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 (DFUS). 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 | 282,690 | — | 0% | 3.53% | $18.9M | $72.29 |
| 2025 Q2 | ADDED | 282,690 | +3,759 | +1.3% | 3.53% | $18.9M | $66.71 |
| 2025 Q1 | ADDED | 278,931 | +9,848 | +3.7% | 3.55% | $16.9M | $60.04 |
| 2024 Q4 | ADDED | 269,083 | +34,512 | +14.7% | 3.80% | $17.2M | $63.14 |
| 2024 Q3 | REDUCED | 234,571 | -11,636 | -4.7% | 3.36% | $13.8M | $61.40 |
| 2024 Q2 | REDUCED | 246,207 | -1,423 | -0.6% | 3.26% | $14.5M | $57.94 |
| 2024 Q1 | INITIATED | 247,630 | — | — | 3.62% | $14.1M | — |
As of 2025 Q4 — sorted by position size