Advisory Services & Investments LLC Acquires 21,358 Shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV)

Advisory Services & Investments LLC grew its position in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 17.1% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 146,565 shares of the company’s stock after purchasing an additional 21,358 shares during the quarter. Dimensional US Large Cap Value ETF comprises approximately 3.0% of Advisory Services & Investments LLC’s investment portfolio, making the stock its 12th biggest position. Advisory Services & Investments LLC’s holdings in Dimensional US Large Cap Value ETF were worth $4,395,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. EverSource Wealth Advisors LLC acquired a new stake in Dimensional US Large Cap Value ETF during the fourth quarter worth approximately $69,000. Family CFO Inc bought a new position in shares of Dimensional US Large Cap Value ETF in the 4th quarter valued at $120,000. Fonville Wealth Management LLC bought a new position in Dimensional US Large Cap Value ETF during the 4th quarter worth $202,000. Wealthcare Advisory Partners LLC bought a new position in Dimensional US Large Cap Value ETF during the 4th quarter worth $244,000. Finally, Warner Financial Inc. bought a new position in Dimensional US Large Cap Value ETF during the 4th quarter worth $253,000.

Dimensional US Large Cap Value ETF Stock Up 0.7 %

Shares of NYSEARCA:DFLV opened at $28.91 on Monday. The firm has a market cap of $1.86 billion, a P/E ratio of 13.15 and a beta of 0.78. Dimensional US Large Cap Value ETF has a 12-month low of $23.26 and a 12-month high of $30.04. The business has a fifty day simple moving average of $29.04 and a 200 day simple moving average of $28.36.

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.