Wescott Financial Advisory Group LLC Has $13.87 Million Stock Position in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV)

Wescott Financial Advisory Group LLC lifted its position in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 17.8% in the third quarter, according to its most recent disclosure with the SEC. The institutional investor owned 450,176 shares of the company’s stock after buying an additional 68,109 shares during the quarter. Dimensional US Large Cap Value ETF comprises 1.5% of Wescott Financial Advisory Group LLC’s holdings, making the stock its 16th biggest position. Wescott Financial Advisory Group LLC’s holdings in Dimensional US Large Cap Value ETF were worth $13,870,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Aire Advisors LLC raised its stake in Dimensional US Large Cap Value ETF by 2.0% in the second quarter. Aire Advisors LLC now owns 19,655 shares of the company’s stock valued at $568,000 after purchasing an additional 393 shares in the last quarter. Builder Investment Group Inc. ADV raised its stake in Dimensional US Large Cap Value ETF by 2.4% in the second quarter. Builder Investment Group Inc. ADV now owns 27,729 shares of the company’s stock valued at $802,000 after purchasing an additional 648 shares in the last quarter. Modera Wealth Management LLC raised its stake in Dimensional US Large Cap Value ETF by 0.4% in the third quarter. Modera Wealth Management LLC now owns 165,790 shares of the company’s stock valued at $5,108,000 after purchasing an additional 736 shares in the last quarter. PBMares Wealth Management LLC raised its stake in Dimensional US Large Cap Value ETF by 12.8% in the third quarter. PBMares Wealth Management LLC now owns 8,532 shares of the company’s stock valued at $263,000 after purchasing an additional 967 shares in the last quarter. Finally, Global Trust Asset Management LLC raised its stake in Dimensional US Large Cap Value ETF by 126.8% in the second quarter. Global Trust Asset Management LLC now owns 2,046 shares of the company’s stock valued at $59,000 after purchasing an additional 1,144 shares in the last quarter.

Dimensional US Large Cap Value ETF Stock Up 0.9 %

DFLV stock opened at $32.43 on Friday. Dimensional US Large Cap Value ETF has a 52 week low of $25.24 and a 52 week high of $32.48. The business has a 50-day simple moving average of $31.16 and a 200 day simple moving average of $30.02. The company has a market cap of $2.08 billion, a PE ratio of 13.15 and a beta of 0.78.

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.