Wescott Financial Advisory Group LLC Raises Stock Holdings in Dimensional US Large Cap Value ETF $DFLV

Wescott Financial Advisory Group LLC boosted its position in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 7.4% in the second quarter, HoldingsChannel.com reports. The fund owned 561,403 shares of the company’s stock after acquiring an additional 38,539 shares during the quarter. Dimensional US Large Cap Value ETF comprises about 1.7% of Wescott Financial Advisory Group LLC’s portfolio, making the stock its 16th largest holding. Wescott Financial Advisory Group LLC’s holdings in Dimensional US Large Cap Value ETF were worth $17,415,000 as of its most recent SEC filing.

A number of other hedge funds have also modified their holdings of the company. Northwestern Mutual Wealth Management Co. purchased a new position in shares of Dimensional US Large Cap Value ETF in the first quarter worth about $32,000. CWM LLC boosted its position in Dimensional US Large Cap Value ETF by 962.9% in the first quarter. CWM LLC now owns 1,605 shares of the company’s stock valued at $49,000 after buying an additional 1,454 shares during the last quarter. AE Wealth Management LLC acquired a new position in Dimensional US Large Cap Value ETF in the 2nd quarter worth approximately $54,000. Cary Street Partners Investment Advisory LLC acquired a new position in Dimensional US Large Cap Value ETF in the 1st quarter worth approximately $95,000. Finally, AlphaCore Capital LLC purchased a new position in Dimensional US Large Cap Value ETF during the 1st quarter worth approximately $119,000.

Dimensional US Large Cap Value ETF Trading Down 1.4%

Shares of NYSEARCA DFLV opened at $32.66 on Tuesday. The company has a 50 day simple moving average of $32.81 and a two-hundred day simple moving average of $31.66. The stock has a market cap of $4.38 billion, a price-to-earnings ratio of 15.63 and a beta of 0.91. Dimensional US Large Cap Value ETF has a 12 month low of $26.26 and a 12 month high of $33.68.

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.