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Dimensional Etf Trust shares owned by Summit Wealth Partners

Quarter-by-quarter ownership of Dimensional Etf Trust (DIHP) shares owned by Summit Wealth Partners from 13F filings

Historical chart of Summit Wealth Partners investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by Summit Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-06-30 $957k 36k 26.32
2024-03-31 $501k 19k 26.94
2023-12-31 $224k 8.7k 25.66

More positions owned by Summit Wealth Partners

Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core Us Aggbd Et (AGG)
Brown & Brown (BRO)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Msci Usa Min Vol (USMV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Summit Wealth Partners

Top funds holding Dimensional Etf Trust

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Mercer Global Advisors
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Carlson Capital Management
Merriman Wealth Management
Buckingham Asset Management
HighTower Advisors
Aprio Wealth Management
Bridgewater Advisors
Planning Center
Bank Of Montreal
Savant Capital Management
Satovsky Asset Management
Jane Street

View all funds holding Dimensional Etf Trust