Disciplined Investments LLC Has $10.86 Million Holdings in Dimensional US Large Cap Value ETF $DFLV

Disciplined Investments LLC increased its stake in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 5.1% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 330,061 shares of the company’s stock after acquiring an additional 15,899 shares during the quarter. Dimensional US Large Cap Value ETF comprises 4.3% of Disciplined Investments LLC’s holdings, making the stock its 2nd largest holding. Disciplined Investments LLC owned about 0.25% of Dimensional US Large Cap Value ETF worth $10,859,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds have also added to or reduced their stakes in the company. AE Wealth Management LLC acquired a new position in shares of Dimensional US Large Cap Value ETF in the 2nd quarter worth approximately $54,000. Northwestern Mutual Wealth Management Co. lifted its holdings in Dimensional US Large Cap Value ETF by 214.5% in the second quarter. Northwestern Mutual Wealth Management Co. now owns 3,242 shares of the company’s stock valued at $101,000 after buying an additional 2,211 shares during the period. Parkworth Wealth Management Inc. acquired a new position in Dimensional US Large Cap Value ETF in the second quarter valued at $150,000. Qube Research & Technologies Ltd boosted its position in 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 valued at $158,000 after acquiring an additional 4,211 shares during the last quarter. Finally, CWM LLC grew its holdings in Dimensional US Large Cap Value ETF by 243.1% during the 2nd quarter. CWM LLC now owns 5,507 shares of the company’s stock worth $171,000 after acquiring an additional 3,902 shares during the period.

Dimensional US Large Cap Value ETF Price Performance

Shares of NYSEARCA:DFLV opened at $35.70 on Wednesday. Dimensional US Large Cap Value ETF has a 1 year low of $26.26 and a 1 year high of $35.94. The business’s 50-day moving average is $34.42 and its 200-day moving average is $33.09. The company has a market capitalization of $4.94 billion, a price-to-earnings 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.