BIP Wealth LLC Has $3.37 Million Stock Holdings in Dimensional US Large Cap Value ETF $DFLV

BIP Wealth LLC raised its position in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 27.0% during the third quarter, Holdings Channel reports. The firm owned 102,398 shares of the company’s stock after purchasing an additional 21,760 shares during the period. BIP Wealth LLC’s holdings in Dimensional US Large Cap Value ETF were worth $3,369,000 at the end of the most recent quarter.

A number of other institutional investors also recently modified their holdings of DFLV. Savant Capital LLC lifted its holdings in Dimensional US Large Cap Value ETF by 39.3% in the second quarter. Savant Capital LLC now owns 13,169,045 shares of the company’s stock valued at $408,504,000 after buying an additional 3,712,256 shares during the period. Coldstream Capital Management Inc. bought a new position in shares of Dimensional US Large Cap Value ETF in the 2nd quarter worth about $56,768,000. EP Wealth Advisors LLC lifted its stake in shares of Dimensional US Large Cap Value ETF by 20.3% in the 2nd quarter. EP Wealth Advisors LLC now owns 7,789,534 shares of the company’s stock valued at $241,631,000 after purchasing an additional 1,316,406 shares during the period. Root Financial Partners LLC boosted its position in shares of Dimensional US Large Cap Value ETF by 93.3% during the 3rd quarter. Root Financial Partners LLC now owns 1,897,295 shares of the company’s stock valued at $62,421,000 after purchasing an additional 915,855 shares in the last quarter. Finally, Foster Group Inc. grew its stake in Dimensional US Large Cap Value ETF by 12.3% during the third quarter. Foster Group Inc. now owns 4,141,417 shares of the company’s stock worth $136,253,000 after purchasing an additional 455,065 shares during the period.

Dimensional US Large Cap Value ETF Stock Performance

Shares of DFLV stock opened at $35.68 on Thursday. The company has a market cap of $4.92 billion, a P/E ratio of 15.63 and a beta of 0.91. Dimensional US Large Cap Value ETF has a fifty-two week low of $26.26 and a fifty-two week high of $35.81. The stock has a 50 day simple moving average of $34.20 and a two-hundred day simple moving average of $32.96.

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.