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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
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 $20.7B AUM 19.76% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $977M AUM 19.09% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Summit Financial's DFLV Position: Q1 2026 in Review

Summit Financial increased its Dimensional US Large Cap Value ETF (DFLV) stake by 0.37% in Q1 2026, buying an estimated $1.26K and bringing the position to 9,464 shares worth $338K. The position accounts for ﹤0.01% of the portfolio, ranked #1137.

Summit Financial first reported a position in DFLV in Q3 2025 and has held it in 3 quarters since. 366 funds tracked by Wall St. Rank hold DFLV as of Q1 2026.

  • Summit Financial held 9,464 shares of Dimensional US Large Cap Value ETF worth $338K as of Q1 2026.
  • Summit Financial bought 35 Dimensional US Large Cap Value ETF shares in Q1 2026, an estimated $1.26K.
  • Dimensional US Large Cap Value ETF made up ﹤0.01% of Summit Financial's portfolio in Q1 2026, its #1137 holding.
  • Summit Financial first reported a position in Dimensional US Large Cap Value ETF in Q3 2025 and has held it in 3 quarters since.
  • 366 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.