Porter White Investment Advisors Inc. Acquires New Shares in Dimensional US Large Cap Value ETF $DFLV

Porter White Investment Advisors Inc. acquired a new stake in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) in the third quarter, according to the company in its most recent filing with the SEC. The firm acquired 65,620 shares of the company’s stock, valued at approximately $2,636,000. Dimensional US Large Cap Value ETF comprises 1.6% of Porter White Investment Advisors Inc.’s holdings, making the stock its 16th biggest position.

Several other hedge funds have also added to or reduced their stakes in the business. Corient Private Wealth LLC grew its holdings in Dimensional US Large Cap Value ETF by 21.4% during the 4th quarter. Corient Private Wealth LLC now owns 6,263,508 shares of the company’s stock worth $214,275,000 after acquiring an additional 1,106,051 shares during the last quarter. Cetera Investment Advisers raised its stake in shares of Dimensional US Large Cap Value ETF by 58.0% during the first quarter. Cetera Investment Advisers now owns 3,667,210 shares of the company’s stock valued at $130,956,000 after acquiring an additional 1,345,977 shares during the last quarter. Root Financial Partners LLC raised its stake in shares of Dimensional US Large Cap Value ETF by 14.6% during the first quarter. Root Financial Partners LLC now owns 3,143,873 shares of the company’s stock valued at $112,268,000 after acquiring an additional 399,663 shares during the last quarter. Summit Financial Strategies Inc. lifted its holdings in shares of Dimensional US Large Cap Value ETF by 8.8% during the third quarter. Summit Financial Strategies Inc. now owns 2,699,514 shares of the company’s stock worth $108,439,000 after purchasing an additional 218,184 shares during the period. Finally, Mosaic Family Wealth Partners LLC lifted its holdings in shares of Dimensional US Large Cap Value ETF by 1.3% during the first quarter. Mosaic Family Wealth Partners LLC now owns 2,995,202 shares of the company’s stock worth $106,959,000 after purchasing an additional 37,443 shares during the period.

Dimensional US Large Cap Value ETF Stock Down 0.1%

Shares of Dimensional US Large Cap Value ETF stock opened at $41.01 on Thursday. Dimensional US Large Cap Value ETF has a twelve month low of $32.15 and a twelve month high of $42.35. The stock has a market cap of $7.13 billion, a price-to-earnings ratio of 15.63 and a beta of 0.79. The company’s fifty day moving average is $41.41 and its 200 day moving average is $39.69.

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.