Dimensional US Large Cap Value ETF $DFLV Holdings Raised by Tobias Financial Advisors Inc.

Tobias Financial Advisors Inc. increased its position in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 14.3% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 599,978 shares of the company’s stock after acquiring an additional 75,203 shares during the period. Dimensional US Large Cap Value ETF makes up about 2.9% of Tobias Financial Advisors Inc.’s investment portfolio, making the stock its 11th largest position. Tobias Financial Advisors Inc. owned approximately 0.43% of Dimensional US Large Cap Value ETF worth $20,525,000 at the end of the most recent quarter.

Other hedge funds have also recently bought and sold shares of the company. Private Wealth Asset Management LLC acquired a new position in Dimensional US Large Cap Value ETF during the fourth quarter worth about $29,000. Optiver Holding B.V. acquired a new position in Dimensional US Large Cap Value ETF during the third quarter worth about $42,000. O Shaughnessy Asset Management LLC acquired a new position in Dimensional US Large Cap Value ETF during the fourth quarter worth about $55,000. Wells Fargo & Company MN grew its holdings in Dimensional US Large Cap Value ETF by 1,117.8% during the fourth quarter. Wells Fargo & Company MN now owns 2,192 shares of the company’s stock worth $75,000 after acquiring an additional 2,012 shares during the period. Finally, MAI Capital Management acquired a new position in Dimensional US Large Cap Value ETF during the third quarter worth about $77,000.

Dimensional US Large Cap Value ETF Price Performance

NYSEARCA:DFLV opened at $39.89 on Monday. The business’s 50-day moving average price is $38.03 and its 200 day moving average price is $36.35. The firm has a market cap of $6.19 billion, a P/E ratio of 15.63 and a beta of 0.80. Dimensional US Large Cap Value ETF has a 52-week low of $30.32 and a 52-week high of $40.01.

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.