Disciplined Investments LLC Has $12 Million Stock Position in Dimensional US Large Cap Value ETF $DFLV

Disciplined Investments LLC lifted its stake in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 6.3% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 350,864 shares of the company’s stock after acquiring an additional 20,803 shares during the quarter. Dimensional US Large Cap Value ETF accounts for 4.6% of Disciplined Investments LLC’s portfolio, making the stock its 2nd largest holding. Disciplined Investments LLC’s holdings in Dimensional US Large Cap Value ETF were worth $12,003,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors have also modified their holdings of DFLV. Royal Bank of Canada boosted its stake in shares of Dimensional US Large Cap Value ETF by 22.6% during the 1st quarter. Royal Bank of Canada now owns 11,631 shares of the company’s stock worth $356,000 after acquiring an additional 2,143 shares in the last quarter. Goldman Sachs Group Inc. bought a new stake in shares of Dimensional US Large Cap Value ETF during the 1st quarter worth $826,000. Northwestern Mutual Wealth Management Co. boosted its stake in shares of Dimensional US Large Cap Value ETF by 214.5% during the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 3,242 shares of the company’s stock worth $101,000 after acquiring an additional 2,211 shares in the last quarter. Qube Research & Technologies Ltd boosted its stake in shares of Dimensional US Large Cap Value ETF by 471.0% during the 2nd quarter. Qube Research & Technologies Ltd now owns 5,105 shares of the company’s stock worth $158,000 after acquiring an additional 4,211 shares in the last quarter. Finally, Quantinno Capital Management LP boosted its stake in shares of Dimensional US Large Cap Value ETF by 124.4% during the 2nd quarter. Quantinno Capital Management LP now owns 25,556 shares of the company’s stock worth $793,000 after acquiring an additional 14,167 shares in the last quarter.

Dimensional US Large Cap Value ETF Stock Down 1.0%

DFLV opened at $38.05 on Friday. The firm has a market cap of $5.91 billion, a PE ratio of 15.63 and a beta of 0.81. The business has a fifty day simple moving average of $36.66 and a 200-day simple moving average of $35.46. Dimensional US Large Cap Value ETF has a fifty-two week low of $29.34 and a fifty-two week high of $38.58.

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.