Panoramic Investment Advisors LLC Acquires 14,742 Shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV)

Panoramic Investment Advisors LLC raised its holdings in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 22.9% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 79,154 shares of the company’s stock after acquiring an additional 14,742 shares during the quarter. Dimensional US Large Cap Value ETF comprises 1.5% of Panoramic Investment Advisors LLC’s portfolio, making the stock its 19th largest position. Panoramic Investment Advisors LLC’s holdings in Dimensional US Large Cap Value ETF were worth $2,377,000 as of its most recent SEC filing.

A number of other institutional investors have also recently bought and sold shares of DFLV. Wealthcare Advisory Partners LLC boosted its position in shares of Dimensional US Large Cap Value ETF by 29.6% in the 4th quarter. Wealthcare Advisory Partners LLC now owns 18,169 shares of the company’s stock worth $546,000 after purchasing an additional 4,155 shares during the last quarter. Sanctuary Wealth Management L.L.C. lifted its stake in Dimensional US Large Cap Value ETF by 62.3% in the third quarter. Sanctuary Wealth Management L.L.C. now owns 67,830 shares of the company’s stock valued at $2,090,000 after buying an additional 26,025 shares during the period. Park Avenue Securities LLC boosted its holdings in Dimensional US Large Cap Value ETF by 120.1% during the fourth quarter. Park Avenue Securities LLC now owns 35,288 shares of the company’s stock worth $1,060,000 after buying an additional 19,258 shares during the last quarter. JPMorgan Chase & Co. grew its position in shares of Dimensional US Large Cap Value ETF by 4,576.2% during the 3rd quarter. JPMorgan Chase & Co. now owns 36,194 shares of the company’s stock worth $1,115,000 after buying an additional 35,420 shares during the period. Finally, MML Investors Services LLC increased its stake in shares of Dimensional US Large Cap Value ETF by 26.5% in the 3rd quarter. MML Investors Services LLC now owns 11,934 shares of the company’s stock valued at $368,000 after acquiring an additional 2,500 shares during the last quarter.

Dimensional US Large Cap Value ETF Price Performance

Shares of NYSEARCA:DFLV opened at $31.33 on Monday. The firm’s 50 day simple moving average is $31.05 and its 200 day simple moving average is $30.71. Dimensional US Large Cap Value ETF has a fifty-two week low of $26.97 and a fifty-two week high of $32.78. The company has a market capitalization of $2.01 billion, a price-to-earnings ratio of 13.15 and a beta of 0.78.

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.