Ruedi Wealth Management Inc. Has $7.77 Million Stock Holdings in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV)

Ruedi Wealth Management Inc. grew its position in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 22.4% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 252,259 shares of the company’s stock after purchasing an additional 46,175 shares during the quarter. Dimensional US Large Cap Value ETF makes up 2.7% of Ruedi Wealth Management Inc.’s holdings, making the stock its 11th biggest holding. Ruedi Wealth Management Inc. owned approximately 0.39% of Dimensional US Large Cap Value ETF worth $7,772,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently made changes to their positions in the company. Aire Advisors LLC boosted its stake in shares of Dimensional US Large Cap Value ETF by 2.0% during the second quarter. Aire Advisors LLC now owns 19,655 shares of the company’s stock valued at $568,000 after purchasing an additional 393 shares in the last quarter. Builder Investment Group Inc. ADV raised its position in shares of Dimensional US Large Cap Value ETF by 2.4% during the second quarter. Builder Investment Group Inc. ADV now owns 27,729 shares of the company’s stock worth $802,000 after acquiring an additional 648 shares during the last quarter. Global Trust Asset Management LLC raised its position in shares of Dimensional US Large Cap Value ETF by 126.8% during the second quarter. Global Trust Asset Management LLC now owns 2,046 shares of the company’s stock worth $59,000 after acquiring an additional 1,144 shares during the last quarter. Trinity Financial Advisors LLC raised its position in shares of Dimensional US Large Cap Value ETF by 2.0% during the second quarter. Trinity Financial Advisors LLC now owns 71,447 shares of the company’s stock worth $2,066,000 after acquiring an additional 1,408 shares during the last quarter. Finally, Innealta Capital LLC bought a new position in shares of Dimensional US Large Cap Value ETF during the second quarter worth about $42,000.

Dimensional US Large Cap Value ETF Stock Performance

Shares of DFLV traded down $0.08 during mid-day trading on Wednesday, reaching $31.05. 4,688 shares of the company were exchanged, compared to its average volume of 333,868. Dimensional US Large Cap Value ETF has a 52 week low of $23.26 and a 52 week high of $31.58. The stock has a market capitalization of $1.99 billion, a PE ratio of 13.15 and a beta of 0.78. The business has a 50 day simple moving average of $30.48 and a two-hundred day simple moving average of $29.61.

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.