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
Download as csvQuarterly reported holdings in Dimensional Etf Trust by Summit Financial Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $24M | 869k | 27.31 |
| 2025-06-30 | $22M | 831k | 26.83 |
| 2025-03-31 | $21M | 808k | 26.26 |
| 2024-12-31 | $19M | 741k | 25.54 |
| 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
View all positions for Summit Financial Strategies