Ownership history in Summit Wealth Group, LLC · 8 quarters on record
This page tracks every 13F SEC filing in which Summit Wealth Group, LLC reported a position in DIMENSIONAL ETF TRUST (DFUV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 300,827 | +7,793 | +2.7% | 3.27% | $14.0M | $46.59 |
| 2025 Q3 | ADDED | 293,034 | +12,426 | +4.4% | 3.17% | $13.1M | $44.53 |
| 2025 Q2 | REDUCED | 280,608 | -5,102 | -1.8% | 3.05% | $11.9M | $41.95 |
| 2025 Q1 | ADDED | 285,710 | +21,624 | +8.2% | 3.44% | $11.8M | $40.69 |
| 2024 Q4 | ADDED | 264,086 | +8,633 | +3.4% | 3.13% | $10.8M | $40.25 |
| 2024 Q3 | ADDED | 255,453 | +233,067 | +1041.1% | 3.07% | $10.7M | $40.83 |
| 2024 Q2 | REDUCED | 22,386 | -123,705 | -84.7% | 0.26% | $879K | $38.30 |
| 2023 Q1 | INITIATED | 146,091 | — | — | 0.10% | $4K | $31.93 |
As of 2025 Q4 — sorted by position size