Dimensional US Large Cap Value ETF $DFLV Stake Boosted by Wescott Financial Advisory Group LLC

Wescott Financial Advisory Group LLC boosted its position in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 16.0% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 679,626 shares of the company’s stock after purchasing an additional 93,723 shares during the quarter. Dimensional US Large Cap Value ETF comprises 2.0% of Wescott Financial Advisory Group LLC’s holdings, making the stock its 15th biggest position. Wescott Financial Advisory Group LLC owned approximately 0.49% of Dimensional US Large Cap Value ETF worth $23,250,000 at the end of the most recent quarter.

Other hedge funds have also recently bought and sold shares of the company. Coldstream Capital Management Inc. lifted its position in Dimensional US Large Cap Value ETF by 132.4% in the 3rd quarter. Coldstream Capital Management Inc. now owns 4,252,689 shares of the company’s stock valued at $139,913,000 after purchasing an additional 2,422,652 shares during the last quarter. Betterment LLC lifted its position in Dimensional US Large Cap Value ETF by 11.5% in the 3rd quarter. Betterment LLC now owns 673,543 shares of the company’s stock valued at $22,160,000 after purchasing an additional 69,719 shares during the last quarter. Phillips Financial Management LLC lifted its position in Dimensional US Large Cap Value ETF by 4.0% in the 4th quarter. Phillips Financial Management LLC now owns 1,464,846 shares of the company’s stock valued at $50,112,000 after purchasing an additional 56,378 shares during the last quarter. Wolfstich Capital LLC bought a new stake in Dimensional US Large Cap Value ETF in the 4th quarter valued at about $6,239,000. Finally, Level Financial Advisors lifted its position in Dimensional US Large Cap Value ETF by 12.7% in the 4th quarter. Level Financial Advisors now owns 274,575 shares of the company’s stock valued at $9,393,000 after purchasing an additional 30,958 shares during the last quarter.

Dimensional US Large Cap Value ETF Stock Up 1.6%

Shares of NYSEARCA:DFLV opened at $39.56 on Friday. The company has a market cap of $6.14 billion, a PE ratio of 15.63 and a beta of 0.80. The company’s 50-day moving average price is $37.95 and its 200 day moving average price is $36.30. Dimensional US Large Cap Value ETF has a fifty-two week low of $30.32 and a fifty-two week high of $39.89.

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.