Dimensional US Large Cap Value ETF $DFLV Shares Newly Bought by McKinley Carter Wealth Services Inc.

McKinley Carter Wealth Services Inc. acquired a new position in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm acquired 969,757 shares of the company’s stock, valued at approximately $38,955,000. Dimensional US Large Cap Value ETF comprises about 2.0% of McKinley Carter Wealth Services Inc.’s investment portfolio, making the stock its 9th largest holding. McKinley Carter Wealth Services Inc. owned approximately 0.56% of Dimensional US Large Cap Value ETF as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors have also added to or reduced their stakes in the company. Corient Private Wealth LLC grew its stake in shares of Dimensional US Large Cap Value ETF by 21.4% during the fourth quarter. Corient Private Wealth LLC now owns 6,263,508 shares of the company’s stock valued at $214,275,000 after buying an additional 1,106,051 shares during the last quarter. Cetera Investment Advisers raised its holdings in shares of Dimensional US Large Cap Value ETF by 58.0% in the first quarter. Cetera Investment Advisers now owns 3,667,210 shares of the company’s stock worth $130,956,000 after buying an additional 1,345,977 shares during the period. Root Financial Partners LLC lifted its stake in shares of Dimensional US Large Cap Value ETF by 14.6% during the 1st quarter. Root Financial Partners LLC now owns 3,143,873 shares of the company’s stock worth $112,268,000 after acquiring an additional 399,663 shares during the last quarter. Mosaic Family Wealth Partners LLC lifted its stake in shares of Dimensional US Large Cap Value ETF by 1.3% during the 1st quarter. Mosaic Family Wealth Partners LLC now owns 2,995,202 shares of the company’s stock worth $106,959,000 after acquiring an additional 37,443 shares during the last quarter. Finally, Summit Financial Strategies Inc. boosted its holdings in Dimensional US Large Cap Value ETF by 8.8% during the 3rd quarter. Summit Financial Strategies Inc. now owns 2,699,514 shares of the company’s stock valued at $108,439,000 after acquiring an additional 218,184 shares during the period.

Dimensional US Large Cap Value ETF Stock Performance

Dimensional US Large Cap Value ETF stock traded up $0.05 during mid-day trading on Friday, hitting $41.37. The company’s stock had a trading volume of 687,571 shares, compared to its average volume of 837,242. The company has a 50 day moving average of $41.40 and a 200-day moving average of $39.74. The stock has a market cap of $7.23 billion, a PE ratio of 15.63 and a beta of 0.79. Dimensional US Large Cap Value ETF has a one year low of $32.15 and a one year high of $42.35.

Dimensional US Large Cap Value ETF Company 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.