Keel Point LLC Makes New $442,000 Investment in Dimensional US Large Cap Value ETF $DFLV

Keel Point LLC purchased a new stake in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund purchased 12,382 shares of the company’s stock, valued at approximately $442,000.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Sterling Financial Planning Inc. raised its holdings in shares of Dimensional US Large Cap Value ETF by 1.1% during the fourth quarter. Sterling Financial Planning Inc. now owns 27,119 shares of the company’s stock worth $928,000 after acquiring an additional 303 shares during the period. Strategent Financial LLC increased its holdings in Dimensional US Large Cap Value ETF by 0.4% during the 1st quarter. Strategent Financial LLC now owns 94,883 shares of the company’s stock worth $3,388,000 after purchasing an additional 346 shares in the last quarter. Vermillion Wealth Management Inc. increased its holdings in Dimensional US Large Cap Value ETF by 58.4% during 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 in the last quarter. Stratos Wealth Partners LTD. raised its stake in shares of Dimensional US Large Cap Value ETF by 4.9% in the 4th quarter. Stratos Wealth Partners LTD. now owns 7,832 shares of the company’s stock valued at $268,000 after purchasing an additional 364 shares during the period. Finally, RAM Investment Partners LLC raised its stake in shares of Dimensional US Large Cap Value ETF by 4.2% in the 4th 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 period.

Dimensional US Large Cap Value ETF Price Performance

Shares of Dimensional US Large Cap Value ETF stock opened at $40.98 on Tuesday. The firm has a market cap of $6.78 billion, a price-to-earnings ratio of 15.63 and a beta of 0.79. The stock’s 50-day moving average is $39.80 and its 200-day moving average is $37.78. Dimensional US Large Cap Value ETF has a one year low of $30.95 and a one year high of $41.00.

About Dimensional US Large Cap Value ETF

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.