Blue Trust Inc. Increases Stake in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV)

Blue Trust Inc. increased its position in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 41.2% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 135,451 shares of the company’s stock after buying an additional 39,551 shares during the period. Blue Trust Inc. owned about 0.21% of Dimensional US Large Cap Value ETF worth $4,173,000 at the end of the most recent quarter.

Several other institutional investors have also recently made changes to their positions in the company. Cyndeo Wealth Partners LLC increased its stake in shares of Dimensional US Large Cap Value ETF by 2.3% during the fourth quarter. Cyndeo Wealth Partners LLC now owns 104,448 shares of the company’s stock valued at $3,137,000 after buying an additional 2,322 shares during the period. Dynamic Advisor Solutions LLC purchased a new position in shares of Dimensional US Large Cap Value ETF during the fourth quarter valued at $5,972,000. Eclectic Associates Inc. ADV increased its stake in shares of Dimensional US Large Cap Value ETF by 154.9% during the fourth quarter. Eclectic Associates Inc. ADV now owns 77,641 shares of the company’s stock valued at $2,332,000 after buying an additional 47,179 shares during the period. RFG Advisory LLC increased its stake in shares of Dimensional US Large Cap Value ETF by 5.0% during the fourth quarter. RFG Advisory LLC now owns 346,165 shares of the company’s stock valued at $10,395,000 after buying an additional 16,610 shares during the period. Finally, Avior Wealth Management LLC increased its stake in shares of Dimensional US Large Cap Value ETF by 84.9% during the fourth quarter. Avior Wealth Management LLC now owns 132,408 shares of the company’s stock valued at $3,976,000 after buying an additional 60,807 shares during the period.

Dimensional US Large Cap Value ETF Price Performance

DFLV opened at $31.51 on Monday. The business’s 50-day moving average is $31.10 and its two-hundred day moving average is $30.65. Dimensional US Large Cap Value ETF has a 1 year low of $26.97 and a 1 year high of $32.78. The firm has a market capitalization of $2.02 billion, a PE 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.