Exencial Wealth Advisors LLC Grows Stock Holdings in Dimensional US Large Cap Value ETF $DFLV

Exencial Wealth Advisors LLC boosted its position in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 24.1% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 945,906 shares of the company’s stock after acquiring an additional 183,777 shares during the period. Dimensional US Large Cap Value ETF comprises approximately 1.0% of Exencial Wealth Advisors LLC’s holdings, making the stock its 20th biggest holding. Exencial Wealth Advisors LLC owned 0.68% of Dimensional US Large Cap Value ETF worth $32,359,000 at the end of the most recent quarter.

Several other institutional investors also recently made changes to their positions in the stock. Optiver Holding B.V. purchased a new position in shares of Dimensional US Large Cap Value ETF in the 3rd quarter worth $42,000. MAI Capital Management acquired a new stake in Dimensional US Large Cap Value ETF during the third quarter worth about $77,000. Huntington National Bank acquired a new stake in Dimensional US Large Cap Value ETF during the third quarter worth about $79,000. Northwestern Mutual Wealth Management Co. increased its stake in Dimensional US Large Cap Value ETF by 214.5% during the second quarter. Northwestern Mutual Wealth Management Co. now owns 3,242 shares of the company’s stock worth $101,000 after acquiring an additional 2,211 shares during the last quarter. Finally, S.A. Mason LLC acquired a new stake in Dimensional US Large Cap Value ETF during the fourth quarter worth about $128,000.

Dimensional US Large Cap Value ETF Price Performance

Shares of NYSEARCA:DFLV opened at $37.47 on Tuesday. The firm has a market capitalization of $5.77 billion, a PE ratio of 15.63 and a beta of 0.85. The business has a 50-day moving average of $36.43 and a two-hundred day moving average of $35.03. Dimensional US Large Cap Value ETF has a 12 month low of $28.51 and a 12 month high of $37.69.

Dimensional US Large Cap Value ETF 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.