Dimensional US Large Cap Value ETF $DFLV Stock Sold by Cyndeo Wealth Partners LLC

Cyndeo Wealth Partners LLC lessened its position in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 11.1% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 99,456 shares of the company’s stock after selling 12,451 shares during the quarter. Cyndeo Wealth Partners LLC owned about 0.06% of Dimensional US Large Cap Value ETF worth $3,995,000 as of its most recent SEC filing.

Other institutional investors have also recently made changes to their positions in the company. Vermillion Wealth Management Inc. increased its position in shares of Dimensional US Large Cap Value ETF by 58.4% during the first 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. Angeles Wealth Management LLC acquired a new position in Dimensional US Large Cap Value ETF in the 1st quarter valued at $41,000. Balefire LLC purchased a new position in Dimensional US Large Cap Value ETF in the 1st quarter valued at $207,000. Cornerstone Advisory LLC acquired a new stake in Dimensional US Large Cap Value ETF during the 1st quarter worth $212,000. Finally, Western Wealth Management LLC acquired a new stake in Dimensional US Large Cap Value ETF during the 1st quarter worth $232,000.

Dimensional US Large Cap Value ETF Stock Up 0.1%

Dimensional US Large Cap Value ETF stock opened at $41.37 on Friday. Dimensional US Large Cap Value ETF has a 52-week low of $32.15 and a 52-week high of $42.35. The firm has a market capitalization of $7.23 billion, a price-to-earnings ratio of 15.63 and a beta of 0.79. The company has a fifty day simple moving average of $41.40 and a 200-day simple moving average of $39.74.

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.