Long Island Wealth Management Inc. Grows Stock Position in Dimensional US Large Cap Value ETF $DFLV

Long Island Wealth Management Inc. lifted its holdings in Dimensional US Large Cap Value ETF (NYSEARCA:DFLVFree Report) by 194.2% during the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 22,146 shares of the company’s stock after purchasing an additional 14,619 shares during the period. Long Island Wealth Management Inc.’s holdings in Dimensional US Large Cap Value ETF were worth $791,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently made changes to their positions in DFLV. Sterling Financial Planning Inc. raised its position in Dimensional US Large Cap Value ETF by 1.1% in the fourth quarter. Sterling Financial Planning Inc. now owns 27,119 shares of the company’s stock worth $928,000 after acquiring an additional 303 shares during the period. Strategent Financial LLC grew its position in shares of Dimensional US Large Cap Value ETF by 0.4% during the 1st quarter. Strategent Financial LLC now owns 94,883 shares of the company’s stock valued at $3,388,000 after acquiring an additional 346 shares during the period. Vermillion Wealth Management Inc. grew its holdings in Dimensional US Large Cap Value ETF by 58.4% during the first quarter. Vermillion Wealth Management Inc. now owns 974 shares of the company’s stock valued at $35,000 after purchasing an additional 359 shares during the period. Stratos Wealth Partners LTD. increased its holdings in Dimensional US Large Cap Value ETF by 4.9% in the 4th quarter. Stratos Wealth Partners LTD. now owns 7,832 shares of the company’s stock worth $268,000 after acquiring an additional 364 shares in the last quarter. Finally, RAM Investment Partners LLC increased its stake in shares of Dimensional US Large Cap Value ETF by 4.2% in the fourth quarter. RAM Investment Partners LLC now owns 9,149 shares of the company’s stock worth $313,000 after purchasing an additional 366 shares in the last quarter.

Dimensional US Large Cap Value ETF Stock Up 1.3%

NYSEARCA:DFLV opened at $39.90 on Friday. The business’s 50-day simple moving average is $38.60 and its two-hundred day simple moving average is $36.73. The stock has a market cap of $6.20 billion, a PE ratio of 15.63 and a beta of 0.80. Dimensional US Large Cap Value ETF has a 52 week low of $30.65 and a 52 week high of $40.25.

Dimensional US Large Cap Value ETF Company 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.

Further Reading

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

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