Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) Holdings Increased by Evanson Asset Management LLC

Evanson Asset Management LLC increased its stake in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 19.8% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 412,948 shares of the company’s stock after acquiring an additional 68,144 shares during the period. Dimensional US Large Cap Value ETF makes up approximately 0.9% of Evanson Asset Management LLC’s investment portfolio, making the stock its 24th biggest position. Evanson Asset Management LLC owned approximately 0.64% of Dimensional US Large Cap Value ETF worth $12,401,000 at the end of the most recent reporting period.

A number of other hedge funds have also made changes to their positions in DFLV. Great Oak Capital Partners LLC boosted its stake in Dimensional US Large Cap Value ETF by 14.5% during the 2nd quarter. Great Oak Capital Partners LLC now owns 780,824 shares of the company’s stock valued at $22,722,000 after purchasing an additional 98,975 shares in the last quarter. Bank of Montreal Can boosted its stake in Dimensional US Large Cap Value ETF by 11.3% during the second quarter. Bank of Montreal Can now owns 793,336 shares of the company’s stock valued at $23,110,000 after buying an additional 80,273 shares in the last quarter. American Investment Services Inc. grew its holdings in Dimensional US Large Cap Value ETF by 6.0% during the second quarter. American Investment Services Inc. now owns 84,836 shares of the company’s stock worth $2,453,000 after acquiring an additional 4,780 shares during the period. Wescott Financial Advisory Group LLC grew its holdings in Dimensional US Large Cap Value ETF by 20.2% during the second quarter. Wescott Financial Advisory Group LLC now owns 382,067 shares of the company’s stock worth $11,046,000 after acquiring an additional 64,081 shares during the period. Finally, Creative Planning raised its position in Dimensional US Large Cap Value ETF by 205.8% in the second quarter. Creative Planning now owns 54,593 shares of the company’s stock worth $1,578,000 after acquiring an additional 36,739 shares in the last quarter.

Dimensional US Large Cap Value ETF Trading Up 0.7 %

NYSEARCA:DFLV opened at $31.23 on Monday. The company has a 50-day moving average of $31.16 and a 200-day moving average of $30.56. The firm has a market cap of $2.00 billion, a price-to-earnings ratio of 13.15 and a beta of 0.78. Dimensional US Large Cap Value ETF has a twelve month low of $26.31 and a twelve month high of $32.78.

About Dimensional US Large Cap Value ETF

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.