Summit Financial Strategies Inc. Buys 218,184 Shares of Dimensional US Large Cap Value ETF $DFLV

Summit Financial Strategies Inc. increased its stake in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 8.8% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 2,699,514 shares of the company’s stock after acquiring an additional 218,184 shares during the period. Dimensional US Large Cap Value ETF makes up 7.5% of Summit Financial Strategies Inc.’s investment portfolio, making the stock its 5th largest position. Summit Financial Strategies Inc.’s holdings in Dimensional US Large Cap Value ETF were worth $108,439,000 as of its most recent filing with the SEC.

Other hedge funds have also modified their holdings of the company. Vermillion Wealth Management Inc. grew its holdings in Dimensional US Large Cap Value ETF by 58.4% in the first quarter. Vermillion Wealth Management Inc. now owns 974 shares of the company’s stock valued at $35,000 after purchasing an additional 359 shares during the period. Angeles Wealth Management LLC acquired a new position in Dimensional US Large Cap Value ETF during the first quarter worth approximately $41,000. Balefire LLC acquired a new position in Dimensional US Large Cap Value ETF during the first quarter worth approximately $207,000. Cornerstone Advisory LLC purchased a new position in Dimensional US Large Cap Value ETF during the first quarter worth approximately $212,000. Finally, Western Wealth Management LLC purchased a new position in Dimensional US Large Cap Value ETF during the first quarter worth approximately $232,000.

Dimensional US Large Cap Value ETF Stock Down 0.1%

Shares of DFLV opened at $41.01 on Thursday. The firm has a market cap of $7.13 billion, a PE ratio of 15.63 and a beta of 0.79. The company’s fifty day moving average is $41.41 and its two-hundred day moving average is $39.69. Dimensional US Large Cap Value ETF has a fifty-two week low of $32.15 and a fifty-two week high of $42.35.

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.