Dimensional US Large Cap Value ETF $DFLV is Eclectic Associates Inc. ADV’s 5th Largest Position

Eclectic Associates Inc. ADV increased its position in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 54.2% during the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 1,032,580 shares of the company’s stock after buying an additional 362,827 shares during the quarter. Dimensional US Large Cap Value ETF comprises approximately 4.6% of Eclectic Associates Inc. ADV’s portfolio, making the stock its 5th largest position. Eclectic Associates Inc. ADV owned about 0.64% of Dimensional US Large Cap Value ETF worth $40,829,000 at the end of the most recent quarter.

A number of other large investors have also recently added to or reduced their stakes in DFLV. Private Wealth Asset Management LLC acquired a new stake in Dimensional US Large Cap Value ETF during the fourth quarter worth $29,000. Vermillion Wealth Management Inc. lifted its stake in shares of Dimensional US Large Cap Value ETF by 58.4% in the 1st quarter. Vermillion Wealth Management Inc. now owns 974 shares of the company’s stock valued at $35,000 after purchasing an additional 359 shares during the last quarter. Angeles Wealth Management LLC purchased a new position in shares of Dimensional US Large Cap Value ETF during the 1st quarter worth $41,000. O Shaughnessy Asset Management LLC purchased a new position in shares of Dimensional US Large Cap Value ETF during the 4th quarter worth $55,000. Finally, Wells Fargo & Company MN grew its holdings in shares of Dimensional US Large Cap Value ETF by 1,117.8% during the 4th quarter. Wells Fargo & Company MN now owns 2,192 shares of the company’s stock worth $75,000 after purchasing an additional 2,012 shares during the period.

Dimensional US Large Cap Value ETF Trading Up 0.0%

Shares of NYSEARCA:DFLV opened at $41.34 on Friday. The business has a 50-day moving average price of $39.93 and a 200 day moving average price of $37.91. The company has a market capitalization of $6.87 billion, a price-to-earnings ratio of 15.63 and a beta of 0.78. Dimensional US Large Cap Value ETF has a 12-month low of $30.98 and a 12-month high of $41.58.

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.