Dimensional US Large Cap Value ETF $DFLV Shares Bought by Vestia Personal Wealth Advisors

Vestia Personal Wealth Advisors lifted its holdings in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 11.9% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 216,111 shares of the company’s stock after purchasing an additional 22,980 shares during the quarter. Dimensional US Large Cap Value ETF accounts for about 2.9% of Vestia Personal Wealth Advisors’ portfolio, making the stock its 12th biggest position. Vestia Personal Wealth Advisors’ holdings in Dimensional US Large Cap Value ETF were worth $8,682,000 as of its most recent SEC filing.

Other institutional investors have also modified their holdings of the company. Vermillion Wealth Management Inc. boosted its holdings in shares of Dimensional US Large Cap Value ETF by 58.4% in the first quarter. Vermillion Wealth Management Inc. now owns 974 shares of the company’s stock valued at $35,000 after buying an additional 359 shares during the period. Angeles Wealth Management LLC bought a new position in Dimensional US Large Cap Value ETF during the 1st quarter worth about $41,000. Wedmont Private Capital acquired a new stake in shares of Dimensional US Large Cap Value ETF in the 3rd quarter valued at about $236,000. Balefire LLC acquired a new stake in shares of Dimensional US Large Cap Value ETF in the 1st quarter valued at about $207,000. Finally, Cornerstone Advisory LLC bought a new stake in shares of Dimensional US Large Cap Value ETF in the first quarter valued at about $212,000.

Dimensional US Large Cap Value ETF Stock Performance

NYSEARCA DFLV opened at $41.26 on Tuesday. The stock has a market capitalization of $7.22 billion, a price-to-earnings ratio of 15.63 and a beta of 0.79. The stock’s 50 day moving average price is $41.39 and its two-hundred day moving average price is $39.81. Dimensional US Large Cap Value ETF has a 52 week low of $32.15 and a 52 week high of $42.35.

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.