Summit X, LLC Dimensional ETF Tr U S Equity Transaction History

Summit X, LLC

$383 Million
Q1 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 247,630 shares of DFUS stock, worth $14.2 Million. This represents 3.68% of its overall portfolio holdings.

Number of Shares

247,630

Holding current value

$14.2 Million

% of portfolio

3.68%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

# of Institutions

592

Shares Held

113M

Call Options Held

Put Options Held

Buckingham Strategic Wealth, LLC Clayton, MO

7.66M
Shares

$438 Million
4.95% of portfolio
Index Fund Advisors, Inc.

5.99M
Shares

$343 Million
19.27% of portfolio
Plancorp, LLC

5.12M
Shares

$293 Million
12.7% of portfolio
Envestnet Asset Management Inc

4.2M
Shares

$241 Million
0.09% of portfolio
Mercer Global Advisors Inc Denver, CO

3.79M
Shares

$217 Million
0.61% of portfolio

View Full List

About DIMENSIONAL ETF TR U S EQUITY

Ticker DFUS
Sector ETFs
Industry ETFs

More about DFUS

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