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DFLV icon

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
Q2 		$3.93M Sell
99,283
-2,799
-3% -$107K 0.8% 29
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 $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 Wealth Group's DFLV Position: Q2 2026 in Review

Summit Wealth Group reduced its Dimensional US Large Cap Value ETF (DFLV) stake by 2.7% in Q2 2026, selling an estimated $107K and leaving 99,283 shares worth $3.93M. The position accounts for 0.8% of the portfolio, ranked #29.

Summit Wealth Group first reported a position in DFLV in Q2 2025 and has held it in 5 quarters since. 393 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

  • Summit Wealth Group held 99,283 shares of Dimensional US Large Cap Value ETF worth $3.93M as of Q2 2026.
  • Summit Wealth Group sold 2,799 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $107K.
  • Dimensional US Large Cap Value ETF made up 0.8% of Summit Wealth Group's portfolio in Q2 2026, its #29 holding.
  • Summit Wealth Group first reported a position in Dimensional US Large Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 393 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Summit Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.