Summit Financial Strategies Inc. Buys 162,670 Shares of 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 10.7% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 1,679,078 shares of the company’s stock after buying an additional 162,670 shares during the quarter. Dimensional US Large Cap Value ETF comprises 5.6% of Summit Financial Strategies Inc.’s portfolio, making the stock its 6th biggest position. Summit Financial Strategies Inc. owned 2.62% of Dimensional US Large Cap Value ETF worth $50,423,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds also recently modified their holdings of the company. Creative Planning increased its stake in Dimensional US Large Cap Value ETF by 205.8% during the 2nd quarter. Creative Planning now owns 54,593 shares of the company’s stock worth $1,578,000 after purchasing an additional 36,739 shares in the last quarter. NewEdge Advisors LLC boosted its holdings in shares of Dimensional US Large Cap Value ETF by 3.9% in the second quarter. NewEdge Advisors LLC now owns 1,019,956 shares of the company’s stock valued at $29,487,000 after buying an additional 38,746 shares during the period. EP Wealth Advisors LLC increased its position in shares of Dimensional US Large Cap Value ETF by 16.6% during the second quarter. EP Wealth Advisors LLC now owns 2,665,035 shares of the company’s stock worth $77,046,000 after acquiring an additional 380,053 shares in the last quarter. Advisory Alpha LLC acquired a new stake in shares of Dimensional US Large Cap Value ETF during the second quarter worth $8,215,000. Finally, Strategic Investment Solutions Inc. IL bought a new stake in Dimensional US Large Cap Value ETF in the 2nd quarter valued at $2,196,000.

Dimensional US Large Cap Value ETF Stock Down 0.0 %

NYSEARCA:DFLV opened at $31.51 on Monday. The company has a market cap of $2.02 billion, a P/E ratio of 13.15 and a beta of 0.78. Dimensional US Large Cap Value ETF has a twelve month low of $26.97 and a twelve month high of $32.78. The business has a 50 day moving average price of $31.10 and a two-hundred day moving average price of $30.65.

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.