Coldstream Capital Management Inc. Takes $56.77 Million Position in Dimensional US Large Cap Value ETF $DFLV

Coldstream Capital Management Inc. bought a new position in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) during the second quarter, Holdings Channel reports. The firm bought 1,830,037 shares of the company’s stock, valued at approximately $56,768,000. Dimensional US Large Cap Value ETF makes up approximately 0.9% of Coldstream Capital Management Inc.’s investment portfolio, making the stock its 24th largest position.

Several other institutional investors have also added to or reduced their stakes in DFLV. Cowa LLC raised its holdings in shares of Dimensional US Large Cap Value ETF by 1.2% during the 2nd quarter. Cowa LLC now owns 29,854 shares of the company’s stock worth $926,000 after acquiring an additional 368 shares in the last quarter. RB Capital Management LLC increased its position in Dimensional US Large Cap Value ETF by 4.3% in the second quarter. RB Capital Management LLC now owns 10,528 shares of the company’s stock worth $327,000 after purchasing an additional 431 shares during the last quarter. Infinity Wealth Counsel LLC raised its stake in Dimensional US Large Cap Value ETF by 2.8% during the second quarter. Infinity Wealth Counsel LLC now owns 20,549 shares of the company’s stock valued at $637,000 after purchasing an additional 561 shares in the last quarter. Seneschal Advisors LLC lifted its position in Dimensional US Large Cap Value ETF by 5.0% during the first quarter. Seneschal Advisors LLC now owns 14,124 shares of the company’s stock valued at $432,000 after purchasing an additional 670 shares during the last quarter. Finally, Samalin Investment Counsel LLC grew its stake in shares of Dimensional US Large Cap Value ETF by 2.6% in the 2nd quarter. Samalin Investment Counsel LLC now owns 27,213 shares of the company’s stock worth $844,000 after buying an additional 701 shares in the last quarter.

Dimensional US Large Cap Value ETF Stock Up 1.6%

Dimensional US Large Cap Value ETF stock opened at $32.69 on Friday. The company’s 50-day moving average price is $32.81 and its 200-day moving average price is $31.73. The company has a market cap of $4.38 billion, a PE ratio of 15.63 and a beta of 0.91. Dimensional US Large Cap Value ETF has a twelve month low of $26.26 and a twelve month high of $33.68.

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.