Summit X, LLC Dimensional ETF Tr U S Equity Transaction History
Summit X, LLC
- $437 Million
- Q4 2024
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 269,083 shares of DFUS stock, worth $17.7 Million. This represents 3.92% of its overall portfolio holdings.
Number of Shares
269,083
Previous 234,571
14.71%
Holding current value
$17.7 Million
Previous $14.6 Million
17.64%
% of portfolio
3.92%
Previous 3.45%
Shares
4 transactions
Others Institutions Holding DFUS
# of Institutions
707Shares Held
160MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ26.4MShares$1.73 Billion2.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$523 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.8MShares$382 Million20.61% of portfolio
-
Plancorp, LLC4.79MShares$315 Million12.62% of portfolio
-
Envestnet Asset Management Inc4.04MShares$266 Million0.09% of portfolio