Wilkerson Advisory Group LLC Takes $2.27 Million Position in Dimensional US Large Cap Value ETF $DFLV

Wilkerson Advisory Group LLC acquired a new stake in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 63,463 shares of the company’s stock, valued at approximately $2,266,000. Dimensional US Large Cap Value ETF accounts for approximately 0.8% of Wilkerson Advisory Group LLC’s holdings, making the stock its 25th biggest holding.

Other institutional investors also recently bought and sold shares of the company. Balefire LLC purchased a new stake in Dimensional US Large Cap Value ETF during the first quarter worth $207,000. Sterling Financial Planning Inc. boosted its position in Dimensional US Large Cap Value ETF by 4.6% during the 1st quarter. Sterling Financial Planning Inc. now owns 28,375 shares of the company’s stock valued at $1,013,000 after acquiring an additional 1,256 shares in the last quarter. Angeles Wealth Management LLC purchased a new position in shares of Dimensional US Large Cap Value ETF in the 1st quarter valued at $41,000. Oder Investment Management LLC increased its holdings in shares of Dimensional US Large Cap Value ETF by 50.6% in the 1st quarter. Oder Investment Management LLC now owns 23,709 shares of the company’s stock valued at $847,000 after acquiring an additional 7,966 shares during the period. Finally, Golden Bell Financial Planning LLC increased its holdings in shares of Dimensional US Large Cap Value ETF by 5.5% in the 1st quarter. Golden Bell Financial Planning LLC now owns 275,360 shares of the company’s stock valued at $9,833,000 after acquiring an additional 14,277 shares during the period.

Dimensional US Large Cap Value ETF Trading Down 0.4%

DFLV opened at $39.82 on Tuesday. The firm has a market cap of $6.56 billion, a price-to-earnings ratio of 15.63 and a beta of 0.79. Dimensional US Large Cap Value ETF has a 12 month low of $30.65 and a 12 month high of $40.31. The stock has a fifty day moving average price of $39.36 and a 200-day moving average price of $37.39.

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.