Summit X, LLC Dimensional ETF Tr Dimensional Transaction History
Summit X, LLC
- $438 Million
- Q2 2024
A detailed history of Summit X, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Summit X, LLC holds 53,367 shares of DFIC stock, worth $1.47 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
53,367
Previous 30,020
77.77%
Holding current value
$1.47 Million
Previous $803,000
74.72%
% of portfolio
0.32%
Previous 0.21%
Shares
3 transactions
Others Institutions Holding DFIC
# of Institutions
343Shares Held
221MCall Options Held
900Put Options Held
0-
Envestnet Asset Management Inc23.8MShares$655 Million0.22% of portfolio
-
Mercer Global Advisors Inc Denver, CO23.3MShares$643 Million1.55% of portfolio
-
Forum Financial Management, LP Lombard, IL15.3MShares$420 Million8.27% of portfolio
-
Evensky & Katz LLC5.74MShares$158 Million10.51% of portfolio
-
Rw Investment Management LLC Eagle, ID4.71MShares$130 Million16.75% of portfolio