Dimensional Etf Trust shares owned by Summit Wealth Group
Quarter-by-quarter ownership of Dimensional Etf Trust (DFAR) 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 | $2.5M | 103k | 23.85 |
| 2025-06-30 | $2.4M | 102k | 23.46 |
| 2025-03-31 | $2.3M | 96k | 23.77 |
| 2024-12-31 | $2.2M | 95k | 23.27 |
| 2024-09-30 | $2.3M | 91k | 25.64 |
| 2024-06-30 | $2.1M | 96k | 22.10 |
| 2024-03-31 | $2.1M | 92k | 22.36 |
| 2023-12-31 | $2.0M | 88k | 22.74 |
| 2023-09-30 | $1.6M | 80k | 19.52 |
| 2023-06-30 | $1.7M | 78k | 21.52 |
| 2023-03-31 | $64k | 1.4M | 0.05 |