Curio Wealth LLC Has $7.92 Million Position in US Large Cap Vector ETF $DFVX

Curio Wealth LLC grew its holdings in US Large Cap Vector ETF (NYSEARCA:DFVXFree Report) by 27.8% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 105,291 shares of the company’s stock after acquiring an additional 22,921 shares during the quarter. US Large Cap Vector ETF accounts for 2.8% of Curio Wealth LLC’s portfolio, making the stock its 7th largest holding. Curio Wealth LLC owned approximately 1.82% of US Large Cap Vector ETF worth $7,920,000 as of its most recent SEC filing.

Several other hedge funds also recently modified their holdings of the business. Cary Street Partners Investment Advisory LLC bought a new stake in shares of US Large Cap Vector ETF in the fourth quarter valued at approximately $31,000. BNP Paribas Financial Markets bought a new stake in shares of US Large Cap Vector ETF in the third quarter valued at approximately $53,000. Finally, Cary Street Partners Financial LLC boosted its position in shares of US Large Cap Vector ETF by 6.9% in the third quarter. Cary Street Partners Financial LLC now owns 15,397 shares of the company’s stock valued at $1,120,000 after acquiring an additional 990 shares during the period.

US Large Cap Vector ETF Trading Up 0.8%

DFVX opened at $83.16 on Friday. US Large Cap Vector ETF has a 1-year low of $66.51 and a 1-year high of $83.21. The stock has a market capitalization of $507.28 million, a price-to-earnings ratio of 20.50 and a beta of 0.90. The business has a 50 day moving average of $79.13 and a 200-day moving average of $76.96.

US Large Cap Vector ETF Company Profile

(Free Report)

The Dimensional US Large Cap Vector ETF (DFVX) is an exchange-traded fund that mostly invests in large cap equity. The fund does not seek to track an index. The portfolio contains broad exposure to US large-cap stocks, actively selected based on fundamental criteria and managed for long-term capital appreciation. DFVX was launched on Nov 1, 2023 and is issued by Dimensional.

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Institutional Ownership by Quarter for US Large Cap Vector ETF (NYSEARCA:DFVX)

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