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Summit Financial Strategies’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Summit Financial Strategies’s Portfolio DFLV Stock Details DFLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$98.1M Buy
2,481,330
+73,061
+3% +$2.8M 6.89% 5
2026
Q1 		$86M Buy
2,408,269
+207,037
+9% +$7.46M 6.78% 5
2025
Q4 		$75.3M Buy
2,201,232
+193,954
+10% +$6.46M 6.19% 6
2025
Q3 		$66M Buy
2,007,278
+93,907
+5% +$3M 5.66% 6
2025
Q2 		$59.4M Buy
1,913,371
+96,544
+5% +$2.86M 5.49% 7
2025
Q1 		$55.5M Buy
1,816,827
+137,749
+8% +$4.26M 5.6% 6
2024
Q4 		$50.4M Buy
1,679,078
+162,670
+11% +$5.09M 5.57% 6
2024
Q3 		$46.7M Buy
1,516,408
+199,508
+15% +$5.94M 5.26% 8
2024
Q2 		$38.1M Buy
1,316,900
+496,863
+61% +$14.5M 4.73% 8
2024
Q1 		$24.6M Buy
820,037
+169,663
+26% +$4.73M 3.43% 9
2023
Q4 		$17.6M Buy
+650,374
New +$16.4M 2.69% 11

Other funds holding DFLV

RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
TH
Team Hewins Redwood City, California $366M AUM 29.87% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

Summit Financial Strategies's DFLV Position: Q2 2026 in Review

Summit Financial Strategies increased its Dimensional US Large Cap Value ETF (DFLV) stake by 3% in Q2 2026, buying an estimated $2.8M and bringing the position to 2,481,330 shares worth $98.1M. The position accounts for 6.89% of the portfolio, ranked #5.

Summit Financial Strategies first reported a position in DFLV in Q4 2023 and has held it in 11 quarters since. 201 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

  • Summit Financial Strategies held 2,481,330 shares of Dimensional US Large Cap Value ETF worth $98.1M as of Q2 2026.
  • Summit Financial Strategies bought 73,061 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $2.8M.
  • Dimensional US Large Cap Value ETF made up 6.89% of Summit Financial Strategies's portfolio in Q2 2026, its #5 holding.
  • Summit Financial Strategies first reported a position in Dimensional US Large Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 201 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Summit Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.