Dimensional US Large Cap Value ETF $DFLV Shares Bought by Tobias Financial Advisors Inc.

Tobias Financial Advisors Inc. increased its stake in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 14.6% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 524,775 shares of the company’s stock after purchasing an additional 66,932 shares during the quarter. Dimensional US Large Cap Value ETF accounts for 2.6% of Tobias Financial Advisors Inc.’s investment portfolio, making the stock its 11th largest position. Tobias Financial Advisors Inc. owned approximately 0.39% of Dimensional US Large Cap Value ETF worth $17,265,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors have also recently added to or reduced their stakes in the company. Savant Capital LLC increased its holdings in Dimensional US Large Cap Value ETF by 39.3% in the second quarter. Savant Capital LLC now owns 13,169,045 shares of the company’s stock valued at $408,504,000 after buying an additional 3,712,256 shares in the last quarter. EP Wealth Advisors LLC grew its holdings in shares of Dimensional US Large Cap Value ETF by 20.3% in the 2nd quarter. EP Wealth Advisors LLC now owns 7,789,534 shares of the company’s stock worth $241,631,000 after acquiring an additional 1,316,406 shares during the period. Corient Private Wealth LLC grew its holdings in shares of Dimensional US Large Cap Value ETF by 4.9% in the 2nd quarter. Corient Private Wealth LLC now owns 5,629,872 shares of the company’s stock worth $174,639,000 after acquiring an additional 263,180 shares during the period. Foster Group Inc. increased its stake in Dimensional US Large Cap Value ETF by 12.3% in the 3rd quarter. Foster Group Inc. now owns 4,141,417 shares of the company’s stock valued at $136,253,000 after purchasing an additional 455,065 shares in the last quarter. Finally, Mosaic Family Wealth Partners LLC raised its holdings in Dimensional US Large Cap Value ETF by 3.0% during the second quarter. Mosaic Family Wealth Partners LLC now owns 2,901,838 shares of the company’s stock worth $90,015,000 after purchasing an additional 83,405 shares during the last quarter.

Dimensional US Large Cap Value ETF Stock Performance

DFLV opened at $35.70 on Wednesday. The company has a market cap of $4.94 billion, a price-to-earnings ratio of 15.63 and a beta of 0.91. Dimensional US Large Cap Value ETF has a one year low of $26.26 and a one year high of $35.94. The business’s fifty day moving average is $34.42 and its two-hundred day moving average is $33.09.

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.