Summit Wealth Partners, LLC Dimensional ETF Tr Dimensional Transaction History

Summit Wealth Partners, LLC

  • $487 Billion
  • Q4 2024

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 46,534 shares of DIHP stock, worth $1.27 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
46,534
Previous 40,147 15.91%
Holding current value
$1.27 Million
Previous $1.11 Billion 5.57%
% of portfolio
0.24%
Previous 0.21%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
243
Shares Held
126M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DIHP Quotes by TradingView
  • Ticker DIHP
  • Sector ETFs
  • Industry ETFs
More about DIHP
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.

Choose your preferred platform and Sign Up 👇 Telegram Email