Forum Financial Management LP Has $581,000 Position in Dimensional US Large Cap Value ETF $DFLV

Forum Financial Management LP lessened its stake in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 1.9% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 18,721 shares of the company’s stock after selling 364 shares during the period. Forum Financial Management LP’s holdings in Dimensional US Large Cap Value ETF were worth $581,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently added to or reduced their stakes in the stock. Exencial Wealth Advisors LLC increased its stake in Dimensional US Large Cap Value ETF by 18.1% during the 2nd quarter. Exencial Wealth Advisors LLC now owns 673,910 shares of the company’s stock worth $20,905,000 after acquiring an additional 103,165 shares during the period. Phillips Financial Management LLC increased its stake in Dimensional US Large Cap Value ETF by 6.3% during the 2nd quarter. Phillips Financial Management LLC now owns 1,314,950 shares of the company’s stock worth $40,790,000 after acquiring an additional 78,319 shares during the period. Studio Investment Management LLC increased its stake in Dimensional US Large Cap Value ETF by 3.4% during the 2nd quarter. Studio Investment Management LLC now owns 145,873 shares of the company’s stock worth $4,525,000 after acquiring an additional 4,798 shares during the period. Clune & Associates LTD. increased its stake in Dimensional US Large Cap Value ETF by 7.1% during the 2nd quarter. Clune & Associates LTD. now owns 63,554 shares of the company’s stock worth $1,971,000 after acquiring an additional 4,222 shares during the period. Finally, Mills Wealth Advisors LLC increased its stake in Dimensional US Large Cap Value ETF by 27.4% during the 2nd quarter. Mills Wealth Advisors LLC now owns 102,309 shares of the company’s stock worth $3,174,000 after acquiring an additional 22,008 shares during the period.

Dimensional US Large Cap Value ETF Price Performance

Dimensional US Large Cap Value ETF stock opened at $33.09 on Friday. The stock’s fifty day moving average price is $32.62 and its two-hundred day moving average price is $31.10. Dimensional US Large Cap Value ETF has a one year low of $26.26 and a one year high of $33.29. The firm has a market cap of $4.41 billion, a PE ratio of 15.63 and a beta of 1.14.

Dimensional US Large Cap Value ETF Company 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.