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DFLV icon

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

Summit Financial’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 		$375K Buy
9,493
+29
+0.3% +$1.11K ﹤0.01% 1214
2026
Q1 		$338K Buy
9,464
+35
+0.4% +$1.26K ﹤0.01% 1137
2025
Q4 		$323K Buy
9,429
+1,443
+18% +$48.1K ﹤0.01% 1052
2025
Q3 		$263K Buy
+7,986
New +$255K ﹤0.01% 1106

Other funds holding DFLV

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $1.49B AUM 26.43% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

Summit Financial's DFLV Position: Q2 2026 in Review

Summit Financial increased its Dimensional US Large Cap Value ETF (DFLV) stake by 0.31% in Q2 2026, buying an estimated $1.11K and bringing the position to 9,493 shares worth $375K. The position accounts for ﹤0.01% of the portfolio, ranked #1214.

Summit Financial first reported a position in DFLV in Q3 2025 and has held it in 4 quarters since. 394 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

  • Summit Financial held 9,493 shares of Dimensional US Large Cap Value ETF worth $375K as of Q2 2026.
  • Summit Financial bought 29 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $1.11K.
  • Dimensional US Large Cap Value ETF made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1214 holding.
  • Summit Financial first reported a position in Dimensional US Large Cap Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 394 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.