Corient Private Wealth LP Reduces Holdings in Dimensional US Large Cap Value ETF $DFLV

Corient Private Wealth LP cut its holdings in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 51.0% during the second quarter, Holdings Channel reports. The institutional investor owned 3,318,287 shares of the company’s stock after selling 3,451,734 shares during the quarter. Corient Private Wealth LP’s holdings in Dimensional US Large Cap Value ETF were worth $131,205,000 as of its most recent SEC filing.

A number of other large investors have also added to or reduced their stakes in the stock. Private Wealth Asset Management LLC bought a new stake in shares of Dimensional US Large Cap Value ETF in the fourth quarter worth $29,000. Vermillion Wealth Management Inc. lifted 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 purchasing an additional 359 shares during the last quarter. Angeles Wealth Management LLC purchased a new stake in Dimensional US Large Cap Value ETF during the 1st quarter valued at $41,000. O Shaughnessy Asset Management LLC purchased a new position in shares of Dimensional US Large Cap Value ETF during the fourth quarter valued at approximately $55,000. Finally, Wells Fargo & Company MN grew its position in shares of 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 worth $75,000 after buying an additional 2,012 shares in the last quarter.

Dimensional US Large Cap Value ETF Stock Performance

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

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.