Summit Financial Strategies Inc. Increases Stake in Dimensional US Large Cap Value ETF $DFLV

Summit Financial Strategies Inc. boosted its holdings in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 3.0% during the second quarter, Holdings Channel.com reports. The firm owned 2,481,330 shares of the company’s stock after acquiring an additional 73,061 shares during the period. Dimensional US Large Cap Value ETF accounts for about 6.9% of Summit Financial Strategies Inc.’s portfolio, making the stock its 5th largest position. Summit Financial Strategies Inc.’s holdings in Dimensional US Large Cap Value ETF were worth $98,112,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors have also bought and sold shares of the business. Savant Capital LLC grew its stake in shares of Dimensional US Large Cap Value ETF by 11.1% in the 4th quarter. Savant Capital LLC now owns 17,497,390 shares of the company’s stock worth $598,586,000 after buying an additional 1,743,828 shares in the last quarter. Corient Private Wealth LLC grew its position in Dimensional US Large Cap Value ETF by 21.4% in the fourth 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. Coldstream Capital Management Inc. grew its position in Dimensional US Large Cap Value ETF by 4.4% in the fourth quarter. Coldstream Capital Management Inc. now owns 4,440,601 shares of the company’s stock worth $151,913,000 after acquiring an additional 187,912 shares in the last quarter. Cetera Investment Advisers increased its stake in Dimensional US Large Cap Value ETF by 58.0% during the first 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 last quarter. Finally, Truepoint Inc. raised its position in Dimensional US Large Cap Value ETF by 8.3% during the fourth quarter. Truepoint Inc. now owns 3,410,368 shares of the company’s stock valued at $116,669,000 after purchasing an additional 261,009 shares during the period.

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 price-to-earnings ratio of 15.63 and a beta of 0.78. The stock has a 50 day moving average price of $41.04 and a 200-day moving average price of $38.82. Dimensional US Large Cap Value ETF has a one year low of $32.06 and a one 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.