Disciplined Equity Management Inc. Invests $1.12 Million in Dimensional US Large Cap Value ETF $DFLV

Disciplined Equity Management Inc. purchased a new stake in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm purchased 33,950 shares of the company’s stock, valued at approximately $1,117,000. Dimensional US Large Cap Value ETF makes up approximately 0.6% of Disciplined Equity Management Inc.’s investment portfolio, making the stock its 27th largest holding.

Other institutional investors have also added to or reduced their stakes in the company. Northwestern Mutual Wealth Management Co. bought a new position in Dimensional US Large Cap Value ETF in the 1st quarter valued at approximately $32,000. Royal Bank of Canada grew its stake in shares of Dimensional US Large Cap Value ETF by 22.6% during the first quarter. Royal Bank of Canada now owns 11,631 shares of the company’s stock worth $356,000 after buying an additional 2,143 shares during the last quarter. Goldman Sachs Group Inc. acquired a new position in shares of Dimensional US Large Cap Value ETF during the first quarter worth $826,000. Signature Estate & Investment Advisors LLC increased its holdings in shares of Dimensional US Large Cap Value ETF by 20.2% during the first quarter. Signature Estate & Investment Advisors LLC now owns 46,828 shares of the company’s stock worth $1,432,000 after buying an additional 7,884 shares in the last quarter. Finally, Advisory Alpha LLC lifted its stake in shares of Dimensional US Large Cap Value ETF by 14.7% in the 1st quarter. Advisory Alpha LLC now owns 338,216 shares of the company’s stock valued at $10,339,000 after acquiring an additional 43,332 shares during the last quarter.

Dimensional US Large Cap Value ETF Stock Up 1.2%

Shares of DFLV stock opened at $34.63 on Monday. The firm has a market capitalization of $4.68 billion, a P/E ratio of 15.63 and a beta of 0.91. Dimensional US Large Cap Value ETF has a twelve month low of $26.26 and a twelve month high of $34.71. The stock’s fifty day simple moving average is $33.57 and its 200 day simple moving average is $32.58.

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.