Curio Wealth LLC Buys Shares of 17,972 Dimensional US Large Cap Value ETF (NYSEARCA:DFLV)

Curio Wealth LLC purchased a new position in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm purchased 17,972 shares of the company’s stock, valued at approximately $540,000.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the company. McIlrath & Eck LLC bought a new position in Dimensional US Large Cap Value ETF during the third quarter worth $72,000. AdvisorNet Financial Inc grew its holdings in Dimensional US Large Cap Value ETF by 291.9% during the 4th quarter. AdvisorNet Financial Inc now owns 3,135 shares of the company’s stock worth $94,000 after acquiring an additional 2,335 shares during the period. Addison Advisors LLC raised its position in shares of Dimensional US Large Cap Value ETF by 477.9% in the 4th quarter. Addison Advisors LLC now owns 3,785 shares of the company’s stock worth $114,000 after acquiring an additional 3,130 shares in the last quarter. EverSource Wealth Advisors LLC lifted its stake in shares of Dimensional US Large Cap Value ETF by 234.8% in the 4th quarter. EverSource Wealth Advisors LLC now owns 3,967 shares of the company’s stock valued at $119,000 after purchasing an additional 2,782 shares during the period. Finally, Signature Estate & Investment Advisors LLC bought a new stake in shares of Dimensional US Large Cap Value ETF during the 3rd quarter valued at about $217,000.

Dimensional US Large Cap Value ETF Stock Up 2.0 %

Dimensional US Large Cap Value ETF stock opened at $30.16 on Monday. The firm’s fifty day moving average is $30.98 and its 200 day moving average is $30.99. The company has a market capitalization of $1.94 billion, a PE ratio of 16.67 and a beta of 0.78. Dimensional US Large Cap Value ETF has a 12-month low of $28.23 and a 12-month high of $32.78.

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.