Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) Stake Boosted by Diversified Portfolios Inc.

Diversified Portfolios Inc. raised its holdings in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 18.3% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 541,616 shares of the company’s stock after purchasing an additional 83,703 shares during the period. Dimensional US Large Cap Value ETF comprises about 1.8% of Diversified Portfolios Inc.’s portfolio, making the stock its 17th largest holding. Diversified Portfolios Inc. owned approximately 0.84% of Dimensional US Large Cap Value ETF worth $16,265,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently modified their holdings of the company. McIlrath & Eck LLC acquired a new position in shares of Dimensional US Large Cap Value ETF in the 3rd quarter valued at about $72,000. S.A. Mason LLC bought a new position in Dimensional US Large Cap Value ETF in the third quarter worth about $88,000. AdvisorNet Financial Inc boosted its stake in Dimensional US Large Cap Value ETF by 291.9% in the fourth quarter. AdvisorNet Financial Inc now owns 3,135 shares of the company’s stock valued at $94,000 after acquiring an additional 2,335 shares during the period. Voisard Asset Management Group Inc. acquired a new stake in shares of Dimensional US Large Cap Value ETF during the 3rd quarter worth approximately $169,000. Finally, Capital Performance Advisors LLP acquired a new stake in shares of Dimensional US Large Cap Value ETF during the 3rd quarter worth approximately $184,000.

Dimensional US Large Cap Value ETF Price Performance

NYSEARCA:DFLV opened at $31.37 on Wednesday. The firm has a market capitalization of $2.01 billion, a P/E ratio of 13.15 and a beta of 0.78. The business has a 50 day simple moving average of $30.89 and a 200 day simple moving average of $30.79. Dimensional US Large Cap Value ETF has a 12-month low of $26.97 and a 12-month high of $32.78.

Dimensional US Large Cap Value ETF Profile

The Dimensional US Large Cap Value ETF (DFLV) is an exchange-traded fund that mostly invests in large cap equity. The fund is actively managed to hold a broad and diversified selection of US large-cap companies of any sector that exhibit value characteristics. Portfolio holdings are weighted by market capitalization DFLV was launched on Dec 6, 2022 and is managed by Dimensional.