Dimensional US Large Cap Value ETF $DFLV Shares Bought by Waverly Advisors LLC

Waverly Advisors LLC raised its position in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 17.9% during the 1st quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 225,065 shares of the company’s stock after purchasing an additional 34,150 shares during the quarter. Waverly Advisors LLC owned 0.14% of Dimensional US Large Cap Value ETF worth $8,037,000 at the end of the most recent reporting period.

A number of other hedge funds have also modified their holdings of DFLV. Level Financial Advisors raised its stake in shares of Dimensional US Large Cap Value ETF by 12.7% during the 4th quarter. Level Financial Advisors now owns 274,575 shares of the company’s stock valued at $9,393,000 after buying an additional 30,958 shares during the last quarter. Apella Capital LLC boosted its stake in shares of Dimensional US Large Cap Value ETF by 11.9% in the fourth quarter. Apella Capital LLC now owns 1,318,903 shares of the company’s stock worth $45,120,000 after buying an additional 140,392 shares during the last quarter. Phillips Financial Management LLC boosted its stake in shares of Dimensional US Large Cap Value ETF by 4.0% in the fourth quarter. Phillips Financial Management LLC now owns 1,464,846 shares of the company’s stock worth $50,112,000 after buying an additional 56,378 shares during the last quarter. Bfsg LLC grew its holdings in Dimensional US Large Cap Value ETF by 29.1% during the fourth quarter. Bfsg LLC now owns 166,515 shares of the company’s stock worth $5,696,000 after acquiring an additional 37,499 shares during the period. Finally, Golden Bell Financial Planning LLC grew its holdings in Dimensional US Large Cap Value ETF by 17.4% during the fourth quarter. Golden Bell Financial Planning LLC now owns 261,083 shares of the company’s stock worth $8,932,000 after acquiring an additional 38,667 shares during the period.

Dimensional US Large Cap Value ETF Price Performance

Shares of NYSEARCA DFLV opened at $40.67 on Tuesday. The stock has a market capitalization of $6.84 billion, a price-to-earnings ratio of 15.63 and a beta of 0.79. Dimensional US Large Cap Value ETF has a 12 month low of $30.65 and a 12 month high of $40.89. The firm’s 50 day simple moving average is $39.58 and its 200-day simple moving average is $37.59.

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.