Summit Wealth Group LLC Co. Makes New $512,000 Investment in Dimensional US Large Cap Value ETF $DFLV

Summit Wealth Group LLC Co. acquired a new position in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm acquired 14,961 shares of the company’s stock, valued at approximately $512,000.

A number of other institutional investors have also recently bought and sold shares of DFLV. Optiver Holding B.V. acquired a new stake in Dimensional US Large Cap Value ETF during the 3rd quarter worth about $42,000. MAI Capital Management acquired a new stake in Dimensional US Large Cap Value ETF during the 3rd quarter worth about $77,000. Huntington National Bank acquired a new stake in Dimensional US Large Cap Value ETF during the 3rd quarter worth about $79,000. Northwestern Mutual Wealth Management Co. boosted its position in Dimensional US Large Cap Value ETF by 214.5% during the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 3,242 shares of the company’s stock worth $101,000 after acquiring an additional 2,211 shares during the period. Finally, S.A. Mason LLC acquired a new stake in Dimensional US Large Cap Value ETF during the 4th quarter worth about $128,000.

Dimensional US Large Cap Value ETF Trading Up 0.1%

Shares of NYSEARCA DFLV opened at $38.28 on Thursday. Dimensional US Large Cap Value ETF has a one year low of $29.34 and a one year high of $38.35. The firm has a market capitalization of $5.94 billion, a PE ratio of 15.63 and a beta of 0.81. The business has a 50-day moving average price of $36.60 and a two-hundred day moving average price of $35.40.

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.