Dimensional US Large Cap Value ETF $DFLV Shares Acquired by Vise Technologies Inc.

Vise Technologies Inc. lifted its position in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 12.4% in the 3rd quarter, Holdings Channel reports. The institutional investor owned 5,162,450 shares of the company’s stock after purchasing an additional 568,622 shares during the quarter. Dimensional US Large Cap Value ETF accounts for about 1.7% of Vise Technologies Inc.’s investment portfolio, making the stock its 5th biggest holding. Vise Technologies Inc.’s holdings in Dimensional US Large Cap Value ETF were worth $207,376,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors have also recently added to or reduced their stakes in the company. Root Financial Partners LLC lifted its holdings in Dimensional US Large Cap Value ETF by 10.8% during the 3rd quarter. Root Financial Partners LLC now owns 5,223,140 shares of the company’s stock worth $209,814,000 after purchasing an additional 509,190 shares during the last quarter. Cetera Investment Advisers boosted its stake in shares of Dimensional US Large Cap Value ETF by 58.0% in the 1st quarter. Cetera Investment Advisers now owns 3,667,210 shares of the company’s stock valued at $130,956,000 after purchasing an additional 1,345,977 shares during the last quarter. Summit Financial Strategies Inc. boosted its stake in Dimensional US Large Cap Value ETF by 8.8% during the third quarter. Summit Financial Strategies Inc. now owns 2,699,514 shares of the company’s stock worth $108,439,000 after acquiring an additional 218,184 shares in the last quarter. Mosaic Family Wealth Partners LLC increased its stake in Dimensional US Large Cap Value ETF by 1.3% during the 1st quarter. Mosaic Family Wealth Partners LLC now owns 2,995,202 shares of the company’s stock valued at $106,959,000 after purchasing an additional 37,443 shares in the last quarter. Finally, Apella Capital LLC raised its position in Dimensional US Large Cap Value ETF by 28.6% in the 3rd quarter. Apella Capital LLC now owns 1,975,047 shares of the company’s stock valued at $80,049,000 after buying an additional 438,936 shares during the last quarter.

Dimensional US Large Cap Value ETF Trading Down 0.5%

Shares of DFLV stock opened at $41.81 on Friday. The firm’s 50 day moving average is $41.35 and its 200 day moving average is $38.92. The stock has a market capitalization of $7.37 billion, a P/E ratio of 15.63 and a beta of 0.79. Dimensional US Large Cap Value ETF has a 12 month low of $32.15 and a 12 month high of $42.35.

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.