Zhang Financial LLC Cuts Stock Holdings in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV)

Zhang Financial LLC lessened its position in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 5.0% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 29,689 shares of the company’s stock after selling 1,564 shares during the quarter. Zhang Financial LLC’s holdings in Dimensional US Large Cap Value ETF were worth $915,000 as of its most recent SEC filing.

A number of other institutional investors have also recently made changes to their positions in DFLV. Innealta Capital LLC purchased a new position in Dimensional US Large Cap Value ETF in the 2nd quarter valued at $42,000. Global Trust Asset Management LLC raised its position in shares of Dimensional US Large Cap Value ETF by 126.8% in the second quarter. Global Trust Asset Management LLC now owns 2,046 shares of the company’s stock valued at $59,000 after buying an additional 1,144 shares during the last quarter. City State Bank lifted its stake in shares of Dimensional US Large Cap Value ETF by 449.1% in the second quarter. City State Bank now owns 3,130 shares of the company’s stock worth $90,000 after buying an additional 2,560 shares in the last quarter. Family CFO Inc boosted its position in Dimensional US Large Cap Value ETF by 91.5% during the first quarter. Family CFO Inc now owns 8,460 shares of the company’s stock worth $254,000 after acquiring an additional 4,042 shares during the last quarter. Finally, Choreo LLC purchased a new stake in Dimensional US Large Cap Value ETF during the 2nd quarter valued at about $253,000.

Dimensional US Large Cap Value ETF Stock Down 0.7 %

Shares of DFLV opened at $31.24 on Wednesday. Dimensional US Large Cap Value ETF has a 52-week low of $23.26 and a 52-week high of $31.52. The stock has a fifty day simple moving average of $30.24 and a two-hundred day simple moving average of $29.56. The company has a market capitalization of $2.01 billion, a PE ratio of 13.15 and a beta of 0.78.

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.