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Dimensional Etf Trust shares owned by Summit Wealth Partners

Quarter-by-quarter ownership of Dimensional Etf Trust (DUHP) 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
2024-09-30 $535k 16k 34.07
2024-06-30 $473k 15k 31.99
2024-03-31 $416k 13k 31.61
2023-12-31 $377k 13k 28.61
2023-09-30 $276k 11k 25.69

More positions owned by Summit Wealth Partners

Ishares Tr Msci Usa Qlt Fct (QUAL)
Brown & Brown (BRO)
Ishares Tr Core Us Aggbd Et (AGG)
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 Etf (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 Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Etf (IWB)

View all positions for Summit Wealth Partners

Top funds holding Dimensional Etf Trust

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View all funds holding Dimensional Etf Trust