Dimensional US Large Cap Value ETF $DFLV Shares Bought by Mosaic Family Wealth Partners LLC

Mosaic Family Wealth Partners LLC boosted its position in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 1.3% in the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,995,202 shares of the company’s stock after buying an additional 37,443 shares during the period. Dimensional US Large Cap Value ETF makes up approximately 10.9% of Mosaic Family Wealth Partners LLC’s portfolio, making the stock its 2nd biggest position. Mosaic Family Wealth Partners LLC owned approximately 1.94% of Dimensional US Large Cap Value ETF worth $106,959,000 at the end of the most recent reporting period.

Other institutional investors have also added to or reduced their stakes in the company. EP Wealth Advisors LLC acquired a new stake in Dimensional US Large Cap Value ETF in the fourth quarter valued at approximately $106,970,000. Coldstream Capital Management Inc. raised its position in shares of Dimensional US Large Cap Value ETF by 132.4% during the third quarter. Coldstream Capital Management Inc. now owns 4,252,689 shares of the company’s stock worth $139,913,000 after purchasing an additional 2,422,652 shares during the period. Vise Technologies Inc. raised its position in shares of Dimensional US Large Cap Value ETF by 209.5% during the fourth quarter. Vise Technologies Inc. now owns 2,580,784 shares of the company’s stock worth $88,289,000 after purchasing an additional 1,746,930 shares during the period. Savant Capital LLC lifted its holdings in shares of Dimensional US Large Cap Value ETF by 11.1% in the 4th quarter. Savant Capital LLC now owns 17,497,390 shares of the company’s stock worth $598,586,000 after purchasing an additional 1,743,828 shares in the last quarter. Finally, Quent Long Short Global Small Cap Fund LP bought a new position in shares of Dimensional US Large Cap Value ETF in the 4th quarter worth $45,369,000.

Dimensional US Large Cap Value ETF Trading Up 0.7%

Shares of DFLV stock opened at $39.84 on Friday. The firm has a market capitalization of $6.47 billion, a PE ratio of 15.63 and a beta of 0.79. The firm has a fifty day simple moving average of $39.07 and a two-hundred day simple moving average of $37.12. Dimensional US Large Cap Value ETF has a 12 month low of $30.65 and a 12 month high of $40.25.

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.