Wealth Enhancement Advisory Services LLC Has $29.63 Million Holdings in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV)

Wealth Enhancement Advisory Services LLC grew its position in Dimensional US Large Cap Value ETF (NYSEARCA:DFLVFree Report) by 15.2% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 969,107 shares of the company’s stock after purchasing an additional 127,678 shares during the period. Wealth Enhancement Advisory Services LLC owned about 0.91% of Dimensional US Large Cap Value ETF worth $29,626,000 at the end of the most recent quarter.

Several other hedge funds also recently bought and sold shares of the company. Topsail Wealth Management LLC acquired a new position in shares of Dimensional US Large Cap Value ETF during the 4th quarter valued at about $29,000. Huntington National Bank increased its holdings in shares of Dimensional US Large Cap Value ETF by 6,572.3% during the 4th quarter. Huntington National Bank now owns 3,136 shares of the company’s stock valued at $94,000 after acquiring an additional 3,089 shares during the last quarter. Addison Advisors LLC increased its holdings in shares of Dimensional US Large Cap Value ETF by 477.9% during the 4th quarter. Addison Advisors LLC now owns 3,785 shares of the company’s stock valued at $114,000 after acquiring an additional 3,130 shares during the last quarter. EverSource Wealth Advisors LLC increased its holdings in shares of Dimensional US Large Cap Value ETF by 234.8% during the 4th quarter. EverSource Wealth Advisors LLC now owns 3,967 shares of the company’s stock valued at $119,000 after acquiring an additional 2,782 shares during the last quarter. Finally, VSM Wealth Advisory LLC acquired a new position in shares of Dimensional US Large Cap Value ETF during the 4th quarter valued at about $175,000.

Dimensional US Large Cap Value ETF Stock Performance

Shares of NYSEARCA DFLV opened at $30.53 on Friday. The firm has a market cap of $3.53 billion, a price-to-earnings ratio of 15.22 and a beta of 0.92. The business’s 50-day simple moving average is $29.64 and its 200-day simple moving average is $30.25. Dimensional US Large Cap Value ETF has a 52 week low of $26.26 and a 52 week high of $32.78.

Dimensional US Large Cap Value ETF Company Profile

(Free Report)

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.

Further Reading

Institutional Ownership by Quarter for Dimensional US Large Cap Value ETF (NYSEARCA:DFLV)

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