Wescott Financial Advisory Group LLC Has $19.28 Million Position in Dimensional US Large Cap Value ETF $DFLV

Wescott Financial Advisory Group LLC boosted its stake in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 4.4% during the third quarter, Holdings Channel.com reports. The fund owned 585,903 shares of the company’s stock after acquiring an additional 24,500 shares during the period. Dimensional US Large Cap Value ETF comprises 1.7% of Wescott Financial Advisory Group LLC’s investment portfolio, making the stock its 16th largest position. Wescott Financial Advisory Group LLC’s holdings in Dimensional US Large Cap Value ETF were worth $19,276,000 as of its most recent SEC filing.

A number of other institutional investors have also recently modified their holdings of DFLV. RB Capital Management LLC grew its holdings in shares of Dimensional US Large Cap Value ETF by 3.3% during the 3rd quarter. RB Capital Management LLC now owns 10,880 shares of the company’s stock worth $358,000 after purchasing an additional 352 shares in the last quarter. Cowa LLC lifted its position in Dimensional US Large Cap Value ETF by 1.2% during the second quarter. Cowa LLC now owns 29,854 shares of the company’s stock worth $926,000 after purchasing an additional 368 shares during the period. Voisard Asset Management Group Inc. grew its stake in Dimensional US Large Cap Value ETF by 1.2% during the third quarter. Voisard Asset Management Group Inc. now owns 38,650 shares of the company’s stock worth $1,272,000 after buying an additional 446 shares in the last quarter. Wealth Management Nebraska increased its holdings in Dimensional US Large Cap Value ETF by 4.4% in the 3rd quarter. Wealth Management Nebraska now owns 11,103 shares of the company’s stock valued at $365,000 after buying an additional 467 shares during the period. Finally, Trinity Financial Advisors LLC raised its position in shares of Dimensional US Large Cap Value ETF by 1.4% in the 3rd quarter. Trinity Financial Advisors LLC now owns 35,890 shares of the company’s stock valued at $1,181,000 after buying an additional 506 shares in the last quarter.

Dimensional US Large Cap Value ETF Trading Up 2.1%

Shares of Dimensional US Large Cap Value ETF stock opened at $36.99 on Friday. The company has a market cap of $5.16 billion, a PE ratio of 15.63 and a beta of 0.91. The company has a 50 day moving average of $34.94 and a 200-day moving average of $33.34. Dimensional US Large Cap Value ETF has a 1-year low of $26.26 and a 1-year high of $37.04.

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.