TCI Wealth Advisors Inc. Boosts Stock Position in Dimensional US Large Cap Value ETF $DFLV

TCI Wealth Advisors Inc. lifted its stake in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 9.0% in the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 294,720 shares of the company’s stock after purchasing an additional 24,404 shares during the quarter. Dimensional US Large Cap Value ETF comprises about 0.6% of TCI Wealth Advisors Inc.’s holdings, making the stock its 27th largest holding. TCI Wealth Advisors Inc. owned 0.19% of Dimensional US Large Cap Value ETF worth $10,524,000 as of its most recent filing with the SEC.

Other institutional investors have also recently added to or reduced their stakes in the company. Private Wealth Asset Management LLC acquired a new stake in shares of Dimensional US Large Cap Value ETF during the 4th quarter worth about $29,000. Vermillion Wealth Management Inc. lifted its position in Dimensional US Large Cap Value ETF by 58.4% in the first quarter. Vermillion Wealth Management Inc. now owns 974 shares of the company’s stock valued at $35,000 after buying an additional 359 shares during the last quarter. O Shaughnessy Asset Management LLC acquired a new position in Dimensional US Large Cap Value ETF in the fourth quarter valued at about $55,000. Wells Fargo & Company MN boosted its stake 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 buying an additional 2,012 shares during the period. Finally, MAI Capital Management purchased a new position in Dimensional US Large Cap Value ETF during the third quarter worth about $77,000.

Dimensional US Large Cap Value ETF Price Performance

Shares of DFLV opened at $39.71 on Friday. Dimensional US Large Cap Value ETF has a 1-year low of $30.65 and a 1-year high of $40.25. The stock has a market cap of $6.40 billion, a PE ratio of 15.63 and a beta of 0.79. The firm has a 50-day simple moving average of $38.89 and a two-hundred day simple moving average of $36.94.

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.