Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) Shares Acquired by Mosaic Family Wealth Partners LLC

Mosaic Family Wealth Partners LLC lifted its stake in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 9.8% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 2,287,521 shares of the company’s stock after purchasing an additional 203,896 shares during the period. Dimensional US Large Cap Value ETF accounts for 11.3% of Mosaic Family Wealth Partners LLC’s portfolio, making the stock its 2nd largest position. Mosaic Family Wealth Partners LLC owned 3.56% of Dimensional US Large Cap Value ETF worth $68,603,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors have also modified their holdings of the stock. Envision Financial Planning LLC grew its holdings in Dimensional US Large Cap Value ETF by 9.4% during the 4th quarter. Envision Financial Planning LLC now owns 63,647 shares of the company’s stock worth $1,722,000 after acquiring an additional 5,472 shares during the period. Corrigan Financial Inc. grew its holdings in Dimensional US Large Cap Value ETF by 30.1% during the 4th quarter. Corrigan Financial Inc. now owns 256,624 shares of the company’s stock worth $6,942,000 after acquiring an additional 59,338 shares during the period. Phillips Financial Management LLC grew its holdings in Dimensional US Large Cap Value ETF by 24.9% during the 4th quarter. Phillips Financial Management LLC now owns 533,180 shares of the company’s stock worth $14,423,000 after acquiring an additional 106,130 shares during the period. Ruedi Wealth Management Inc. grew its holdings in Dimensional US Large Cap Value ETF by 219.1% during the 4th quarter. Ruedi Wealth Management Inc. now owns 111,676 shares of the company’s stock worth $3,021,000 after acquiring an additional 76,675 shares during the period. Finally, Financial Counselors Inc. grew its holdings in Dimensional US Large Cap Value ETF by 164.8% during the 4th quarter. Financial Counselors Inc. now owns 62,938 shares of the company’s stock worth $1,702,000 after acquiring an additional 39,169 shares during the period.

Dimensional US Large Cap Value ETF Price Performance

Shares of NYSEARCA DFLV traded down $0.67 during midday trading on Friday, reaching $29.14. 338,938 shares of the stock were exchanged, compared to its average volume of 338,560. The business has a 50-day simple moving average of $29.20 and a two-hundred day simple moving average of $28.79. The company has a market capitalization of $1.87 billion, a price-to-earnings ratio of 13.15 and a beta of 0.78. Dimensional US Large Cap Value ETF has a 12 month low of $23.26 and a 12 month high of $30.59.

About Dimensional US Large Cap Value ETF

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.