Legacy Financial Group Inc. Boosts Stock Holdings in Dimensional US Large Cap Value ETF $DFLV

Legacy Financial Group Inc. boosted its position in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 14.3% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 274,750 shares of the company’s stock after buying an additional 34,315 shares during the period. Dimensional US Large Cap Value ETF accounts for about 2.5% of Legacy Financial Group Inc.’s portfolio, making the stock its 14th largest holding. Legacy Financial Group Inc.’s holdings in Dimensional US Large Cap Value ETF were worth $9,399,000 at the end of the most recent reporting period.

Several other large investors also recently bought and sold shares of DFLV. Savant Capital LLC increased its stake in Dimensional US Large Cap Value ETF by 19.6% during the 3rd quarter. Savant Capital LLC now owns 15,753,562 shares of the company’s stock worth $518,292,000 after buying an additional 2,584,517 shares in the last quarter. 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 buying an additional 2,422,652 shares in the last quarter. Quent Long Short Global Small Cap Fund LP purchased a new stake in Dimensional US Large Cap Value ETF during the 4th quarter worth approximately $45,369,000. CWM LLC increased its stake in Dimensional US Large Cap Value ETF by 10,013.8% during the 4th quarter. CWM LLC now owns 968,394 shares of the company’s stock worth $33,129,000 after buying an additional 958,819 shares in the last quarter. Finally, Vise Technologies Inc. increased its stake in Dimensional US Large Cap Value ETF by 10,964.9% during the 3rd quarter. Vise Technologies Inc. now owns 833,854 shares of the company’s stock worth $27,434,000 after buying an additional 826,318 shares in the last quarter.

Dimensional US Large Cap Value ETF Trading Up 0.8%

NYSEARCA:DFLV opened at $38.39 on Thursday. The stock has a 50 day moving average of $36.79 and a two-hundred day moving average of $35.59. The firm has a market cap of $5.96 billion, a P/E ratio of 15.63 and a beta of 0.81. Dimensional US Large Cap Value ETF has a 12 month low of $29.34 and a 12 month high of $38.58.

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.