Waverly Advisors LLC Sells 2,734 Shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV)

Waverly Advisors LLC lowered its stake in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 1.4% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 191,396 shares of the company’s stock after selling 2,734 shares during the quarter. Waverly Advisors LLC owned about 0.30% of Dimensional US Large Cap Value ETF worth $5,748,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also bought and sold shares of the stock. Peninsula Wealth LLC increased its position in Dimensional US Large Cap Value ETF by 0.4% during the fourth quarter. Peninsula Wealth LLC now owns 95,133 shares of the company’s stock worth $2,857,000 after acquiring an additional 372 shares during the period. Sprinkle Financial Consultants LLC increased its position in Dimensional US Large Cap Value ETF by 0.6% during the fourth quarter. Sprinkle Financial Consultants LLC now owns 71,375 shares of the company’s stock worth $2,143,000 after acquiring an additional 415 shares during the period. Bfsg LLC increased its position in Dimensional US Large Cap Value ETF by 0.7% during the fourth quarter. Bfsg LLC now owns 95,112 shares of the company’s stock worth $2,856,000 after acquiring an additional 639 shares during the period. Topsail Wealth Management LLC bought a new position in Dimensional US Large Cap Value ETF during the fourth quarter worth $29,000. Finally, Sterling Financial Planning Inc. increased its position in Dimensional US Large Cap Value ETF by 5.6% during the fourth quarter. Sterling Financial Planning Inc. now owns 21,836 shares of the company’s stock worth $656,000 after acquiring an additional 1,164 shares during the period.

Dimensional US Large Cap Value ETF Trading Down 0.4%

Shares of DFLV stock opened at $30.36 on Wednesday. Dimensional US Large Cap Value ETF has a 1 year low of $26.26 and a 1 year high of $32.78. The firm’s fifty day simple moving average is $29.38 and its 200 day simple moving average is $30.55. The firm has a market capitalization of $3.39 billion, a P/E ratio of 15.22 and a beta of 0.95.

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.