Tobias Financial Advisors Inc. Cuts Stock Position in Dimensional US Large Cap Value ETF $DFLV

Tobias Financial Advisors Inc. trimmed its holdings in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 3.4% in the 2nd quarter, HoldingsChannel reports. The institutional investor owned 457,843 shares of the company’s stock after selling 16,201 shares during the period. Dimensional US Large Cap Value ETF accounts for approximately 2.4% of Tobias Financial Advisors Inc.’s holdings, making the stock its 12th largest holding. Tobias Financial Advisors Inc.’s holdings in Dimensional US Large Cap Value ETF were worth $14,202,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors have also recently added to or reduced their stakes in DFLV. Cowa LLC lifted its holdings in Dimensional US Large Cap Value ETF by 1.2% during the second quarter. Cowa LLC now owns 29,854 shares of the company’s stock valued at $926,000 after purchasing an additional 368 shares in the last quarter. RB Capital Management LLC boosted its holdings in Dimensional US Large Cap Value ETF by 4.3% in the 2nd quarter. RB Capital Management LLC now owns 10,528 shares of the company’s stock worth $327,000 after buying an additional 431 shares during the last quarter. Infinity Wealth Counsel LLC boosted its holdings in Dimensional US Large Cap Value ETF by 2.8% in the 2nd quarter. Infinity Wealth Counsel LLC now owns 20,549 shares of the company’s stock worth $637,000 after buying an additional 561 shares during the last quarter. Samalin Investment Counsel LLC increased its stake in Dimensional US Large Cap Value ETF by 2.6% during 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. Finally, Clear Creek Financial Management LLC raised its holdings in shares of Dimensional US Large Cap Value ETF by 2.1% during the second quarter. Clear Creek Financial Management LLC now owns 36,744 shares of the company’s stock valued at $1,140,000 after acquiring an additional 762 shares during the last quarter.

Dimensional US Large Cap Value ETF Price Performance

NYSEARCA DFLV opened at $33.68 on Friday. The stock’s 50 day simple moving average is $32.87 and its 200-day simple moving average is $31.86. The company has a market cap of $4.52 billion, a PE ratio of 15.63 and a beta of 0.91. Dimensional US Large Cap Value ETF has a 1-year low of $26.26 and a 1-year high of $33.74.

About Dimensional US Large Cap Value ETF

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.