Dimensional Etf Trust shares owned by Summit Wealth Group
Quarter-by-quarter ownership of Dimensional Etf Trust (DFAX) 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 |
|---|---|---|---|
| 2023-12-31 | $3.6M | 147k | 24.42 |
| 2023-09-30 | $3.4M | 149k | 22.52 |
| 2023-06-30 | $3.5M | 149k | 23.31 |
| 2023-03-31 | $153k | 3.5M | 0.04 |
| 2022-12-31 | $3.3M | 155k | 21.60 |
| 2022-09-30 | $1.0M | 54k | 18.88 |
| 2022-06-30 | $1.1M | 50k | 21.44 |
| 2022-03-31 | $1.2M | 50k | 24.95 |
| 2021-12-31 | $2.3M | 89k | 26.11 |
| 2021-09-30 | $1.5M | 57k | 25.88 |