Dimensional US Large Cap Value ETF $DFLV Stock Purchased by Navigate Wealth Management LLC

Navigate Wealth Management LLC increased its stake in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 10.5% during the third quarter, HoldingsChannel.com reports. The institutional investor owned 351,743 shares of the company’s stock after acquiring an additional 33,430 shares during the quarter. Dimensional US Large Cap Value ETF makes up about 8.7% of Navigate Wealth Management LLC’s investment portfolio, making the stock its 3rd largest position. Navigate Wealth Management LLC’s holdings in Dimensional US Large Cap Value ETF were worth $14,383,000 at the end of the most recent reporting period.

Other institutional investors have also recently added to or reduced their stakes in the company. MFA Wealth Services boosted its stake in Dimensional US Large Cap Value ETF by 236.0% during the third quarter. MFA Wealth Services now owns 38,306 shares of the company’s stock worth $1,539,000 after buying an additional 26,905 shares during the last quarter. GEM Asset Management LLC increased its stake in shares of Dimensional US Large Cap Value ETF by 16.2% in the 3rd quarter. GEM Asset Management LLC now owns 193,046 shares of the company’s stock worth $7,755,000 after acquiring an additional 26,845 shares during the last quarter. PCA Investment Advisory Services Inc. increased its stake in shares of Dimensional US Large Cap Value ETF by 2.2% in the 3rd quarter. PCA Investment Advisory Services Inc. now owns 40,528 shares of the company’s stock worth $1,628,000 after acquiring an additional 878 shares during the last quarter. Level Financial Advisors raised its holdings in shares of Dimensional US Large Cap Value ETF by 1.0% during the 3rd quarter. Level Financial Advisors now owns 305,492 shares of the company’s stock worth $12,272,000 after acquiring an additional 3,168 shares during the period. Finally, Sax Wealth Advisors LLC raised its holdings in shares of Dimensional US Large Cap Value ETF by 11.4% during the 3rd quarter. Sax Wealth Advisors LLC now owns 346,705 shares of the company’s stock worth $13,927,000 after acquiring an additional 35,607 shares during the period.

Dimensional US Large Cap Value ETF Stock Performance

Shares of NYSEARCA DFLV traded down $0.17 during trading on Wednesday, hitting $40.88. 296,008 shares of the company were exchanged, compared to its average volume of 837,406. The company has a fifty day moving average price of $41.41 and a 200-day moving average price of $39.65. The firm has a market capitalization of $7.11 billion, a PE ratio of 15.63 and a beta of 0.79. Dimensional US Large Cap Value ETF has a 12-month low of $32.15 and a 12-month high of $42.35.

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.