Dimensional US Large Cap Value ETF $DFLV Shares Newly Purchased by M Holdings Securities Inc.

M Holdings Securities Inc. purchased a new stake in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The fund purchased 61,079 shares of the company’s stock, valued at approximately $2,554,000.

Several other institutional investors have also recently added to or reduced their stakes in the stock. Root Financial Partners LLC lifted its position in Dimensional US Large Cap Value ETF by 10.8% during the 3rd quarter. Root Financial Partners LLC now owns 5,223,140 shares of the company’s stock worth $209,814,000 after acquiring an additional 509,190 shares during the period. Vise Technologies Inc. grew its stake in shares of Dimensional US Large Cap Value ETF by 12.4% in the 3rd quarter. Vise Technologies Inc. now owns 5,162,450 shares of the company’s stock valued at $207,376,000 after purchasing an additional 568,622 shares during the last quarter. Cetera Investment Advisers grew its stake in shares of Dimensional US Large Cap Value ETF by 58.0% in the 1st quarter. Cetera Investment Advisers now owns 3,667,210 shares of the company’s stock valued at $130,956,000 after purchasing an additional 1,345,977 shares during the last quarter. Summit Financial Strategies Inc. increased its holdings in shares of Dimensional US Large Cap Value ETF by 8.8% in the third quarter. Summit Financial Strategies Inc. now owns 2,699,514 shares of the company’s stock valued at $108,439,000 after purchasing an additional 218,184 shares during the period. Finally, Apella Capital LLC increased its holdings in shares of Dimensional US Large Cap Value ETF by 28.6% in the third quarter. Apella Capital LLC now owns 1,975,047 shares of the company’s stock valued at $80,049,000 after purchasing an additional 438,936 shares during the period.

Dimensional US Large Cap Value ETF Stock Performance

NYSEARCA:DFLV opened at $41.01 on Monday. Dimensional US Large Cap Value ETF has a 12-month low of $32.15 and a 12-month high of $42.69. The stock’s 50 day simple moving average is $41.31 and its 200-day simple moving average is $39.08. The firm has a market cap of $7.25 billion, a P/E ratio of 15.63 and a beta of 0.77.

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.