Curio Wealth LLC Grows Holdings in Dimensional US Large Cap Value ETF $DFLV

Curio Wealth LLC increased its position in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 48,040.5% during the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 20,219 shares of the company’s stock after purchasing an additional 20,177 shares during the quarter. Curio Wealth LLC’s holdings in Dimensional US Large Cap Value ETF were worth $627,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in DFLV. Berger Financial Group Inc grew its position in shares of Dimensional US Large Cap Value ETF by 7.3% during the 1st quarter. Berger Financial Group Inc now owns 31,185 shares of the company’s stock valued at $953,000 after acquiring an additional 2,125 shares during the period. Plancorp LLC bought a new position in shares of Dimensional US Large Cap Value ETF during the 1st quarter valued at approximately $1,392,000. Perigon Wealth Management LLC bought a new position in shares of Dimensional US Large Cap Value ETF during the 1st quarter valued at approximately $508,000. Signature Estate & Investment Advisors LLC grew its position in shares of Dimensional US Large Cap Value ETF by 21.4% during the 2nd quarter. Signature Estate & Investment Advisors LLC now owns 56,831 shares of the company’s stock valued at $1,763,000 after acquiring an additional 10,003 shares during the period. Finally, BIP Wealth LLC grew its position in shares of Dimensional US Large Cap Value ETF by 28.2% during the 1st quarter. BIP Wealth LLC now owns 69,754 shares of the company’s stock valued at $2,132,000 after acquiring an additional 15,350 shares during the period.

Dimensional US Large Cap Value ETF Stock Up 0.4%

DFLV opened at $33.09 on Friday. The company has a market capitalization of $4.41 billion, a price-to-earnings ratio of 15.63 and a beta of 1.14. The firm has a 50-day moving average price of $32.62 and a 200-day moving average price of $31.10. Dimensional US Large Cap Value ETF has a twelve month low of $26.26 and a twelve month high of $33.29.

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.