BIP Wealth LLC Has $5.49 Million Stake in Dimensional US Large Cap Value ETF $DFLV

BIP Wealth LLC boosted its holdings in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 18.5% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 153,699 shares of the company’s stock after purchasing an additional 24,043 shares during the period. BIP Wealth LLC’s holdings in Dimensional US Large Cap Value ETF were worth $5,489,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Coldstream Capital Management Inc. increased its position in shares of Dimensional US Large Cap Value ETF by 132.4% in the third quarter. Coldstream Capital Management Inc. now owns 4,252,689 shares of the company’s stock valued at $139,913,000 after acquiring an additional 2,422,652 shares during the last quarter. Betterment LLC raised its holdings in Dimensional US Large Cap Value ETF by 11.5% during the third quarter. Betterment LLC now owns 673,543 shares of the company’s stock worth $22,160,000 after acquiring an additional 69,719 shares in the last quarter. Wolfstich Capital LLC acquired a new position in Dimensional US Large Cap Value ETF during the fourth quarter valued at approximately $6,239,000. Level Financial Advisors boosted its position in Dimensional US Large Cap Value ETF by 12.7% during the fourth quarter. Level Financial Advisors now owns 274,575 shares of the company’s stock valued at $9,393,000 after purchasing an additional 30,958 shares during the last quarter. Finally, Apella Capital LLC grew its stake in Dimensional US Large Cap Value ETF by 11.9% in the fourth quarter. Apella Capital LLC now owns 1,318,903 shares of the company’s stock valued at $45,120,000 after purchasing an additional 140,392 shares in the last quarter.

Dimensional US Large Cap Value ETF Price Performance

NYSEARCA:DFLV opened at $39.71 on Friday. The firm has a market capitalization of $6.40 billion, a price-to-earnings ratio of 15.63 and a beta of 0.79. Dimensional US Large Cap Value ETF has a twelve month low of $30.65 and a twelve month high of $40.25. The stock’s 50 day moving average price is $38.89 and its two-hundred day moving average price is $36.94.

Dimensional US Large Cap Value ETF 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.