Francis Financial Inc. Has $10.92 Million Stock Position in Dimensional US Large Cap Value ETF $DFLV

Francis Financial Inc. decreased its holdings in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 15.1% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 351,879 shares of the company’s stock after selling 62,772 shares during the quarter. Dimensional US Large Cap Value ETF accounts for approximately 2.5% of Francis Financial Inc.’s investment portfolio, making the stock its 13th largest position. Francis Financial Inc. owned 0.29% of Dimensional US Large Cap Value ETF worth $10,915,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently made changes to their positions in DFLV. Savant Capital LLC grew its stake in shares of Dimensional US Large Cap Value ETF by 39.3% during the second quarter. Savant Capital LLC now owns 13,169,045 shares of the company’s stock worth $408,504,000 after buying an additional 3,712,256 shares during the last quarter. EP Wealth Advisors LLC boosted its stake in shares of 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 valued at $197,884,000 after purchasing an additional 1,400,997 shares in the last quarter. Foster Group Inc. grew its holdings in shares of 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. Truepoint Inc. raised its holdings in Dimensional US Large Cap Value ETF by 22.4% in the 1st quarter. Truepoint Inc. now owns 2,742,906 shares of the company’s stock valued at $83,851,000 after buying an additional 502,401 shares during the last quarter. Finally, Summit Financial Strategies Inc. boosted its position in Dimensional US Large Cap Value ETF by 5.3% during the 2nd quarter. Summit Financial Strategies Inc. now owns 1,913,371 shares of the company’s stock worth $59,353,000 after buying an additional 96,544 shares during the period.

Dimensional US Large Cap Value ETF Stock Performance

DFLV stock opened at $33.56 on Thursday. The company has a market capitalization of $4.50 billion, a P/E ratio of 15.63 and a beta of 0.91. Dimensional US Large Cap Value ETF has a 52-week low of $26.26 and a 52-week high of $33.68. The company has a fifty day moving average price of $32.78 and a 200-day moving average price of $31.56.

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.