Dimensional US Large Cap Value ETF $DFLV Stock: McCarley & Cook Financial Planners Decreases Holdings

McCarley & Cook Financial Planners reduced its stake in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 46.9% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 106,398 shares of the company’s stock after selling 93,855 shares during the period. Dimensional US Large Cap Value ETF accounts for approximately 3.2% of McCarley & Cook Financial Planners’ investment portfolio, making the stock its 6th biggest position. McCarley & Cook Financial Planners owned approximately 0.06% of Dimensional US Large Cap Value ETF worth $4,274,000 as of its most recent SEC filing.

Several other large investors also recently modified their holdings of the stock. Strategent Financial LLC lifted its stake in shares of Dimensional US Large Cap Value ETF by 0.4% during the 1st quarter. Strategent Financial LLC now owns 94,883 shares of the company’s stock worth $3,388,000 after buying an additional 346 shares during the last quarter. Vermillion Wealth Management Inc. grew its stake in 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 buying an additional 359 shares during the last quarter. Vawter Financial Ltd. grew its stake in Dimensional US Large Cap Value ETF by 0.3% in the 1st quarter. Vawter Financial Ltd. now owns 139,619 shares of the company’s stock valued at $4,986,000 after buying an additional 395 shares during the last quarter. Sprinkle Financial Consultants LLC raised its holdings in Dimensional US Large Cap Value ETF by 0.4% in the 3rd quarter. Sprinkle Financial Consultants LLC now owns 124,986 shares of the company’s stock valued at $5,021,000 after acquiring an additional 472 shares during the period. Finally, Kestra Advisory Services LLC raised its holdings in Dimensional US Large Cap Value ETF by 1.5% in the 1st quarter. Kestra Advisory Services LLC now owns 48,601 shares of the company’s stock valued at $1,736,000 after acquiring an additional 727 shares during the period.

Dimensional US Large Cap Value ETF Trading Up 0.3%

Shares of NYSEARCA DFLV opened at $41.72 on Thursday. The firm has a market cap of $7.31 billion, a P/E ratio of 15.63 and a beta of 0.79. Dimensional US Large Cap Value ETF has a 1-year low of $32.15 and a 1-year high of $42.35. The business’s 50 day moving average is $41.38 and its 200-day moving average is $39.90.

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.