Dimensional US Large Cap Value ETF $DFLV Shares Sold by NewEdge Advisors LLC

NewEdge Advisors LLC trimmed its stake in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 7.9% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 181,585 shares of the company’s stock after selling 15,661 shares during the quarter. NewEdge Advisors LLC’s holdings in Dimensional US Large Cap Value ETF were worth $6,484,000 at the end of the most recent quarter.

Several other hedge funds also recently added to or reduced their stakes in the stock. Level Financial Advisors grew its stake in Dimensional US Large Cap Value ETF by 12.7% in the fourth quarter. Level Financial Advisors now owns 274,575 shares of the company’s stock worth $9,393,000 after purchasing an additional 30,958 shares in the last quarter. Ponta Wealth Partners LLC acquired a new stake in Dimensional US Large Cap Value ETF during the fourth quarter valued at approximately $989,000. Golden Bell Financial Planning LLC raised its stake in Dimensional US Large Cap Value ETF by 17.4% during the fourth quarter. Golden Bell Financial Planning LLC now owns 261,083 shares of the company’s stock valued at $8,932,000 after buying an additional 38,667 shares in the last quarter. Phillips Financial Management LLC lifted its holdings in Dimensional US Large Cap Value ETF by 4.0% during the 4th quarter. Phillips Financial Management LLC now owns 1,464,846 shares of the company’s stock worth $50,112,000 after buying an additional 56,378 shares during the last quarter. Finally, 55 North Private Wealth LLC bought a new position in Dimensional US Large Cap Value ETF during the 4th quarter worth approximately $638,000.

Dimensional US Large Cap Value ETF Trading Up 0.8%

Shares of DFLV opened at $41.84 on Tuesday. Dimensional US Large Cap Value ETF has a 52 week low of $31.17 and a 52 week high of $41.85. The firm has a market cap of $6.95 billion, a price-to-earnings ratio of 15.63 and a beta of 0.78. The stock has a 50 day moving average of $40.03 and a 200-day moving average of $38.00.

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.