Modera Wealth Management LLC Raises Position in Dimensional US Large Cap Value ETF $DFLV

Modera Wealth Management LLC lifted its stake in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 1.4% during the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 175,123 shares of the company’s stock after buying an additional 2,448 shares during the quarter. Modera Wealth Management LLC owned 0.15% of Dimensional US Large Cap Value ETF worth $5,432,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the stock. Summit Wealth Group LLC acquired a new stake in Dimensional US Large Cap Value ETF in the second quarter valued at approximately $3,018,000. Atlantic Union Bankshares Corp boosted its stake in shares of Dimensional US Large Cap Value ETF by 1,451.0% in the second quarter. Atlantic Union Bankshares Corp now owns 163,099 shares of the company’s stock valued at $5,059,000 after purchasing an additional 152,583 shares during the period. Cloud Capital Management LLC boosted its stake in shares of Dimensional US Large Cap Value ETF by 351.8% in the second quarter. Cloud Capital Management LLC now owns 11,678 shares of the company’s stock valued at $363,000 after purchasing an additional 9,093 shares during the period. Bridgewater Advisors Inc. grew its holdings in Dimensional US Large Cap Value ETF by 15.6% during the 2nd quarter. Bridgewater Advisors Inc. now owns 29,434 shares of the company’s stock valued at $936,000 after purchasing an additional 3,964 shares in the last quarter. Finally, Golden Bell Financial Planning LLC increased its stake in Dimensional US Large Cap Value ETF by 10.7% during the 2nd quarter. Golden Bell Financial Planning LLC now owns 207,073 shares of the company’s stock worth $6,423,000 after buying an additional 20,091 shares during the period.

Dimensional US Large Cap Value ETF Price Performance

Shares of DFLV stock opened at $32.89 on Friday. The company’s fifty day moving average price is $32.73 and its two-hundred day moving average price is $31.44. The firm has a market capitalization of $4.41 billion, a P/E ratio of 15.63 and a beta of 0.91. Dimensional US Large Cap Value ETF has a 12 month low of $26.26 and a 12 month high of $33.29.

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.