Fiduciary Financial Group LLC Increases Stock Holdings in Dimensional US Large Cap Value ETF $DFLV

Fiduciary Financial Group LLC increased its stake in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 20.9% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 300,749 shares of the company’s stock after buying an additional 51,909 shares during the quarter. Dimensional US Large Cap Value ETF accounts for 1.3% of Fiduciary Financial Group LLC’s investment portfolio, making the stock its 16th largest holding. Fiduciary Financial Group LLC owned 0.19% of Dimensional US Large Cap Value ETF worth $11,892,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also bought and sold shares of the stock. EP Wealth Advisors LLC bought a new position in Dimensional US Large Cap Value ETF during the 4th quarter valued at $106,970,000. Vise Technologies Inc. grew its stake in shares of Dimensional US Large Cap Value ETF by 209.5% in the 4th quarter. Vise Technologies Inc. now owns 2,580,784 shares of the company’s stock worth $88,289,000 after acquiring an additional 1,746,930 shares in the last quarter. Savant Capital LLC raised its holdings in shares of Dimensional US Large Cap Value ETF by 11.1% in the fourth quarter. Savant Capital LLC now owns 17,497,390 shares of the company’s stock valued at $598,586,000 after purchasing an additional 1,743,828 shares during the last quarter. Cetera Investment Advisers raised its holdings in shares of Dimensional US Large Cap Value ETF by 58.0% in the first quarter. Cetera Investment Advisers now owns 3,667,210 shares of the company’s stock valued at $130,956,000 after purchasing an additional 1,345,977 shares during the last quarter. Finally, Quent Long Short Global Small Cap Fund LP purchased a new stake in shares of Dimensional US Large Cap Value ETF in the fourth quarter valued at about $45,369,000.

Dimensional US Large Cap Value ETF Price Performance

DFLV opened at $41.89 on Wednesday. Dimensional US Large Cap Value ETF has a fifty-two week low of $31.34 and a fifty-two week high of $41.98. The firm has a market capitalization of $6.96 billion, a P/E ratio of 15.63 and a beta of 0.78. The company’s 50-day moving average is $40.08 and its 200 day moving average is $38.04.

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.