Sax Wealth Advisors LLC Raises Holdings in Dimensional US Large Cap Value ETF $DFLV

Sax Wealth Advisors LLC raised its stake in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 9.5% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 288,144 shares of the company’s stock after purchasing an additional 25,048 shares during the period. Sax Wealth Advisors LLC owned about 0.21% of Dimensional US Large Cap Value ETF worth $9,857,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds and other institutional investors have also made changes to their positions in the stock. Savant Capital LLC grew its position in shares of Dimensional US Large Cap Value ETF by 19.6% during the third quarter. Savant Capital LLC now owns 15,753,562 shares of the company’s stock worth $518,292,000 after buying an additional 2,584,517 shares in the last quarter. Coldstream Capital Management Inc. raised its holdings in Dimensional US Large Cap Value ETF by 132.4% in the third quarter. Coldstream Capital Management Inc. now owns 4,252,689 shares of the company’s stock valued at $139,913,000 after acquiring an additional 2,422,652 shares in the last quarter. EP Wealth Advisors LLC lifted its stake in Dimensional US Large Cap Value ETF by 20.3% in the second quarter. EP Wealth Advisors LLC now owns 7,789,534 shares of the company’s stock worth $241,631,000 after acquiring an additional 1,316,406 shares during the last quarter. Root Financial Partners LLC lifted its stake in Dimensional US Large Cap Value ETF by 93.3% in the third quarter. Root Financial Partners LLC now owns 1,897,295 shares of the company’s stock worth $62,421,000 after acquiring an additional 915,855 shares during the last quarter. Finally, Vise Technologies Inc. grew its holdings in Dimensional US Large Cap Value ETF by 10,964.9% during the 3rd quarter. Vise Technologies Inc. now owns 833,854 shares of the company’s stock worth $27,434,000 after acquiring an additional 826,318 shares in the last quarter.

Dimensional US Large Cap Value ETF Trading Up 0.4%

Shares of NYSEARCA:DFLV opened at $35.82 on Thursday. Dimensional US Large Cap Value ETF has a 52 week low of $26.26 and a 52 week high of $37.45. The company’s 50 day moving average is $36.24 and its two-hundred day moving average is $34.39. The company has a market cap of $4.99 billion, a PE ratio of 15.63 and a beta of 0.91.

About Dimensional US Large Cap Value ETF

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.