Dimensional US Large Cap Value ETF $DFLV Stake Raised by Ruedi Wealth Management Inc.

Ruedi Wealth Management Inc. increased its holdings in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 11.3% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 260,194 shares of the company’s stock after buying an additional 26,424 shares during the quarter. Dimensional US Large Cap Value ETF comprises 2.4% of Ruedi Wealth Management Inc.’s portfolio, making the stock its 11th largest holding. Ruedi Wealth Management Inc. owned about 0.17% of Dimensional US Large Cap Value ETF worth $9,292,000 as of its most recent SEC filing.

Several other hedge funds have also recently added to or reduced their stakes in DFLV. Private Wealth Asset Management LLC acquired a new stake in Dimensional US Large Cap Value ETF in the fourth quarter worth about $29,000. Vermillion Wealth Management Inc. increased its stake in shares of Dimensional US Large Cap Value ETF by 58.4% during the first quarter. Vermillion Wealth Management Inc. now owns 974 shares of the company’s stock valued at $35,000 after acquiring an additional 359 shares during the period. O Shaughnessy Asset Management LLC acquired a new position in shares of Dimensional US Large Cap Value ETF during the fourth quarter valued at approximately $55,000. Wells Fargo & Company MN raised its holdings in Dimensional US Large Cap Value ETF by 1,117.8% during the fourth quarter. Wells Fargo & Company MN now owns 2,192 shares of the company’s stock worth $75,000 after purchasing an additional 2,012 shares in the last quarter. Finally, Northwestern Mutual Wealth Management Co. lifted its position in Dimensional US Large Cap Value ETF by 214.5% in the second quarter. Northwestern Mutual Wealth Management Co. now owns 3,242 shares of the company’s stock worth $101,000 after purchasing an additional 2,211 shares during the period.

Dimensional US Large Cap Value ETF Price Performance

Shares of Dimensional US Large Cap Value ETF stock opened at $40.00 on Monday. The business has a fifty day simple moving average of $39.12 and a 200-day simple moving average of $37.16. Dimensional US Large Cap Value ETF has a fifty-two week low of $30.65 and a fifty-two week high of $40.25. The firm has a market cap of $6.52 billion, a price-to-earnings ratio of 15.63 and a beta of 0.79.

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.