Momentous Wealth Management Inc. Acquires Shares of 174,905 Dimensional US Large Cap Value ETF (NYSEARCA:DFLV)

Momentous Wealth Management Inc. bought a new stake in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm bought 174,905 shares of the company’s stock, valued at approximately $5,252,000. Dimensional US Large Cap Value ETF accounts for 4.4% of Momentous Wealth Management Inc.’s holdings, making the stock its 8th largest position.

Several other hedge funds and other institutional investors have also modified their holdings of the company. McIlrath & Eck LLC bought a new position in shares of Dimensional US Large Cap Value ETF during the 3rd quarter valued at $72,000. AdvisorNet Financial Inc lifted its holdings in Dimensional US Large Cap Value ETF by 291.9% in the 4th quarter. AdvisorNet Financial Inc now owns 3,135 shares of the company’s stock worth $94,000 after purchasing an additional 2,335 shares during the last quarter. Addison Advisors LLC boosted its position in Dimensional US Large Cap Value ETF by 477.9% during the fourth quarter. Addison Advisors LLC now owns 3,785 shares of the company’s stock worth $114,000 after purchasing an additional 3,130 shares during the period. EverSource Wealth Advisors LLC grew its holdings in Dimensional US Large Cap Value ETF by 234.8% during the fourth quarter. EverSource Wealth Advisors LLC now owns 3,967 shares of the company’s stock valued at $119,000 after purchasing an additional 2,782 shares during the last quarter. Finally, VSM Wealth Advisory LLC acquired a new position in Dimensional US Large Cap Value ETF during the fourth quarter valued at approximately $175,000.

Dimensional US Large Cap Value ETF Trading Up 1.3 %

NYSEARCA DFLV opened at $30.93 on Tuesday. Dimensional US Large Cap Value ETF has a 1 year low of $28.23 and a 1 year high of $32.78. The company has a fifty day simple moving average of $31.03 and a 200 day simple moving average of $31.00. The company has a market cap of $3.23 billion, a P/E ratio of 15.87 and a beta of 1.01.

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.