Dimensional US Large Cap Value ETF $DFLV is Phillips Financial Management LLC’s 6th Largest Position

Phillips Financial Management LLC lifted its position in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 7.1% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,408,468 shares of the company’s stock after acquiring an additional 93,518 shares during the quarter. Dimensional US Large Cap Value ETF accounts for approximately 3.1% of Phillips Financial Management LLC’s investment portfolio, making the stock its 6th biggest holding. Phillips Financial Management LLC owned approximately 1.07% of Dimensional US Large Cap Value ETF worth $46,339,000 at the end of the most recent quarter.

A number of other institutional investors have also recently modified their holdings of DFLV. Savant Capital LLC raised its holdings in Dimensional US Large Cap Value ETF by 39.3% in the 2nd quarter. Savant Capital LLC now owns 13,169,045 shares of the company’s stock worth $408,504,000 after purchasing an additional 3,712,256 shares during the period. Coldstream Capital Management Inc. purchased a new stake in shares of Dimensional US Large Cap Value ETF in the second quarter valued at approximately $56,768,000. EP Wealth Advisors LLC increased its position in shares of Dimensional US Large Cap Value ETF by 20.3% in the second quarter. EP Wealth Advisors LLC now owns 7,789,534 shares of the company’s stock valued at $241,631,000 after buying an additional 1,316,406 shares in the last quarter. Root Financial Partners LLC raised its stake in shares of Dimensional US Large Cap Value ETF by 105.1% during the 2nd quarter. Root Financial Partners LLC now owns 981,440 shares of the company’s stock worth $30,444,000 after buying an additional 502,826 shares during the period. Finally, Foster Group Inc. lifted its position in shares of Dimensional US Large Cap Value ETF by 12.3% during the 3rd quarter. Foster Group Inc. now owns 4,141,417 shares of the company’s stock valued at $136,253,000 after buying an additional 455,065 shares in the last quarter.

Dimensional US Large Cap Value ETF Stock Performance

Dimensional US Large Cap Value ETF stock opened at $35.44 on Friday. The stock has a market capitalization of $4.82 billion, a P/E ratio of 15.63 and a beta of 0.91. The company’s fifty day moving average price is $33.80 and its 200 day moving average price is $32.73. Dimensional US Large Cap Value ETF has a 1 year low of $26.26 and a 1 year high of $35.52.

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.