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 (DFAX). 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 | 135,611 | -1,988 | -1.4% | 1.04% | $4.4M | $32.73 |
| 2025 Q3 | REDUCED | 137,599 | -2,944 | -2.1% | 1.04% | $4.3M | $31.16 |
| 2025 Q2 | REDUCED | 140,543 | -2,073 | -1.5% | 1.06% | $4.1M | $28.99 |
| 2025 Q1 | REDUCED | 142,616 | -1,242 | -0.9% | 1.09% | $3.7M | $25.54 |
| 2024 Q4 | REDUCED | 143,858 | -2,283 | -1.6% | 1.04% | $3.6M | $24.17 |
| 2024 Q3 | REDUCED | 146,141 | -182 | -0.1% | 1.14% | $3.9M | $26.02 |
| 2024 Q2 | ADDED | 146,323 | +152 | +0.1% | 1.12% | $3.7M | $24.32 |
| 2024 Q1 | REDUCED | 146,171 | -607 | -0.4% | 2.53% | $3.7M | $24.06 |
| 2023 Q4 | REDUCED | 146,778 | -2,200 | -1.5% | 2.80% | $3.6M | $23.07 |
| 2023 Q3 | REDUCED | 148,978 | -453 | -0.3% | 2.99% | $3.4M | $21.12 |
As of 2025 Q4 — sorted by position size