Dimensional Etf Trust shares owned by Summit Financial Strategies
Quarter-by-quarter ownership of Dimensional Etf Trust (DFLV) 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 csv
Download as Excel
Quarterly reported holdings in Dimensional Etf Trust by Summit Financial Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $66M | 2.0M | 32.90 |
| 2025-06-30 | $59M | 1.9M | 31.02 |
| 2025-03-31 | $56M | 1.8M | 30.57 |
| 2024-12-31 | $50M | 1.7M | 30.03 |
| 2024-09-30 | $47M | 1.5M | 30.81 |
| 2024-06-30 | $38M | 1.3M | 28.91 |
| 2024-03-31 | $25M | 820k | 29.99 |
More positions owned by Summit Financial Strategies
View all positions for Summit Financial Strategies