Summit Wealth Partners, LLC Dimensional ETF Tr Dimensional Transaction History

Summit Wealth Partners, LLC

$554 Billion
Q3 2025

A detailed history of Summit Wealth Partners, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 67,257 shares of DIHP stock, worth $2.09 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares

67,257

Previous 58,322 15.32%

Holding current value

$2.09 Million

Previous $1.72 Billion 18.86%

% of portfolio

0.37%

Previous 0.33%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	BUY	$28.69 - $30.59 $256,345 - $273,321	8,935 Added 15.32%	67,257 $2.04 Billion
Q2 2025 Aug 11, 2025	BUY	$24.32 - $29.74 $154,772 - $189,265	6,364 Added 12.25%	58,322 $1.72 Billion
Q1 2025 May 06, 2025	BUY	$25.1 - $27.85 $136,142 - $151,058	5,424 Added 11.66%	51,958 $1.4 Billion
Q4 2024 Jan 27, 2025	BUY	$25.15 - $27.57 $160,633 - $176,089	6,387 Added 15.91%	46,534 $1.17 Billion
Q3 2024 Oct 28, 2024	BUY	$25.23 - $27.94 $95,394 - $105,641	3,781 Added 10.4%	40,147 $1.11 Billion

Q2 2024 Sep 11, 2024	BUY	$25.66 - $27.34 $456,157 - $486,023	17,777 Added 95.63%	36,366 $957 Million
Q1 2024 Sep 11, 2024	BUY	$24.77 - $26.98 $244,331 - $266,130	9,864 Added 113.05%	18,589 $501 Million
Q4 2023 Sep 11, 2024	BUY	$22.28 - $25.74 $194,393 - $224,581	8,725 New	8,725 $224 Million

Others Institutions Holding DIHP

# of Institutions

322

Shares Held

141M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DIHP
Sector ETFs
Industry ETFs

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Summit Wealth Partners, LLC Dimensional ETF Tr Dimensional Transaction History