Focus Partners Advisor Solutions LLC Has $7.22 Million Stock Holdings in Dimensional US Large Cap Value ETF $DFLV

Focus Partners Advisor Solutions LLC lessened its holdings in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 15.0% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 210,932 shares of the company’s stock after selling 37,293 shares during the period. Focus Partners Advisor Solutions LLC owned approximately 0.15% of Dimensional US Large Cap Value ETF worth $7,216,000 at the end of the most recent quarter.

Other hedge funds have also recently added to or reduced their stakes in the company. Coldstream Capital Management Inc. raised its position in Dimensional US Large Cap Value ETF by 132.4% in the third quarter. Coldstream Capital Management Inc. now owns 4,252,689 shares of the company’s stock worth $139,913,000 after purchasing an additional 2,422,652 shares in the last quarter. Betterment LLC raised its position in Dimensional US Large Cap Value ETF by 11.5% in the third quarter. Betterment LLC now owns 673,543 shares of the company’s stock worth $22,160,000 after purchasing an additional 69,719 shares in the last quarter. Phillips Financial Management LLC raised its position in Dimensional US Large Cap Value ETF by 4.0% in the fourth quarter. Phillips Financial Management LLC now owns 1,464,846 shares of the company’s stock worth $50,112,000 after purchasing an additional 56,378 shares in the last quarter. Wolfstich Capital LLC acquired a new position in Dimensional US Large Cap Value ETF in the fourth quarter worth about $6,239,000. Finally, Level Financial Advisors raised its position in Dimensional US Large Cap Value ETF by 12.7% in the fourth quarter. Level Financial Advisors now owns 274,575 shares of the company’s stock worth $9,393,000 after purchasing an additional 30,958 shares in the last quarter.

Dimensional US Large Cap Value ETF Stock Up 0.3%

NYSEARCA:DFLV opened at $39.25 on Tuesday. Dimensional US Large Cap Value ETF has a 12-month low of $30.28 and a 12-month high of $39.89. The firm has a market capitalization of $6.10 billion, a PE ratio of 15.63 and a beta of 0.80. The firm has a 50-day moving average price of $37.71 and a 200 day moving average price of $36.15.

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.