Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) is Mustard Seed Financial LLC’s 7th Largest Position

Mustard Seed Financial LLC grew its holdings in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 28.6% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 123,834 shares of the company’s stock after purchasing an additional 27,530 shares during the quarter. Dimensional US Large Cap Value ETF makes up about 3.2% of Mustard Seed Financial LLC’s investment portfolio, making the stock its 7th biggest position. Mustard Seed Financial LLC’s holdings in Dimensional US Large Cap Value ETF were worth $3,815,000 as of its most recent SEC filing.

A number of other large investors also recently made changes to their positions in DFLV. Foster Group Inc. increased its stake in Dimensional US Large Cap Value ETF by 0.5% in the third quarter. Foster Group Inc. now owns 3,303,117 shares of the company’s stock valued at $101,769,000 after purchasing an additional 14,854 shares during the last quarter. EP Wealth Advisors LLC grew its holdings in Dimensional US Large Cap Value ETF by 16.6% in the second quarter. EP Wealth Advisors LLC now owns 2,665,035 shares of the company’s stock valued at $77,046,000 after purchasing an additional 380,053 shares during the period. Mosaic Family Wealth Partners LLC grew its holdings in Dimensional US Large Cap Value ETF by 9.8% in the first quarter. Mosaic Family Wealth Partners LLC now owns 2,287,521 shares of the company’s stock valued at $68,603,000 after purchasing an additional 203,896 shares during the period. Truepoint Inc. increased its position in Dimensional US Large Cap Value ETF by 6.4% during the second quarter. Truepoint Inc. now owns 1,911,511 shares of the company’s stock worth $55,262,000 after purchasing an additional 115,474 shares during the last quarter. Finally, Summit Financial Strategies Inc. raised its stake in Dimensional US Large Cap Value ETF by 60.6% during the second quarter. Summit Financial Strategies Inc. now owns 1,316,900 shares of the company’s stock worth $38,072,000 after purchasing an additional 496,863 shares during the period.

Dimensional US Large Cap Value ETF Price Performance

DFLV stock traded down $0.01 during trading on Tuesday, reaching $31.45. 57,458 shares of the stock traded hands, compared to its average volume of 336,046. Dimensional US Large Cap Value ETF has a 52-week low of $23.26 and a 52-week high of $31.51. The firm has a market capitalization of $2.02 billion, a PE ratio of 13.15 and a beta of 0.78. The business’s 50 day moving average price is $30.19 and its 200-day moving average price is $29.55.

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.