Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) Shares Bought by Advisory Services & Investments LLC

Advisory Services & Investments LLC grew its holdings in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 23.9% in the fourth quarter, according to its most recent filing with the SEC. The firm owned 125,207 shares of the company’s stock after acquiring an additional 24,151 shares during the quarter. Dimensional US Large Cap Value ETF comprises approximately 2.5% of Advisory Services & Investments LLC’s holdings, making the stock its 13th largest position. Advisory Services & Investments LLC owned approximately 0.42% of Dimensional US Large Cap Value ETF worth $3,387,000 as of its most recent SEC filing.

Other institutional investors also recently added to or reduced their stakes in the company. EverSource Wealth Advisors LLC acquired a new position in Dimensional US Large Cap Value ETF during the 4th quarter worth $69,000. Family CFO Inc acquired a new stake in shares of Dimensional US Large Cap Value ETF in the fourth quarter valued at $120,000. Sandy Spring Bank lifted its holdings in shares of Dimensional US Large Cap Value ETF by 2,344.2% in the third quarter. Sandy Spring Bank now owns 5,915 shares of the company’s stock valued at $147,000 after buying an additional 5,673 shares during the period. Fonville Wealth Management LLC acquired a new stake in shares of Dimensional US Large Cap Value ETF in the fourth quarter valued at $202,000. Finally, SOL Capital Management CO acquired a new stake in shares of Dimensional US Large Cap Value ETF in the third quarter valued at $209,000.

Dimensional US Large Cap Value ETF Price Performance

Shares of Dimensional US Large Cap Value ETF stock traded down $0.02 during trading on Friday, hitting $28.96. The stock had a trading volume of 343,944 shares, compared to its average volume of 343,003. The firm has a market cap of $1.74 billion, a P/E ratio of 12.98 and a beta of 1.14. The business has a fifty day moving average of $28.92 and a two-hundred day moving average of $26.99. Dimensional US Large Cap Value ETF has a fifty-two week low of $23.26 and a fifty-two week high of $30.04.

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.