Sequoia Financial Advisors LLC Has $6.20 Million Stock Holdings in Dimensional US Large Cap Value ETF $DFLV

Sequoia Financial Advisors LLC trimmed its holdings in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 22.2% in the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 156,816 shares of the company’s stock after selling 44,727 shares during the quarter. Sequoia Financial Advisors LLC’s holdings in Dimensional US Large Cap Value ETF were worth $6,201,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also added to or reduced their stakes in the stock. EP Wealth Advisors LLC acquired a new position in Dimensional US Large Cap Value ETF during the 4th quarter worth about $106,970,000. Vise Technologies Inc. increased its position in Dimensional US Large Cap Value ETF by 209.5% in the 4th quarter. Vise Technologies Inc. now owns 2,580,784 shares of the company’s stock valued at $88,289,000 after acquiring an additional 1,746,930 shares in the last quarter. Savant Capital LLC increased its position in Dimensional US Large Cap Value ETF by 11.1% in the 4th quarter. Savant Capital LLC now owns 17,497,390 shares of the company’s stock valued at $598,586,000 after acquiring an additional 1,743,828 shares in the last quarter. Cetera Investment Advisers raised its stake in shares of Dimensional US Large Cap Value ETF by 58.0% in the first quarter. Cetera Investment Advisers now owns 3,667,210 shares of the company’s stock worth $130,956,000 after acquiring an additional 1,345,977 shares during the last quarter. Finally, Corient Private Wealth LLC raised its stake in shares of Dimensional US Large Cap Value ETF by 21.4% in the fourth quarter. Corient Private Wealth LLC now owns 6,263,508 shares of the company’s stock worth $214,275,000 after acquiring an additional 1,106,051 shares during the last quarter.

Dimensional US Large Cap Value ETF Trading Up 0.8%

Shares of DFLV stock opened at $41.71 on Friday. Dimensional US Large Cap Value ETF has a 1 year low of $32.06 and a 1 year high of $42.35. The firm’s 50 day moving average is $41.15 and its 200-day moving average is $38.90. The firm has a market capitalization of $6.93 billion, a price-to-earnings ratio of 15.63 and a beta of 0.78.

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.