Morris Financial Concepts Inc. Grows Position in Dimensional US Large Cap Value ETF $DFLV

Morris Financial Concepts Inc. raised its holdings in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 12.8% during the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 66,652 shares of the company’s stock after acquiring an additional 7,573 shares during the period. Dimensional US Large Cap Value ETF makes up 0.8% of Morris Financial Concepts Inc.’s investment portfolio, making the stock its 22nd largest position. Morris Financial Concepts Inc. owned about 0.06% of Dimensional US Large Cap Value ETF worth $2,068,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Northwestern Mutual Wealth Management Co. purchased a new stake in shares of Dimensional US Large Cap Value ETF in the 1st quarter valued at about $32,000. DecisionPoint Financial LLC raised its holdings in shares of Dimensional US Large Cap Value ETF by 190.8% in the 1st quarter. DecisionPoint Financial LLC now owns 1,207 shares of the company’s stock valued at $37,000 after acquiring an additional 792 shares in the last quarter. CWM LLC raised its holdings in shares of Dimensional US Large Cap Value ETF by 962.9% in the 1st quarter. CWM LLC now owns 1,605 shares of the company’s stock valued at $49,000 after acquiring an additional 1,454 shares in the last quarter. Cloud Capital Management LLC purchased a new stake in shares of Dimensional US Large Cap Value ETF in the 1st quarter valued at about $79,000. Finally, Cary Street Partners Investment Advisory LLC purchased a new stake in shares of Dimensional US Large Cap Value ETF in the 1st quarter valued at about $95,000.

Dimensional US Large Cap Value ETF Stock Up 0.9%

NYSEARCA:DFLV opened at $32.68 on Wednesday. The business’s 50-day moving average price is $32.42 and its two-hundred day moving average price is $30.90. Dimensional US Large Cap Value ETF has a twelve month low of $26.26 and a twelve month high of $33.29. The stock has a market cap of $4.29 billion, a P/E ratio of 15.63 and a beta of 1.14.

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.