Petersen Hastings Wealth Advisors Inc. Acquires Shares of 36,642 Dimensional US Large Cap Value ETF $DFLV

Petersen Hastings Wealth Advisors Inc. purchased a new position in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 36,642 shares of the company’s stock, valued at approximately $1,254,000.

Several other institutional investors also recently added to or reduced their stakes in the stock. Vise Technologies Inc. increased its stake in Dimensional US Large Cap Value ETF by 209.5% in the 4th quarter. Vise Technologies Inc. now owns 2,580,784 shares of the company’s stock worth $88,289,000 after buying an additional 1,746,930 shares during the period. McGrath & Associates Inc. boosted its holdings in shares of Dimensional US Large Cap Value ETF by 3.0% in the 4th quarter. McGrath & Associates Inc. now owns 18,381 shares of the company’s stock valued at $629,000 after buying an additional 544 shares in the last quarter. Lido Advisors LLC boosted its holdings in shares of Dimensional US Large Cap Value ETF by 1.0% in the 4th quarter. Lido Advisors LLC now owns 116,792 shares of the company’s stock valued at $3,931,000 after buying an additional 1,153 shares in the last quarter. Disciplined Investors L.L.C. boosted its holdings in shares of Dimensional US Large Cap Value ETF by 4.5% in the 4th quarter. Disciplined Investors L.L.C. now owns 46,484 shares of the company’s stock valued at $1,590,000 after buying an additional 2,018 shares in the last quarter. Finally, TAGStone Capital Inc. boosted its stake in Dimensional US Large Cap Value ETF by 20.5% in the 4th quarter. TAGStone Capital Inc. now owns 16,360 shares of the company’s stock worth $560,000 after purchasing an additional 2,785 shares in the last quarter.

Dimensional US Large Cap Value ETF Stock Up 0.6%

DFLV stock opened at $39.81 on Friday. The firm has a 50 day moving average of $37.57 and a 200 day moving average of $36.06. The stock has a market capitalization of $6.18 billion, a PE ratio of 15.63 and a beta of 0.80. Dimensional US Large Cap Value ETF has a 52 week low of $29.86 and a 52 week high of $39.89.

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.