Dimensional US Large Cap Value ETF $DFLV Position Raised by DBK Financial Counsel LLC

DBK Financial Counsel LLC lifted its position in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 15.7% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 129,154 shares of the company’s stock after purchasing an additional 17,515 shares during the quarter. Dimensional US Large Cap Value ETF accounts for approximately 3.5% of DBK Financial Counsel LLC’s portfolio, making the stock its 9th largest holding. DBK Financial Counsel LLC’s holdings in Dimensional US Large Cap Value ETF were worth $4,612,000 at the end of the most recent reporting period.

Other institutional investors have also recently made changes to their positions in the company. Private Wealth Asset Management LLC acquired a new position in shares of Dimensional US Large Cap Value ETF in the 4th quarter valued at $29,000. Vermillion Wealth Management Inc. grew its position in Dimensional US Large Cap Value ETF by 58.4% during the first 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 stake in Dimensional US Large Cap Value ETF during the first quarter valued at $41,000. O Shaughnessy Asset Management LLC purchased a new position in Dimensional US Large Cap Value ETF in the fourth quarter valued at $55,000. Finally, Wells Fargo & Company MN increased its holdings in Dimensional US Large Cap Value ETF by 1,117.8% in the fourth quarter. Wells Fargo & Company MN now owns 2,192 shares of the company’s stock valued at $75,000 after buying an additional 2,012 shares in the last quarter.

Dimensional US Large Cap Value ETF Stock Performance

Shares of Dimensional US Large Cap Value ETF stock opened at $40.68 on Friday. The firm has a 50-day simple moving average of $39.75 and a two-hundred day simple moving average of $37.73. The company has a market cap of $6.73 billion, a P/E ratio of 15.63 and a beta of 0.79. Dimensional US Large Cap Value ETF has a fifty-two week low of $30.65 and a fifty-two week high of $41.00.

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.