Legacy Financial Group Inc. Grows Position in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV)

Legacy Financial Group Inc. boosted its position in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 16.8% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 147,031 shares of the company’s stock after acquiring an additional 21,173 shares during the quarter. Dimensional US Large Cap Value ETF accounts for about 1.6% of Legacy Financial Group Inc.’s holdings, making the stock its 19th biggest holding. Legacy Financial Group Inc. owned 0.23% of Dimensional US Large Cap Value ETF worth $4,251,000 at the end of the most recent reporting period.

A number of other institutional investors also recently added to or reduced their stakes in the company. Innealta Capital LLC acquired a new stake in shares of Dimensional US Large Cap Value ETF in the 2nd quarter valued at $42,000. Global Trust Asset Management LLC increased its holdings in 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. EverSource Wealth Advisors LLC acquired a new stake in Dimensional US Large Cap Value ETF in the fourth quarter valued at $69,000. City State Bank raised its stake in 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 valued at $90,000 after buying an additional 2,560 shares in the last quarter. Finally, PBMares Wealth Management LLC acquired a new position in shares of Dimensional US Large Cap Value ETF during the 1st quarter worth about $220,000.

Dimensional US Large Cap Value ETF Stock Performance

DFLV opened at $30.26 on Wednesday. Dimensional US Large Cap Value ETF has a one year low of $23.26 and a one year high of $30.77. The company has a market cap of $1.94 billion, a P/E ratio of 13.15 and a beta of 0.78. The business’s 50-day simple moving average is $29.76 and its 200-day simple moving average is $29.31.

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.