Wescott Financial Advisory Group LLC Buys 38,539 Shares of Dimensional US Large Cap Value ETF $DFLV

Wescott Financial Advisory Group LLC raised its stake in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 7.4% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 561,403 shares of the company’s stock after purchasing an additional 38,539 shares during the period. Dimensional US Large Cap Value ETF accounts for approximately 1.7% of Wescott Financial Advisory Group LLC’s investment portfolio, making the stock its 16th largest holding. Wescott Financial Advisory Group LLC owned about 0.47% of Dimensional US Large Cap Value ETF worth $17,415,000 at the end of the most recent reporting period.

Other hedge funds have also modified their holdings of the company. Northwestern Mutual Wealth Management Co. purchased a new position in shares of Dimensional US Large Cap Value ETF in the 1st quarter worth approximately $32,000. CWM LLC lifted its position in Dimensional US Large Cap Value ETF by 962.9% during the first quarter. CWM LLC now owns 1,605 shares of the company’s stock valued at $49,000 after acquiring an additional 1,454 shares during the last quarter. AE Wealth Management LLC acquired a new stake in Dimensional US Large Cap Value ETF in the second quarter valued at approximately $54,000. Cary Street Partners Investment Advisory LLC acquired a new stake in Dimensional US Large Cap Value ETF in the first quarter valued at approximately $95,000. Finally, AlphaCore Capital LLC purchased a new position in Dimensional US Large Cap Value ETF in the first quarter worth $119,000.

Dimensional US Large Cap Value ETF Trading Down 1.4%

Shares of DFLV stock opened at $32.66 on Tuesday. Dimensional US Large Cap Value ETF has a 12-month low of $26.26 and a 12-month high of $33.68. The business’s fifty day simple moving average is $32.81 and its 200-day simple moving average is $31.66. The company has a market cap of $4.38 billion, a PE ratio of 15.63 and a beta of 0.91.

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.