LifeSteps Financial Inc. Purchases Shares of 28,439 Dimensional US Large Cap Value ETF $DFLV

LifeSteps Financial Inc. purchased a new position in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) in the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor purchased 28,439 shares of the company’s stock, valued at approximately $1,016,000.

Other large investors also recently modified their holdings of the company. Foundry Financial LLC lifted its stake in shares of Dimensional US Large Cap Value ETF by 50.0% in the 1st quarter. Foundry Financial LLC now owns 426,999 shares of the company’s stock valued at $15,248,000 after purchasing an additional 142,326 shares in the last quarter. Compass Advisory Group LLC purchased a new position in Dimensional US Large Cap Value ETF in the first quarter valued at approximately $19,797,000. Long Island Wealth Management Inc. raised its holdings in Dimensional US Large Cap Value ETF by 194.2% in the first quarter. Long Island Wealth Management Inc. now owns 22,146 shares of the company’s stock valued at $791,000 after buying an additional 14,619 shares during the period. Tumwater Wealth Management LLC lifted its position in Dimensional US Large Cap Value ETF by 0.4% during the first quarter. Tumwater Wealth Management LLC now owns 894,899 shares of the company’s stock valued at $31,957,000 after buying an additional 3,413 shares in the last quarter. Finally, Triangle Securities Wealth Management lifted its position in Dimensional US Large Cap Value ETF by 88.7% during the first quarter. Triangle Securities Wealth Management now owns 17,075 shares of the company’s stock valued at $610,000 after buying an additional 8,025 shares in the last quarter.

Dimensional US Large Cap Value ETF Price Performance

Dimensional US Large Cap Value ETF stock opened at $39.69 on Monday. Dimensional US Large Cap Value ETF has a 52-week low of $30.65 and a 52-week high of $40.25. The firm has a fifty day moving average of $38.65 and a 200-day moving average of $36.77. The firm has a market capitalization of $6.16 billion, a P/E ratio of 15.63 and a beta of 0.80.

Dimensional US Large Cap Value ETF Company 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.