Dimensional US Large Cap Value ETF $DFLV Shares Sold by FinDec Wealth Services Inc.

FinDec Wealth Services Inc. lowered its stake in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 4.4% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 373,645 shares of the company’s stock after selling 17,128 shares during the quarter. Dimensional US Large Cap Value ETF makes up about 12.1% of FinDec Wealth Services Inc.’s investment portfolio, making the stock its 4th largest holding. FinDec Wealth Services Inc. owned approximately 0.31% of Dimensional US Large Cap Value ETF worth $11,590,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also recently added to or reduced their stakes in the company. EP Wealth Advisors LLC lifted its stake in Dimensional US Large Cap Value ETF by 27.6% during the first quarter. EP Wealth Advisors LLC now owns 6,473,128 shares of the company’s stock worth $197,884,000 after purchasing an additional 1,400,997 shares during the last quarter. Foster Group Inc. lifted its stake in Dimensional US Large Cap Value ETF by 8.1% during the second quarter. Foster Group Inc. now owns 3,686,352 shares of the company’s stock worth $114,351,000 after purchasing an additional 275,303 shares during the last quarter. Mosaic Family Wealth Partners LLC lifted its stake in Dimensional US Large Cap Value ETF by 7.0% during the first quarter. Mosaic Family Wealth Partners LLC now owns 2,818,433 shares of the company’s stock worth $86,160,000 after purchasing an additional 185,117 shares during the last quarter. Truepoint Inc. lifted its stake in Dimensional US Large Cap Value ETF by 22.4% during the first quarter. Truepoint Inc. now owns 2,742,906 shares of the company’s stock worth $83,851,000 after purchasing an additional 502,401 shares during the last quarter. Finally, Summit Financial Strategies Inc. lifted its stake in Dimensional US Large Cap Value ETF by 5.3% during the second quarter. Summit Financial Strategies Inc. now owns 1,913,371 shares of the company’s stock worth $59,353,000 after purchasing an additional 96,544 shares during the last quarter.

Dimensional US Large Cap Value ETF Price Performance

Shares of DFLV opened at $32.08 on Friday. The business’s fifty day moving average price is $32.37 and its 200 day moving average price is $30.87. Dimensional US Large Cap Value ETF has a 12-month low of $26.26 and a 12-month high of $33.29. The stock has a market capitalization of $4.21 billion, a PE ratio of 15.63 and a beta of 1.14.

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.