Dimensional US Large Cap Value ETF $DFLV Stake Trimmed by FinDec Wealth Services Inc.

FinDec Wealth Services Inc. lowered its stake in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 4.4% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 373,645 shares of the company’s stock after selling 17,128 shares during the quarter. Dimensional US Large Cap Value ETF makes up 12.1% of FinDec Wealth Services Inc.’s investment portfolio, making the stock its 4th largest holding. FinDec Wealth Services Inc.’s holdings in Dimensional US Large Cap Value ETF were worth $11,590,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also recently bought and sold shares of the stock. Blue Trust Inc. increased its stake in Dimensional US Large Cap Value ETF by 2.0% in the 2nd quarter. Blue Trust Inc. now owns 157,093 shares of the company’s stock worth $4,873,000 after purchasing an additional 3,073 shares in the last quarter. Cyndeo Wealth Partners LLC boosted its position in Dimensional US Large Cap Value ETF by 2.6% during the 2nd quarter. Cyndeo Wealth Partners LLC now owns 115,715 shares of the company’s stock worth $3,589,000 after acquiring an additional 2,888 shares during the period. Vantage Point Financial LLC boosted its position in Dimensional US Large Cap Value ETF by 0.9% during the 2nd quarter. Vantage Point Financial LLC now owns 100,250 shares of the company’s stock worth $3,110,000 after acquiring an additional 847 shares during the period. Austin Asset Management Co Inc boosted its position in Dimensional US Large Cap Value ETF by 16.8% during the 2nd quarter. Austin Asset Management Co Inc now owns 403,310 shares of the company’s stock worth $12,511,000 after acquiring an additional 58,059 shares during the period. Finally, Clear Creek Financial Management LLC lifted its holdings in shares of Dimensional US Large Cap Value ETF by 2.1% during the 2nd quarter. Clear Creek Financial Management LLC now owns 36,744 shares of the company’s stock valued at $1,140,000 after buying an additional 762 shares during the last quarter.

Dimensional US Large Cap Value ETF Price Performance

Shares of Dimensional US Large Cap Value ETF stock opened at $32.08 on Friday. The firm has a market cap of $4.21 billion, a price-to-earnings ratio of 15.63 and a beta of 1.14. Dimensional US Large Cap Value ETF has a 52-week low of $26.26 and a 52-week high of $33.29. The stock has a 50-day simple moving average of $32.37 and a 200-day simple moving average of $30.87.

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.