Vestia Personal Wealth Advisors Has $2.44 Million Position in Dimensional US Large Cap Value ETF $DFLV

Vestia Personal Wealth Advisors lifted its stake in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 45.2% in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 74,258 shares of the company’s stock after buying an additional 23,127 shares during the period. Dimensional US Large Cap Value ETF comprises 1.3% of Vestia Personal Wealth Advisors’ portfolio, making the stock its 19th biggest holding. Vestia Personal Wealth Advisors’ holdings in Dimensional US Large Cap Value ETF were worth $2,443,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in DFLV. Savant Capital LLC lifted its position in shares of Dimensional US Large Cap Value ETF by 39.3% in the 2nd quarter. Savant Capital LLC now owns 13,169,045 shares of the company’s stock worth $408,504,000 after acquiring an additional 3,712,256 shares during the period. EP Wealth Advisors LLC lifted its position in Dimensional US Large Cap Value ETF by 20.3% in the second quarter. EP Wealth Advisors LLC now owns 7,789,534 shares of the company’s stock worth $241,631,000 after purchasing an additional 1,316,406 shares during the period. Corient Private Wealth LLC boosted its stake in Dimensional US Large Cap Value ETF by 4.9% during the second quarter. Corient Private Wealth LLC now owns 5,629,872 shares of the company’s stock worth $174,639,000 after buying an additional 263,180 shares in the last quarter. Foster Group Inc. increased its holdings in Dimensional US Large Cap Value ETF by 12.3% in the 3rd quarter. Foster Group Inc. now owns 4,141,417 shares of the company’s stock valued at $136,253,000 after buying an additional 455,065 shares during the period. Finally, Mosaic Family Wealth Partners LLC increased its holdings in Dimensional US Large Cap Value ETF by 3.0% in the 2nd quarter. Mosaic Family Wealth Partners LLC now owns 2,901,838 shares of the company’s stock valued at $90,015,000 after buying an additional 83,405 shares during the period.

Dimensional US Large Cap Value ETF Stock Performance

NYSEARCA:DFLV opened at $34.60 on Thursday. The company has a 50-day moving average of $33.34 and a 200-day moving average of $32.37. Dimensional US Large Cap Value ETF has a 52 week low of $26.26 and a 52 week high of $34.71. The company has a market capitalization of $4.64 billion, a price-to-earnings ratio of 15.63 and a beta of 0.91.

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.