Summit Wealth Partners, LLC Dimensional ETF Tr Dimensional Transaction History

Summit Wealth Partners, LLC

  • $482 Billion
  • Q2 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 14,781 shares of DUHP stock, worth $500,336. This represents 0.1% of its overall portfolio holdings.

Number of Shares
14,781
Previous 13,160 12.32%
Holding current value
$500,336
Previous $416 Million 13.67%
% of portfolio
0.1%
Previous 0.09%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Sep 11, 2024
BUY
$29.72 - $32.4 $48,176 - $52,520
1,621 Added 12.32%
14,781 $473 Million
Q4 2023

Sep 11, 2024
BUY
$24.79 - $28.64 $59,793 - $69,079
2,412 Added 22.44%
13,160 $377 Million
Q3 2023

Sep 11, 2024
BUY
$25.64 - $27.32 $275,578 - $293,635
10,748 New
10,748 $276 Million

Others Institutions Holding DUHP

# of Institutions
300
Shares Held
183M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DUHP Quotes by TradingView
  • Ticker DUHP
  • Sector ETFs
  • Industry ETFs
More about DUHP
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