Panoramic Investment Advisors LLC Has $2.67 Million Stake in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV)

Panoramic Investment Advisors LLC grew its stake in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 10.4% during the 1st quarter, HoldingsChannel.com reports. The firm owned 87,382 shares of the company’s stock after buying an additional 8,228 shares during the period. Dimensional US Large Cap Value ETF accounts for about 1.8% of Panoramic Investment Advisors LLC’s holdings, making the stock its 14th largest position. Panoramic Investment Advisors LLC’s holdings in Dimensional US Large Cap Value ETF were worth $2,671,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently bought and sold shares of the stock. Avantax Advisory Services Inc. boosted its position in shares of Dimensional US Large Cap Value ETF by 30.7% during the 1st quarter. Avantax Advisory Services Inc. now owns 1,726,716 shares of the company’s stock valued at $52,786,000 after acquiring an additional 405,783 shares in the last quarter. Compass Financial Group Inc. boosted its position in Dimensional US Large Cap Value ETF by 15.6% in the first quarter. Compass Financial Group Inc. now owns 70,718 shares of the company’s stock valued at $2,162,000 after buying an additional 9,566 shares in the last quarter. Maryland Capital Advisors Inc. boosted its position in Dimensional US Large Cap Value ETF by 32.3% in the first quarter. Maryland Capital Advisors Inc. now owns 209,944 shares of the company’s stock valued at $6,418,000 after buying an additional 51,203 shares in the last quarter. Redwood Park Advisors LLC boosted its position in Dimensional US Large Cap Value ETF by 2.3% in the first quarter. Redwood Park Advisors LLC now owns 115,133 shares of the company’s stock valued at $3,520,000 after buying an additional 2,609 shares in the last quarter. Finally, Golden Bell Financial Planning LLC boosted its position in Dimensional US Large Cap Value ETF by 7.5% in the first quarter. Golden Bell Financial Planning LLC now owns 186,982 shares of the company’s stock valued at $5,716,000 after buying an additional 13,060 shares in the last quarter.

Dimensional US Large Cap Value ETF Stock Down 0.3%

NYSEARCA:DFLV opened at $31.87 on Friday. The firm has a market cap of $3.81 billion, a PE ratio of 15.63 and a beta of 1.14. Dimensional US Large Cap Value ETF has a 12 month low of $26.26 and a 12 month high of $32.78. The company’s 50-day moving average price is $30.73 and its two-hundred day moving average price is $30.36.

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.