WorthPointe LLC Invests $474,000 in Dimensional US Large Cap Value ETF $DFLV

WorthPointe LLC purchased a new position in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund purchased 13,852 shares of the company’s stock, valued at approximately $474,000.

A number of other institutional investors have also recently made changes to their positions in the company. Savant Capital LLC boosted its stake in shares of Dimensional US Large Cap Value ETF by 19.6% in the third quarter. Savant Capital LLC now owns 15,753,562 shares of the company’s stock worth $518,292,000 after acquiring an additional 2,584,517 shares during the last quarter. Corient Private Wealth LLC boosted its stake in shares of Dimensional US Large Cap Value ETF by 4.9% in the second quarter. Corient Private Wealth LLC now owns 5,629,872 shares of the company’s stock worth $174,639,000 after acquiring an additional 263,180 shares during the last quarter. Coldstream Capital Management Inc. boosted its stake in shares of Dimensional US Large Cap Value ETF by 132.4% in the third quarter. Coldstream Capital Management Inc. now owns 4,252,689 shares of the company’s stock worth $139,913,000 after acquiring an additional 2,422,652 shares during the last quarter. Foster Group Inc. boosted its stake in shares of Dimensional US Large Cap Value ETF by 12.3% in the third quarter. Foster Group Inc. now owns 4,141,417 shares of the company’s stock worth $136,253,000 after acquiring an additional 455,065 shares during the last quarter. Finally, Truepoint Inc. boosted its stake in shares of Dimensional US Large Cap Value ETF by 11.6% in the third quarter. Truepoint Inc. now owns 3,149,359 shares of the company’s stock worth $103,614,000 after acquiring an additional 328,469 shares during the last quarter.

Dimensional US Large Cap Value ETF Price Performance

Shares of NYSEARCA:DFLV opened at $36.90 on Thursday. The business’s 50 day moving average price is $36.35 and its 200-day moving average price is $34.76. The firm has a market capitalization of $5.62 billion, a PE ratio of 15.63 and a beta of 0.85. Dimensional US Large Cap Value ETF has a 1 year low of $27.45 and a 1 year high of $37.45.

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.