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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

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Summit Financial Strategies consolidated in one spreadsheet with up to 7 years of data

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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
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

Dimensional Etf Trust Intl Core Equity (DFIC)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Packaging Corporation of America (PKG)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Core S&p Scp Etf (IJR)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Wal-Mart Stores (WMT)

View all positions for Summit Financial Strategies

Top funds holding Dimensional Etf Trust

Creative Planning
Buckingham Asset Management
Forum Financial Management
Savant Capital Management
Mercer Global Advisors
CI Private Wealth
Buckingham Strategic Partners
Jackson Thornton Asset Management
Wealth Enhancement Advisory Services
Pure Financial Advisors
Asset Dedication
Trust Co of the South
Plan
Truepoint
Resource Consulting Group

View all funds holding Dimensional Etf Trust