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

Summit Wealth Group’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 		$3.65M Buy
102,082
+2,355
+2% +$84.9K 0.84% 28
2025
Q4 		$3.41M Buy
99,727
+815
+0.8% +$27.1K 0.8% 28
2025
Q3 		$3.25M Buy
98,912
+1,624
+2% +$51.9K 0.79% 30
2025
Q2 		$3.02M Buy
+97,288
New +$2.88M 0.78% 31

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 $2.57B AUM 21.7% 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 Wealth Group's DFLV Position: Q1 2026 in Review

Summit Wealth Group increased its Dimensional US Large Cap Value ETF (DFLV) stake by 2.4% in Q1 2026, buying an estimated $84.9K and bringing the position to 102,082 shares worth $3.65M. The position accounts for 0.84% of the portfolio, ranked #28.

Summit Wealth Group first reported a position in DFLV in Q2 2025 and has held it in 4 quarters since. 366 funds tracked by Wall St. Rank hold DFLV as of Q1 2026.

  • Summit Wealth Group held 102,082 shares of Dimensional US Large Cap Value ETF worth $3.65M as of Q1 2026.
  • Summit Wealth Group bought 2,355 Dimensional US Large Cap Value ETF shares in Q1 2026, an estimated $84.9K.
  • Dimensional US Large Cap Value ETF made up 0.84% of Summit Wealth Group's portfolio in Q1 2026, its #28 holding.
  • Summit Wealth Group first reported a position in Dimensional US Large Cap Value ETF in Q2 2025 and has held it in 4 quarters since.
  • 366 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q1 2026.

Based on Summit Wealth Group's 13F filing for Q1 2026, filed 4 May 2026.