Financial Harvest LLC Has $2.73 Million Stock Position in Dimensional US Large Cap Value ETF $DFLV

Financial Harvest LLC increased its position in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 20.7% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 76,600 shares of the company’s stock after buying an additional 13,116 shares during the period. Dimensional US Large Cap Value ETF accounts for approximately 1.6% of Financial Harvest LLC’s holdings, making the stock its 11th biggest position. Financial Harvest LLC’s holdings in Dimensional US Large Cap Value ETF were worth $2,735,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also bought and sold shares of DFLV. Private Wealth Asset Management LLC bought a new position in Dimensional US Large Cap Value ETF in the 4th quarter worth $29,000. Vermillion Wealth Management Inc. boosted its holdings in Dimensional US Large Cap Value ETF by 58.4% during the first quarter. Vermillion Wealth Management Inc. now owns 974 shares of the company’s stock valued at $35,000 after acquiring an additional 359 shares during the period. O Shaughnessy Asset Management LLC acquired a new stake in shares of Dimensional US Large Cap Value ETF in the fourth quarter valued at about $55,000. Wells Fargo & Company MN grew its position in shares of Dimensional US Large Cap Value ETF by 1,117.8% in the fourth quarter. Wells Fargo & Company MN now owns 2,192 shares of the company’s stock valued at $75,000 after purchasing an additional 2,012 shares during the last quarter. Finally, Northwestern Mutual Wealth Management Co. increased its stake in shares of Dimensional US Large Cap Value ETF by 214.5% in the second quarter. Northwestern Mutual Wealth Management Co. now owns 3,242 shares of the company’s stock worth $101,000 after purchasing an additional 2,211 shares during the period.

Dimensional US Large Cap Value ETF Stock Performance

NYSEARCA DFLV opened at $39.92 on Thursday. Dimensional US Large Cap Value ETF has a twelve month low of $30.65 and a twelve month high of $40.30. The stock has a market capitalization of $6.52 billion, a PE ratio of 15.63 and a beta of 0.79. The stock has a 50-day simple moving average of $39.24 and a 200 day simple moving average of $37.28.

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.