SB Capital Management Inc Takes Position in Dimensional US Large Cap Value ETF $DFLV

SB Capital Management Inc purchased a new position in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 224,042 shares of the company’s stock, valued at approximately $7,664,000. Dimensional US Large Cap Value ETF makes up about 2.8% of SB Capital Management Inc’s holdings, making the stock its 13th largest holding. SB Capital Management Inc owned 0.16% of Dimensional US Large Cap Value ETF as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors also recently bought and sold shares of the company. Private Wealth Asset Management LLC purchased a new stake in shares of Dimensional US Large Cap Value ETF during the fourth quarter worth about $29,000. Optiver Holding B.V. purchased a new position in Dimensional US Large Cap Value ETF during the third quarter worth approximately $42,000. O Shaughnessy Asset Management LLC acquired a new position in shares of Dimensional US Large Cap Value ETF during the 4th quarter valued at about $55,000. Wells Fargo & Company MN boosted its holdings in Dimensional US Large Cap Value ETF by 1,117.8% in the 4th quarter. Wells Fargo & Company MN now owns 2,192 shares of the company’s stock valued at $75,000 after purchasing an additional 2,012 shares during the last quarter. Finally, MAI Capital Management acquired a new stake in Dimensional US Large Cap Value ETF during the third quarter worth $77,000.

Dimensional US Large Cap Value ETF Stock Performance

Shares of DFLV stock opened at $39.44 on Friday. Dimensional US Large Cap Value ETF has a one year low of $30.32 and a one year high of $40.25. The firm’s 50 day moving average price is $38.33 and its 200-day moving average price is $36.52. The firm has a market cap of $6.13 billion, a P/E ratio of 15.63 and a beta of 0.80.

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.