Summit X, LLC Dimensional ETF Tr U S Equity Transaction History
Summit X, LLC
- $423 Million
- Q3 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 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
Others Institutions Holding DFUS
# of Institutions
643Shares Held
133MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ8.75MShares$567 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$515 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$379 Million19.88% of portfolio
-
Plancorp, LLC4.96MShares$321 Million12.66% of portfolio
-
Envestnet Asset Management Inc4.12MShares$267 Million0.08% of portfolio