Summit Financial Strategies Inc. Has $98.11 Million Holdings in Dimensional US Large Cap Value ETF $DFLV

Summit Financial Strategies Inc. grew its holdings in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 3.0% in the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 2,481,330 shares of the company’s stock after purchasing an additional 73,061 shares during the quarter. Dimensional US Large Cap Value ETF makes up approximately 6.9% of Summit Financial Strategies Inc.’s holdings, making the stock its 5th biggest position. Summit Financial Strategies Inc. owned about 1.49% of Dimensional US Large Cap Value ETF worth $98,112,000 at the end of the most recent quarter.

Several other institutional investors have also recently made changes to their positions in the business. Savant Capital LLC increased its holdings in Dimensional US Large Cap Value ETF by 11.1% during the fourth quarter. Savant Capital LLC now owns 17,497,390 shares of the company’s stock valued at $598,586,000 after buying an additional 1,743,828 shares during the last quarter. Corient Private Wealth LLC boosted its stake in shares of Dimensional US Large Cap Value ETF by 21.4% during the 4th quarter. Corient Private Wealth LLC now owns 6,263,508 shares of the company’s stock worth $214,275,000 after acquiring an additional 1,106,051 shares during the last quarter. Coldstream Capital Management Inc. grew its position in shares of Dimensional US Large Cap Value ETF by 4.4% during the 4th quarter. Coldstream Capital Management Inc. now owns 4,440,601 shares of the company’s stock valued at $151,913,000 after acquiring an additional 187,912 shares during the period. Cetera Investment Advisers increased its stake in shares of Dimensional US Large Cap Value ETF by 58.0% in the 1st quarter. Cetera Investment Advisers now owns 3,667,210 shares of the company’s stock worth $130,956,000 after purchasing an additional 1,345,977 shares in the last quarter. Finally, Truepoint Inc. increased its stake in shares of Dimensional US Large Cap Value ETF by 8.3% in the 4th quarter. Truepoint Inc. now owns 3,410,368 shares of the company’s stock worth $116,669,000 after purchasing an additional 261,009 shares in the last quarter.

Dimensional US Large Cap Value ETF Stock Performance

Shares of Dimensional US Large Cap Value ETF stock opened at $41.75 on Wednesday. The stock has a market cap of $6.94 billion, a P/E ratio of 15.63 and a beta of 0.78. The stock’s fifty day moving average is $41.04 and its 200 day moving average is $38.82. Dimensional US Large Cap Value ETF has a one year low of $32.06 and a one year high of $42.35.

Dimensional US Large Cap Value ETF Profile

The Dimensional US Large Cap Value ETF (DFLV) is an exchange-traded fund that mostly invests in large cap equity. The fund is actively managed to hold a broad and diversified selection of US large-cap companies of any sector that exhibit value characteristics. Portfolio holdings are weighted by market capitalization DFLV was launched on Dec 6, 2022 and is managed by Dimensional.