A detailed history of Summit X, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Summit X, LLC holds 234,571 shares of DFUS stock, worth $15.2 Million. This represents 3.45% of its overall portfolio holdings.

Number of Shares
234,571
Previous 246,207 4.73%
Holding current value
$15.2 Million
Previous $14.5 Million 0.7%
% of portfolio
3.45%
Previous 3.31%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024

SELL
$56.04 - $62.2 $652,081 - $723,759
-11,636 Reduced 4.73%
234,571 $14.6 Million
Q2 2024

Aug 13, 2024

SELL
$53.83 - $59.14 $76,600 - $84,156
-1,423 Reduced 0.57%
246,207 $14.5 Million
Q1 2024

May 08, 2024

BUY
$50.79 - $56.98 $12.6 Million - $14.1 Million
247,630 New
247,630 $14.1 Million

Others Institutions Holding DFUS

About DIMENSIONAL ETF TR U S EQUITY


  • Ticker DFUS
  • Sector ETFs
  • Industry ETFs
More about DFUS
Track This Portfolio

Track Summit X, LLC Portfolio

Follow Summit X, 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 X, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit X, LLC with notifications on news.