Summit X, LLC Dimensional ETF Tr Core Fxd In Transaction History
Summit X, LLC
- $438 Million
- Q2 2024
A detailed history of Summit X, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Summit X, LLC holds 176,245 shares of DFCF stock, worth $7.55 Million. This represents 1.67% of its overall portfolio holdings.
Number of Shares
176,245
Previous 228,941
23.02%
Holding current value
$7.55 Million
Previous $9.6 Million
23.77%
% of portfolio
1.67%
Previous 2.51%
Shares
2 transactions
Others Institutions Holding DFCF
# of Institutions
313Shares Held
88.7MCall Options Held
0Put Options Held
0-
Truepoint, Inc.10.3MShares$440 Million12.38% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA7.66MShares$328 Million11.84% of portfolio
-
Elser Financial Planning, Inc Indianapolis, IN3.1MShares$133 Million21.55% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.78MShares$119 Million11.43% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.41MShares$103 Million24.22% of portfolio