Dimensional US Large Cap Value ETF $DFLV Shares Purchased by Johnson Wealth Management LLC

Johnson Wealth Management LLC raised its position in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 9.5% during the first quarter, Holdings Channel reports. The firm owned 174,681 shares of the company’s stock after buying an additional 15,196 shares during the quarter. Dimensional US Large Cap Value ETF comprises 3.0% of Johnson Wealth Management LLC’s portfolio, making the stock its 9th largest holding. Johnson Wealth Management LLC’s holdings in Dimensional US Large Cap Value ETF were worth $6,238,000 as of its most recent SEC filing.

A number of other large investors also recently added to or reduced their stakes in the company. Coldstream Capital Management Inc. grew its stake in shares of Dimensional US Large Cap Value ETF by 132.4% in the third quarter. Coldstream Capital Management Inc. now owns 4,252,689 shares of the company’s stock valued at $139,913,000 after buying an additional 2,422,652 shares in the last quarter. Betterment LLC grew its position in Dimensional US Large Cap Value ETF by 11.5% in the 3rd quarter. Betterment LLC now owns 673,543 shares of the company’s stock valued at $22,160,000 after acquiring an additional 69,719 shares in the last quarter. Wolfstich Capital LLC acquired a new position in Dimensional US Large Cap Value ETF in the 4th quarter valued at about $6,239,000. JPMorgan Chase & Co. increased its stake in Dimensional US Large Cap Value ETF by 5.6% during the third quarter. JPMorgan Chase & Co. now owns 456,241 shares of the company’s stock worth $15,010,000 after purchasing an additional 24,218 shares during the period. Finally, Level Financial Advisors increased its stake in Dimensional US Large Cap Value ETF by 12.7% during the fourth quarter. Level Financial Advisors now owns 274,575 shares of the company’s stock worth $9,393,000 after purchasing an additional 30,958 shares during the period.

Dimensional US Large Cap Value ETF Stock Performance

Shares of DFLV opened at $39.54 on Wednesday. The stock has a market capitalization of $6.14 billion, a PE ratio of 15.63 and a beta of 0.80. Dimensional US Large Cap Value ETF has a 1 year low of $30.65 and a 1 year high of $40.25. The company’s 50-day simple moving average is $38.75 and its 200-day simple moving average is $36.85.

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.