Stage Harbor Financial LLC Has $19.93 Million Holdings in Dimensional US Large Cap Value ETF $DFLV

Stage Harbor Financial LLC increased its position in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 3.5% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 605,796 shares of the company’s stock after purchasing an additional 20,756 shares during the quarter. Dimensional US Large Cap Value ETF accounts for about 14.6% of Stage Harbor Financial LLC’s investment portfolio, making the stock its 2nd largest holding. Stage Harbor Financial LLC owned about 0.45% of Dimensional US Large Cap Value ETF worth $19,931,000 at the end of the most recent quarter.

A number of other hedge funds have also recently added to or reduced their stakes in the business. AE Wealth Management LLC acquired a new stake in shares of Dimensional US Large Cap Value ETF during the second quarter worth $54,000. Northwestern Mutual Wealth Management Co. grew its position in shares of Dimensional US Large Cap Value ETF by 214.5% during the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 3,242 shares of the company’s stock valued at $101,000 after buying an additional 2,211 shares during the last quarter. Parkworth Wealth Management Inc. acquired a new stake in Dimensional US Large Cap Value ETF during the second quarter worth about $150,000. Qube Research & Technologies Ltd lifted its holdings in Dimensional US Large Cap Value ETF by 471.0% in the second quarter. Qube Research & Technologies Ltd now owns 5,105 shares of the company’s stock worth $158,000 after acquiring an additional 4,211 shares during the last quarter. Finally, CWM LLC boosted its stake in Dimensional US Large Cap Value ETF by 243.1% in the second quarter. CWM LLC now owns 5,507 shares of the company’s stock valued at $171,000 after acquiring an additional 3,902 shares during the period.

Dimensional US Large Cap Value ETF Trading Up 0.3%

NYSEARCA:DFLV opened at $35.71 on Tuesday. The firm has a market capitalization of $4.95 billion, a PE ratio of 15.63 and a beta of 0.91. The stock has a 50 day moving average of $34.36 and a 200-day moving average of $33.06. Dimensional US Large Cap Value ETF has a 52 week low of $26.26 and a 52 week high of $35.94.

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.