PKS Advisory Services LLC Takes Position in Dimensional US Large Cap Value ETF $DFLV

PKS Advisory Services LLC acquired a new stake in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) during the 4th quarter, according to its most recent filing with the SEC. The institutional investor acquired 84,338 shares of the company’s stock, valued at approximately $2,885,000. Dimensional US Large Cap Value ETF accounts for approximately 0.7% of PKS Advisory Services LLC’s investment portfolio, making the stock its 26th largest holding.

Several other large investors also recently modified their holdings of DFLV. Disciplined Equity Management Inc. purchased a new stake in Dimensional US Large Cap Value ETF during the 3rd quarter worth about $1,117,000. Cerity Partners LLC lifted its holdings in Dimensional US Large Cap Value ETF by 40.3% during the 3rd quarter. Cerity Partners LLC now owns 1,359,716 shares of the company’s stock worth $44,735,000 after purchasing an additional 390,323 shares in the last quarter. Austin Asset Management Co Inc lifted its holdings in Dimensional US Large Cap Value ETF by 6.2% during the 3rd quarter. Austin Asset Management Co Inc now owns 428,265 shares of the company’s stock worth $14,090,000 after purchasing an additional 24,955 shares in the last quarter. Betterment LLC lifted its holdings in Dimensional US Large Cap Value ETF by 11.5% during the 3rd quarter. Betterment LLC now owns 673,543 shares of the company’s stock worth $22,160,000 after purchasing an additional 69,719 shares in the last quarter. Finally, Coldstream Capital Management Inc. lifted its holdings in Dimensional US Large Cap Value ETF by 132.4% during the 3rd quarter. Coldstream Capital Management Inc. now owns 4,252,689 shares of the company’s stock worth $139,913,000 after purchasing an additional 2,422,652 shares in the last quarter.

Dimensional US Large Cap Value ETF Stock Down 0.5%

NYSEARCA:DFLV opened at $37.62 on Tuesday. The business’s 50-day moving average price is $36.47 and its two-hundred day moving average price is $35.14. Dimensional US Large Cap Value ETF has a twelve month low of $29.06 and a twelve month high of $38.08. The stock has a market cap of $5.84 billion, a P/E ratio of 15.63 and a beta of 0.81.

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.