Clune & Associates LTD. Makes New $1.77 Million Investment in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV)

Clune & Associates LTD. purchased a new position in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm purchased 58,988 shares of the company’s stock, valued at approximately $1,771,000.

Several other institutional investors and hedge funds have also recently modified their holdings of the company. Savant Capital LLC raised its position in shares of Dimensional US Large Cap Value ETF by 63.5% during the 4th quarter. Savant Capital LLC now owns 6,840,022 shares of the company’s stock valued at $205,406,000 after purchasing an additional 2,655,670 shares during the period. Corient Private Wealth LLC raised its position in shares of Dimensional US Large Cap Value ETF by 10.5% during the 4th quarter. Corient Private Wealth LLC now owns 4,772,108 shares of the company’s stock valued at $143,291,000 after purchasing an additional 454,810 shares during the period. EP Wealth Advisors LLC raised its position in shares of Dimensional US Large Cap Value ETF by 29.9% during the 3rd quarter. EP Wealth Advisors LLC now owns 3,462,912 shares of the company’s stock valued at $106,692,000 after purchasing an additional 797,877 shares during the period. Foster Group Inc. raised its position in shares of Dimensional US Large Cap Value ETF by 1.8% during the 4th quarter. Foster Group Inc. now owns 3,361,578 shares of the company’s stock valued at $100,948,000 after purchasing an additional 58,461 shares during the period. Finally, Truepoint Inc. raised its position in shares of Dimensional US Large Cap Value ETF by 8.9% during the 4th quarter. Truepoint Inc. now owns 2,240,505 shares of the company’s stock valued at $67,282,000 after purchasing an additional 182,394 shares during the period.

Dimensional US Large Cap Value ETF Price Performance

Shares of DFLV stock opened at $30.53 on Monday. The company has a market capitalization of $3.19 billion, a price-to-earnings ratio of 15.87 and a beta of 1.01. Dimensional US Large Cap Value ETF has a one year low of $28.23 and a one year high of $32.78. The company’s fifty day moving average price is $31.02 and its 200-day moving average price is $31.00.

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.