Curio Wealth LLC Acquires Shares of 17,972 Dimensional US Large Cap Value ETF (NYSEARCA:DFLV)

Curio Wealth LLC bought a new position in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm bought 17,972 shares of the company’s stock, valued at approximately $540,000.

Several other institutional investors and hedge funds have also made changes to their positions in the stock. McIlrath & Eck LLC purchased a new position in Dimensional US Large Cap Value ETF during the third quarter worth approximately $72,000. AdvisorNet Financial Inc increased its stake in shares of Dimensional US Large Cap Value ETF by 291.9% in the 4th quarter. AdvisorNet Financial Inc now owns 3,135 shares of the company’s stock worth $94,000 after acquiring an additional 2,335 shares during the last quarter. Addison Advisors LLC raised its holdings in shares of Dimensional US Large Cap Value ETF by 477.9% during the 4th quarter. Addison Advisors LLC now owns 3,785 shares of the company’s stock worth $114,000 after acquiring an additional 3,130 shares during the period. EverSource Wealth Advisors LLC raised its holdings in shares of Dimensional US Large Cap Value ETF by 234.8% during the 4th quarter. EverSource Wealth Advisors LLC now owns 3,967 shares of the company’s stock worth $119,000 after acquiring an additional 2,782 shares during the period. Finally, McClarren Financial Advisors Inc. boosted its position in shares of Dimensional US Large Cap Value ETF by 23,416.7% during the 4th quarter. McClarren Financial Advisors Inc. now owns 7,055 shares of the company’s stock valued at $211,000 after acquiring an additional 7,025 shares during the last quarter.

Dimensional US Large Cap Value ETF Trading Up 2.0 %

Dimensional US Large Cap Value ETF stock opened at $30.16 on Monday. The company has a 50-day moving average price of $30.98 and a 200 day moving average price of $30.99. Dimensional US Large Cap Value ETF has a 12-month low of $28.23 and a 12-month high of $32.78. The stock has a market cap of $1.94 billion, a P/E ratio of 16.67 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.