Waverly Advisors LLC Has $5.75 Million Stock Holdings in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV)

Waverly Advisors LLC trimmed its position in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 1.4% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 191,396 shares of the company’s stock after selling 2,734 shares during the quarter. Waverly Advisors LLC’s holdings in Dimensional US Large Cap Value ETF were worth $5,748,000 as of its most recent SEC filing.

Other hedge funds have also recently made changes to their positions in the company. Topsail Wealth Management LLC acquired a new stake in shares of Dimensional US Large Cap Value ETF during the fourth quarter valued at about $29,000. Huntington National Bank boosted its stake in shares of Dimensional US Large Cap Value ETF by 6,572.3% during the fourth quarter. Huntington National Bank now owns 3,136 shares of the company’s stock valued at $94,000 after purchasing an additional 3,089 shares in the last quarter. Addison Advisors LLC boosted its stake in shares of Dimensional US Large Cap Value ETF by 477.9% during the fourth quarter. Addison Advisors LLC now owns 3,785 shares of the company’s stock valued at $114,000 after purchasing an additional 3,130 shares in the last quarter. EverSource Wealth Advisors LLC boosted its stake in shares of Dimensional US Large Cap Value ETF by 234.8% during the fourth quarter. EverSource Wealth Advisors LLC now owns 3,967 shares of the company’s stock valued at $119,000 after purchasing an additional 2,782 shares in the last quarter. Finally, VSM Wealth Advisory LLC acquired a new stake in shares of Dimensional US Large Cap Value ETF during the fourth quarter valued at about $175,000.

Dimensional US Large Cap Value ETF Trading Down 0.4%

Shares of DFLV stock opened at $30.36 on Wednesday. The business’s 50-day moving average price is $29.38 and its 200-day moving average price is $30.55. Dimensional US Large Cap Value ETF has a 12 month low of $26.26 and a 12 month high of $32.78. The firm has a market capitalization of $3.39 billion, a price-to-earnings ratio of 15.22 and a beta of 0.95.

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.