Dimensional US Large Cap Value ETF $DFLV Stake Boosted by Tobias Financial Advisors Inc.

Tobias Financial Advisors Inc. increased its stake in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 14.3% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 599,978 shares of the company’s stock after purchasing an additional 75,203 shares during the quarter. Dimensional US Large Cap Value ETF makes up 2.9% of Tobias Financial Advisors Inc.’s investment portfolio, making the stock its 11th largest holding. Tobias Financial Advisors Inc.’s holdings in Dimensional US Large Cap Value ETF were worth $20,525,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors have also recently bought and sold shares of the company. Private Wealth Asset Management LLC purchased a new position in Dimensional US Large Cap Value ETF in the 4th quarter worth about $29,000. Optiver Holding B.V. purchased a new position in Dimensional US Large Cap Value ETF in the 3rd quarter worth about $42,000. O Shaughnessy Asset Management LLC purchased a new position in Dimensional US Large Cap Value ETF in the 4th quarter worth about $55,000. Wells Fargo & Company MN increased its stake in Dimensional US Large Cap Value ETF by 1,117.8% in the 4th 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, MAI Capital Management purchased a new position in Dimensional US Large Cap Value ETF in the 3rd quarter worth about $77,000.

Dimensional US Large Cap Value ETF Stock Performance

Shares of DFLV opened at $39.89 on Monday. The business’s 50-day moving average price is $38.03 and its 200 day moving average price is $36.35. The stock has a market capitalization of $6.19 billion, a P/E ratio of 15.63 and a beta of 0.80. Dimensional US Large Cap Value ETF has a 1-year low of $30.32 and a 1-year high of $40.01.

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.