WorthPointe LLC Takes $474,000 Position in Dimensional US Large Cap Value ETF $DFLV

WorthPointe LLC purchased a new stake in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) during the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor purchased 13,852 shares of the company’s stock, valued at approximately $474,000.

Several other large investors have also modified their holdings of DFLV. Savant Capital LLC lifted its stake in shares of Dimensional US Large Cap Value ETF by 19.6% in the 3rd quarter. Savant Capital LLC now owns 15,753,562 shares of the company’s stock valued at $518,292,000 after purchasing an additional 2,584,517 shares during the last quarter. Coldstream Capital Management Inc. lifted its stake in shares of Dimensional US Large Cap Value ETF by 132.4% in the 3rd quarter. Coldstream Capital Management Inc. now owns 4,252,689 shares of the company’s stock valued at $139,913,000 after purchasing an additional 2,422,652 shares during the last quarter. Root Financial Partners LLC lifted its stake in shares of Dimensional US Large Cap Value ETF by 93.3% in the 3rd quarter. Root Financial Partners LLC now owns 1,897,295 shares of the company’s stock valued at $62,421,000 after purchasing an additional 915,855 shares during the last quarter. Vise Technologies Inc. raised its holdings in shares of Dimensional US Large Cap Value ETF by 10,964.9% in the 3rd quarter. Vise Technologies Inc. now owns 833,854 shares of the company’s stock valued at $27,434,000 after buying an additional 826,318 shares during the period. Finally, Fort Vancouver Investment Management LLC raised its holdings in shares of Dimensional US Large Cap Value ETF by 244.2% in the 3rd quarter. Fort Vancouver Investment Management LLC now owns 710,935 shares of the company’s stock valued at $23,390,000 after buying an additional 504,371 shares during the period.

Dimensional US Large Cap Value ETF Trading Down 0.5%

DFLV stock opened at $36.90 on Thursday. The company has a market capitalization of $5.62 billion, a PE ratio of 15.63 and a beta of 0.85. Dimensional US Large Cap Value ETF has a 12-month low of $27.45 and a 12-month high of $37.45. The business’s fifty day moving average price is $36.35 and its 200 day moving average price is $34.76.

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.