Root Financial Partners LLC Raises Stock Holdings in Dimensional US Large Cap Value ETF $DFLV

Root Financial Partners LLC raised its position in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 14.6% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 3,143,873 shares of the company’s stock after purchasing an additional 399,663 shares during the period. Dimensional US Large Cap Value ETF makes up approximately 5.2% of Root Financial Partners LLC’s investment portfolio, making the stock its 6th biggest position. Root Financial Partners LLC owned 2.05% of Dimensional US Large Cap Value ETF worth $112,268,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Sterling Financial Planning Inc. grew its position in Dimensional US Large Cap Value ETF by 1.1% during the 4th quarter. Sterling Financial Planning Inc. now owns 27,119 shares of the company’s stock worth $928,000 after acquiring an additional 303 shares during the last quarter. Strategent Financial LLC raised its stake in Dimensional US Large Cap Value ETF by 0.4% during the first quarter. Strategent Financial LLC now owns 94,883 shares of the company’s stock worth $3,388,000 after buying an additional 346 shares during the last quarter. Vermillion Wealth Management Inc. raised its position in shares of Dimensional US Large Cap Value ETF by 58.4% in the 1st quarter. Vermillion Wealth Management Inc. now owns 974 shares of the company’s stock worth $35,000 after acquiring an additional 359 shares in the last quarter. Stratos Wealth Partners LTD. increased its holdings in Dimensional US Large Cap Value ETF by 4.9% in the fourth quarter. Stratos Wealth Partners LTD. now owns 7,832 shares of the company’s stock worth $268,000 after purchasing an additional 364 shares in the last quarter. Finally, RAM Investment Partners LLC lifted its position in shares of Dimensional US Large Cap Value ETF by 4.2% during the 4th quarter. RAM Investment Partners LLC now owns 9,149 shares of the company’s stock valued at $313,000 after acquiring an additional 366 shares during the period.

Dimensional US Large Cap Value ETF Stock Performance

DFLV stock opened at $39.53 on Thursday. Dimensional US Large Cap Value ETF has a fifty-two week low of $30.65 and a fifty-two week high of $40.25. The stock’s 50 day simple moving average is $38.79 and its 200 day simple moving average is $36.89. The company has a market cap of $6.37 billion, a P/E ratio of 15.63 and a beta of 0.79.

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.