Wealth Enhancement Advisory Services LLC Grows Stock Holdings in Dimensional US Large Cap Value ETF $DFLV

Wealth Enhancement Advisory Services LLC increased its stake in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 12.6% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 1,091,263 shares of the company’s stock after buying an additional 122,156 shares during the period. Wealth Enhancement Advisory Services LLC’s holdings in Dimensional US Large Cap Value ETF were worth $34,593,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also recently added to or reduced their stakes in DFLV. Bank of America Corp DE boosted its holdings in Dimensional US Large Cap Value ETF by 101.8% during the fourth quarter. Bank of America Corp DE now owns 320,591 shares of the company’s stock worth $9,627,000 after buying an additional 161,761 shares in the last quarter. Focus Partners Advisor Solutions LLC boosted its holdings in Dimensional US Large Cap Value ETF by 119.2% during the fourth quarter. Focus Partners Advisor Solutions LLC now owns 52,448 shares of the company’s stock worth $1,575,000 after buying an additional 28,517 shares in the last quarter. McMill Wealth Management purchased a new stake in shares of Dimensional US Large Cap Value ETF in the fourth quarter valued at about $1,162,000. Pinney & Scofield Inc. purchased a new stake in shares of Dimensional US Large Cap Value ETF in the fourth quarter valued at about $2,402,000. Finally, Formidable Asset Management LLC purchased a new stake in shares of Dimensional US Large Cap Value ETF in the fourth quarter valued at about $446,000.

Dimensional US Large Cap Value ETF Price Performance

Shares of NYSEARCA DFLV opened at $32.78 on Friday. Dimensional US Large Cap Value ETF has a 12-month low of $26.26 and a 12-month high of $32.99. The company has a market capitalization of $3.98 billion, a PE ratio of 15.63 and a beta of 1.14. The firm’s 50-day moving average is $31.97 and its two-hundred day moving average is $30.63.

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.