Summit Financial Strategies Inc. Increases Stock Holdings in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV)

Summit Financial Strategies Inc. raised its stake in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 60.6% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 1,316,900 shares of the company’s stock after acquiring an additional 496,863 shares during the quarter. Dimensional US Large Cap Value ETF makes up about 4.7% of Summit Financial Strategies Inc.’s portfolio, making the stock its 8th biggest position. Summit Financial Strategies Inc.’s holdings in Dimensional US Large Cap Value ETF were worth $38,072,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors have also bought and sold shares of the stock. Pathstone Holdings LLC acquired a new stake in shares of Dimensional US Large Cap Value ETF in the 4th quarter worth $87,366,000. Corient Private Wealth LLC boosted its position in shares of Dimensional US Large Cap Value ETF by 14.3% in the 4th quarter. Corient Private Wealth LLC now owns 3,218,158 shares of the company’s stock worth $87,051,000 after purchasing an additional 402,805 shares in the last quarter. Mosaic Family Wealth Partners LLC boosted its position in shares of Dimensional US Large Cap Value ETF by 9.8% in the 1st quarter. Mosaic Family Wealth Partners LLC now owns 2,287,521 shares of the company’s stock worth $68,603,000 after purchasing an additional 203,896 shares in the last quarter. EP Wealth Advisors LLC boosted its position in shares of Dimensional US Large Cap Value ETF by 17.8% in the 1st quarter. EP Wealth Advisors LLC now owns 2,284,982 shares of the company’s stock worth $68,527,000 after purchasing an additional 344,757 shares in the last quarter. Finally, DiNuzzo Private Wealth Inc. acquired a new stake in shares of Dimensional US Large Cap Value ETF in the 4th quarter worth $50,907,000.

Dimensional US Large Cap Value ETF Stock Up 0.4 %

Shares of Dimensional US Large Cap Value ETF stock traded up $0.11 during trading on Friday, reaching $29.84. The company’s stock had a trading volume of 278,564 shares, compared to its average volume of 341,554. The company has a market cap of $1.92 billion, a price-to-earnings ratio of 13.15 and a beta of 0.78. Dimensional US Large Cap Value ETF has a 1-year low of $23.26 and a 1-year high of $30.59. The company has a 50-day simple moving average of $29.20 and a two-hundred day simple moving average of $28.94.

Dimensional US Large Cap Value ETF Company 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.