Cogent Private Wealth Inc. Makes New $651,000 Investment in Dimensional US Large Cap Value ETF $DFLV

Cogent Private Wealth Inc. acquired a new position in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm acquired 19,041 shares of the company’s stock, valued at approximately $651,000.

Other hedge funds have also recently added to or reduced their stakes in the company. Coldstream Capital Management Inc. increased its stake in Dimensional US Large Cap Value ETF by 132.4% during the 3rd 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 period. Betterment LLC increased its stake in Dimensional US Large Cap Value ETF by 11.5% during the 3rd quarter. Betterment LLC now owns 673,543 shares of the company’s stock worth $22,160,000 after acquiring an additional 69,719 shares during the period. Phillips Financial Management LLC increased its stake in Dimensional US Large Cap Value ETF by 4.0% during the 4th quarter. Phillips Financial Management LLC now owns 1,464,846 shares of the company’s stock worth $50,112,000 after acquiring an additional 56,378 shares during the period. Level Financial Advisors increased its stake in Dimensional US Large Cap Value ETF by 12.7% during the 4th quarter. Level Financial Advisors now owns 274,575 shares of the company’s stock worth $9,393,000 after acquiring an additional 30,958 shares during the period. Finally, Apella Capital LLC increased its stake in Dimensional US Large Cap Value ETF by 11.9% during the 4th quarter. Apella Capital LLC now owns 1,318,903 shares of the company’s stock worth $45,120,000 after acquiring an additional 140,392 shares during the period.

Dimensional US Large Cap Value ETF Stock Performance

Shares of DFLV stock opened at $39.22 on Tuesday. Dimensional US Large Cap Value ETF has a fifty-two week low of $29.58 and a fifty-two week high of $39.27. The stock’s fifty day moving average price is $37.32 and its two-hundred day moving average price is $35.93. The company has a market cap of $6.09 billion, a PE ratio of 15.63 and a beta of 0.81.

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.