Root Financial Partners LLC Grows Stock Holdings in Dimensional US Large Cap Value ETF $DFLV

Root Financial Partners LLC increased its stake in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 44.6% during the 4th quarter, Holdings Channel.com reports. The firm owned 2,744,210 shares of the company’s stock after acquiring an additional 846,915 shares during the quarter. Dimensional US Large Cap Value ETF comprises about 4.8% of Root Financial Partners LLC’s holdings, making the stock its 7th largest position. Root Financial Partners LLC’s holdings in Dimensional US Large Cap Value ETF were worth $93,879,000 as of its most recent SEC filing.

Several other hedge funds have also modified their holdings of the stock. Sterling Financial Planning Inc. grew its stake in shares of Dimensional US Large Cap Value ETF by 1.1% during the fourth quarter. Sterling Financial Planning Inc. now owns 27,119 shares of the company’s stock valued at $928,000 after purchasing an additional 303 shares during the last quarter. Oceanside Advisors LLC grew its stake in shares of Dimensional US Large Cap Value ETF by 1.4% during the third quarter. Oceanside Advisors LLC now owns 25,532 shares of the company’s stock valued at $840,000 after purchasing an additional 342 shares during the last quarter. Stratos Wealth Partners LTD. grew its stake in shares of Dimensional US Large Cap Value ETF by 4.9% during the fourth quarter. Stratos Wealth Partners LTD. now owns 7,832 shares of the company’s stock valued at $268,000 after purchasing an additional 364 shares during the last quarter. Long Island Wealth Management Inc. grew its stake in shares of Dimensional US Large Cap Value ETF by 5.3% during the fourth quarter. Long Island Wealth Management Inc. now owns 7,527 shares of the company’s stock valued at $257,000 after purchasing an additional 380 shares during the last quarter. Finally, Cowa LLC grew its stake in shares of Dimensional US Large Cap Value ETF by 1.5% during the third quarter. Cowa LLC now owns 30,303 shares of the company’s stock valued at $997,000 after purchasing an additional 449 shares during the last quarter.

Dimensional US Large Cap Value ETF Price Performance

DFLV opened at $39.22 on Tuesday. Dimensional US Large Cap Value ETF has a one year low of $29.58 and a one year high of $39.27. The company’s 50 day simple moving average is $37.32 and its 200-day simple moving average is $35.93. The stock has a market capitalization of $6.09 billion, a P/E ratio of 15.63 and a beta of 0.81.

About Dimensional US Large Cap Value ETF

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.