Summit Financial Strategies, Inc. DFLV Holdings History
Summit Financial Strategies, Inc.'s Dimensional US Large Cap Value ETF Holding Summary
As of 2025-03-31, Summit Financial Strategies, Inc. held 1.82 Mil shares of Dimensional US Large Cap Value ETF(DFLV), totaling $55.54 Mil. This investment constitutes 5.6% of their stock portfolio, and Summit Financial Strategies, Inc. now holds 1.65% of the outstanding Dimensional US Large Cap Value ETF(DFLV) stock.
The initial trade took place in 2023Q4. And since then Summit Financial Strategies, Inc. has made 6 purchases of DFLV, at an average price of $27.98, for a total of 1.82 Mil shares. Based on historical transaction data and DFLV's current price of $31.49, Summit Financial Strategies, Inc.'s estimated gain on his DFLV holdings is $6.38 Mil, reflecting a 12.55% gain to date.
Summit Financial Strategies, Inc. DFLV ($31.49) Holding Chart
Summit Financial Strategies, Inc. DFLV ($31.49) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
