Coldstream Capital Management Inc. Increases Stock Holdings in Dimensional US Large Cap Value ETF $DFLV

Coldstream Capital Management Inc. raised its position in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 132.4% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 4,252,689 shares of the company’s stock after purchasing an additional 2,422,652 shares during the quarter. Dimensional US Large Cap Value ETF accounts for approximately 1.9% of Coldstream Capital Management Inc.’s holdings, making the stock its 16th biggest position. Coldstream Capital Management Inc. owned about 3.17% of Dimensional US Large Cap Value ETF worth $139,913,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. Savant Capital LLC boosted its holdings in shares of Dimensional US Large Cap Value ETF by 19.6% in the third quarter. Savant Capital LLC now owns 15,753,562 shares of the company’s stock worth $518,292,000 after buying an additional 2,584,517 shares during the last quarter. EP Wealth Advisors LLC increased its holdings in Dimensional US Large Cap Value ETF by 20.3% during the second quarter. EP Wealth Advisors LLC now owns 7,789,534 shares of the company’s stock valued at $241,631,000 after buying an additional 1,316,406 shares during the last quarter. Corient Private Wealth LLC increased its holdings in Dimensional US Large Cap Value ETF by 4.9% during the second quarter. Corient Private Wealth LLC now owns 5,629,872 shares of the company’s stock valued at $174,639,000 after buying an additional 263,180 shares during the last quarter. Foster Group Inc. raised its position in Dimensional US Large Cap Value ETF by 12.3% in the third quarter. Foster Group Inc. now owns 4,141,417 shares of the company’s stock worth $136,253,000 after acquiring an additional 455,065 shares during the period. Finally, Truepoint Inc. raised its position in Dimensional US Large Cap Value ETF by 11.6% in the third quarter. Truepoint Inc. now owns 3,149,359 shares of the company’s stock worth $103,614,000 after acquiring an additional 328,469 shares during the period.

Dimensional US Large Cap Value ETF Price Performance

Shares of Dimensional US Large Cap Value ETF stock opened at $35.92 on Wednesday. Dimensional US Large Cap Value ETF has a 1-year low of $26.26 and a 1-year high of $37.45. The company’s fifty day simple moving average is $36.20 and its 200-day simple moving average is $34.28. The stock has a market capitalization of $5.01 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.