Dimensional US Large Cap Value ETF $DFLV Stake Lessened by Ruedi Wealth Management Inc.

Ruedi Wealth Management Inc. cut its stake in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 29.2% in the 2nd quarter, HoldingsChannel reports. The fund owned 226,261 shares of the company’s stock after selling 93,516 shares during the period. Dimensional US Large Cap Value ETF accounts for approximately 2.1% of Ruedi Wealth Management Inc.’s holdings, making the stock its 11th largest holding. Ruedi Wealth Management Inc.’s holdings in Dimensional US Large Cap Value ETF were worth $7,019,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also made changes to their positions in the company. Berger Financial Group Inc boosted its holdings in shares of Dimensional US Large Cap Value ETF by 7.3% in the first quarter. Berger Financial Group Inc now owns 31,185 shares of the company’s stock valued at $953,000 after acquiring an additional 2,125 shares in the last quarter. Plancorp LLC bought a new position in shares of Dimensional US Large Cap Value ETF in the first quarter valued at approximately $1,392,000. SC&H Financial Advisors Inc. boosted its holdings in shares of Dimensional US Large Cap Value ETF by 8.4% in the first quarter. SC&H Financial Advisors Inc. now owns 50,962 shares of the company’s stock valued at $1,558,000 after acquiring an additional 3,941 shares in the last quarter. Perigon Wealth Management LLC bought a new position in shares of Dimensional US Large Cap Value ETF in the first quarter valued at approximately $508,000. Finally, BIP Wealth LLC boosted its position in shares of Dimensional US Large Cap Value ETF by 28.2% during the 1st quarter. BIP Wealth LLC now owns 69,754 shares of the company’s stock valued at $2,132,000 after purchasing an additional 15,350 shares in the last quarter.

Dimensional US Large Cap Value ETF Price Performance

Shares of DFLV opened at $32.08 on Monday. The firm’s 50 day moving average is $32.37 and its 200-day moving average is $30.88. Dimensional US Large Cap Value ETF has a 12-month low of $26.26 and a 12-month high of $33.29. The stock has a market capitalization of $4.21 billion, a P/E ratio of 15.63 and a beta of 1.14.

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.