Dimensional US Large Cap Value ETF $DFLV Shares Bought by Tobias Financial Advisors Inc.

Tobias Financial Advisors Inc. lifted its position in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 3.4% in the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 715,031 shares of the company’s stock after acquiring an additional 23,840 shares during the quarter. Dimensional US Large Cap Value ETF makes up about 3.4% of Tobias Financial Advisors Inc.’s investment portfolio, making the stock its 9th largest position. Tobias Financial Advisors Inc. owned approximately 0.43% of Dimensional US Large Cap Value ETF worth $28,272,000 at the end of the most recent reporting period.

Other large investors have also made changes to their positions in the company. Private Wealth Asset Management LLC acquired a new stake in Dimensional US Large Cap Value ETF in the fourth quarter worth about $29,000. Vermillion Wealth Management Inc. boosted its stake in shares of Dimensional US Large Cap Value ETF by 58.4% in the 1st 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 last quarter. Angeles Wealth Management LLC bought a new position in shares of Dimensional US Large Cap Value ETF in the 1st quarter valued at about $41,000. O Shaughnessy Asset Management LLC acquired a new stake in shares of Dimensional US Large Cap Value ETF during the 4th quarter worth approximately $55,000. Finally, Wells Fargo & Company MN grew its position in shares of 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 worth $75,000 after buying an additional 2,012 shares during the period.

Dimensional US Large Cap Value ETF Price Performance

DFLV opened at $42.05 on Monday. The firm has a 50 day simple moving average of $40.95 and a 200 day simple moving average of $38.75. Dimensional US Large Cap Value ETF has a fifty-two week low of $32.06 and a fifty-two week high of $42.35. The company has a market cap of $6.99 billion, a price-to-earnings ratio of 15.63 and a beta of 0.78.

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.