Ownership history in Summit X, LLC · 7 quarters on record
This page tracks every 13F SEC filing in which Summit X, LLC reported a position in DIMENSIONAL ETF TRUST (DFCF). 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 Q3 | UNCHANGED | 246,761 | — | 0% | 1.94% | $10.4M | $42.01 |
| 2025 Q2 | REDUCED | 246,761 | -2,390 | -1.0% | 1.94% | $10.4M | $41.06 |
| 2025 Q1 | ADDED | 249,151 | +2,030 | +0.8% | 2.20% | $10.5M | $40.38 |
| 2024 Q4 | ADDED | 247,121 | +76,897 | +45.2% | 2.26% | $10.2M | $39.34 |
| 2024 Q3 | REDUCED | 170,224 | -6,021 | -3.4% | 1.72% | $7.1M | $40.48 |
| 2024 Q2 | REDUCED | 176,245 | -52,696 | -23.0% | 1.64% | $7.3M | $38.54 |
| 2024 Q1 | INITIATED | 228,941 | — | — | 2.46% | $9.6M | — |
As of 2025 Q4 — sorted by position size