Eldridge Investment Advisors Inc. Takes $1.47 Million Position in Dimensional US Large Cap Value ETF $DFLV

Eldridge Investment Advisors Inc. acquired a new stake in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor acquired 43,025 shares of the company’s stock, valued at approximately $1,472,000.

Several other large investors also recently made changes to their positions in the stock. Cerity Partners LLC boosted its holdings in shares of Dimensional US Large Cap Value ETF by 29.5% in the 4th quarter. Cerity Partners LLC now owns 1,760,605 shares of the company’s stock valued at $60,230,000 after buying an additional 400,889 shares during the last quarter. LPL Financial LLC boosted its holdings in shares of Dimensional US Large Cap Value ETF by 8.5% in the 4th quarter. LPL Financial LLC now owns 1,588,108 shares of the company’s stock valued at $54,329,000 after buying an additional 124,524 shares during the last quarter. O Shaughnessy Asset Management LLC acquired a new stake in shares of Dimensional US Large Cap Value ETF in the 4th quarter valued at approximately $55,000. JPMorgan Chase & Co. boosted its holdings in shares of Dimensional US Large Cap Value ETF by 3.6% in the 4th quarter. JPMorgan Chase & Co. now owns 472,868 shares of the company’s stock valued at $16,177,000 after buying an additional 16,627 shares during the last quarter. Finally, Petersen Hastings Wealth Advisors Inc. acquired a new stake in shares of Dimensional US Large Cap Value ETF in the 4th quarter valued at approximately $1,254,000.

Dimensional US Large Cap Value ETF Trading Up 0.3%

DFLV opened at $39.25 on Tuesday. Dimensional US Large Cap Value ETF has a 1-year low of $30.28 and a 1-year high of $39.89. The stock’s fifty day simple moving average is $37.71 and its 200 day simple moving average is $36.15. The stock has a market cap of $6.10 billion, a PE ratio of 15.63 and a beta of 0.80.

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.