Vestia Personal Wealth Advisors Has $1.07 Million Stock Position in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV)

Vestia Personal Wealth Advisors increased its stake in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 30.8% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 35,478 shares of the company’s stock after buying an additional 8,346 shares during the quarter. Dimensional US Large Cap Value ETF makes up 0.8% of Vestia Personal Wealth Advisors’ holdings, making the stock its 25th biggest position. Vestia Personal Wealth Advisors owned about 0.06% of Dimensional US Large Cap Value ETF worth $1,065,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also added to or reduced their stakes in the company. McIlrath & Eck LLC bought a new stake in Dimensional US Large Cap Value ETF in the 3rd quarter valued at $72,000. S.A. Mason LLC bought a new position in shares of Dimensional US Large Cap Value ETF in the third quarter worth $88,000. AdvisorNet Financial Inc boosted its stake in Dimensional US Large Cap Value ETF by 291.9% in the fourth quarter. AdvisorNet Financial Inc now owns 3,135 shares of the company’s stock valued at $94,000 after buying an additional 2,335 shares in the last quarter. Voisard Asset Management Group Inc. acquired a new stake in Dimensional US Large Cap Value ETF in the third quarter valued at about $169,000. Finally, Capital Performance Advisors LLP acquired a new stake in Dimensional US Large Cap Value ETF in the third quarter valued at about $184,000.

Dimensional US Large Cap Value ETF Stock Up 0.5 %

NYSEARCA:DFLV opened at $31.33 on Wednesday. The stock’s 50-day simple moving average is $31.00 and its 200 day simple moving average is $30.73. The firm 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 has a twelve month low of $26.97 and a twelve month high of $32.78.

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.