Trinity Financial Advisors LLC Has $1.73 Million Stake in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV)

Trinity Financial Advisors LLC cut its position in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 16.1% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 57,659 shares of the company’s stock after selling 11,048 shares during the quarter. Dimensional US Large Cap Value ETF accounts for about 0.7% of Trinity Financial Advisors LLC’s portfolio, making the stock its 24th biggest holding. Trinity Financial Advisors LLC owned about 0.09% of Dimensional US Large Cap Value ETF worth $1,729,000 at the end of the most recent reporting period.

A number of other institutional investors have also made changes to their positions in the business. Collective Family Office LLC boosted its position in Dimensional US Large Cap Value ETF by 7.2% during the fourth quarter. Collective Family Office LLC now owns 76,036 shares of the company’s stock valued at $2,283,000 after purchasing an additional 5,087 shares during the last quarter. Strathmore Capital Advisors Inc. acquired a new stake in shares of Dimensional US Large Cap Value ETF in the 4th quarter valued at approximately $301,000. JPMorgan Chase & Co. grew its stake in shares of Dimensional US Large Cap Value ETF by 4,576.2% in the third quarter. JPMorgan Chase & Co. now owns 36,194 shares of the company’s stock valued at $1,115,000 after buying an additional 35,420 shares in the last quarter. McIlrath & Eck LLC acquired a new position in Dimensional US Large Cap Value ETF during the third quarter worth $72,000. Finally, RB Capital Management LLC bought a new stake in Dimensional US Large Cap Value ETF during the third quarter worth $239,000.

Dimensional US Large Cap Value ETF Price Performance

DFLV stock traded down $0.44 during trading hours on Friday, reaching $29.84. The stock had a trading volume of 577,221 shares, compared to its average volume of 520,899. The stock has a 50-day simple moving average of $31.25 and a 200 day simple moving average of $30.46. Dimensional US Large Cap Value ETF has a fifty-two week low of $26.31 and a fifty-two week high of $32.78. The stock has a market capitalization of $1.92 billion, a PE ratio of 13.15 and a beta of 0.78.

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.