Lido Advisors LLC Reduces Stock Position in Dimensional US Large Cap Value ETF $DFLV

Lido Advisors LLC cut its holdings in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 45.5% during the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 63,619 shares of the company’s stock after selling 53,173 shares during the period. Lido Advisors LLC’s holdings in Dimensional US Large Cap Value ETF were worth $2,269,000 at the end of the most recent reporting period.

Other hedge funds have also recently made changes to their positions in the company. Royal Bank of Canada increased its stake in Dimensional US Large Cap Value ETF by 22.6% during the first quarter. Royal Bank of Canada now owns 11,631 shares of the company’s stock worth $356,000 after acquiring an additional 2,143 shares during the last quarter. Goldman Sachs Group Inc. purchased a new stake in Dimensional US Large Cap Value ETF during the first quarter valued at approximately $826,000. Northwestern Mutual Wealth Management Co. lifted its stake in shares of Dimensional US Large Cap Value ETF by 214.5% in the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 3,242 shares of the company’s stock valued at $101,000 after purchasing an additional 2,211 shares during the last quarter. Qube Research & Technologies Ltd lifted its stake in shares of Dimensional US Large Cap Value ETF by 471.0% in the 2nd quarter. Qube Research & Technologies Ltd now owns 5,105 shares of the company’s stock valued at $158,000 after purchasing an additional 4,211 shares during the last quarter. Finally, Quantinno Capital Management LP boosted its holdings in shares of Dimensional US Large Cap Value ETF by 124.4% in the 2nd quarter. Quantinno Capital Management LP now owns 25,556 shares of the company’s stock worth $793,000 after purchasing an additional 14,167 shares during the period.

Dimensional US Large Cap Value ETF Stock Performance

NYSEARCA DFLV opened at $40.61 on Monday. The company has a market cap of $6.83 billion, a P/E ratio of 15.63 and a beta of 0.79. The business’s 50 day moving average price is $39.53 and its 200-day moving average price is $37.56. Dimensional US Large Cap Value ETF has a fifty-two week low of $30.65 and a fifty-two week high of $40.71.

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.