Summary
DFLV Chart
Builder Investment Group Inc. ADV Has $2.39 Million Position in Dimensional US Large Cap Value ETF $DFLV
Builder Investment Group Inc. ADV lifted its stake in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 34.1% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 69,738 shares of the company's stock after acquiring an additional 17,743 shares during
Betterment LLC Boosts Stock Holdings in Dimensional US Large Cap Value ETF $DFLV
Betterment LLC lifted its position in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 11.5% in the undefined quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 673,543 shares of the company's stock after purchasing an additional 69,719 shares during
DFLV: Why Dimensional's Large Cap Value ETF Disappoints
DFLV seeks to outperform the Russell 1000 Value Index by better emphasizing value and profitability. The ETF launched on December 6, 2022, and has a 0.22% expense ratio. Its track record is short, but DFLV's 32.97% total return is only slightly ahead of its benchmark. Others ETFs, including AVLV, FELV, and especially SEIV, outperformed. While past performance does not predict future results, DFLV's factor mix is underwhelming compared to the peers above. Its 14.87x forward P/E ratio stands out, but that's about it.
Dimensional US Large Cap Value ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PB Patricia Buchholtz ECLECTIC ASSOCIATES Inc. /ADV | 1.03M | $36.45M | $41.17M | $4.72M | 12.95% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 49,472 | $1.75M | $1.97M | $221,657.03 | 12.69% |
| RS Ramu Singh CALTON & ASSOCIATES Inc. | 6,689 | $238,864.19 | $266,723.87 | $27,859.68 | 11.66% |
| SS Scott Solod Kelly Financial Group LLC | 422,016 | $12.87M | $16.87M | $4M | 31.1% |
| YA Yinka Akinsola Blue Trust Inc. | 163,877 | $4.73M | $6.52M | $1.79M | 37.81% |
Dimensional US Large Cap Value ETF (DFLV) FAQ
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Dimensional US Large Cap Value ETF Profile
| ARCA Exchange | US Country |
Overview
The company operates as an investment advisor focused on delivering a comprehensive investment approach to achieve the investment objective of the fund it manages. By integrating research, portfolio design, portfolio management, and trading functions, the Advisor aims to optimize investment outcomes for its clients. Adhering to a non-fundamental policy, the Portfolio typically invests a minimum of 80% of its net assets in securities of large cap U.S. companies, showcasing a preference for robust and established companies within the largest segment of the U.S. equities market.
Products and Services
- Integrated Investment Approach
An all-encompassing strategy that incorporates research into market trends and company performance, portfolio design tailored to meet specific investment goals, active portfolio management to respond to market changes, and efficient trading to execute investment decisions. This multidisciplinary approach aims to deliver consistent investment performance tailored to the client's objectives.
- Large Cap U.S. Companies Investment
A dedicated investment focus on securities of large cap U.S. companies, which typically involves investing at least 80% of the Portfolio's net assets in this sector. This strategy leverages the growth potential and stability of established U.S. enterprises, aiming to provide investors with sustainable returns over time. Investments are chosen based on rigorous analysis and a clear understanding of the economic and market environment affecting these large companies.
