Dimensional US Large Cap Value ETF $DFLV is Eclectic Associates Inc. ADV’s 5th Largest Position

Eclectic Associates Inc. ADV boosted its stake in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 54.2% in the 2nd quarter, Holdings Channel reports. The firm owned 1,032,580 shares of the company’s stock after purchasing an additional 362,827 shares during the period. Dimensional US Large Cap Value ETF comprises about 4.6% of Eclectic Associates Inc. ADV’s portfolio, making the stock its 5th largest holding. Eclectic Associates Inc. ADV’s holdings in Dimensional US Large Cap Value ETF were worth $40,829,000 as of its most recent SEC filing.

A number of other large investors also recently added to or reduced their stakes in DFLV. Private Wealth Asset Management LLC acquired a new stake in shares of Dimensional US Large Cap Value ETF in the fourth quarter valued at $29,000. Vermillion Wealth Management Inc. raised its holdings 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 valued at $35,000 after buying an additional 359 shares during the period. Angeles Wealth Management LLC acquired a new position in Dimensional US Large Cap Value ETF during the 1st quarter worth about $41,000. O Shaughnessy Asset Management LLC acquired a new position in Dimensional US Large Cap Value ETF during the 4th quarter worth about $55,000. Finally, Wells Fargo & Company MN boosted its holdings in Dimensional US Large Cap Value ETF by 1,117.8% during the 4th quarter. Wells Fargo & Company MN now owns 2,192 shares of the company’s stock valued at $75,000 after acquiring an additional 2,012 shares during the period.

Dimensional US Large Cap Value ETF Price Performance

Shares of NYSEARCA:DFLV opened at $41.34 on Friday. The firm has a market capitalization of $6.87 billion, a PE ratio of 15.63 and a beta of 0.78. The firm’s 50-day moving average is $39.93 and its two-hundred day moving average is $37.91. Dimensional US Large Cap Value ETF has a 1 year low of $30.98 and a 1 year high of $41.58.

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.