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Dimensional Etf Trust shares owned by Summit Wealth Group

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

Historical chart of Summit Wealth Group 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 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

Quarter filed Position value Share count Share price at filing
2024-09-30 $9.1M 141k 64.86
2024-06-30 $636k 11k 60.10

More positions owned by Summit Wealth Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Msci Usa Mmentm (MTUM)
Vanguard Index Fds Extend Mkt Etf (VXF)
2023 Etf Series Trust Eagle Capital Se (EAGL)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Ishares Tr Global Tech Etf (IXN)
Schwab Strategic Tr Us Tips Etf (SCHP)
Vanguard World Health Car Etf (VHT)
Apple (AAPL)

View all positions for Summit Wealth Group

Top funds holding Dimensional Etf Trust

Creative Planning
Northern Trust
Index Fund Advisors
Bank of America Corporation
Colony
Buckingham Asset Management
Alaska Permanent Fund Corp
Envestnet Asset Management
Pure Financial Advisors
TCI Wealth Advisors
Financial Counselors
Plan
Mercer Global Advisors
HighTower Advisors
Massmutual Trust

View all funds holding Dimensional Etf Trust