Dimensional US Large Cap Value ETF $DFLV Shares Purchased by Kelly Financial Group LLC

Kelly Financial Group LLC increased its holdings in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 7.2% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 414,801 shares of the company’s stock after purchasing an additional 27,759 shares during the period. Dimensional US Large Cap Value ETF accounts for 2.0% of Kelly Financial Group LLC’s investment portfolio, making the stock its 12th biggest position. Kelly Financial Group LLC owned about 0.31% of Dimensional US Large Cap Value ETF worth $13,647,000 as of its most recent SEC filing.

Several other institutional investors have also recently added to or reduced their stakes in DFLV. AE Wealth Management LLC acquired a new stake in Dimensional US Large Cap Value ETF in the 2nd quarter worth about $54,000. Northwestern Mutual Wealth Management Co. lifted its holdings in shares of Dimensional US Large Cap Value ETF by 214.5% during the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 3,242 shares of the company’s stock worth $101,000 after acquiring an additional 2,211 shares during the period. Parkworth Wealth Management Inc. purchased a new position in shares of Dimensional US Large Cap Value ETF during the 2nd quarter worth about $150,000. Qube Research & Technologies Ltd boosted its position in shares of Dimensional US Large Cap Value ETF by 471.0% in the second quarter. Qube Research & Technologies Ltd now owns 5,105 shares of the company’s stock worth $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% in the second quarter. CWM LLC now owns 5,507 shares of the company’s stock valued at $171,000 after purchasing an additional 3,902 shares during the period.

Dimensional US Large Cap Value ETF Stock Performance

Shares of DFLV stock opened at $35.40 on Wednesday. The firm has a market capitalization of $4.80 billion, a price-to-earnings ratio of 15.63 and a beta of 0.91. Dimensional US Large Cap Value ETF has a one year low of $26.26 and a one year high of $35.44. The company has a 50 day moving average price of $33.66 and a 200 day moving average price of $32.65.

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.