Ferguson Johnson Wealth Management Inc Takes Position in Dimensional US Large Cap Value ETF $DFLV

Ferguson Johnson Wealth Management Inc acquired a new stake in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 57,397 shares of the company’s stock, valued at approximately $1,963,000. Dimensional US Large Cap Value ETF accounts for approximately 1.6% of Ferguson Johnson Wealth Management Inc’s investment portfolio, making the stock its 14th largest position.

Other hedge funds have also modified their holdings of the company. Optiver Holding B.V. acquired a new position in shares of Dimensional US Large Cap Value ETF in the third quarter valued at about $42,000. MAI Capital Management acquired a new position in shares of Dimensional US Large Cap Value ETF in the third quarter valued at about $77,000. Huntington National Bank acquired a new position in shares of Dimensional US Large Cap Value ETF in the third quarter valued at about $79,000. Northwestern Mutual Wealth Management Co. increased its holdings in shares of 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 purchasing an additional 2,211 shares during the period. Finally, S.A. Mason LLC acquired a new position in shares of Dimensional US Large Cap Value ETF in the fourth quarter valued at about $128,000.

Dimensional US Large Cap Value ETF Stock Performance

Shares of DFLV stock opened at $38.76 on Friday. The stock’s 50-day simple moving average is $36.90 and its 200-day simple moving average is $35.65. The firm has a market capitalization of $6.02 billion, a PE ratio of 15.63 and a beta of 0.81. Dimensional US Large Cap Value ETF has a fifty-two week low of $29.34 and a fifty-two week high of $38.87.

About Dimensional US Large Cap Value ETF

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.