Francis Financial Inc. Buys 102,108 Shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV)

Francis Financial Inc. lifted its position in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 48.0% in the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 314,666 shares of the company’s stock after purchasing an additional 102,108 shares during the period. Dimensional US Large Cap Value ETF accounts for about 2.6% of Francis Financial Inc.’s investment portfolio, making the stock its 12th biggest position. Francis Financial Inc.’s holdings in Dimensional US Large Cap Value ETF were worth $9,695,000 at the end of the most recent reporting period.

Several other institutional investors also recently bought and sold shares of DFLV. Foster Group Inc. increased its stake in shares of Dimensional US Large Cap Value ETF by 30,372.3% during the second quarter. Foster Group Inc. now owns 3,288,263 shares of the company’s stock valued at $95,064,000 after buying an additional 3,277,472 shares during the period. Destiny Wealth Partners LLC bought a new stake in shares of Dimensional US Large Cap Value ETF in the 2nd quarter valued at about $24,489,000. Savant Capital LLC lifted its position in shares of Dimensional US Large Cap Value ETF by 272.6% in the 2nd quarter. Savant Capital LLC now owns 919,054 shares of the company’s stock worth $26,570,000 after purchasing an additional 672,374 shares during the period. Summit Financial Strategies Inc. boosted its stake in shares of Dimensional US Large Cap Value ETF by 60.6% during the second quarter. Summit Financial Strategies Inc. now owns 1,316,900 shares of the company’s stock valued at $38,072,000 after purchasing an additional 496,863 shares in the last quarter. Finally, EP Wealth Advisors LLC boosted its stake in shares of 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 valued at $77,046,000 after purchasing an additional 380,053 shares in the last quarter.

Dimensional US Large Cap Value ETF Stock Up 0.2 %

Shares of NYSEARCA:DFLV opened at $32.02 on Friday. The firm has a 50 day moving average of $30.75 and a 200 day moving average of $29.81. The company has a market capitalization of $2.06 billion, a price-to-earnings ratio of 13.15 and a beta of 0.78. Dimensional US Large Cap Value ETF has a 52 week low of $24.11 and a 52 week high of $32.21.

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.