Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) is GEN Financial Management INC.’s 8th Largest Position

GEN Financial Management INC. decreased its holdings in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 18.5% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 57,572 shares of the company’s stock after selling 13,032 shares during the quarter. Dimensional US Large Cap Value ETF makes up approximately 1.2% of GEN Financial Management INC.’s portfolio, making the stock its 8th biggest position. GEN Financial Management INC.’s holdings in Dimensional US Large Cap Value ETF were worth $1,760,000 as of its most recent SEC filing.

Other institutional investors have also recently added to or reduced their stakes in the company. Topsail Wealth Management LLC purchased a new stake in Dimensional US Large Cap Value ETF during the fourth quarter worth approximately $29,000. Huntington National Bank increased its position in Dimensional US Large Cap Value ETF by 6,572.3% during the fourth quarter. Huntington National Bank now owns 3,136 shares of the company’s stock worth $94,000 after buying an additional 3,089 shares during the period. Addison Advisors LLC increased its position in Dimensional US Large Cap Value ETF by 477.9% during the fourth quarter. Addison Advisors LLC now owns 3,785 shares of the company’s stock worth $114,000 after buying an additional 3,130 shares during the period. EverSource Wealth Advisors LLC increased its position in Dimensional US Large Cap Value ETF by 234.8% during the fourth quarter. EverSource Wealth Advisors LLC now owns 3,967 shares of the company’s stock worth $119,000 after buying an additional 2,782 shares during the period. Finally, VSM Wealth Advisory LLC acquired a new position in Dimensional US Large Cap Value ETF during the fourth quarter worth approximately $175,000.

Dimensional US Large Cap Value ETF Stock Up 0.3%

DFLV opened at $30.66 on Friday. The firm has a market cap of $3.55 billion, a price-to-earnings ratio of 15.22 and a beta of 0.92. Dimensional US Large Cap Value ETF has a 52 week low of $26.26 and a 52 week high of $32.78. The business’s 50 day moving average is $29.34 and its two-hundred day moving average is $30.34.

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.