Wescott Financial Advisory Group LLC Boosts Holdings in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV)

Wescott Financial Advisory Group LLC grew its stake in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLVFree Report) by 20.6% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 232,975 shares of the company’s stock after acquiring an additional 39,759 shares during the quarter. Dimensional US Large Cap Value ETF comprises about 0.9% of Wescott Financial Advisory Group LLC’s holdings, making the stock its 20th largest position. Wescott Financial Advisory Group LLC’s holdings in Dimensional US Large Cap Value ETF were worth $6,302,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors have also modified their holdings of the company. DiNuzzo Private Wealth Inc. purchased a new position in Dimensional US Large Cap Value ETF during the fourth quarter worth approximately $50,907,000. LPL Financial LLC acquired a new stake in Dimensional US Large Cap Value ETF during the third quarter worth about $17,727,000. Summit Financial Strategies Inc. purchased a new position in shares of Dimensional US Large Cap Value ETF in the 4th quarter worth about $17,593,000. Lakeshore Financial Planning Inc. purchased a new position in shares of Dimensional US Large Cap Value ETF in the 3rd quarter worth about $15,520,000. Finally, SRS Capital Advisors Inc. acquired a new position in shares of Dimensional US Large Cap Value ETF in the 3rd quarter valued at about $14,671,000.

Dimensional US Large Cap Value ETF Stock Performance

DFLV traded up $0.02 on Friday, reaching $29.01. 546,711 shares of the company’s stock were exchanged, compared to its average volume of 335,061. Dimensional US Large Cap Value ETF has a twelve month low of $23.26 and a twelve month high of $30.04. The company’s 50 day moving average is $29.19 and its 200-day moving average is $27.97. The company has a market cap of $1.86 billion, a price-to-earnings ratio of 13.15 and a beta of 0.78.

About Dimensional US Large Cap Value ETF

(Free Report)

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.

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Institutional Ownership by Quarter for Dimensional US Large Cap Value ETF (NYSEARCA:DFLV)

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