West Financial Advisors LLC Decreases Holdings in Dimensional US Large Cap Value ETF $DFLV

West Financial Advisors LLC trimmed its position in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 17.6% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 471,407 shares of the company’s stock after selling 100,387 shares during the quarter. Dimensional US Large Cap Value ETF accounts for approximately 2.8% of West Financial Advisors LLC’s holdings, making the stock its 11th largest position. West Financial Advisors LLC owned approximately 0.29% of Dimensional US Large Cap Value ETF worth $18,639,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently modified their holdings of the company. Savant Capital LLC boosted its position in Dimensional US Large Cap Value ETF by 11.1% in the fourth quarter. Savant Capital LLC now owns 17,497,390 shares of the company’s stock worth $598,586,000 after purchasing an additional 1,743,828 shares during the last quarter. Corient Private Wealth LLC increased its position in shares of Dimensional US Large Cap Value ETF by 21.4% during the 4th quarter. Corient Private Wealth LLC now owns 6,263,508 shares of the company’s stock valued at $214,275,000 after purchasing an additional 1,106,051 shares during the last quarter. Coldstream Capital Management Inc. lifted its stake in shares of Dimensional US Large Cap Value ETF by 4.4% in the 4th quarter. Coldstream Capital Management Inc. now owns 4,440,601 shares of the company’s stock worth $151,913,000 after purchasing an additional 187,912 shares during the period. Cetera Investment Advisers lifted its stake in shares of Dimensional US Large Cap Value ETF by 58.0% in the 1st quarter. Cetera Investment Advisers now owns 3,667,210 shares of the company’s stock worth $130,956,000 after purchasing an additional 1,345,977 shares during the period. Finally, Truepoint Inc. boosted its holdings in shares of Dimensional US Large Cap Value ETF by 8.3% in the fourth quarter. Truepoint Inc. now owns 3,410,368 shares of the company’s stock worth $116,669,000 after buying an additional 261,009 shares during the last quarter.

Dimensional US Large Cap Value ETF Trading Up 0.4%

Shares of NYSEARCA DFLV opened at $41.51 on Friday. The firm has a 50 day moving average of $39.98 and a 200 day moving average of $37.93. The firm has a market capitalization of $6.90 billion, a price-to-earnings ratio of 15.63 and a beta of 0.78. Dimensional US Large Cap Value ETF has a 12-month low of $31.16 and a 12-month high of $41.58.

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.