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Dimensional Etf Trust shares owned by Summit Financial Strategies

Quarter-by-quarter ownership of Dimensional Etf Trust (DFGR) 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
2024-09-30 $20M 691k 28.86
2024-06-30 $16M 650k 24.99
2024-03-31 $13M 518k 25.53

More positions owned by Summit Financial Strategies

Dimensional Etf Trust Intl Core Equity (DFIC)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Packaging Corporation of America (PKG)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Core S&p Scp Etf (IJR)
Dimensional Etf Trust Global Real Est (DFGR)
Apple (AAPL)
Dimensional Etf Trust Us Targeted Vlu (DFAT)

View all positions for Summit Financial Strategies

Top funds holding Dimensional Etf Trust

Forum Financial Management
Savant Capital Management
JMG Financial Group
Colony
Buckingham Asset Management
Private Ocean
Sontag Advisory
CI Private Wealth
Brighton Jones
DiNuzzo Private Wealth
TCI Wealth Advisors
Wescott Financial Advisory Group
Buckingham Strategic Partners
Quantum Financial Advisors
Rs Crum

View all funds holding Dimensional Etf Trust