Fortis Capital Management LLC Has $1 Million Holdings in Dimensional US Large Cap Value ETF $DFLV

Fortis Capital Management LLC increased its stake in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 308.4% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 28,052 shares of the company’s stock after buying an additional 21,183 shares during the quarter. Fortis Capital Management LLC’s holdings in Dimensional US Large Cap Value ETF were worth $1,002,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also made changes to their positions in the company. Wolfstich Capital LLC bought a new position in shares of Dimensional US Large Cap Value ETF in the 4th quarter valued at about $6,239,000. Level Financial Advisors raised its holdings in shares of Dimensional US Large Cap Value ETF by 12.7% in the 4th quarter. Level Financial Advisors now owns 274,575 shares of the company’s stock valued at $9,393,000 after purchasing an additional 30,958 shares during the period. Apella Capital LLC raised its holdings in shares of Dimensional US Large Cap Value ETF by 11.9% in the 4th quarter. Apella Capital LLC now owns 1,318,903 shares of the company’s stock valued at $45,120,000 after purchasing an additional 140,392 shares during the period. Phillips Financial Management LLC lifted its stake in Dimensional US Large Cap Value ETF by 4.0% in the 4th quarter. Phillips Financial Management LLC now owns 1,464,846 shares of the company’s stock valued at $50,112,000 after purchasing an additional 56,378 shares during the last quarter. Finally, Trinity Financial Advisors LLC lifted its stake in Dimensional US Large Cap Value ETF by 1,104.6% in the 4th quarter. Trinity Financial Advisors LLC now owns 432,317 shares of the company’s stock valued at $14,790,000 after purchasing an additional 396,427 shares during the last quarter.

Dimensional US Large Cap Value ETF Stock Performance

Dimensional US Large Cap Value ETF stock opened at $40.21 on Wednesday. Dimensional US Large Cap Value ETF has a 52 week low of $30.65 and a 52 week high of $40.31. The stock has a market capitalization of $6.62 billion, a P/E ratio of 15.63 and a beta of 0.79. The stock has a 50-day simple moving average of $39.40 and a 200 day simple moving average of $37.43.

Dimensional US Large Cap Value ETF 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.