Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) Shares Purchased by Summit Financial Strategies Inc.

Summit Financial Strategies Inc. grew its holdings in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 60.6% in the 2nd quarter, according to the company in its most recent disclosure 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 accounts for approximately 4.7% of Summit Financial Strategies Inc.’s investment portfolio, making the stock its 8th largest position. Summit Financial Strategies Inc. owned 2.05% of Dimensional US Large Cap Value ETF worth $38,072,000 as of its most recent SEC filing.

Several other institutional investors have also recently bought and sold shares of the business. Global Trust Asset Management LLC grew its holdings in shares of Dimensional US Large Cap Value ETF by 126.8% during the second quarter. Global Trust Asset Management LLC now owns 2,046 shares of the company’s stock worth $59,000 after purchasing an additional 1,144 shares during the last quarter. EverSource Wealth Advisors LLC bought a new stake in Dimensional US Large Cap Value ETF in the fourth quarter valued at approximately $69,000. City State Bank boosted its holdings in Dimensional US Large Cap Value ETF by 449.1% in the second quarter. City State Bank now owns 3,130 shares of the company’s stock valued at $90,000 after acquiring an additional 2,560 shares during the last quarter. Family CFO Inc bought a new stake in Dimensional US Large Cap Value ETF in the fourth quarter valued at approximately $120,000. Finally, Fonville Wealth Management LLC bought a new stake in Dimensional US Large Cap Value ETF in the fourth quarter valued at approximately $202,000.

Dimensional US Large Cap Value ETF Trading Up 0.4 %

DFLV stock traded up $0.11 during trading on Friday, hitting $29.84. The company had a trading volume of 278,564 shares, compared to its average volume of 341,554. Dimensional US Large Cap Value ETF has a one year low of $23.26 and a one year high of $30.59. The business has a 50-day moving average of $29.20 and a 200-day moving average of $28.94. The stock has a market cap of $1.92 billion, a PE ratio of 13.15 and a beta of 0.78.

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.