Trinity Financial Advisors LLC Acquires 396,427 Shares of Dimensional US Large Cap Value ETF $DFLV

Trinity Financial Advisors LLC increased its holdings in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 1,104.6% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 432,317 shares of the company’s stock after purchasing an additional 396,427 shares during the quarter. Dimensional US Large Cap Value ETF accounts for approximately 4.1% of Trinity Financial Advisors LLC’s portfolio, making the stock its 7th biggest position. Trinity Financial Advisors LLC owned about 0.32% of Dimensional US Large Cap Value ETF worth $14,790,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently bought and sold shares of the stock. Savant Capital LLC lifted its position in Dimensional US Large Cap Value ETF by 19.6% in the third quarter. Savant Capital LLC now owns 15,753,562 shares of the company’s stock valued at $518,292,000 after buying an additional 2,584,517 shares during the last quarter. Coldstream Capital Management Inc. raised its stake in shares of Dimensional US Large Cap Value ETF by 132.4% in the 3rd quarter. Coldstream Capital Management Inc. now owns 4,252,689 shares of the company’s stock valued at $139,913,000 after acquiring an additional 2,422,652 shares during the period. EP Wealth Advisors LLC lifted 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 last quarter. Root Financial Partners LLC lifted its holdings in shares of 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 worth $62,421,000 after acquiring an additional 915,855 shares during the last quarter. Finally, Vise Technologies Inc. boosted its position in shares of Dimensional US Large Cap Value ETF by 10,964.9% during the 3rd quarter. Vise Technologies Inc. now owns 833,854 shares of the company’s stock worth $27,434,000 after purchasing an additional 826,318 shares during the period.

Dimensional US Large Cap Value ETF Stock Performance

Dimensional US Large Cap Value ETF stock opened at $35.25 on Friday. Dimensional US Large Cap Value ETF has a fifty-two week low of $26.26 and a fifty-two week high of $37.45. The firm has a 50 day moving average price of $36.23 and a 200 day moving average price of $34.42. The company has a market capitalization of $4.91 billion, a PE ratio of 15.63 and a beta of 0.91.

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.