Summit Financial Strategies, Inc. DFAT Holdings History
Summit Financial Strategies, Inc.'s Dimensional U.S. Targeted Value ETF Holding Summary
As of 2025-06-30, Summit Financial Strategies, Inc. held 371,598.00 shares of Dimensional U.S. Targeted Value ETF(DFAT), totaling $20.05 Mil. This investment constitutes 1.86% of their stock portfolio, and Summit Financial Strategies, Inc. now holds 0.19% of the outstanding Dimensional U.S. Targeted Value ETF(DFAT) stock.
The initial trade took place in 2021Q2. And since then Summit Financial Strategies, Inc. has made 11 purchases of DFAT, at an average price of $49.57, for a total of 379,543.00 shares. In addition, there have been 3 sales at an average price of $44.11 for 7,945.00 shares. Based on historical transaction data and DFAT's current price of $55.90, Summit Financial Strategies, Inc.'s estimated gain on his DFAT holdings is $2.31 Mil, reflecting a 12.27% gain to date.
Summit Financial Strategies, Inc. DFAT ($55.90) Holding Chart
Summit Financial Strategies, Inc. DFAT ($55.90) 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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