Dimensional US Large Cap Value ETF $DFLV Shares Sold by Cyndeo Wealth Partners LLC

Cyndeo Wealth Partners LLC cut its stake in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 11.1% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 99,456 shares of the company’s stock after selling 12,451 shares during the period. Cyndeo Wealth Partners LLC’s holdings in Dimensional US Large Cap Value ETF were worth $3,995,000 as of its most recent SEC filing.

A number of other institutional investors have also made changes to their positions in DFLV. Corient Private Wealth LLC raised its stake in shares of Dimensional US Large Cap Value ETF by 21.4% in the 4th quarter. Corient Private Wealth LLC now owns 6,263,508 shares of the company’s stock valued at $214,275,000 after acquiring an additional 1,106,051 shares during the period. Cetera Investment Advisers boosted its position in shares of Dimensional US Large Cap Value ETF by 58.0% during the 1st quarter. Cetera Investment Advisers now owns 3,667,210 shares of the company’s stock worth $130,956,000 after purchasing an additional 1,345,977 shares during the period. Root Financial Partners LLC boosted its position in shares of Dimensional US Large Cap Value ETF by 14.6% during the 1st quarter. Root Financial Partners LLC now owns 3,143,873 shares of the company’s stock worth $112,268,000 after purchasing an additional 399,663 shares during the period. Mosaic Family Wealth Partners LLC boosted its position in shares of Dimensional US Large Cap Value ETF by 1.3% during the 1st quarter. Mosaic Family Wealth Partners LLC now owns 2,995,202 shares of the company’s stock worth $106,959,000 after purchasing an additional 37,443 shares during the period. Finally, Summit Financial Strategies Inc. boosted its position in shares of Dimensional US Large Cap Value ETF by 8.8% during the 3rd quarter. Summit Financial Strategies Inc. now owns 2,699,514 shares of the company’s stock worth $108,439,000 after purchasing an additional 218,184 shares during the period.

Dimensional US Large Cap Value ETF Stock Performance

Dimensional US Large Cap Value ETF stock opened at $41.37 on Friday. Dimensional US Large Cap Value ETF has a fifty-two week low of $32.15 and a fifty-two week high of $42.35. The firm has a 50 day moving average price of $41.40 and a 200 day moving average price of $39.74. The company has a market capitalization of $7.23 billion, a PE ratio of 15.63 and a beta of 0.79.

About Dimensional US Large Cap Value ETF

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.