Advisory Services & Investments LLC Has $3.39 Million Stock Holdings in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV)

Advisory Services & Investments LLC grew its position in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 23.9% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 125,207 shares of the company’s stock after acquiring an additional 24,151 shares during the period. Dimensional US Large Cap Value ETF accounts for approximately 2.5% of Advisory Services & Investments LLC’s investment portfolio, making the stock its 13th biggest position. Advisory Services & Investments LLC’s holdings in Dimensional US Large Cap Value ETF were worth $3,387,000 at the end of the most recent reporting period.

A number of other large investors also recently modified their holdings of the company. Annapolis Financial Services LLC lifted its stake in shares of Dimensional US Large Cap Value ETF by 6.1% in the 3rd quarter. Annapolis Financial Services LLC now owns 14,771 shares of the company’s stock valued at $366,000 after acquiring an additional 843 shares during the last quarter. SC&H Financial Advisors Inc. lifted its stake in shares of Dimensional US Large Cap Value ETF by 3.8% in the 4th quarter. SC&H Financial Advisors Inc. now owns 52,791 shares of the company’s stock valued at $1,428,000 after acquiring an additional 1,955 shares during the last quarter. Morris Financial Concepts Inc. raised its position in Dimensional US Large Cap Value ETF by 18.0% during the 3rd quarter. Morris Financial Concepts Inc. now owns 14,474 shares of the company’s stock worth $359,000 after purchasing an additional 2,208 shares during the last quarter. EverSource Wealth Advisors LLC bought a new position in Dimensional US Large Cap Value ETF during the 4th quarter worth $69,000. Finally, DBK Financial Counsel LLC raised its position in Dimensional US Large Cap Value ETF by 13.3% during the 4th quarter. DBK Financial Counsel LLC now owns 22,715 shares of the company’s stock worth $614,000 after purchasing an additional 2,660 shares during the last quarter.

Dimensional US Large Cap Value ETF Trading Down 0.1 %

NYSEARCA:DFLV traded down $0.02 during trading hours on Friday, hitting $28.96. 343,944 shares of the company were exchanged, compared to its average volume of 343,003. The stock has a market capitalization of $1.74 billion, a price-to-earnings ratio of 12.98 and a beta of 1.14. Dimensional US Large Cap Value ETF has a one year low of $23.26 and a one year high of $30.04. The company has a fifty day simple moving average of $28.92 and a 200 day simple moving average of $26.99.

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.