Legacy Financial Group Inc. Increases Position in Dimensional US Large Cap Value ETF $DFLV

Legacy Financial Group Inc. lifted its holdings in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 14.3% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 274,750 shares of the company’s stock after purchasing an additional 34,315 shares during the period. Dimensional US Large Cap Value ETF comprises about 2.5% of Legacy Financial Group Inc.’s portfolio, making the stock its 14th largest holding. Legacy Financial Group Inc. owned 0.20% of Dimensional US Large Cap Value ETF worth $9,399,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently modified their holdings of the business. Savant Capital LLC increased its stake in shares of Dimensional US Large Cap Value ETF by 19.6% in the 3rd quarter. Savant Capital LLC now owns 15,753,562 shares of the company’s stock valued at $518,292,000 after purchasing an additional 2,584,517 shares in the last quarter. Corient Private Wealth LLC increased 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 valued at $174,639,000 after purchasing an additional 263,180 shares in the last quarter. Coldstream Capital Management Inc. increased its stake in shares of Dimensional US Large Cap Value ETF by 132.4% in the 3rd quarter. Coldstream Capital Management Inc. now owns 4,252,689 shares of the company’s stock valued at $139,913,000 after purchasing an additional 2,422,652 shares in the last quarter. Truepoint Inc. increased its stake in shares of Dimensional US Large Cap Value ETF by 11.6% in the 3rd quarter. Truepoint Inc. now owns 3,149,359 shares of the company’s stock valued at $103,614,000 after purchasing an additional 328,469 shares in the last quarter. Finally, Mosaic Family Wealth Partners LLC increased its stake in Dimensional US Large Cap Value ETF by 5.2% during the 3rd quarter. Mosaic Family Wealth Partners LLC now owns 3,053,265 shares of the company’s stock worth $100,178,000 after buying an additional 151,427 shares in the last quarter.

Dimensional US Large Cap Value ETF Trading Up 0.8%

NYSEARCA:DFLV opened at $38.39 on Thursday. Dimensional US Large Cap Value ETF has a 12 month low of $29.34 and a 12 month high of $38.58. The stock has a 50 day moving average of $36.79 and a two-hundred day moving average of $35.59. The firm has a market cap of $5.96 billion, a P/E ratio of 15.63 and a beta of 0.81.

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.