Tumwater Wealth Management LLC Acquires New Shares in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV)

Tumwater Wealth Management LLC acquired a new stake in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLVFree Report) during the fourth quarter, according to its most recent filing with the SEC. The fund acquired 798,335 shares of the company’s stock, valued at approximately $23,974,000. Dimensional US Large Cap Value ETF accounts for approximately 12.6% of Tumwater Wealth Management LLC’s investment portfolio, making the stock its 4th biggest holding. Tumwater Wealth Management LLC owned 1.24% of Dimensional US Large Cap Value ETF as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently made changes to their positions in DFLV. Savant Capital LLC increased its stake in Dimensional US Large Cap Value ETF by 63.5% in the 4th quarter. Savant Capital LLC now owns 6,840,022 shares of the company’s stock worth $205,406,000 after acquiring an additional 2,655,670 shares during the last quarter. EP Wealth Advisors LLC increased its stake in Dimensional US Large Cap Value ETF by 29.9% in the 3rd quarter. EP Wealth Advisors LLC now owns 3,462,912 shares of the company’s stock worth $106,692,000 after acquiring an additional 797,877 shares during the last quarter. Avantax Advisory Services Inc. increased its stake in Dimensional US Large Cap Value ETF by 36.4% in the 4th quarter. Avantax Advisory Services Inc. now owns 1,320,933 shares of the company’s stock worth $39,668,000 after acquiring an additional 352,704 shares during the last quarter. Kelly Financial Group LLC bought a new position in Dimensional US Large Cap Value ETF in the 4th quarter worth about $9,659,000. Finally, Phillips Financial Management LLC increased its stake in Dimensional US Large Cap Value ETF by 30.8% in the 4th quarter. Phillips Financial Management LLC now owns 1,138,494 shares of the company’s stock worth $34,189,000 after acquiring an additional 268,238 shares during the last quarter.

Dimensional US Large Cap Value ETF Stock Up 2.0 %

Shares of NYSEARCA DFLV opened at $30.16 on Friday. The firm has a market capitalization of $1.94 billion, a P/E ratio of 16.67 and a beta of 0.78. The stock’s 50-day simple moving average is $30.98 and its two-hundred day simple moving average is $30.99. Dimensional US Large Cap Value ETF has a twelve month low of $28.23 and a twelve month high of $32.78.

Dimensional US Large Cap Value ETF Company Profile

(Free Report)

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.

See Also

Institutional Ownership by Quarter for Dimensional US Large Cap Value ETF (NYSEARCA:DFLV)

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