Root Financial Partners LLC Boosts Holdings in Dimensional US Large Cap Value ETF $DFLV

Root Financial Partners LLC lifted its stake in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 14.6% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 3,143,873 shares of the company’s stock after acquiring an additional 399,663 shares during the period. Dimensional US Large Cap Value ETF makes up about 5.2% of Root Financial Partners LLC’s holdings, making the stock its 6th largest holding. Root Financial Partners LLC’s holdings in Dimensional US Large Cap Value ETF were worth $112,268,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds also recently bought and sold shares of the company. Sterling Financial Planning Inc. grew its position in shares of Dimensional US Large Cap Value ETF by 1.1% during the 4th quarter. Sterling Financial Planning Inc. now owns 27,119 shares of the company’s stock valued at $928,000 after purchasing an additional 303 shares in the last quarter. Strategent Financial LLC grew its position in Dimensional US Large Cap Value ETF by 0.4% during the first quarter. Strategent Financial LLC now owns 94,883 shares of the company’s stock valued at $3,388,000 after acquiring an additional 346 shares during the last quarter. Vermillion Wealth Management Inc. raised its position in Dimensional US Large Cap Value ETF by 58.4% in the 1st quarter. Vermillion Wealth Management Inc. now owns 974 shares of the company’s stock worth $35,000 after purchasing an additional 359 shares during the period. Stratos Wealth Partners LTD. increased its holdings in shares of Dimensional US Large Cap Value ETF by 4.9% in the fourth quarter. Stratos Wealth Partners LTD. now owns 7,832 shares of the company’s stock worth $268,000 after buying an additional 364 shares during the period. Finally, RAM Investment Partners LLC lifted its position in Dimensional US Large Cap Value ETF by 4.2% in the fourth quarter. RAM Investment Partners LLC now owns 9,149 shares of the company’s stock valued at $313,000 after purchasing an additional 366 shares during the last quarter.

Dimensional US Large Cap Value ETF Stock Down 0.0%

Shares of DFLV opened at $39.53 on Thursday. The stock has a market capitalization of $6.37 billion, a P/E ratio of 15.63 and a beta of 0.79. Dimensional US Large Cap Value ETF has a twelve month low of $30.65 and a twelve month high of $40.25. The firm has a fifty day simple moving average of $38.79 and a two-hundred day simple moving average of $36.89.

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.