Envestnet Asset Management Inc. Acquires 172,147 Shares of Dimensional US Large Cap Value ETF $DFLV

Envestnet Asset Management Inc. boosted its holdings in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 94.6% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 354,088 shares of the company’s stock after purchasing an additional 172,147 shares during the quarter. Envestnet Asset Management Inc.’s holdings in Dimensional US Large Cap Value ETF were worth $11,650,000 at the end of the most recent quarter.

Other institutional investors have also recently added to or reduced their stakes in the company. Atlantic Union Bankshares Corp grew its position in shares of Dimensional US Large Cap Value ETF by 2.7% during the 3rd quarter. Atlantic Union Bankshares Corp now owns 167,452 shares of the company’s stock worth $5,509,000 after buying an additional 4,353 shares during the period. Golden Bell Financial Planning LLC lifted its position in shares of Dimensional US Large Cap Value ETF by 7.4% during the 3rd quarter. Golden Bell Financial Planning LLC now owns 222,416 shares of the company’s stock valued at $7,317,000 after acquiring an additional 15,343 shares during the period. Wealth Management Nebraska boosted its stake in Dimensional US Large Cap Value ETF by 4.4% during the third quarter. Wealth Management Nebraska now owns 11,103 shares of the company’s stock worth $365,000 after acquiring an additional 467 shares in the last quarter. Tobias Financial Advisors Inc. grew its holdings in Dimensional US Large Cap Value ETF by 14.6% in the third quarter. Tobias Financial Advisors Inc. now owns 524,775 shares of the company’s stock worth $17,265,000 after purchasing an additional 66,932 shares during the period. Finally, Truist Financial Corp acquired a new stake in Dimensional US Large Cap Value ETF in the third quarter worth $578,000.

Dimensional US Large Cap Value ETF Trading Down 0.3%

Shares of NYSEARCA DFLV opened at $36.81 on Wednesday. The firm’s 50-day moving average price is $35.39 and its 200-day moving average price is $33.63. Dimensional US Large Cap Value ETF has a 1-year low of $26.26 and a 1-year high of $37.45. The firm has a market capitalization of $5.13 billion, a P/E ratio of 15.63 and a beta of 0.91.

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.