Wilkerson Advisory Group LLC Invests $2.27 Million in Dimensional US Large Cap Value ETF $DFLV

Wilkerson Advisory Group LLC acquired a new position in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) in the 1st quarter, HoldingsChannel.com reports. The firm acquired 63,463 shares of the company’s stock, valued at approximately $2,266,000. Dimensional US Large Cap Value ETF comprises approximately 0.8% of Wilkerson Advisory Group LLC’s portfolio, making the stock its 25th largest holding.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. Sterling Financial Planning Inc. boosted its stake in Dimensional US Large Cap Value ETF by 1.1% in the fourth quarter. Sterling Financial Planning Inc. now owns 27,119 shares of the company’s stock valued at $928,000 after acquiring an additional 303 shares in the last quarter. Strategent Financial LLC increased its position in shares of Dimensional US Large Cap Value ETF by 0.4% during the first quarter. Strategent Financial LLC now owns 94,883 shares of the company’s stock worth $3,388,000 after purchasing an additional 346 shares in the last quarter. Vermillion Wealth Management Inc. increased its position in shares of Dimensional US Large Cap Value ETF by 58.4% during the first quarter. Vermillion Wealth Management Inc. now owns 974 shares of the company’s stock worth $35,000 after purchasing an additional 359 shares in the last quarter. Stratos Wealth Partners LTD. lifted its holdings in shares of Dimensional US Large Cap Value ETF by 4.9% during the 4th quarter. Stratos Wealth Partners LTD. now owns 7,832 shares of the company’s stock valued at $268,000 after purchasing an additional 364 shares during the last quarter. Finally, RAM Investment Partners LLC lifted its holdings in shares of Dimensional US Large Cap Value ETF by 4.2% during the 4th quarter. RAM Investment Partners LLC now owns 9,149 shares of the company’s stock valued at $313,000 after purchasing an additional 366 shares during the last quarter.

Dimensional US Large Cap Value ETF Price Performance

Dimensional US Large Cap Value ETF stock opened at $39.82 on Tuesday. The stock has a market capitalization of $6.56 billion, a price-to-earnings ratio of 15.63 and a beta of 0.79. Dimensional US Large Cap Value ETF has a 1-year low of $30.65 and a 1-year high of $40.31. The business has a fifty day moving average price of $39.36 and a 200-day moving average price of $37.39.

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.