Gradient Capital Advisors LLC Grows Stock Position in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV)

Gradient Capital Advisors LLC lifted its position in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 20.6% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 79,161 shares of the company’s stock after acquiring an additional 13,542 shares during the period. Gradient Capital Advisors LLC owned 0.12% of Dimensional US Large Cap Value ETF worth $2,377,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors have also recently made changes to their positions in the company. Wealthcare Advisory Partners LLC boosted its stake in Dimensional US Large Cap Value ETF by 29.6% during the 4th quarter. Wealthcare Advisory Partners LLC now owns 18,169 shares of the company’s stock worth $546,000 after purchasing an additional 4,155 shares during the last quarter. Sanctuary Wealth Management L.L.C. lifted its stake in shares of Dimensional US Large Cap Value ETF by 62.3% in the third quarter. Sanctuary Wealth Management L.L.C. now owns 67,830 shares of the company’s stock worth $2,090,000 after buying an additional 26,025 shares in the last quarter. Park Avenue Securities LLC lifted its stake in shares of Dimensional US Large Cap Value ETF by 120.1% in the fourth quarter. Park Avenue Securities LLC now owns 35,288 shares of the company’s stock worth $1,060,000 after buying an additional 19,258 shares in the last quarter. JPMorgan Chase & Co. boosted its position in Dimensional US Large Cap Value ETF by 4,576.2% during the third quarter. JPMorgan Chase & Co. now owns 36,194 shares of the company’s stock worth $1,115,000 after acquiring an additional 35,420 shares during the last quarter. Finally, MML Investors Services LLC grew its stake in Dimensional US Large Cap Value ETF by 26.5% during the 3rd quarter. MML Investors Services LLC now owns 11,934 shares of the company’s stock valued at $368,000 after acquiring an additional 2,500 shares in the last quarter.

Dimensional US Large Cap Value ETF Trading Up 0.2 %

DFLV stock opened at $31.37 on Wednesday. The company has a market cap of $2.01 billion, a price-to-earnings ratio of 13.15 and a beta of 0.78. The firm has a 50-day moving average of $30.89 and a two-hundred day moving average of $30.79. Dimensional US Large Cap Value ETF has a 12 month low of $26.97 and a 12 month high of $32.78.

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.