Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) Stock Position Increased by Panoramic Investment Advisors LLC

Panoramic Investment Advisors LLC increased its position in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 22.9% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 79,154 shares of the company’s stock after buying an additional 14,742 shares during the quarter. Dimensional US Large Cap Value ETF comprises approximately 1.5% of Panoramic Investment Advisors LLC’s holdings, making the stock its 19th largest position. Panoramic Investment Advisors LLC owned approximately 0.12% of Dimensional US Large Cap Value ETF worth $2,377,000 at the end of the most recent quarter.

Several other large investors have also bought and sold shares of DFLV. Spire Wealth Management bought a new position in shares of Dimensional US Large Cap Value ETF during the 4th quarter valued at about $559,000. Destiny Wealth Partners LLC lifted its stake in Dimensional US Large Cap Value ETF by 8.5% during the fourth quarter. Destiny Wealth Partners LLC now owns 921,918 shares of the company’s stock valued at $27,685,000 after purchasing an additional 72,317 shares during the last quarter. Chicago Partners Investment Group LLC lifted its stake in Dimensional US Large Cap Value ETF by 6.2% during the fourth quarter. Chicago Partners Investment Group LLC now owns 383,282 shares of the company’s stock valued at $11,606,000 after purchasing an additional 22,317 shares during the last quarter. Clear Creek Financial Management LLC bought a new stake in Dimensional US Large Cap Value ETF during the fourth quarter worth approximately $1,218,000. Finally, TCI Wealth Advisors Inc. grew its position in Dimensional US Large Cap Value ETF by 14.8% in the fourth quarter. TCI Wealth Advisors Inc. now owns 86,885 shares of the company’s stock worth $2,609,000 after buying an additional 11,191 shares during the last quarter.

Dimensional US Large Cap Value ETF Stock Performance

Shares of NYSEARCA:DFLV opened at $31.33 on Monday. The company has a market capitalization of $2.01 billion, a PE ratio of 13.15 and a beta of 0.78. The stock has a fifty day moving average of $31.05 and a 200-day moving average of $30.71. Dimensional US Large Cap Value ETF has a one year low of $26.97 and a one year high of $32.78.

Dimensional US Large Cap Value ETF Company 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.