Root Financial Partners LLC Acquires 509,190 Shares of Dimensional US Large Cap Value ETF $DFLV

Root Financial Partners LLC raised its stake in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 10.8% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 5,223,140 shares of the company’s stock after buying an additional 509,190 shares during the period. Dimensional US Large Cap Value ETF makes up about 7.0% of Root Financial Partners LLC’s investment portfolio, making the stock its 2nd largest holding. Root Financial Partners LLC’s holdings in Dimensional US Large Cap Value ETF were worth $209,814,000 as of its most recent filing with the SEC.

Other institutional investors also recently modified their holdings of the company. Cetera Investment Advisers lifted its position in shares of Dimensional US Large Cap Value ETF by 58.0% during the 1st quarter. Cetera Investment Advisers now owns 3,667,210 shares of the company’s stock valued at $130,956,000 after acquiring an additional 1,345,977 shares during the last quarter. Mosaic Family Wealth Partners LLC boosted its stake in shares of Dimensional US Large Cap Value ETF by 1.3% during the 1st quarter. Mosaic Family Wealth Partners LLC now owns 2,995,202 shares of the company’s stock worth $106,959,000 after acquiring an additional 37,443 shares in the last quarter. Summit Financial Strategies Inc. boosted its stake in shares of Dimensional US Large Cap Value ETF by 8.8% during the 3rd quarter. Summit Financial Strategies Inc. now owns 2,699,514 shares of the company’s stock worth $108,439,000 after acquiring an additional 218,184 shares in the last quarter. Apella Capital LLC boosted its stake in shares of Dimensional US Large Cap Value ETF by 28.6% during the 3rd quarter. Apella Capital LLC now owns 1,975,047 shares of the company’s stock worth $80,049,000 after acquiring an additional 438,936 shares in the last quarter. Finally, Eclectic Associates Inc. ADV acquired a new position in shares of Dimensional US Large Cap Value ETF in the 3rd quarter worth $51,452,000.

Dimensional US Large Cap Value ETF Stock Up 0.1%

Shares of NYSEARCA DFLV opened at $41.75 on Friday. The stock’s fifty day simple moving average is $41.38 and its 200 day simple moving average is $39.94. The stock has a market capitalization of $7.31 billion, a price-to-earnings ratio of 15.63 and a beta of 0.79. Dimensional US Large Cap Value ETF has a 52-week low of $32.15 and a 52-week high of $42.35.

Dimensional US Large Cap Value ETF Company 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.