Long Island Wealth Management Inc. Raises Stock Holdings in Dimensional US Large Cap Value ETF $DFLV

Long Island Wealth Management Inc. boosted its holdings in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 194.2% during the first quarter, Holdings Channel.com reports. The firm owned 22,146 shares of the company’s stock after acquiring an additional 14,619 shares during the period. Long Island Wealth Management Inc.’s holdings in Dimensional US Large Cap Value ETF were worth $791,000 at the end of the most recent reporting period.

Several other institutional investors have also modified their holdings of the stock. Sterling Financial Planning Inc. lifted its position in Dimensional US Large Cap Value ETF by 1.1% in the fourth quarter. Sterling Financial Planning Inc. now owns 27,119 shares of the company’s stock worth $928,000 after buying an additional 303 shares during the last quarter. Strategent Financial LLC boosted its position in Dimensional US Large Cap Value ETF by 0.4% in the 1st quarter. Strategent Financial LLC now owns 94,883 shares of the company’s stock valued at $3,388,000 after buying an additional 346 shares during the period. Vermillion Wealth Management Inc. increased its position in shares of Dimensional US Large Cap Value ETF by 58.4% during the first quarter. Vermillion Wealth Management Inc. now owns 974 shares of the company’s stock worth $35,000 after acquiring an additional 359 shares during the period. Stratos Wealth Partners LTD. raised its stake in shares of Dimensional US Large Cap Value ETF by 4.9% during the fourth quarter. Stratos Wealth Partners LTD. now owns 7,832 shares of the company’s stock valued at $268,000 after acquiring an additional 364 shares in the last quarter. Finally, RAM Investment Partners LLC grew its stake in Dimensional US Large Cap Value ETF by 4.2% in the fourth quarter. RAM Investment Partners LLC now owns 9,149 shares of the company’s stock worth $313,000 after purchasing an additional 366 shares in the last quarter.

Dimensional US Large Cap Value ETF Stock Up 1.3%

Shares of NYSEARCA:DFLV opened at $39.90 on Friday. The stock has a market cap of $6.20 billion, a P/E ratio of 15.63 and a beta of 0.80. Dimensional US Large Cap Value ETF has a 52-week low of $30.65 and a 52-week high of $40.25. The business’s 50 day moving average is $38.60 and its 200 day moving average is $36.73.

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.