Summit Financial Strategies, Inc.'s ownership history for DFIC

Summit Financial Strategies, Inc. currently holds 3.9M shares with a market value of $138.1M. It started holding DFIC on 2024-09-30. At its peak, it held 3.9M shares on 2026-03-31. Its highest holding value was $138.1M on 2026-03-31. At its lowest, it held 3.6M shares on 2024-09-30, with a value of $98.4M on 2024-12-31. In the recent 180 days, Summit Financial Strategies, Inc. has increased its shares by 42.0K. In the recent year, Summit Financial Strategies, Inc. has increased its shares by 326.