Disciplined Investments LLC grew its position in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV – Free Report) by 24.2% in the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 314,162 shares of the company’s stock after acquiring an additional 61,126 shares during the quarter. Dimensional US Large Cap Value ETF comprises about 4.1% of Disciplined Investments LLC’s investment portfolio, making the stock its 3rd largest holding. Disciplined Investments LLC’s holdings in Dimensional US Large Cap Value ETF were worth $9,745,000 at the end of the most recent reporting period.
Several other hedge funds and other institutional investors also recently modified their holdings of the company. EP Wealth Advisors LLC boosted its holdings in shares of Dimensional US Large Cap Value ETF by 27.6% during the first quarter. EP Wealth Advisors LLC now owns 6,473,128 shares of the company’s stock valued at $197,884,000 after acquiring an additional 1,400,997 shares during the period. Foster Group Inc. boosted its holdings in shares of Dimensional US Large Cap Value ETF by 8.1% during the second quarter. Foster Group Inc. now owns 3,686,352 shares of the company’s stock valued at $114,351,000 after acquiring an additional 275,303 shares during the period. Mosaic Family Wealth Partners LLC boosted its holdings in shares of Dimensional US Large Cap Value ETF by 7.0% during the first quarter. Mosaic Family Wealth Partners LLC now owns 2,818,433 shares of the company’s stock valued at $86,160,000 after acquiring an additional 185,117 shares during the period. Truepoint Inc. boosted its holdings in shares of Dimensional US Large Cap Value ETF by 22.4% during the first quarter. Truepoint Inc. now owns 2,742,906 shares of the company’s stock valued at $83,851,000 after acquiring an additional 502,401 shares during the period. Finally, Summit Financial Strategies Inc. boosted its holdings in shares of Dimensional US Large Cap Value ETF by 5.3% during the second quarter. Summit Financial Strategies Inc. now owns 1,913,371 shares of the company’s stock valued at $59,353,000 after acquiring an additional 96,544 shares during the period.
Dimensional US Large Cap Value ETF Stock Performance
Shares of DFLV opened at $32.47 on Friday. Dimensional US Large Cap Value ETF has a 1 year low of $26.26 and a 1 year high of $33.29. The company has a market cap of $4.28 billion, a price-to-earnings ratio of 15.63 and a beta of 1.14. The firm has a fifty day moving average of $32.50 and a 200-day moving average of $30.94.
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.
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