EnRich Financial Partners LLC Buys 17,686 Shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV)

EnRich Financial Partners LLC increased its position in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 1.8% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 977,730 shares of the company’s stock after acquiring an additional 17,686 shares during the period. Dimensional US Large Cap Value ETF makes up about 10.1% of EnRich Financial Partners LLC’s portfolio, making the stock its 2nd biggest holding. EnRich Financial Partners LLC owned about 1.52% of Dimensional US Large Cap Value ETF worth $30,124,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Sax Wealth Advisors LLC raised its holdings in shares of Dimensional US Large Cap Value ETF by 39.0% during the first quarter. Sax Wealth Advisors LLC now owns 183,978 shares of the company’s stock worth $5,517,000 after purchasing an additional 51,633 shares during the last quarter. EP Wealth Advisors LLC raised its stake in shares of Dimensional US Large Cap Value ETF by 17.8% during the 1st quarter. EP Wealth Advisors LLC now owns 2,284,982 shares of the company’s stock valued at $68,527,000 after buying an additional 344,757 shares during the last quarter. LRI Investments LLC purchased a new position in shares of Dimensional US Large Cap Value ETF during the 1st quarter valued at about $5,057,000. WPWealth LLP lifted its holdings in shares of Dimensional US Large Cap Value ETF by 14.3% in the 1st quarter. WPWealth LLP now owns 1,144,178 shares of the company’s stock valued at $34,314,000 after buying an additional 143,108 shares during the period. Finally, Vawter Financial Ltd. boosted its stake in shares of Dimensional US Large Cap Value ETF by 5.3% in the first quarter. Vawter Financial Ltd. now owns 109,110 shares of the company’s stock worth $3,272,000 after buying an additional 5,503 shares during the last quarter.

Dimensional US Large Cap Value ETF Trading Up 0.4 %

Shares of DFLV stock opened at $31.88 on Tuesday. Dimensional US Large Cap Value ETF has a twelve month low of $25.11 and a twelve month high of $32.42. The stock has a market cap of $2.05 billion, a P/E ratio of 13.15 and a beta of 0.78. The stock has a 50 day moving average of $30.98 and a 200 day moving average of $29.95.

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.