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DIMENSIONAL ETF TRUST
Ticker: DFNM
CUSIP: 25434V849
Class: NATL MUN BD ETF
Summit Wealth Group, LLC's Holding History (CIK: 0001802865)
Note: Option positions (PUT/CALL) are excluded.
Q4 2025
Shares
64,819
Value ($000)
$3,122
Avg Close
—
Range
—
Q3 2025
Shares
65,072
Value ($000)
$3,122
Avg Close
—
Range
—
Q2 2025
Shares
65,171
Value ($000)
$3
Avg Close
—
Range
—
Q1 2025
Shares
5,061
Value ($000)
$0
Avg Close
—
Range
—
Period
Shares
Value ($000)
Average Close
Price Range
Q4 2025
64,819
$3,122
—
—
Q3 2025
65,072
$3,122
—
—
Q2 2025
65,171
$3
—
—
Q1 2025
5,061
$0
—
—