Werba Rubin Papier Wealth Management Reduces Stock Position in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV)

Werba Rubin Papier Wealth Management decreased its position in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLVFree Report) by 2.6% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 21,825 shares of the company’s stock after selling 586 shares during the quarter. Werba Rubin Papier Wealth Management’s holdings in Dimensional US Large Cap Value ETF were worth $631,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also modified their holdings of the company. Foster Group Inc. boosted its position in Dimensional US Large Cap Value ETF by 30,372.3% during the second quarter. Foster Group Inc. now owns 3,288,263 shares of the company’s stock worth $95,064,000 after purchasing an additional 3,277,472 shares in the last quarter. Pathstone Holdings LLC acquired a new stake in Dimensional US Large Cap Value ETF in the 4th quarter valued at about $87,366,000. Corient Private Wealth LLC increased its holdings in Dimensional US Large Cap Value ETF by 14.3% during the 4th quarter. Corient Private Wealth LLC now owns 3,218,158 shares of the company’s stock valued at $87,051,000 after acquiring an additional 402,805 shares in the last quarter. Mosaic Family Wealth Partners LLC increased its holdings in Dimensional US Large Cap Value ETF by 9.8% during the 1st quarter. Mosaic Family Wealth Partners LLC now owns 2,287,521 shares of the company’s stock valued at $68,603,000 after acquiring an additional 203,896 shares in the last quarter. Finally, EP Wealth Advisors LLC lifted its holdings in shares of Dimensional US Large Cap Value ETF by 17.8% in the first quarter. EP Wealth Advisors LLC now owns 2,284,982 shares of the company’s stock valued at $68,527,000 after purchasing an additional 344,757 shares in the last quarter.

Dimensional US Large Cap Value ETF Stock Down 1.1 %

Shares of DFLV traded down $0.33 during mid-day trading on Friday, reaching $29.57. 304,805 shares of the company’s stock were exchanged, compared to its average volume of 338,134. Dimensional US Large Cap Value ETF has a 52-week low of $23.26 and a 52-week high of $30.77. The company has a market cap of $1.90 billion, a price-to-earnings ratio of 13.15 and a beta of 0.78. The company has a 50-day simple moving average of $29.63 and a two-hundred day simple moving average of $29.23.

About Dimensional US Large Cap Value ETF

(Free Report)

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.

Further Reading

Institutional Ownership by Quarter for Dimensional US Large Cap Value ETF (NYSEARCA:DFLV)

Receive News & Ratings for Dimensional US Large Cap Value ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Dimensional US Large Cap Value ETF and related companies with MarketBeat.com's FREE daily email newsletter.