SFS
Summit Financial Strategies’s Dimensional US Large Cap Value ETF DFLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $59.4M | Buy |
1,913,371
+96,544
| +5% | +$2.99M | 5.49% | 7 |
|
|
2025
Q1 | $55.5M | Buy |
1,816,827
+137,749
| +8% | +$4.21M | 5.6% | 6 |
|
|
2024
Q4 | $50.4M | Buy |
1,679,078
+162,670
| +11% | +$4.88M | 5.57% | 6 |
|
|
2024
Q3 | $46.7M | Buy |
1,516,408
+199,508
| +15% | +$6.15M | 5.26% | 8 |
|
|
2024
Q2 | $38.1M | Buy |
1,316,900
+496,863
| +61% | +$14.4M | 4.73% | 8 |
|
|
2024
Q1 | $24.6M | Buy |
820,037
+169,663
| +26% | +$5.09M | 3.43% | 9 |
|
|
2023
Q4 | $17.6M | Buy |
+650,374
| New | +$17.6M | 2.69% | 11 |
|