Corient Private Wealth LLC Buys 454,810 Shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV)

Corient Private Wealth LLC grew its stake in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 10.5% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 4,772,108 shares of the company’s stock after acquiring an additional 454,810 shares during the period. Corient Private Wealth LLC owned about 0.07% of Dimensional US Large Cap Value ETF worth $143,291,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently modified their holdings of DFLV. Signature Estate & Investment Advisors LLC bought a new stake in shares of Dimensional US Large Cap Value ETF during the third quarter valued at approximately $217,000. Linscomb Wealth Inc. increased its holdings in Dimensional US Large Cap Value ETF by 381.9% during the third quarter. Linscomb Wealth Inc. now owns 45,827 shares of the company’s stock valued at $1,412,000 after buying an additional 36,318 shares during the period. LJI Wealth Management LLC increased its holdings in Dimensional US Large Cap Value ETF by 40.0% during the third quarter. LJI Wealth Management LLC now owns 16,873 shares of the company’s stock valued at $520,000 after buying an additional 4,825 shares during the period. Envision Financial Planning LLC increased its holdings in Dimensional US Large Cap Value ETF by 19.7% during the third quarter. Envision Financial Planning LLC now owns 96,377 shares of the company’s stock valued at $2,969,000 after buying an additional 15,846 shares during the period. Finally, Phillips Financial Management LLC increased its holdings in Dimensional US Large Cap Value ETF by 14.2% during the third quarter. Phillips Financial Management LLC now owns 870,256 shares of the company’s stock valued at $26,813,000 after buying an additional 107,953 shares during the period.

Dimensional US Large Cap Value ETF Stock Up 2.0 %

Shares of DFLV stock opened at $30.16 on Friday. The firm has a market cap of $1.94 billion, a price-to-earnings ratio of 16.67 and a beta of 0.78. The company’s 50 day moving average is $30.98 and its 200 day moving average is $30.99. Dimensional US Large Cap Value ETF has a 52-week low of $28.23 and a 52-week high of $32.78.

Dimensional US Large Cap Value ETF Company 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.