509,190 Dimensional US Large Cap Value ETF $DFLV Shares Bought by Root Financial Partners LLC

Root Financial Partners LLC lifted its position in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV – Free Report) by 10.8% during the third quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 5,223,140 shares of the company’s stock after buying an additional 509,190 shares during the period. Dimensional US Large Cap Value ETF makes up 7.0% of Root Financial Partners LLC’s holdings, making the stock its 2nd largest position. Root Financial Partners LLC owned about 2.98% of Dimensional US Large Cap Value ETF worth $209,814,000 at the end of the most recent quarter.

Other institutional investors have also modified their holdings of the company. Angeles Wealth Management LLC bought a new position in Dimensional US Large Cap Value ETF during the first quarter valued at about $41,000. Wedmont Private Capital acquired a new position in Dimensional US Large Cap Value ETF during the third quarter worth about $236,000. Balefire LLC acquired a new position in Dimensional US Large Cap Value ETF during the first quarter worth about $207,000. Cornerstone Advisory LLC acquired a new position in Dimensional US Large Cap Value ETF during the first quarter worth about $212,000. Finally, Western Wealth Management LLC bought a new stake in Dimensional US Large Cap Value ETF in the first quarter worth about $232,000.

Dimensional US Large Cap Value ETF Trading Up 0.1%

Shares of Dimensional US Large Cap Value ETF stock opened at $41.75 on Friday. Dimensional US Large Cap Value ETF has a 52 week low of $32.15 and a 52 week high of $42.35. The stock has a market cap of $7.31 billion, a PE ratio of 15.63 and a beta of 0.79. The company’s 50-day moving average price is $41.38 and its two-hundred day moving average price is $39.94.

About Dimensional US Large Cap Value ETF

(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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