LRI Investments LLC Reduces Stock Position in Dimensional US Large Cap Value ETF $DFLV

LRI Investments LLC cut its stake in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 7.6% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 175,324 shares of the company’s stock after selling 14,415 shares during the quarter. LRI Investments LLC’s holdings in Dimensional US Large Cap Value ETF were worth $5,998,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Optiver Holding B.V. purchased a new stake in Dimensional US Large Cap Value ETF in the third quarter worth approximately $42,000. MAI Capital Management purchased a new stake in Dimensional US Large Cap Value ETF during the 3rd quarter valued at $77,000. Huntington National Bank purchased a new stake in Dimensional US Large Cap Value ETF during the 3rd quarter valued at $79,000. 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 valued at $101,000 after buying an additional 2,211 shares during the period. Finally, S.A. Mason LLC bought a new position in shares of Dimensional US Large Cap Value ETF during the 4th quarter valued at $128,000.

Dimensional US Large Cap Value ETF Price Performance

DFLV stock opened at $37.98 on Friday. Dimensional US Large Cap Value ETF has a 1 year low of $29.34 and a 1 year high of $38.28. The company has a market cap of $5.90 billion, a P/E ratio of 15.63 and a beta of 0.81. The stock’s fifty day moving average price is $36.52 and its 200-day moving average price is $35.25.

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.