Momentous Wealth Management Inc. Invests $5.25 Million in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV)

Momentous Wealth Management Inc. bought a new position in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor bought 174,905 shares of the company’s stock, valued at approximately $5,252,000. Dimensional US Large Cap Value ETF makes up 4.4% of Momentous Wealth Management Inc.’s holdings, making the stock its 8th largest position. Momentous Wealth Management Inc. owned about 0.27% of Dimensional US Large Cap Value ETF at the end of the most recent reporting period.

Other large investors have also made changes to their positions in the company. McIlrath & Eck LLC purchased a new position in Dimensional US Large Cap Value ETF during the 3rd quarter valued at about $72,000. AdvisorNet Financial Inc raised its position in Dimensional US Large Cap Value ETF by 291.9% in the fourth quarter. AdvisorNet Financial Inc now owns 3,135 shares of the company’s stock valued at $94,000 after purchasing an additional 2,335 shares during the period. Addison Advisors LLC grew its stake in shares of Dimensional US Large Cap Value ETF by 477.9% in the fourth quarter. Addison Advisors LLC now owns 3,785 shares of the company’s stock valued at $114,000 after buying an additional 3,130 shares in the last quarter. EverSource Wealth Advisors LLC grew its position in Dimensional US Large Cap Value ETF by 234.8% in the fourth quarter. EverSource Wealth Advisors LLC now owns 3,967 shares of the company’s stock valued at $119,000 after acquiring an additional 2,782 shares in the last quarter. Finally, VSM Wealth Advisory LLC purchased a new stake in shares of Dimensional US Large Cap Value ETF during the fourth quarter worth about $175,000.

Dimensional US Large Cap Value ETF Stock Up 1.3 %

Shares of DFLV opened at $30.93 on Tuesday. Dimensional US Large Cap Value ETF has a 52-week low of $28.23 and a 52-week high of $32.78. The firm has a market cap of $3.23 billion, a price-to-earnings ratio of 15.87 and a beta of 1.01. The business’s 50 day moving average is $31.03 and its two-hundred day moving average is $31.00.

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.