Dimensional US Large Cap Value ETF $DFLV Holdings Increased by Wescott Financial Advisory Group LLC

Wescott Financial Advisory Group LLC grew its stake in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 16.0% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 679,626 shares of the company’s stock after buying an additional 93,723 shares during the quarter. Dimensional US Large Cap Value ETF comprises 2.0% of Wescott Financial Advisory Group LLC’s holdings, making the stock its 15th biggest position. Wescott Financial Advisory Group LLC’s holdings in Dimensional US Large Cap Value ETF were worth $23,250,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the stock. RAM Investment Partners LLC raised its position in shares of Dimensional US Large Cap Value ETF by 4.2% during the 4th quarter. RAM Investment Partners LLC now owns 9,149 shares of the company’s stock worth $313,000 after buying an additional 366 shares in the last quarter. Truepoint Inc. raised its position in shares of Dimensional US Large Cap Value ETF by 8.3% during the 4th quarter. Truepoint Inc. now owns 3,410,368 shares of the company’s stock worth $116,669,000 after buying an additional 261,009 shares in the last quarter. M Holdings Securities Inc. raised its position in shares of Dimensional US Large Cap Value ETF by 154.3% during the 4th quarter. M Holdings Securities Inc. now owns 97,722 shares of the company’s stock worth $3,343,000 after buying an additional 59,288 shares in the last quarter. VeraBank N.A. raised its position in shares of Dimensional US Large Cap Value ETF by 2.2% during the 4th quarter. VeraBank N.A. now owns 540,716 shares of the company’s stock worth $18,498,000 after buying an additional 11,443 shares in the last quarter. Finally, Johnson Wealth Management LLC bought a new stake in shares of Dimensional US Large Cap Value ETF during the 4th quarter worth about $5,456,000.

Dimensional US Large Cap Value ETF Price Performance

Shares of DFLV opened at $39.56 on Friday. The firm’s 50 day moving average is $37.95 and its 200-day moving average is $36.30. The stock has a market capitalization of $6.14 billion, a P/E ratio of 15.63 and a beta of 0.80. Dimensional US Large Cap Value ETF has a 12-month low of $30.32 and a 12-month high of $39.89.

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.