Sequoia Financial Advisors LLC Has $8.76 Million Holdings in Dimensional US Large Cap Value ETF $DFLV

Sequoia Financial Advisors LLC reduced its position in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 23.6% during the 4th quarter, HoldingsChannel.com reports. The firm owned 256,135 shares of the company’s stock after selling 78,993 shares during the quarter. Sequoia Financial Advisors LLC’s holdings in Dimensional US Large Cap Value ETF were worth $8,762,000 as of its most recent SEC filing.

A number of other hedge funds have also made changes to their positions in the stock. Ponta Wealth Partners LLC acquired a new position in shares of Dimensional US Large Cap Value ETF during the 4th quarter valued at about $989,000. RFG Advisory LLC increased its holdings in shares of Dimensional US Large Cap Value ETF by 1.1% during the 4th quarter. RFG Advisory LLC now owns 324,501 shares of the company’s stock valued at $11,101,000 after acquiring an additional 3,673 shares during the last quarter. Golden Bell Financial Planning LLC increased its holdings in shares of Dimensional US Large Cap Value ETF by 17.4% during the 4th quarter. Golden Bell Financial Planning LLC now owns 261,083 shares of the company’s stock valued at $8,932,000 after acquiring an additional 38,667 shares during the last quarter. Destiny Wealth Partners LLC increased its holdings in shares of Dimensional US Large Cap Value ETF by 6.4% during the 4th quarter. Destiny Wealth Partners LLC now owns 1,035,634 shares of the company’s stock valued at $36,982,000 after acquiring an additional 62,120 shares during the last quarter. Finally, Acorn Financial Advisory Services Inc. ADV acquired a new position in shares of Dimensional US Large Cap Value ETF during the 4th quarter valued at about $219,000.

Dimensional US Large Cap Value ETF Stock Performance

Shares of NYSEARCA DFLV opened at $37.74 on Friday. The firm has a market cap of $5.86 billion, a price-to-earnings ratio of 15.63 and a beta of 0.81. The business’s 50-day simple moving average is $36.52 and its 200-day simple moving average is $35.25. Dimensional US Large Cap Value ETF has a 52 week low of $29.34 and a 52 week high of $38.28.

Dimensional US Large Cap Value ETF Company 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.