Dimensional Etf Trust shares owned by Summit Wealth Partners
Quarter-by-quarter ownership of Dimensional Etf Trust (DFAS) shares owned by Summit Wealth Partners
from 13F filings
Historical chart of Summit Wealth Partners investment in Dimensional Etf Trust
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All positions including Dimensional Etf Trust held by Summit Wealth Partners consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-06-30 | $257k | 4.3k | 60.08 |
2024-03-31 | $266k | 4.3k | 62.34 |
2023-12-31 | $255k | 4.3k | 59.62 |
2023-09-30 | $224k | 4.3k | 52.49 |
2023-06-30 | $234k | 4.3k | 54.80 |
2023-03-31 | $225k | 4.3k | 52.70 |
2022-12-31 | $218k | 4.3k | 51.15 |
2022-06-30 | $205k | 4.3k | 48.00 |