Dimensional US Large Cap Value ETF $DFLV is Root Financial Partners LLC’s 7th Largest Position

Root Financial Partners LLC grew its stake in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 93.3% during the third quarter, Holdings Channel reports. The firm owned 1,897,295 shares of the company’s stock after purchasing an additional 915,855 shares during the period. Dimensional US Large Cap Value ETF makes up approximately 3.8% of Root Financial Partners LLC’s portfolio, making the stock its 7th largest position. Root Financial Partners LLC’s holdings in Dimensional US Large Cap Value ETF were worth $62,421,000 at the end of the most recent reporting period.

Other institutional investors have also bought and sold shares of the company. Savant Capital LLC raised its position in Dimensional US Large Cap Value ETF by 39.3% in the 2nd quarter. Savant Capital LLC now owns 13,169,045 shares of the company’s stock valued at $408,504,000 after buying an additional 3,712,256 shares during the last quarter. EP Wealth Advisors LLC grew its stake in shares of Dimensional US Large Cap Value ETF by 20.3% in the 2nd quarter. EP Wealth Advisors LLC now owns 7,789,534 shares of the company’s stock worth $241,631,000 after acquiring an additional 1,316,406 shares in the last quarter. Corient Private Wealth LLC grew its stake in shares of Dimensional US Large Cap Value ETF by 4.9% in the 2nd quarter. Corient Private Wealth LLC now owns 5,629,872 shares of the company’s stock worth $174,639,000 after acquiring an additional 263,180 shares in the last quarter. Foster Group Inc. raised its holdings in shares of Dimensional US Large Cap Value ETF by 12.3% in the third quarter. Foster Group Inc. now owns 4,141,417 shares of the company’s stock valued at $136,253,000 after purchasing an additional 455,065 shares during the last quarter. Finally, Mosaic Family Wealth Partners LLC lifted its position in shares of Dimensional US Large Cap Value ETF by 3.0% during the second quarter. Mosaic Family Wealth Partners LLC now owns 2,901,838 shares of the company’s stock valued at $90,015,000 after purchasing an additional 83,405 shares in the last quarter.

Dimensional US Large Cap Value ETF Stock Performance

Dimensional US Large Cap Value ETF stock opened at $35.51 on Tuesday. Dimensional US Large Cap Value ETF has a fifty-two week low of $26.26 and a fifty-two week high of $35.71. The firm’s 50-day simple moving average is $34.12 and its 200 day simple moving average is $32.92. The stock has a market cap of $4.88 billion, a PE ratio of 15.63 and a beta of 0.91.

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.