Stage Harbor Financial LLC Boosts Position in Dimensional US Large Cap Value ETF $DFLV

Stage Harbor Financial LLC lifted its position in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 3.5% in the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 605,796 shares of the company’s stock after acquiring an additional 20,756 shares during the period. Dimensional US Large Cap Value ETF accounts for 14.6% of Stage Harbor Financial LLC’s portfolio, making the stock its 2nd biggest holding. Stage Harbor Financial LLC’s holdings in Dimensional US Large Cap Value ETF were worth $19,931,000 at the end of the most recent reporting period.

Other large investors have also modified their holdings of the company. Royal Bank of Canada boosted its stake in Dimensional US Large Cap Value ETF by 22.6% during the 1st quarter. Royal Bank of Canada now owns 11,631 shares of the company’s stock valued at $356,000 after purchasing an additional 2,143 shares during the period. Goldman Sachs Group Inc. acquired a new stake in shares of Dimensional US Large Cap Value ETF in the first quarter valued at approximately $826,000. Perigon Wealth Management LLC raised its holdings in shares of Dimensional US Large Cap Value ETF by 28.0% during the second quarter. Perigon Wealth Management LLC now owns 21,275 shares of the company’s stock valued at $660,000 after buying an additional 4,656 shares during the last quarter. Oceanside Advisors LLC raised its holdings in shares of Dimensional US Large Cap Value ETF by 24.2% during the second quarter. Oceanside Advisors LLC now owns 25,190 shares of the company’s stock valued at $781,000 after buying an additional 4,914 shares during the last quarter. Finally, Elser Financial Planning Inc acquired a new position in shares of Dimensional US Large Cap Value ETF during the second quarter worth approximately $253,000.

Dimensional US Large Cap Value ETF Price Performance

Shares of DFLV stock opened at $35.71 on Tuesday. Dimensional US Large Cap Value ETF has a 12-month low of $26.26 and a 12-month high of $35.94. The firm has a market capitalization of $4.95 billion, a price-to-earnings ratio of 15.63 and a beta of 0.91. The business has a 50 day simple moving average of $34.36 and a 200 day simple moving average of $33.06.

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.