Dimensional Etf Trust shares owned by Summit Wealth Group
Quarter-by-quarter ownership of Dimensional Etf Trust (DFAC) shares owned by Summit Wealth Group
from 13F filings
Historical chart of Summit Wealth Group investment in Dimensional Etf Trust
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Quarterly reported holdings in Dimensional Etf Trust by Summit Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $15M | 401k | 38.57 |
| 2025-06-30 | $16M | 439k | 35.84 |
| 2025-03-31 | $17M | 505k | 32.99 |
| 2024-12-31 | $19M | 557k | 34.59 |
| 2024-09-30 | $18M | 535k | 34.29 |
| 2024-06-30 | $41M | 1.3M | 32.24 |
| 2024-03-31 | $42M | 1.3M | 31.95 |
| 2023-12-31 | $38M | 1.3M | 29.23 |
| 2023-09-30 | $33M | 1.3M | 26.20 |
| 2023-06-30 | $34M | 1.3M | 27.15 |
| 2023-03-31 | $1.2M | 31M | 0.04 |
| 2022-12-31 | $12M | 502k | 24.28 |
| 2022-09-30 | $11M | 487k | 22.24 |
| 2022-06-30 | $9.1M | 389k | 23.30 |
| 2022-03-31 | $9.9M | 360k | 27.58 |
| 2021-12-31 | $7.9M | 273k | 28.97 |
| 2021-09-30 | $7.6M | 286k | 26.57 |
| 2021-06-30 | $8.2M | 303k | 26.98 |