Dimensional US Large Cap Value ETF $DFLV Stock Position Boosted by Johnson Wealth Management LLC

Johnson Wealth Management LLC raised its position in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 9.5% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 174,681 shares of the company’s stock after purchasing an additional 15,196 shares during the quarter. Dimensional US Large Cap Value ETF comprises 3.0% of Johnson Wealth Management LLC’s investment portfolio, making the stock its 9th biggest position. Johnson Wealth Management LLC owned 0.11% of Dimensional US Large Cap Value ETF worth $6,238,000 at the end of the most recent quarter.

Several other hedge funds have also made changes to their positions 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 valued at $139,913,000 after purchasing an additional 2,422,652 shares during the period. Betterment LLC grew its holdings in shares of Dimensional US Large Cap Value ETF by 11.5% during the 3rd quarter. Betterment LLC now owns 673,543 shares of the company’s stock worth $22,160,000 after purchasing an additional 69,719 shares during the period. Wolfstich Capital LLC purchased a new position in shares of Dimensional US Large Cap Value ETF during the 4th quarter worth $6,239,000. JPMorgan Chase & Co. increased its position in shares of Dimensional US Large Cap Value ETF by 5.6% during the 3rd quarter. JPMorgan Chase & Co. now owns 456,241 shares of the company’s stock worth $15,010,000 after purchasing an additional 24,218 shares during the last quarter. Finally, Level Financial Advisors increased its position in shares of Dimensional US Large Cap Value ETF by 12.7% during the 4th 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 during the last quarter.

Dimensional US Large Cap Value ETF Trading Down 0.4%

Shares of DFLV opened at $39.54 on Wednesday. The company’s 50-day moving average price is $38.75 and its 200 day moving average price is $36.85. Dimensional US Large Cap Value ETF has a 12-month low of $30.65 and a 12-month high of $40.25. The firm has a market cap of $6.14 billion, a P/E ratio of 15.63 and a beta of 0.80.

Dimensional US Large Cap Value ETF 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.