Summit X, LLC Dimensional ETF Tr Dimensional Transaction History
Summit X, LLC
- $515 Million
- Q2 2025
A detailed history of Summit X, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Summit X, LLC holds 42,365 shares of DFIC stock, worth $1.39 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
42,365
Previous 41,192
2.85%
Holding current value
$1.39 Million
Previous $1.14 Million
15.22%
% of portfolio
0.26%
Previous 0.25%
Shares
7 transactions
Others Institutions Holding DFIC
# of Institutions
522Shares Held
300MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO31.7MShares$1.04 Billion2.04% of portfolio
-
Envestnet Asset Management Inc28.8MShares$945 Million0.27% of portfolio
-
Forum Financial Management, LP Lombard, IL16.5MShares$543 Million8.43% of portfolio
-
Evensky & Katz LLC6.15MShares$202 Million11.67% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.09MShares$167 Million0.21% of portfolio