Summit Wealth Group, LLC DFUV Holdings History
Summit Wealth Group, LLC's Dimensional US Marketwide Value ETF Holding Summary
As of 2025-03-31, Summit Wealth Group, LLC held 285,710.00 shares of Dimensional US Marketwide Value ETF(DFUV), totaling $11.77 Mil. This investment constitutes 3.44% of their stock portfolio, and Summit Wealth Group, LLC now holds 0.1% of the outstanding Dimensional US Marketwide Value ETF(DFUV) stock.
The initial trade took place in 2023Q1. And since then Summit Wealth Group, LLC has made 5 purchases of DFUV, at an average price of $38.29, for a total of 431,801.00 shares. In addition, there have been 1 sales at an average price of $33.27 for 146,091.00 shares. Based on historical transaction data and DFUV's current price of $42.99, Summit Wealth Group, LLC's estimated gain on his DFUV holdings is $607,868.65, reflecting a 3.68% gain to date.
Summit Wealth Group, LLC DFUV ($42.99) Holding Chart
Summit Wealth Group, LLC DFUV ($42.99) 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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