ticker DFAS
  • Sector ETFs
  • Industry ETFs
More about DFAS
Track This Portfolio

Track Summit Wealth Partners, LLC Portfolio

Follow Summit Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Wealth Partners, LLC with notifications on news.