Summit Financial Strategies, Inc. Q2 2023 vs. Q3 2023 13F Holdings Comparison

Investment firms often file Form 13F with the Securities and Exchange Commission (SEC) to disclose their holdings of publicly traded securities. This information provides valuable insights into the investment strategies and portfolio changes of these firms. In this article, we will analyze the Q2 2023 vs. Q3 2023 13F Holdings Comparison for Summit Financial Strategies, Inc., and explore the changes in their holdings of various funds and companies.

DFIC - DIMENSIONAL ETF TRUST

Let's start with DIMENSIONAL ETF TRUST. Summit Financial Strategies, Inc. held 3,305,187 shares of this fund in Q2 2023, which decreased slightly to 3,364,824 shares in Q3 2023. The value of their holdings also declined from $80,216,000 to $78,568,000. This represents a decrease of 2.1% in the number of shares held.

SCHB - SCHWAB STRATEGIC TR

Moving on to SCHWAB STRATEGIC TR, Summit Financial Strategies, Inc. held 1,392,113 shares in Q2 2023, which increased marginally to 1,399,133 shares in Q3 2023. However, the value of their holdings decreased from $71,972,000 to $69,746,000. This indicates a slight increase in the number of shares held but a decrease of 3.1% in value.

IVV - ISHARES TR

Summit Financial Strategies, Inc. held 144,066 shares of ISHARES TR in Q2 2023, which decreased to 141,371 shares in Q3 2023. The value of their holdings also declined from $64,211,000 to $60,708,000. This represents a decrease of 5.5% in the number of shares held.

SCHM - SCHWAB STRATEGIC TR

For SCHWAB STRATEGIC TR, Summit Financial Strategies, Inc. held 568,768 shares in Q2 2023, which increased slightly to 586,293 shares in Q3 2023. However, the value of their holdings decreased from $40,399,000 to $39,680,000. This indicates a slight increase in the number of shares held but a decrease of 1.8% in value.

PKG - PACKAGING CORP AMER

Moving on to PACKAGING CORP AMER, Summit Financial Strategies, Inc. held 242,887 shares in Q2 2023, which decreased to 233,067 shares in Q3 2023. Surprisingly, the value of their holdings increased from $32,099,000 to $35,787,000. This represents a decrease of 11.5% in the number of shares held but an increase in value.

IJH - ISHARES TR

Summit Financial Strategies, Inc. held 121,412 shares of ISHARES TR in Q2 2023, which decreased to 120,597 shares in Q3 2023. The value of their holdings also declined from $31,746,000 to $30,070,000. This represents a decrease of 5.3% in the number of shares held.

These are just a few examples of the changes in holdings for Summit Financial Strategies, Inc. in Q2 2023 vs. Q3 2023. The firm manages a diverse portfolio of funds and companies, and the fluctuations in their holdings provide valuable insights into their investment strategies. It's important to note that these changes in holdings might be influenced by various factors such as market conditions, company performances, and investment strategies. As always, it's wise to consult with a financial advisor to understand these changes in context and make informed investment decisions.