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%	+$27.2K	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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Mosaic Family Wealth Partners St. Louis, Missouri $1.49B AUM 26.43% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

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. 401 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.
401 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.