Dimensional US Large Cap Value ETF $DFLV Stock Holdings Boosted by Fort Vancouver Investment Management LLC

Fort Vancouver Investment Management LLC lifted its position in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 244.2% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 710,935 shares of the company’s stock after acquiring an additional 504,371 shares during the quarter. Dimensional US Large Cap Value ETF makes up approximately 13.0% of Fort Vancouver Investment Management LLC’s portfolio, making the stock its largest position. Fort Vancouver Investment Management LLC’s holdings in Dimensional US Large Cap Value ETF were worth $23,390,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Savant Capital LLC lifted its position in shares of Dimensional US Large Cap Value ETF by 19.6% during the third quarter. Savant Capital LLC now owns 15,753,562 shares of the company’s stock valued at $518,292,000 after purchasing an additional 2,584,517 shares in the last quarter. Coldstream Capital Management Inc. bought a new stake in Dimensional US Large Cap Value ETF in the 2nd quarter worth about $56,768,000. EP Wealth Advisors LLC increased its stake in 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 valued at $241,631,000 after buying an additional 1,316,406 shares during the last quarter. Root Financial Partners LLC increased its stake in Dimensional US Large Cap Value ETF by 93.3% in the 3rd quarter. Root Financial Partners LLC now owns 1,897,295 shares of the company’s stock valued at $62,421,000 after buying an additional 915,855 shares during the last quarter. Finally, Vise Technologies Inc. increased its stake in Dimensional US Large Cap Value ETF by 10,964.9% in the 3rd quarter. Vise Technologies Inc. now owns 833,854 shares of the company’s stock valued at $27,434,000 after buying an additional 826,318 shares during the last quarter.

Dimensional US Large Cap Value ETF Price Performance

Dimensional US Large Cap Value ETF stock opened at $35.36 on Monday. Dimensional US Large Cap Value ETF has a 52 week low of $26.26 and a 52 week high of $37.45. The company’s 50 day moving average price is $36.18 and its two-hundred day moving average price is $34.23. The stock has a market cap of $4.93 billion, a P/E ratio of 15.63 and a beta of 0.91.

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.