Home
Institutions
Filings
Issuers
About
All
Index / Passive
Hedge Fund
VC / PE / Holdco
Long-Term Concentrated
Concentrated Active
Quant / Systematic
Diversified Active
DIMENSIONAL ETF TRUST
Ticker: DFSB
CUSIP: 25434V674
Class: GLOBAL SUSTAINA
Summit Wealth Group, LLC's Holding History (CIK: 0001802865)
Note: Option positions (PUT/CALL) are excluded.
Q4 2025
Shares
6,928
Value ($000)
$359
Avg Close
—
Range
—
Q3 2025
Shares
8,006
Value ($000)
$426
Avg Close
—
Range
—
Q2 2025
Shares
8,060
Value ($000)
$0
Avg Close
—
Range
—
Q1 2025
Shares
4,780
Value ($000)
$0
Avg Close
—
Range
—
Period
Shares
Value ($000)
Average Close
Price Range
Q4 2025
6,928
$359
—
—
Q3 2025
8,006
$426
—
—
Q2 2025
8,060
$0
—
—
Q1 2025
4,780
$0
—
—