Cyndeo Wealth Partners LLC Takes Position in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV)

Cyndeo Wealth Partners LLC bought a new position in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm bought 102,126 shares of the company’s stock, valued at approximately $3,147,000.

Other institutional investors have also recently bought and sold shares of the company. Foster Group Inc. grew its stake in shares of Dimensional US Large Cap Value ETF by 0.5% in the 3rd quarter. Foster Group Inc. now owns 3,303,117 shares of the company’s stock valued at $101,769,000 after purchasing an additional 14,854 shares during the period. EP Wealth Advisors LLC boosted its stake in Dimensional US Large Cap Value ETF by 16.6% in the 2nd quarter. EP Wealth Advisors LLC now owns 2,665,035 shares of the company’s stock valued at $77,046,000 after buying an additional 380,053 shares in the last quarter. Mosaic Family Wealth Partners LLC grew its position in Dimensional US Large Cap Value ETF by 9.8% in the first quarter. Mosaic Family Wealth Partners LLC now owns 2,287,521 shares of the company’s stock valued at $68,603,000 after acquiring an additional 203,896 shares during the period. Truepoint Inc. raised its stake in Dimensional US Large Cap Value ETF by 6.4% during the second quarter. Truepoint Inc. now owns 1,911,511 shares of the company’s stock worth $55,262,000 after acquiring an additional 115,474 shares in the last quarter. Finally, Summit Financial Strategies Inc. lifted its holdings in shares of Dimensional US Large Cap Value ETF by 15.1% during the third quarter. Summit Financial Strategies Inc. now owns 1,516,408 shares of the company’s stock valued at $46,721,000 after acquiring an additional 199,508 shares during the period.

Dimensional US Large Cap Value ETF Stock Performance

Shares of NYSEARCA:DFLV opened at $31.56 on Friday. The company’s fifty day moving average is $30.40 and its 200-day moving average is $29.59. Dimensional US Large Cap Value ETF has a 52 week low of $23.26 and a 52 week high of $31.58. The company has a market capitalization of $2.03 billion, a PE ratio of 13.15 and a beta of 0.78.

Dimensional US Large Cap Value ETF Company 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.