Coldstream Capital Management Inc. Boosts Stock Holdings in Dimensional US Large Cap Value ETF $DFLV

Coldstream Capital Management Inc. raised its holdings in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 4.4% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 4,440,601 shares of the company’s stock after purchasing an additional 187,912 shares during the period. Dimensional US Large Cap Value ETF accounts for about 2.0% of Coldstream Capital Management Inc.’s holdings, making the stock its 13th biggest position. Coldstream Capital Management Inc.’s holdings in Dimensional US Large Cap Value ETF were worth $151,913,000 at the end of the most recent quarter.

Several other large investors have also recently modified their holdings of the business. Parkshore Wealth Management Inc. increased its stake in shares of Dimensional US Large Cap Value ETF by 6.5% in the fourth quarter. Parkshore Wealth Management Inc. now owns 17,438 shares of the company’s stock worth $597,000 after purchasing an additional 1,067 shares in the last quarter. Ruedi Wealth Management Inc. increased its stake in shares of Dimensional US Large Cap Value ETF by 3.4% in the fourth quarter. Ruedi Wealth Management Inc. now owns 233,770 shares of the company’s stock worth $7,997,000 after purchasing an additional 7,579 shares in the last quarter. Ferguson Johnson Wealth Management Inc purchased a new position in shares of Dimensional US Large Cap Value ETF in the fourth quarter worth about $1,963,000. Advisory Alpha LLC increased its stake in shares of Dimensional US Large Cap Value ETF by 2.9% in the fourth quarter. Advisory Alpha LLC now owns 382,785 shares of the company’s stock worth $13,095,000 after purchasing an additional 10,811 shares in the last quarter. Finally, Gradient Capital Advisors LLC increased its stake in shares of Dimensional US Large Cap Value ETF by 10.4% in the fourth quarter. Gradient Capital Advisors LLC now owns 123,114 shares of the company’s stock worth $4,212,000 after purchasing an additional 11,601 shares in the last quarter.

Dimensional US Large Cap Value ETF Stock Up 0.8%

DFLV opened at $38.76 on Friday. The company has a market capitalization of $6.02 billion, a price-to-earnings ratio of 15.63 and a beta of 0.81. The firm has a 50-day moving average price of $36.90 and a 200-day moving average price of $35.65. Dimensional US Large Cap Value ETF has a twelve month low of $29.34 and a twelve month high of $38.87.

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.