Vestia Personal Wealth Advisors Boosts Stock Position in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV)

Vestia Personal Wealth Advisors boosted its holdings in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 30.8% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 35,478 shares of the company’s stock after purchasing an additional 8,346 shares during the period. Dimensional US Large Cap Value ETF comprises 0.8% of Vestia Personal Wealth Advisors’ holdings, making the stock its 25th largest position. Vestia Personal Wealth Advisors’ holdings in Dimensional US Large Cap Value ETF were worth $1,065,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Wealthcare Advisory Partners LLC boosted its position in Dimensional US Large Cap Value ETF by 29.6% in the fourth 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. boosted its position 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 worth $2,090,000 after purchasing an additional 26,025 shares during the last quarter. Park Avenue Securities LLC lifted its position in shares of Dimensional US Large Cap Value ETF by 120.1% during the 4th quarter. Park Avenue Securities LLC now owns 35,288 shares of the company’s stock valued at $1,060,000 after buying an additional 19,258 shares during the last quarter. JPMorgan Chase & Co. lifted 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 valued at $1,115,000 after buying an additional 35,420 shares during the last quarter. Finally, MML Investors Services LLC lifted its position in shares of Dimensional US Large Cap Value ETF by 26.5% during the 3rd quarter. MML Investors Services LLC now owns 11,934 shares of the company’s stock valued at $368,000 after buying 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 Wednesday. Dimensional US Large Cap Value ETF has a one year low of $26.97 and a one year high of $32.78. The business’s fifty day moving average price is $31.00 and its 200-day moving average price is $30.73. The stock has a market capitalization of $2.01 billion, a PE 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.