Disciplined Equity Management Inc. Takes Position in Dimensional US Large Cap Value ETF $DFLV

Disciplined Equity Management Inc. bought a new position in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund bought 33,950 shares of the company’s stock, valued at approximately $1,117,000. Dimensional US Large Cap Value ETF accounts for about 0.6% of Disciplined Equity Management Inc.’s holdings, making the stock its 27th largest holding.

Other institutional investors and hedge funds have also bought and sold shares of the company. Northwestern Mutual Wealth Management Co. bought a new position in Dimensional US Large Cap Value ETF in the 1st quarter valued at about $32,000. Royal Bank of Canada grew its position in shares of Dimensional US Large Cap Value ETF by 22.6% in the first quarter. Royal Bank of Canada now owns 11,631 shares of the company’s stock valued at $356,000 after purchasing an additional 2,143 shares during the last quarter. Goldman Sachs Group Inc. acquired a new position in shares of Dimensional US Large Cap Value ETF in the first quarter valued at approximately $826,000. Signature Estate & Investment Advisors LLC increased its stake in shares of Dimensional US Large Cap Value ETF by 20.2% during the first quarter. Signature Estate & Investment Advisors LLC now owns 46,828 shares of the company’s stock worth $1,432,000 after purchasing an additional 7,884 shares during the period. Finally, Advisory Alpha LLC lifted its holdings in Dimensional US Large Cap Value ETF by 14.7% during the 1st quarter. Advisory Alpha LLC now owns 338,216 shares of the company’s stock worth $10,339,000 after purchasing an additional 43,332 shares during the last quarter.

Dimensional US Large Cap Value ETF Price Performance

DFLV opened at $34.63 on Monday. The business has a fifty day simple moving average of $33.57 and a 200 day simple moving average of $32.58. Dimensional US Large Cap Value ETF has a 1 year low of $26.26 and a 1 year high of $34.71. The company has a market capitalization of $4.68 billion, a PE ratio of 15.63 and a beta of 0.91.

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.