Dimensional US Large Cap Value ETF $DFLV Holdings Raised by Summit Financial Strategies Inc.

Summit Financial Strategies Inc. lifted its holdings in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 9.4% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 2,408,269 shares of the company’s stock after acquiring an additional 207,037 shares during the quarter. Dimensional US Large Cap Value ETF accounts for about 6.8% of Summit Financial Strategies Inc.’s investment portfolio, making the stock its 5th biggest position. Summit Financial Strategies Inc. owned approximately 1.56% of Dimensional US Large Cap Value ETF worth $85,999,000 as of its most recent SEC filing.

Several other institutional investors have also modified their holdings of the business. Team Hewins LLC increased its holdings in Dimensional US Large Cap Value ETF by 3.2% in the first quarter. Team Hewins LLC now owns 944,372 shares of the company’s stock valued at $33,724,000 after buying an additional 29,135 shares during the last quarter. Valued Wealth Advisors LLC boosted its holdings in Dimensional US Large Cap Value ETF by 164,566.7% in the first quarter. Valued Wealth Advisors LLC now owns 9,880 shares of the company’s stock worth $353,000 after purchasing an additional 9,874 shares during the period. Mosaic Family Wealth Partners LLC boosted its holdings in Dimensional US Large Cap Value ETF by 1.3% in the first quarter. Mosaic Family Wealth Partners LLC now owns 2,995,202 shares of the company’s stock worth $106,959,000 after purchasing an additional 37,443 shares during the period. Kestra Advisory Services LLC increased its stake in Dimensional US Large Cap Value ETF by 1.5% during the first quarter. Kestra Advisory Services LLC now owns 48,601 shares of the company’s stock valued at $1,736,000 after purchasing an additional 727 shares during the last quarter. Finally, Austin Asset Management Co Inc raised its holdings in shares of Dimensional US Large Cap Value ETF by 0.5% during the first quarter. Austin Asset Management Co Inc now owns 432,188 shares of the company’s stock worth $15,433,000 after purchasing an additional 2,105 shares during the period.

Dimensional US Large Cap Value ETF Trading Up 0.4%

DFLV traded up $0.16 on Friday, hitting $40.00. 856,134 shares of the company’s stock were exchanged, compared to its average volume of 944,765. The stock has a fifty day moving average of $39.12 and a two-hundred day moving average of $37.14. Dimensional US Large Cap Value ETF has a twelve month low of $30.65 and a twelve month high of $40.25. The firm has a market cap of $6.52 billion, a PE ratio of 15.63 and a beta of 0.79.

Dimensional US Large Cap Value ETF 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.