Navigate Wealth Management LLC bought a new stake in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV – Free Report) in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund bought 291,137 shares of the company’s stock, valued at approximately $10,868,000. Dimensional US Large Cap Value ETF accounts for 7.6% of Navigate Wealth Management LLC’s holdings, making the stock its 3rd largest holding.
Several other hedge funds and other institutional investors have also recently modified their holdings of the business. Savant Capital LLC lifted its stake in shares of Dimensional US Large Cap Value ETF by 11.1% during the 4th quarter. Savant Capital LLC now owns 17,497,390 shares of the company’s stock worth $598,586,000 after acquiring an additional 1,743,828 shares during the last quarter. Corient Private Wealth LLC grew its position in Dimensional US Large Cap Value ETF by 21.4% in the 4th quarter. Corient Private Wealth LLC now owns 6,263,508 shares of the company’s stock valued at $214,275,000 after acquiring an additional 1,106,051 shares during the last quarter. Coldstream Capital Management Inc. grew its position in Dimensional US Large Cap Value ETF by 4.4% in the 4th quarter. Coldstream Capital Management Inc. now owns 4,440,601 shares of the company’s stock valued at $151,913,000 after acquiring an additional 187,912 shares during the last quarter. Truepoint Inc. increased its stake in Dimensional US Large Cap Value ETF by 8.3% in the fourth quarter. Truepoint Inc. now owns 3,410,368 shares of the company’s stock worth $116,669,000 after purchasing an additional 261,009 shares during the period. Finally, Root Financial Partners LLC increased its stake in Dimensional US Large Cap Value ETF by 14.6% in the first quarter. Root Financial Partners LLC now owns 3,143,873 shares of the company’s stock worth $112,268,000 after purchasing an additional 399,663 shares during the period.
Dimensional US Large Cap Value ETF Stock Performance
Shares of DFLV opened at $40.00 on Monday. The firm has a market capitalization of $6.52 billion, a P/E ratio of 15.63 and a beta of 0.79. Dimensional US Large Cap Value ETF has a 12-month low of $30.65 and a 12-month high of $40.25. The firm has a fifty day moving average price of $39.12 and a 200-day moving average price of $37.16.
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.
Featured Articles
- Five stocks we like better than Dimensional US Large Cap Value ETF
- 3 Rare-Earth ETFs That Help Investors Balance Exposure and Risk
- Microsoft Bets on In-House AI to Cut OpenAI and Anthropic Costs
- Delta Air Lines Lives Up to Its Claims: Shares Can Keep Climbing
- This Dividend ETF Choice Could Shape Your Income Strategy Through 2026
Want to see what other hedge funds are holding DFLV? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Dimensional US Large Cap Value ETF (NYSEARCA:DFLV – Free Report).
Receive News & Ratings for Dimensional US Large Cap Value ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Dimensional US Large Cap Value ETF and related companies with MarketBeat.com's FREE daily email newsletter.
