EP Wealth Advisors LLC Grows Stock Position in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV)

EP Wealth Advisors LLC boosted its stake in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 16.6% in the 2nd quarter, Holdings Channel reports. The firm owned 2,665,035 shares of the company’s stock after purchasing an additional 380,053 shares during the period. Dimensional US Large Cap Value ETF comprises about 0.8% of EP Wealth Advisors LLC’s portfolio, making the stock its 26th largest holding. EP Wealth Advisors LLC’s holdings in Dimensional US Large Cap Value ETF were worth $77,046,000 as of its most recent SEC filing.

Other large investors also recently added to or reduced their stakes in the company. Legacy Financial Group Inc. grew its holdings in shares of Dimensional US Large Cap Value ETF by 60.3% in the fourth quarter. Legacy Financial Group Inc. now owns 105,562 shares of the company’s stock valued at $2,855,000 after purchasing an additional 39,697 shares in the last quarter. Vawter Financial Ltd. increased its position in shares of Dimensional US Large Cap Value ETF by 76.5% during the fourth quarter. Vawter Financial Ltd. now owns 103,607 shares of the company’s stock worth $2,803,000 after acquiring an additional 44,911 shares during the period. Exencial Wealth Advisors LLC raised its stake in shares of Dimensional US Large Cap Value ETF by 118.3% in the fourth quarter. Exencial Wealth Advisors LLC now owns 157,082 shares of the company’s stock valued at $4,249,000 after acquiring an additional 85,116 shares in the last quarter. CFS Investment Advisory Services LLC acquired a new position in Dimensional US Large Cap Value ETF during the 4th quarter worth $395,000. Finally, Wescott Financial Advisory Group LLC increased its holdings in Dimensional US Large Cap Value ETF by 20.6% during the 4th quarter. Wescott Financial Advisory Group LLC now owns 232,975 shares of the company’s stock worth $6,302,000 after purchasing an additional 39,759 shares during the period.

Dimensional US Large Cap Value ETF Stock Performance

Shares of Dimensional US Large Cap Value ETF stock opened at $30.78 on Monday. Dimensional US Large Cap Value ETF has a one year low of $23.26 and a one year high of $30.93. The company has a market cap of $1.98 billion, a PE ratio of 13.15 and a beta of 0.78. The business has a 50-day simple moving average of $29.92 and a 200-day simple moving average of $29.43.

About Dimensional US Large Cap Value ETF

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.