Summit Wealth Group, LLC DFAC Holdings History
Summit Wealth Group, LLC's Dimensional U.S. Core Equity 2 ETF Holding Summary
As of 2025-03-31, Summit Wealth Group, LLC held 505,091.00 shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $16.66 Mil. This investment constitutes 4.87% of their stock portfolio, and Summit Wealth Group, LLC now holds 0.05% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.
The initial trade took place in 2021Q2. And since then Summit Wealth Group, LLC has made 10 purchases of DFAC, at an average price of $25.22, for a total of 31.44 Mil shares. In addition, there have been 6 sales at an average price of $25.89 for 30.94 Mil shares. Based on historical transaction data and DFAC's current price of $36.92, Summit Wealth Group, LLC's estimated gain on his DFAC holdings is $26.67 Mil, reflecting a 3.36% gain to date.
Summit Wealth Group, LLC DFAC ($36.92) Holding Chart
Summit Wealth Group, LLC DFAC ($36.92) 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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