Sequoia Financial Advisors LLC Has $6.20 Million Holdings in Dimensional US Large Cap Value ETF $DFLV

Sequoia Financial Advisors LLC lessened its stake in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 22.2% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 156,816 shares of the company’s stock after selling 44,727 shares during the quarter. Sequoia Financial Advisors LLC owned 0.09% of Dimensional US Large Cap Value ETF worth $6,201,000 at the end of the most recent reporting period.

Several other institutional investors have also bought and sold shares of the stock. Savant Capital LLC boosted its stake in shares of Dimensional US Large Cap Value ETF by 11.1% in the 4th quarter. Savant Capital LLC now owns 17,497,390 shares of the company’s stock valued at $598,586,000 after purchasing an additional 1,743,828 shares in the last quarter. Petersen Hastings Wealth Advisors Inc. acquired a new stake in shares of Dimensional US Large Cap Value ETF during the 4th quarter worth about $1,254,000. Eldridge Investment Advisors Inc. acquired a new stake in shares of Dimensional US Large Cap Value ETF during the 4th quarter worth about $1,472,000. Foundry Financial LLC increased its position in shares of Dimensional US Large Cap Value ETF by 50.0% during the 1st quarter. Foundry Financial LLC now owns 426,999 shares of the company’s stock worth $15,248,000 after purchasing an additional 142,326 shares in the last quarter. Finally, Signature Estate & Investment Advisors LLC lifted its holdings in Dimensional US Large Cap Value ETF by 46.6% during the 4th quarter. Signature Estate & Investment Advisors LLC now owns 123,022 shares of the company’s stock valued at $4,209,000 after purchasing an additional 39,126 shares during the last quarter.

Dimensional US Large Cap Value ETF Trading Up 0.8%

Shares of Dimensional US Large Cap Value ETF stock opened at $41.71 on Friday. The stock has a market capitalization of $6.93 billion, a price-to-earnings ratio of 15.63 and a beta of 0.78. Dimensional US Large Cap Value ETF has a 1-year low of $32.06 and a 1-year high of $42.35. The firm’s 50-day moving average price is $41.15 and its two-hundred day moving average price is $38.90.

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.