Ownership history in Summit Wealth Group, LLC · 18 quarters on record
This page tracks every 13F SEC filing in which Summit Wealth Group, LLC reported a position in DIMENSIONAL ETF TRUST (DFAC). 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 | REDUCED | 394,752 | -5,721 | -1.4% | 3.65% | $15.6M | $39.59 |
| 2025 Q3 | REDUCED | 400,473 | -38,609 | -8.8% | 3.74% | $15.4M | $38.48 |
| 2025 Q2 | REDUCED | 439,082 | -66,009 | -13.1% | 4.04% | $15.7M | $35.66 |
| 2025 Q1 | REDUCED | 505,091 | -51,702 | -9.3% | 4.87% | $16.7M | $32.72 |
| 2024 Q4 | ADDED | 556,793 | +21,715 | +4.1% | 5.58% | $19.3M | $34.23 |
| 2024 Q3 | REDUCED | 535,078 | -745,047 | -58.2% | 5.29% | $18.3M | $33.84 |
| 2024 Q2 | REDUCED | 1,280,125 | -28,545 | -2.2% | 12.38% | $41.3M | $31.72 |
| 2024 Q1 | ADDED | 1,308,670 | +18,312 | +1.4% | 28.48% | $41.8M | $31.35 |
| 2023 Q4 | ADDED | 1,290,358 | +23,416 | +1.8% | 29.50% | $37.7M | $28.62 |
| 2023 Q3 | ADDED | 1,266,942 | +10,639 | +0.8% | 29.62% | $33.2M | $25.56 |
As of 2025 Q4 — sorted by position size