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Long-Term Concentrated
Concentrated Active
Quant / Systematic
Diversified Active
DIMENSIONAL ETF TRUST
Ticker: DFUS
CUSIP: 25434V401
Class: COM
Summit Wealth Group, LLC's Holding History (CIK: 0001802865)
Note: Option positions (PUT/CALL) are excluded.
Q1 2023
Shares
139,811
Value ($000)
$0
Avg Close
—
Range
—
Q4 2021
Shares
4,559
Value ($000)
$236
Avg Close
—
Range
—
Q3 2021
Shares
4,541
Value ($000)
$214
Avg Close
—
Range
—
Q2 2021
Shares
4,528
Value ($000)
$213
Avg Close
—
Range
—
Period
Shares
Value ($000)
Average Close
Price Range
Q1 2023
139,811
$0
—
—
Q4 2021
4,559
$236
—
—
Q3 2021
4,541
$214
—
—
Q2 2021
4,528
$213
—
—