Summit Wealth Group LLC Invests $3.02 Million in Dimensional US Large Cap Value ETF $DFLV

Summit Wealth Group LLC purchased a new position in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm purchased 97,288 shares of the company’s stock, valued at approximately $3,018,000. Summit Wealth Group LLC owned about 0.08% of Dimensional US Large Cap Value ETF at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also bought and sold shares of the company. RB Capital Management LLC boosted its position in Dimensional US Large Cap Value ETF by 4.3% in the second quarter. RB Capital Management LLC now owns 10,528 shares of the company’s stock worth $327,000 after purchasing an additional 431 shares during the last quarter. Infinity Wealth Counsel LLC boosted its holdings in shares of Dimensional US Large Cap Value ETF by 2.8% in the second quarter. Infinity Wealth Counsel LLC now owns 20,549 shares of the company’s stock worth $637,000 after buying an additional 561 shares during the last quarter. Seneschal Advisors LLC boosted its holdings in shares of Dimensional US Large Cap Value ETF by 5.0% in the first quarter. Seneschal Advisors LLC now owns 14,124 shares of the company’s stock worth $432,000 after buying an additional 670 shares during the last quarter. Clear Creek Financial Management LLC boosted its holdings in shares of Dimensional US Large Cap Value ETF by 2.1% in the second quarter. Clear Creek Financial Management LLC now owns 36,744 shares of the company’s stock worth $1,140,000 after buying an additional 762 shares during the last quarter. Finally, DecisionPoint Financial LLC boosted its holdings in shares of Dimensional US Large Cap Value ETF by 190.8% in the first quarter. DecisionPoint Financial LLC now owns 1,207 shares of the company’s stock worth $37,000 after buying an additional 792 shares during the last quarter.

Dimensional US Large Cap Value ETF Price Performance

Shares of Dimensional US Large Cap Value ETF stock opened at $32.75 on Thursday. The company’s fifty day simple moving average is $32.72 and its 200-day simple moving average is $31.40. The stock has a market capitalization of $4.39 billion, a PE ratio of 15.63 and a beta of 0.91. Dimensional US Large Cap Value ETF has a 1-year low of $26.26 and a 1-year high of $33.29.

About Dimensional US Large Cap Value ETF

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.