Summit Financial Strategies, Inc. DFIC Holdings History
Summit Financial Strategies, Inc.'s Dimensional International Core Equity 2 ETF Holding Summary
As of 2025-03-31, Summit Financial Strategies, Inc. held 3.89 Mil shares of Dimensional International Core Equity 2 ETF(DFIC), totaling $107.95 Mil. This investment constitutes 10.89% of their stock portfolio, and Summit Financial Strategies, Inc. now holds 1.29% of the outstanding Dimensional International Core Equity 2 ETF(DFIC) stock.
The initial trade took place in 2022Q2. And since then Summit Financial Strategies, Inc. has made 11 purchases of DFIC, at an average price of $22.23, for a total of 3.89 Mil shares. In addition, there have been 1 sales at an average price of $24.09 for 5,392.00 shares. Based on historical transaction data and DFIC's current price of $31.08, Summit Financial Strategies, Inc.'s estimated gain on his DFIC holdings is $34.42 Mil, reflecting a 39.78% gain to date.
Summit Financial Strategies, Inc. DFIC ($31.08) Holding Chart
Summit Financial Strategies, Inc. DFIC ($31.08) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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