LifeSteps Financial Inc. Takes Position in Dimensional US Large Cap Value ETF $DFLV

LifeSteps Financial Inc. purchased a new position in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLVFree Report) during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund purchased 28,439 shares of the company’s stock, valued at approximately $1,016,000.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the stock. Private Wealth Asset Management LLC acquired a new position in shares of Dimensional US Large Cap Value ETF during the fourth quarter worth $29,000. Vermillion Wealth Management Inc. boosted its stake in shares of Dimensional US Large Cap Value ETF by 58.4% in the first quarter. Vermillion Wealth Management Inc. now owns 974 shares of the company’s stock valued at $35,000 after purchasing an additional 359 shares during the period. O Shaughnessy Asset Management LLC acquired a new stake in Dimensional US Large Cap Value ETF during the 4th quarter valued at $55,000. Wells Fargo & Company MN grew its holdings in Dimensional US Large Cap Value ETF by 1,117.8% during the 4th quarter. Wells Fargo & Company MN now owns 2,192 shares of the company’s stock valued at $75,000 after purchasing an additional 2,012 shares in the last quarter. Finally, MAI Capital Management purchased a new stake in Dimensional US Large Cap Value ETF during the 3rd quarter worth $77,000.

Dimensional US Large Cap Value ETF Price Performance

Shares of DFLV stock opened at $39.69 on Monday. The company’s fifty day moving average price is $38.65 and its two-hundred day moving average price is $36.77. The firm has a market capitalization of $6.16 billion, a P/E ratio of 15.63 and a beta of 0.80. Dimensional US Large Cap Value ETF has a 12 month low of $30.65 and a 12 month high of $40.25.

Dimensional US Large Cap Value ETF Company Profile

(Free Report)

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.

Further Reading

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Institutional Ownership by Quarter for Dimensional US Large Cap Value ETF (NYSEARCA:DFLV)

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