Financial Harvest LLC Boosts Stake in Dimensional US Large Cap Value ETF $DFLV

Financial Harvest LLC grew its stake in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 45.2% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 53,041 shares of the company’s stock after buying an additional 16,511 shares during the period. Dimensional US Large Cap Value ETF accounts for 1.2% of Financial Harvest LLC’s investment portfolio, making the stock its 14th biggest position. Financial Harvest LLC’s holdings in Dimensional US Large Cap Value ETF were worth $1,745,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also made changes to their positions in the company. Northwestern Mutual Wealth Management Co. acquired a new stake in shares of Dimensional US Large Cap Value ETF during the first quarter valued at $32,000. AE Wealth Management LLC purchased a new position in Dimensional US Large Cap Value ETF in the 2nd quarter valued at about $54,000. Parkworth Wealth Management Inc. acquired a new stake in shares of Dimensional US Large Cap Value ETF during the 2nd quarter worth about $150,000. Qube Research & Technologies Ltd grew its holdings in shares of Dimensional US Large Cap Value ETF by 471.0% during the second quarter. Qube Research & Technologies Ltd now owns 5,105 shares of the company’s stock worth $158,000 after buying an additional 4,211 shares in the last quarter. Finally, CWM LLC grew its holdings in shares of Dimensional US Large Cap Value ETF by 243.1% during the second quarter. CWM LLC now owns 5,507 shares of the company’s stock worth $171,000 after buying an additional 3,902 shares in the last quarter.

Dimensional US Large Cap Value ETF Stock Performance

Shares of DFLV opened at $34.12 on Monday. The company has a market capitalization of $4.58 billion, a price-to-earnings ratio of 15.63 and a beta of 0.91. The company’s 50 day simple moving average is $33.22 and its 200 day simple moving average is $32.30. Dimensional US Large Cap Value ETF has a 1 year low of $26.26 and a 1 year high of $34.71.

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.