Navigate Wealth Management LLC Takes Position in Dimensional US Large Cap Value ETF $DFLV

Navigate Wealth Management LLC purchased a new stake in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) in the first quarter, according to the company in its most recent disclosure with the SEC. The firm purchased 291,137 shares of the company’s stock, valued at approximately $10,868,000. Dimensional US Large Cap Value ETF comprises about 7.6% of Navigate Wealth Management LLC’s portfolio, making the stock its 3rd largest holding. Navigate Wealth Management LLC owned 0.19% of Dimensional US Large Cap Value ETF at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. EP Wealth Advisors LLC purchased a new stake in Dimensional US Large Cap Value ETF during the fourth quarter valued at approximately $106,970,000. Coldstream Capital Management Inc. boosted its holdings in shares of Dimensional US Large Cap Value ETF by 132.4% in the 3rd quarter. Coldstream Capital Management Inc. now owns 4,252,689 shares of the company’s stock worth $139,913,000 after purchasing an additional 2,422,652 shares during the period. Vise Technologies Inc. boosted its holdings in shares of Dimensional US Large Cap Value ETF by 209.5% in the 4th quarter. Vise Technologies Inc. now owns 2,580,784 shares of the company’s stock worth $88,289,000 after purchasing an additional 1,746,930 shares during the period. Savant Capital LLC increased its position in shares of Dimensional US Large Cap Value ETF by 11.1% during the 4th quarter. Savant Capital LLC now owns 17,497,390 shares of the company’s stock valued at $598,586,000 after purchasing an additional 1,743,828 shares during the last quarter. Finally, Quent Long Short Global Small Cap Fund LP bought a new position in shares of Dimensional US Large Cap Value ETF during the 4th quarter valued at approximately $45,369,000.

Dimensional US Large Cap Value ETF Stock Performance

NYSEARCA:DFLV opened at $40.00 on Monday. The firm has a market capitalization of $6.52 billion, a PE ratio of 15.63 and a beta of 0.79. The stock’s fifty day moving average is $39.12 and its 200 day moving average is $37.16. Dimensional US Large Cap Value ETF has a fifty-two week low of $30.65 and a fifty-two week high of $40.25.

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.