Dimensional US Large Cap Value ETF $DFLV Shares Purchased by Navigate Wealth Management LLC

Navigate Wealth Management LLC increased its position in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV – Free Report) by 10.5% in the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 351,743 shares of the company’s stock after purchasing an additional 33,430 shares during the quarter. Dimensional US Large Cap Value ETF makes up approximately 8.7% of Navigate Wealth Management LLC’s investment portfolio, making the stock its 3rd largest position. Navigate Wealth Management LLC owned about 0.20% of Dimensional US Large Cap Value ETF worth $14,383,000 at the end of the most recent quarter.

Several other large investors have also recently made changes to their positions in DFLV. MFA Wealth Services grew its holdings in shares of Dimensional US Large Cap Value ETF by 236.0% during the third quarter. MFA Wealth Services now owns 38,306 shares of the company’s stock worth $1,539,000 after buying an additional 26,905 shares in the last quarter. GEM Asset Management LLC lifted its stake in shares of Dimensional US Large Cap Value ETF by 16.2% in the third quarter. GEM Asset Management LLC now owns 193,046 shares of the company’s stock worth $7,755,000 after buying an additional 26,845 shares in the last quarter. PCA Investment Advisory Services Inc. lifted its stake in shares of Dimensional US Large Cap Value ETF by 2.2% in the third quarter. PCA Investment Advisory Services Inc. now owns 40,528 shares of the company’s stock worth $1,628,000 after buying an additional 878 shares in the last quarter. Level Financial Advisors boosted its position in Dimensional US Large Cap Value ETF by 1.0% during the third quarter. Level Financial Advisors now owns 305,492 shares of the company’s stock worth $12,272,000 after acquiring an additional 3,168 shares during the last quarter. Finally, Sax Wealth Advisors LLC boosted its position in Dimensional US Large Cap Value ETF by 11.4% during the third quarter. Sax Wealth Advisors LLC now owns 346,705 shares of the company’s stock worth $13,927,000 after acquiring an additional 35,607 shares during the last quarter.

Dimensional US Large Cap Value ETF Price Performance

NYSEARCA DFLV traded down $0.17 during trading hours on Wednesday, hitting $40.88. 296,008 shares of the company’s stock traded hands, compared to its average volume of 837,406. Dimensional US Large Cap Value ETF has a 52-week low of $32.15 and a 52-week high of $42.35. The company has a market capitalization of $7.11 billion, a PE ratio of 15.63 and a beta of 0.79. The firm’s 50-day moving average is $41.41 and its 200-day moving average is $39.65.

Dimensional US Large Cap Value ETF 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.

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

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