Disciplined Investments LLC Has $4.86 Million Stake in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV)

Disciplined Investments LLC increased its holdings in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 24.1% in the 3rd quarter, HoldingsChannel.com reports. The firm owned 157,614 shares of the company’s stock after acquiring an additional 30,586 shares during the period. Dimensional US Large Cap Value ETF accounts for approximately 2.4% of Disciplined Investments LLC’s portfolio, making the stock its 12th biggest position. Disciplined Investments LLC’s holdings in Dimensional US Large Cap Value ETF were worth $4,856,000 as of its most recent SEC filing.

Several other large investors have also added to or reduced their stakes in the business. Foster Group Inc. boosted its holdings in Dimensional US Large Cap Value ETF by 0.5% during the third quarter. Foster Group Inc. now owns 3,303,117 shares of the company’s stock worth $101,769,000 after purchasing an additional 14,854 shares during the last quarter. EP Wealth Advisors LLC boosted its holdings in Dimensional US Large Cap Value ETF by 16.6% during the second quarter. EP Wealth Advisors LLC now owns 2,665,035 shares of the company’s stock worth $77,046,000 after purchasing an additional 380,053 shares during the last quarter. Mosaic Family Wealth Partners LLC boosted its holdings in Dimensional US Large Cap Value ETF by 9.8% during the first quarter. Mosaic Family Wealth Partners LLC now owns 2,287,521 shares of the company’s stock worth $68,603,000 after purchasing an additional 203,896 shares during the last quarter. Truepoint Inc. boosted its holdings in Dimensional US Large Cap Value ETF by 6.4% during the second quarter. Truepoint Inc. now owns 1,911,511 shares of the company’s stock worth $55,262,000 after purchasing an additional 115,474 shares during the last quarter. Finally, Summit Financial Strategies Inc. boosted its holdings in Dimensional US Large Cap Value ETF by 15.1% during the third quarter. Summit Financial Strategies Inc. now owns 1,516,408 shares of the company’s stock worth $46,721,000 after purchasing an additional 199,508 shares during the last quarter.

Dimensional US Large Cap Value ETF Trading Up 0.2 %

Shares of DFLV opened at $32.02 on Friday. Dimensional US Large Cap Value ETF has a 12 month low of $24.11 and a 12 month high of $32.21. The firm has a fifty day simple moving average of $30.75 and a 200 day simple moving average of $29.81. The stock has a market capitalization of $2.06 billion, a price-to-earnings ratio of 13.15 and a beta of 0.78.

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.