Dimensional US Large Cap Value ETF $DFLV Stock Bought by Summit Financial Strategies Inc.

Summit Financial Strategies Inc. grew its stake in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 8.8% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 2,699,514 shares of the company’s stock after acquiring an additional 218,184 shares during the period. Dimensional US Large Cap Value ETF comprises about 7.5% of Summit Financial Strategies Inc.’s holdings, making the stock its 5th biggest position. Summit Financial Strategies Inc. owned about 1.55% of Dimensional US Large Cap Value ETF worth $108,439,000 at the end of the most recent reporting period.

Several other institutional investors have also modified their holdings of the company. 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 in the last quarter. Cetera Investment Advisers grew its holdings 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 acquiring an additional 1,345,977 shares during the period. Root Financial Partners LLC grew its holdings in shares of Dimensional US Large Cap Value ETF by 14.6% in the 1st quarter. Root Financial Partners LLC now owns 3,143,873 shares of the company’s stock worth $112,268,000 after acquiring an additional 399,663 shares during the period. Mosaic Family Wealth Partners LLC increased its stake in Dimensional US Large Cap Value ETF by 1.3% in the 1st quarter. Mosaic Family Wealth Partners LLC now owns 2,995,202 shares of the company’s stock valued at $106,959,000 after purchasing an additional 37,443 shares in the last quarter. Finally, Apella Capital LLC increased its stake in Dimensional US Large Cap Value ETF by 28.6% in the 3rd quarter. Apella Capital LLC now owns 1,975,047 shares of the company’s stock valued at $80,049,000 after purchasing an additional 438,936 shares in the last quarter.

Dimensional US Large Cap Value ETF Price Performance

NYSEARCA DFLV opened at $41.01 on Thursday. The business has a 50 day moving average price of $41.41 and a 200 day moving average price of $39.69. The company has a market capitalization of $7.13 billion, a P/E ratio of 15.63 and a beta of 0.79. Dimensional US Large Cap Value ETF has a 1-year low of $32.15 and a 1-year high of $42.35.

About Dimensional US Large Cap Value ETF

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.