Tobias Financial Advisors Inc. Boosts Stake in Dimensional US Large Cap Value ETF $DFLV

Tobias Financial Advisors Inc. grew its position in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 14.6% in the 3rd quarter, HoldingsChannel.com reports. The fund owned 524,775 shares of the company’s stock after acquiring an additional 66,932 shares during the period. Dimensional US Large Cap Value ETF comprises about 2.6% of Tobias Financial Advisors Inc.’s holdings, making the stock its 11th largest position. Tobias Financial Advisors Inc.’s holdings in Dimensional US Large Cap Value ETF were worth $17,265,000 as of its most recent SEC filing.

Other institutional investors have also modified their holdings of the company. Savant Capital LLC raised its holdings in Dimensional US Large Cap Value ETF by 39.3% in the second 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 period. EP Wealth Advisors LLC increased its position in shares of Dimensional US Large Cap Value ETF by 20.3% in the second 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 increased its position in shares of Dimensional US Large Cap Value ETF by 4.9% in the second 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 stake in shares of Dimensional US Large Cap Value ETF by 12.3% in the 3rd quarter. Foster Group Inc. now owns 4,141,417 shares of the company’s stock valued at $136,253,000 after acquiring an additional 455,065 shares during the period. Finally, Mosaic Family Wealth Partners LLC lifted its holdings in shares of Dimensional US Large Cap Value ETF by 3.0% during the 2nd quarter. Mosaic Family Wealth Partners LLC now owns 2,901,838 shares of the company’s stock valued at $90,015,000 after acquiring an additional 83,405 shares in the last quarter.

Dimensional US Large Cap Value ETF Trading Down 0.0%

Shares of NYSEARCA DFLV opened at $35.70 on Wednesday. The stock has a fifty day moving average price of $34.42 and a 200 day moving average price of $33.09. Dimensional US Large Cap Value ETF has a 12-month low of $26.26 and a 12-month high of $35.94. The company has a market cap of $4.94 billion, a P/E ratio of 15.63 and a beta of 0.91.

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.