Porter White Investment Advisors Inc. Has $2.05 Million Stock Position in Dimensional US Large Cap Value ETF $DFLV

Porter White Investment Advisors Inc. decreased its position in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 6.9% in the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 66,141 shares of the company’s stock after selling 4,871 shares during the period. Dimensional US Large Cap Value ETF comprises approximately 1.0% of Porter White Investment Advisors Inc.’s holdings, making the stock its 16th largest holding. Porter White Investment Advisors Inc. owned 0.06% of Dimensional US Large Cap Value ETF worth $2,052,000 at the end of the most recent reporting period.

Other large investors have also recently added to or reduced their stakes in the company. Northwestern Mutual Wealth Management Co. acquired a new position in Dimensional US Large Cap Value ETF in the 1st quarter valued at approximately $32,000. DecisionPoint Financial LLC raised its holdings in shares of Dimensional US Large Cap Value ETF by 190.8% in the 1st quarter. DecisionPoint Financial LLC now owns 1,207 shares of the company’s stock worth $37,000 after buying an additional 792 shares in the last quarter. CWM LLC raised its holdings in shares of Dimensional US Large Cap Value ETF by 962.9% in the 1st quarter. CWM LLC now owns 1,605 shares of the company’s stock worth $49,000 after buying an additional 1,454 shares in the last quarter. Cloud Capital Management LLC acquired a new position in shares of Dimensional US Large Cap Value ETF in the 1st quarter worth approximately $79,000. Finally, Cary Street Partners Investment Advisory LLC acquired a new position in shares of Dimensional US Large Cap Value ETF in the 1st quarter worth approximately $95,000.

Dimensional US Large Cap Value ETF Trading Up 1.0%

Shares of DFLV opened at $32.80 on Friday. Dimensional US Large Cap Value ETF has a 1 year low of $26.26 and a 1 year high of $32.99. The stock has a 50 day simple moving average of $32.11 and a 200-day simple moving average of $30.71. The stock has a market cap of $3.98 billion, a PE ratio of 15.63 and a beta of 1.14.

About Dimensional US Large Cap Value ETF

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.