Advisory Services & Investments LLC Has $4.40 Million Stock Position in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV)

Advisory Services & Investments LLC increased its holdings in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 17.1% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 146,565 shares of the company’s stock after acquiring an additional 21,358 shares during the period. Dimensional US Large Cap Value ETF comprises about 3.0% of Advisory Services & Investments LLC’s holdings, making the stock its 12th largest holding. Advisory Services & Investments LLC owned approximately 0.50% of Dimensional US Large Cap Value ETF worth $4,395,000 at the end of the most recent quarter.

Other hedge funds have also recently bought and sold shares of the company. Larson Financial Group LLC lifted its stake in Dimensional US Large Cap Value ETF by 16.6% in the 4th quarter. Larson Financial Group LLC now owns 364,644 shares of the company’s stock worth $9,864,000 after acquiring an additional 51,968 shares in the last quarter. American Investment Services Inc. lifted its stake in Dimensional US Large Cap Value ETF by 171.5% in the 4th quarter. American Investment Services Inc. now owns 76,189 shares of the company’s stock worth $2,061,000 after acquiring an additional 48,131 shares in the last quarter. Envision Financial Planning LLC lifted its stake in Dimensional US Large Cap Value ETF by 9.4% in the 4th quarter. Envision Financial Planning LLC now owns 63,647 shares of the company’s stock worth $1,722,000 after acquiring an additional 5,472 shares in the last quarter. Jentner Corp lifted its stake in Dimensional US Large Cap Value ETF by 139.7% in the 3rd quarter. Jentner Corp now owns 118,090 shares of the company’s stock worth $2,930,000 after acquiring an additional 68,818 shares in the last quarter. Finally, CFS Investment Advisory Services LLC purchased a new stake in Dimensional US Large Cap Value ETF in the 4th quarter worth about $395,000.

Dimensional US Large Cap Value ETF Trading Up 0.7 %

Shares of Dimensional US Large Cap Value ETF stock opened at $28.91 on Monday. The stock has a 50-day moving average price of $29.04 and a 200 day moving average price of $28.36. The company has a market cap of $1.86 billion, a P/E ratio of 13.15 and a beta of 0.78. Dimensional US Large Cap Value ETF has a 1 year low of $23.26 and a 1 year high of $30.04.

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.