Corient Private Wealth LLC Raises Stock Position in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV)

Corient Private Wealth LLC boosted its holdings in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 10.5% in the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 4,772,108 shares of the company’s stock after buying an additional 454,810 shares during the period. Corient Private Wealth LLC owned 7.43% of Dimensional US Large Cap Value ETF worth $143,291,000 as of its most recent SEC filing.

A number of other institutional investors have also bought and sold shares of the business. Signature Estate & Investment Advisors LLC purchased a new position in shares of Dimensional US Large Cap Value ETF during the third quarter valued at about $217,000. Linscomb Wealth Inc. lifted its holdings in shares of Dimensional US Large Cap Value ETF by 381.9% in the 3rd quarter. Linscomb Wealth Inc. now owns 45,827 shares of the company’s stock valued at $1,412,000 after acquiring an additional 36,318 shares during the last quarter. LJI Wealth Management LLC lifted its holdings in shares of Dimensional US Large Cap Value ETF by 40.0% in the 3rd quarter. LJI Wealth Management LLC now owns 16,873 shares of the company’s stock valued at $520,000 after acquiring an additional 4,825 shares during the last quarter. Envision Financial Planning LLC lifted its holdings in shares of Dimensional US Large Cap Value ETF by 19.7% in the 3rd quarter. Envision Financial Planning LLC now owns 96,377 shares of the company’s stock valued at $2,969,000 after acquiring an additional 15,846 shares during the last quarter. Finally, Phillips Financial Management LLC lifted its holdings in shares of Dimensional US Large Cap Value ETF by 14.2% in the 3rd quarter. Phillips Financial Management LLC now owns 870,256 shares of the company’s stock valued at $26,813,000 after acquiring an additional 107,953 shares during the last quarter.

Dimensional US Large Cap Value ETF Price Performance

Shares of NYSEARCA DFLV opened at $30.16 on Friday. The company has a market cap of $1.94 billion, a P/E ratio of 16.67 and a beta of 0.78. Dimensional US Large Cap Value ETF has a 1 year low of $28.23 and a 1 year high of $32.78. The firm has a 50-day simple moving average of $30.98 and a two-hundred day simple moving average of $30.99.

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.