Wealth Enhancement Advisory Services LLC Has $39.75 Million Stake in Dimensional US Large Cap Value ETF $DFLV

Wealth Enhancement Advisory Services LLC lifted its position in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 10.3% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,204,193 shares of the company’s stock after acquiring an additional 112,930 shares during the quarter. Wealth Enhancement Advisory Services LLC owned approximately 0.90% of Dimensional US Large Cap Value ETF worth $39,750,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. AE Wealth Management LLC bought a new position in shares of Dimensional US Large Cap Value ETF in the 2nd quarter worth about $54,000. Northwestern Mutual Wealth Management Co. lifted its holdings in shares of Dimensional US Large Cap Value ETF by 214.5% in the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 3,242 shares of the company’s stock worth $101,000 after purchasing an additional 2,211 shares in the last quarter. Parkworth Wealth Management Inc. acquired a new stake in Dimensional US Large Cap Value ETF in the 2nd quarter valued at $150,000. Qube Research & Technologies Ltd increased its stake in Dimensional US Large Cap Value ETF by 471.0% during the 2nd quarter. Qube Research & Technologies Ltd now owns 5,105 shares of the company’s stock valued at $158,000 after purchasing an additional 4,211 shares in the last quarter. Finally, CWM LLC lifted its stake in shares of Dimensional US Large Cap Value ETF by 243.1% in the second quarter. CWM LLC now owns 5,507 shares of the company’s stock valued at $171,000 after buying an additional 3,902 shares in the last quarter.

Dimensional US Large Cap Value ETF Stock Performance

Shares of NYSEARCA DFLV opened at $35.26 on Wednesday. The firm’s 50-day simple moving average is $34.16 and its 200 day simple moving average is $32.94. The stock has a market cap of $4.86 billion, a price-to-earnings ratio of 15.63 and a beta of 0.91. Dimensional US Large Cap Value ETF has a fifty-two week low of $26.26 and a fifty-two week high of $35.71.

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.