Mosaic Family Wealth Partners LLC Has $90.02 Million Position in Dimensional US Large Cap Value ETF $DFLV

Mosaic Family Wealth Partners LLC lifted its position in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 3.0% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 2,901,838 shares of the company’s stock after purchasing an additional 83,405 shares during the period. Dimensional US Large Cap Value ETF accounts for about 11.5% of Mosaic Family Wealth Partners LLC’s holdings, making the stock its 2nd biggest position. Mosaic Family Wealth Partners LLC owned approximately 2.43% of Dimensional US Large Cap Value ETF worth $90,015,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in DFLV. Northwestern Mutual Wealth Management Co. purchased a new stake in Dimensional US Large Cap Value ETF in the 1st quarter valued at about $32,000. CWM LLC boosted its position in Dimensional US Large Cap Value ETF by 962.9% in the first quarter. CWM LLC now owns 1,605 shares of the company’s stock worth $49,000 after purchasing an additional 1,454 shares during the last quarter. AE Wealth Management LLC purchased a new stake in shares of Dimensional US Large Cap Value ETF during the 2nd quarter valued at $54,000. Cary Street Partners Investment Advisory LLC bought a new stake in shares of Dimensional US Large Cap Value ETF during the 1st quarter worth $95,000. Finally, AlphaCore Capital LLC bought a new position in Dimensional US Large Cap Value ETF during the first quarter valued at about $119,000.

Dimensional US Large Cap Value ETF Stock Performance

Shares of DFLV stock opened at $33.11 on Monday. The firm has a market cap of $4.44 billion, a price-to-earnings ratio of 15.63 and a beta of 0.91. Dimensional US Large Cap Value ETF has a 52 week low of $26.26 and a 52 week high of $33.68. The firm’s 50-day simple moving average is $32.81 and its two-hundred day simple moving average is $31.63.

Dimensional US Large Cap Value ETF Company 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.