Diversified Portfolios Inc. Buys 30,816 Shares of Dimensional US Large Cap Value ETF $DFLV

Diversified Portfolios Inc. boosted its stake in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 4.2% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 768,137 shares of the company’s stock after acquiring an additional 30,816 shares during the period. Dimensional US Large Cap Value ETF accounts for 2.2% of Diversified Portfolios Inc.’s portfolio, making the stock its 9th largest position. Diversified Portfolios Inc.’s holdings in Dimensional US Large Cap Value ETF were worth $26,278,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also recently added to or reduced their stakes in DFLV. Savant Capital LLC raised its holdings in Dimensional US Large Cap Value ETF by 19.6% in the third quarter. Savant Capital LLC now owns 15,753,562 shares of the company’s stock valued at $518,292,000 after acquiring an additional 2,584,517 shares in the last quarter. Coldstream Capital Management Inc. raised its holdings in Dimensional US Large Cap Value ETF by 132.4% in the third quarter. Coldstream Capital Management Inc. now owns 4,252,689 shares of the company’s stock valued at $139,913,000 after acquiring an additional 2,422,652 shares in the last quarter. Quent Long Short Global Small Cap Fund LP acquired a new stake in Dimensional US Large Cap Value ETF in the fourth quarter valued at $45,369,000. CWM LLC raised its holdings in Dimensional US Large Cap Value ETF by 10,013.8% in the fourth quarter. CWM LLC now owns 968,394 shares of the company’s stock valued at $33,129,000 after acquiring an additional 958,819 shares in the last quarter. Finally, Vise Technologies Inc. raised its holdings in Dimensional US Large Cap Value ETF by 10,964.9% in the third quarter. Vise Technologies Inc. now owns 833,854 shares of the company’s stock valued at $27,434,000 after acquiring an additional 826,318 shares in the last quarter.

Dimensional US Large Cap Value ETF Price Performance

DFLV opened at $38.76 on Tuesday. The stock has a market capitalization of $6.02 billion, a PE ratio of 15.63 and a beta of 0.81. The firm’s fifty day moving average price is $36.97 and its 200 day moving average price is $35.71. Dimensional US Large Cap Value ETF has a 12-month low of $29.34 and a 12-month high of $38.87.

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.