Dimensional Etf Trust shares owned by Summit Financial Strategies
Quarter-by-quarter ownership of Dimensional Etf Trust (DFAT) shares owned by Summit Financial Strategies
from 13F filings
Historical chart of Summit Financial Strategies investment in Dimensional Etf Trust
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Quarterly reported holdings in Dimensional Etf Trust by Summit Financial Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $17M | 312k | 55.66 |
| 2024-09-30 | $16M | 288k | 55.63 |
| 2024-06-30 | $13M | 259k | 51.87 |
| 2024-03-31 | $12M | 228k | 54.43 |
| 2023-09-30 | $462k | 10k | 45.69 |
| 2023-06-30 | $397k | 8.6k | 46.39 |
| 2023-03-31 | $474k | 11k | 44.50 |
| 2022-12-31 | $470k | 11k | 43.95 |
| 2022-09-30 | $308k | 7.9k | 38.94 |
| 2021-06-30 | $260k | 5.8k | 44.82 |
More positions owned by Summit Financial Strategies
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