TCI Wealth Advisors Inc. Has $9.25 Million Stock Position in Dimensional US Large Cap Value ETF $DFLV

TCI Wealth Advisors Inc. lifted its stake in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 17.2% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 270,316 shares of the company’s stock after purchasing an additional 39,599 shares during the quarter. Dimensional US Large Cap Value ETF accounts for about 0.5% of TCI Wealth Advisors Inc.’s investment portfolio, making the stock its 29th largest holding. TCI Wealth Advisors Inc. owned 0.19% of Dimensional US Large Cap Value ETF worth $9,248,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors have also modified their holdings of the company. Optiver Holding B.V. acquired a new position in shares of Dimensional US Large Cap Value ETF in the 3rd quarter valued at $42,000. MAI Capital Management acquired a new position in shares of Dimensional US Large Cap Value ETF in the 3rd quarter valued at $77,000. Huntington National Bank acquired a new position in shares of Dimensional US Large Cap Value ETF in the 3rd quarter valued at $79,000. Northwestern Mutual Wealth Management Co. boosted its position in shares of Dimensional US Large Cap Value ETF by 214.5% in the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 3,242 shares of the company’s stock valued at $101,000 after purchasing an additional 2,211 shares during the period. Finally, S.A. Mason LLC acquired a new stake in Dimensional US Large Cap Value ETF during the 4th quarter worth about $128,000.

Dimensional US Large Cap Value ETF Stock Performance

Shares of NYSEARCA DFLV opened at $37.82 on Monday. Dimensional US Large Cap Value ETF has a one year low of $29.06 and a one year high of $38.08. The firm has a market capitalization of $5.87 billion, a PE ratio of 15.63 and a beta of 0.81. The business has a 50-day moving average price of $36.47 and a two-hundred day moving average price of $35.14.

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.