Fiduciary Financial Group LLC Makes New Investment in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV)

Fiduciary Financial Group LLC acquired a new position in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm acquired 156,329 shares of the company’s stock, valued at approximately $4,727,000. Dimensional US Large Cap Value ETF makes up about 1.1% of Fiduciary Financial Group LLC’s investment portfolio, making the stock its 21st biggest holding. Fiduciary Financial Group LLC owned approximately 0.24% of Dimensional US Large Cap Value ETF as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds have also modified their holdings of the company. Studio Investment Management LLC increased its holdings in Dimensional US Large Cap Value ETF by 0.8% in the 4th quarter. Studio Investment Management LLC now owns 70,639 shares of the company’s stock valued at $1,911,000 after buying an additional 574 shares during the period. Sprinkle Financial Consultants LLC raised its position in Dimensional US Large Cap Value ETF by 2.3% in the first quarter. Sprinkle Financial Consultants LLC now owns 44,799 shares of the company’s stock worth $1,344,000 after purchasing an additional 992 shares in the last quarter. Zhang Financial LLC lifted its stake in Dimensional US Large Cap Value ETF by 3.3% during the first quarter. Zhang Financial LLC now owns 31,252 shares of the company’s stock worth $937,000 after purchasing an additional 1,008 shares during the period. Global Trust Asset Management LLC boosted its holdings in Dimensional US Large Cap Value ETF by 126.8% during the second quarter. Global Trust Asset Management LLC now owns 2,046 shares of the company’s stock valued at $59,000 after purchasing an additional 1,144 shares in the last quarter. Finally, Trinity Financial Advisors LLC grew its stake in shares of Dimensional US Large Cap Value ETF by 2.0% in the 2nd quarter. Trinity Financial Advisors LLC now owns 71,447 shares of the company’s stock valued at $2,066,000 after purchasing an additional 1,408 shares during the period.

Dimensional US Large Cap Value ETF Price Performance

Shares of Dimensional US Large Cap Value ETF stock traded up $0.11 during midday trading on Friday, hitting $29.84. 278,564 shares of the company were exchanged, compared to its average volume of 341,554. The firm has a 50 day simple moving average of $29.20 and a 200-day simple moving average of $28.93. The firm has a market cap of $1.92 billion, a P/E ratio of 13.15 and a beta of 0.78. Dimensional US Large Cap Value ETF has a 52 week low of $23.26 and a 52 week high of $30.59.

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.