Monograph Wealth Advisors LLC Grows Stock Holdings in Dimensional US Large Cap Value ETF $DFLV

Monograph Wealth Advisors LLC lifted its position in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 13.9% in the first quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 295,228 shares of the company’s stock after purchasing an additional 36,130 shares during the quarter. Dimensional US Large Cap Value ETF accounts for about 1.0% of Monograph Wealth Advisors LLC’s holdings, making the stock its 17th largest holding. Monograph Wealth Advisors LLC’s holdings in Dimensional US Large Cap Value ETF were worth $10,543,000 at the end of the most recent reporting period.

Several other institutional investors have also recently modified their holdings of the company. Private Wealth Asset Management LLC purchased a new position in shares of Dimensional US Large Cap Value ETF during the 4th quarter valued at about $29,000. Vermillion Wealth Management Inc. boosted its stake in Dimensional US Large Cap Value ETF by 58.4% in the first quarter. Vermillion Wealth Management Inc. now owns 974 shares of the company’s stock worth $35,000 after buying an additional 359 shares in the last quarter. Angeles Wealth Management LLC bought a new position in Dimensional US Large Cap Value ETF during the first quarter valued at approximately $41,000. O Shaughnessy Asset Management LLC bought a new position in Dimensional US Large Cap Value ETF during the fourth quarter valued at approximately $55,000. Finally, Wells Fargo & Company MN raised its stake in shares of Dimensional US Large Cap Value ETF by 1,117.8% during the fourth quarter. Wells Fargo & Company MN now owns 2,192 shares of the company’s stock worth $75,000 after acquiring an additional 2,012 shares in the last quarter.

Dimensional US Large Cap Value ETF Stock Performance

Shares of DFLV opened at $40.35 on Thursday. The firm has a market cap of $6.65 billion, a price-to-earnings ratio of 15.63 and a beta of 0.79. Dimensional US Large Cap Value ETF has a fifty-two week low of $30.65 and a fifty-two week high of $40.50. The firm has a 50 day moving average price of $39.44 and a 200-day moving average price of $37.48.

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.