Dimensional US Large Cap Value ETF $DFLV Shares Acquired by Apella Capital LLC

Apella Capital LLC lifted its stake in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 28.6% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 1,975,047 shares of the company’s stock after buying an additional 438,936 shares during the quarter. Dimensional US Large Cap Value ETF comprises about 1.0% of Apella Capital LLC’s holdings, making the stock its 20th biggest holding. Apella Capital LLC owned 1.14% of Dimensional US Large Cap Value ETF worth $80,049,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors have also recently made changes to their positions in DFLV. Corient Private Wealth LLC boosted its holdings in shares of Dimensional US Large Cap Value ETF by 21.4% in the fourth quarter. Corient Private Wealth LLC now owns 6,263,508 shares of the company’s stock valued at $214,275,000 after acquiring an additional 1,106,051 shares during the period. Cetera Investment Advisers boosted its holdings in shares of Dimensional US Large Cap Value ETF by 58.0% in the first quarter. Cetera Investment Advisers now owns 3,667,210 shares of the company’s stock valued at $130,956,000 after acquiring an additional 1,345,977 shares in the last quarter. Truepoint Inc. increased its position in Dimensional US Large Cap Value ETF by 8.3% during the 4th quarter. Truepoint Inc. now owns 3,410,368 shares of the company’s stock worth $116,669,000 after purchasing an additional 261,009 shares during the period. Root Financial Partners LLC grew its holdings in Dimensional US Large Cap Value ETF by 14.6% during the first quarter. Root Financial Partners LLC now owns 3,143,873 shares of the company’s stock worth $112,268,000 after acquiring an additional 399,663 shares during the period. Finally, Mosaic Family Wealth Partners LLC grew its stake in shares of Dimensional US Large Cap Value ETF by 1.3% during the 1st quarter. Mosaic Family Wealth Partners LLC now owns 2,995,202 shares of the company’s stock worth $106,959,000 after purchasing an additional 37,443 shares during the period.

Dimensional US Large Cap Value ETF Price Performance

Dimensional US Large Cap Value ETF stock traded up $0.08 during mid-day trading on Thursday, reaching $40.61. The company had a trading volume of 292,611 shares, compared to its average volume of 840,443. Dimensional US Large Cap Value ETF has a 1 year low of $32.06 and a 1 year high of $42.35. The company has a market capitalization of $7.02 billion, a P/E ratio of 15.63 and a beta of 0.79. The stock’s 50-day simple moving average is $41.41 and its 200-day simple moving average is $39.50.

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.