Dimensional US Large Cap Value ETF $DFLV Shares Purchased by Waverly Advisors LLC

Waverly Advisors LLC lifted its holdings in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 17.9% in the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 225,065 shares of the company’s stock after purchasing an additional 34,150 shares during the period. Waverly Advisors LLC’s holdings in Dimensional US Large Cap Value ETF were worth $8,037,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors also recently bought and sold shares of DFLV. Private Wealth Asset Management LLC purchased a new stake in shares of Dimensional US Large Cap Value ETF during the fourth quarter worth approximately $29,000. Vermillion Wealth Management Inc. lifted its holdings in Dimensional US Large Cap Value ETF by 58.4% in the 1st quarter. Vermillion Wealth Management Inc. now owns 974 shares of the company’s stock valued at $35,000 after purchasing an additional 359 shares in the last quarter. Angeles Wealth Management LLC purchased a new position in Dimensional US Large Cap Value ETF in the 1st quarter valued at $41,000. O Shaughnessy Asset Management LLC purchased a new position in Dimensional US Large Cap Value ETF in the 4th quarter valued at $55,000. Finally, Wells Fargo & Company MN boosted its stake in Dimensional US Large Cap Value ETF by 1,117.8% during the 4th quarter. Wells Fargo & Company MN now owns 2,192 shares of the company’s stock worth $75,000 after purchasing an additional 2,012 shares during the last quarter.

Dimensional US Large Cap Value ETF Stock Up 0.1%

Shares of NYSEARCA DFLV opened at $40.67 on Tuesday. The firm has a 50-day simple moving average of $39.58 and a 200-day simple moving average of $37.59. The stock has a market capitalization of $6.84 billion, a price-to-earnings ratio of 15.63 and a beta of 0.79. Dimensional US Large Cap Value ETF has a 52 week low of $30.65 and a 52 week high of $40.89.

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.