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Index / Passive
Hedge Fund
VC / PE / Holdco
Long-Term Concentrated
Concentrated Active
Quant / Systematic
Diversified Active
DIMENSIONAL ETF TRUST
Ticker: DFSV
CUSIP: 25434V815
Class: Mutual Funds
Summit Wealth Group, LLC's Holding History (CIK: 0001802865)
Note: Option positions (PUT/CALL) are excluded.
Q4 2025
Shares
119,574
Value ($000)
$3,933
Avg Close
—
Range
—
Q3 2025
Shares
122,912
Value ($000)
$3,914
Avg Close
—
Range
—
Q2 2025
Shares
117,453
Value ($000)
$3
Avg Close
—
Range
—
Q1 2025
Shares
17,930
Value ($000)
$1
Avg Close
—
Range
—
Period
Shares
Value ($000)
Average Close
Price Range
Q4 2025
119,574
$3,933
—
—
Q3 2025
122,912
$3,914
—
—
Q2 2025
117,453
$3
—
—
Q1 2025
17,930
$1
—
—