Retirement Guys Formula LLC Trims Holdings in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV)

Retirement Guys Formula LLC decreased its holdings in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 12.0% in the 4th quarter, Holdings Channel.com reports. The institutional investor owned 64,343 shares of the company’s stock after selling 8,782 shares during the period. Dimensional US Large Cap Value ETF makes up approximately 1.0% of Retirement Guys Formula LLC’s investment portfolio, making the stock its 25th biggest position. Retirement Guys Formula LLC’s holdings in Dimensional US Large Cap Value ETF were worth $1,932,000 at the end of the most recent reporting period.

Several other large investors also recently added to or reduced their stakes in DFLV. Sprinkle Financial Consultants LLC lifted its stake in Dimensional US Large Cap Value ETF by 0.6% during the fourth quarter. Sprinkle Financial Consultants LLC now owns 71,375 shares of the company’s stock worth $2,143,000 after purchasing an additional 415 shares during the last quarter. Atlantic Union Bankshares Corp increased its holdings in Dimensional US Large Cap Value ETF by 6.9% during the 3rd quarter. Atlantic Union Bankshares Corp now owns 10,516 shares of the company’s stock valued at $324,000 after purchasing an additional 682 shares during the period. Modera Wealth Management LLC grew its holdings in shares of Dimensional US Large Cap Value ETF by 0.4% during the 3rd quarter. Modera Wealth Management LLC now owns 165,790 shares of the company’s stock worth $5,108,000 after acquiring an additional 736 shares during the period. PBMares Wealth Management LLC grew its holdings in shares of Dimensional US Large Cap Value ETF by 12.8% during the 3rd quarter. PBMares Wealth Management LLC now owns 8,532 shares of the company’s stock worth $263,000 after acquiring an additional 967 shares during the period. Finally, LJI Wealth Management LLC grew its holdings in shares of Dimensional US Large Cap Value ETF by 8.7% during the 4th quarter. LJI Wealth Management LLC now owns 18,349 shares of the company’s stock worth $551,000 after acquiring an additional 1,476 shares during the period.

Dimensional US Large Cap Value ETF Stock Up 0.2 %

Shares of DFLV opened at $31.37 on Wednesday. The business’s 50 day moving average price is $30.89 and its 200-day moving average price is $30.79. Dimensional US Large Cap Value ETF has a 52 week low of $26.97 and a 52 week high of $32.78. The stock has a market cap of $2.01 billion, a P/E ratio of 13.15 and a beta of 0.78.

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.