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Dimensional Etf Trust shares owned by Summit Wealth Group Llc / Co

Quarter-by-quarter ownership of Dimensional Etf Trust (DCOR) shares owned by Summit Wealth Group Llc / Co from 13F filings

Historical chart of Summit Wealth Group Llc / Co investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Summit Wealth Group Llc / Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Summit Wealth Group Llc / Co

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.0M 14k 73.63
2025-06-30 $919k 14k 66.85

More positions owned by Summit Wealth Group Llc / Co

Sei Exchange Traded Funds Enhanced Us Lrg (SEIV)
Sei Exchange Traded Funds Enhanced Us Lrg (SEIM)
Sei Exchange Traded Funds Select Intl Equi (SEIE)
Sei Exchange Traded Funds Enhanced Us Lrg (SEIQ)
Sei Exchange Traded Funds Select Small Cap (SEIS)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Sei Exchange Traded Funds Select Emerging (SEEM)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Apple (AAPL)
Dimensional Etf Trust Us High Profitab (DUHP)
NVIDIA Corporation (NVDA)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Vanguard Index Fds Growth Etf (VUG)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Summit Wealth Group Llc / Co

Top funds holding Dimensional Etf Trust

Pure Financial Advisors
Your Advocates
Brighton Jones
LRI Investments
Fundamentun
Rather & Kittrell
Private Advisor
Foundations Investment Advisors
Resources Investment Advisors
Monograph Wealth Advisors
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Annandale Capital
SC&H Financial Advisors
BCO Wealth Management
Great Oak Capital Partners

View all funds holding Dimensional Etf Trust