Compass Advisory Group LLC Invests $19.80 Million in Dimensional US Large Cap Value ETF $DFLV

Compass Advisory Group LLC purchased a new position in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund purchased 554,370 shares of the company’s stock, valued at approximately $19,797,000. Dimensional US Large Cap Value ETF accounts for about 5.3% of Compass Advisory Group LLC’s investment portfolio, making the stock its 8th biggest position.

Several other institutional investors and hedge funds have also bought and sold shares of DFLV. Private Wealth Asset Management LLC purchased a new stake in Dimensional US Large Cap Value ETF in the fourth quarter worth $29,000. Vermillion Wealth Management Inc. lifted its position in shares of Dimensional US Large Cap Value ETF by 58.4% during the 1st 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 last quarter. Optiver Holding B.V. purchased a new position in shares of Dimensional US Large Cap Value ETF during the 3rd quarter valued at $42,000. O Shaughnessy Asset Management LLC bought a new position in shares of Dimensional US Large Cap Value ETF during the 4th quarter worth $55,000. Finally, Wells Fargo & Company MN grew its stake in shares of Dimensional US Large Cap Value ETF by 1,117.8% during the 4th quarter. Wells Fargo & Company MN now owns 2,192 shares of the company’s stock worth $75,000 after acquiring an additional 2,012 shares during the period.

Dimensional US Large Cap Value ETF Stock Performance

Shares of DFLV opened at $39.90 on Friday. The business has a 50-day moving average of $38.60 and a 200 day moving average of $36.73. Dimensional US Large Cap Value ETF has a fifty-two week low of $30.65 and a fifty-two week high of $40.25. The firm has a market cap of $6.20 billion, a P/E ratio of 15.63 and a beta of 0.80.

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.