Dimensional US Large Cap Value ETF $DFLV Stock Position Cut by EnRich Financial Partners LLC

EnRich Financial Partners LLC trimmed its position in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 2.1% during the 3rd quarter, HoldingsChannel reports. The institutional investor owned 834,876 shares of the company’s stock after selling 17,716 shares during the quarter. Dimensional US Large Cap Value ETF comprises about 8.1% of EnRich Financial Partners LLC’s portfolio, making the stock its 3rd biggest holding. EnRich Financial Partners LLC’s holdings in Dimensional US Large Cap Value ETF were worth $33,537,000 at the end of the most recent reporting period.

Other large investors also recently bought and sold shares of the company. Cetera Investment Advisers increased its position in shares of Dimensional US Large Cap Value ETF by 58.0% during the first quarter. Cetera Investment Advisers now owns 3,667,210 shares of the company’s stock worth $130,956,000 after purchasing an additional 1,345,977 shares in the last quarter. Root Financial Partners LLC raised its stake in Dimensional US Large Cap Value ETF by 14.6% in the 1st quarter. Root Financial Partners LLC now owns 3,143,873 shares of the company’s stock valued at $112,268,000 after purchasing an additional 399,663 shares during the last quarter. Summit Financial Strategies Inc. lifted its holdings in Dimensional US Large Cap Value ETF by 8.8% in the 3rd quarter. Summit Financial Strategies Inc. now owns 2,699,514 shares of the company’s stock valued at $108,439,000 after purchasing an additional 218,184 shares in the last quarter. Mosaic Family Wealth Partners LLC lifted its holdings in Dimensional US Large Cap Value ETF by 1.3% in 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 lifted its holdings 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 purchasing an additional 438,936 shares in the last quarter.

Dimensional US Large Cap Value ETF Stock Up 0.3%

Shares of DFLV opened at $41.72 on Thursday. Dimensional US Large Cap Value ETF has a 52-week low of $32.15 and a 52-week high of $42.35. The firm’s fifty day moving average is $41.38 and its two-hundred day moving average is $39.90. The stock has a market cap of $7.31 billion, a PE ratio of 15.63 and a beta of 0.79.

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.