65,620 Shares in Dimensional US Large Cap Value ETF $DFLV Purchased by Porter White Investment Advisors Inc.

Porter White Investment Advisors Inc. acquired a new stake in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor acquired 65,620 shares of the company’s stock, valued at approximately $2,636,000. Dimensional US Large Cap Value ETF comprises about 1.6% of Porter White Investment Advisors Inc.’s investment portfolio, making the stock its 16th largest holding.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Mather Group LLC. bought a new stake in shares of Dimensional US Large Cap Value ETF during the third quarter worth $49,186,000. Summit Financial Strategies Inc. increased its holdings in shares of Dimensional US Large Cap Value ETF by 8.8% during the third quarter. Summit Financial Strategies Inc. now owns 2,699,514 shares of the company’s stock worth $108,439,000 after buying an additional 218,184 shares in the last quarter. Cliftonlarsonallen Wealth Advisors LLC acquired a new position in shares of Dimensional US Large Cap Value ETF during the third quarter worth $1,160,000. Sachem Hill LLC lifted its stake in shares of Dimensional US Large Cap Value ETF by 2.9% in the 3rd quarter. Sachem Hill LLC now owns 438,039 shares of the company’s stock valued at $17,596,000 after acquiring an additional 12,536 shares during the last quarter. Finally, Navigate Wealth Management LLC lifted its stake in shares of Dimensional US Large Cap Value ETF by 10.5% in the 3rd quarter. Navigate Wealth Management LLC now owns 351,743 shares of the company’s stock valued at $14,383,000 after acquiring an additional 33,430 shares during the last quarter.

Dimensional US Large Cap Value ETF Stock Performance

Shares of DFLV opened at $41.01 on Thursday. Dimensional US Large Cap Value ETF has a 52 week low of $32.15 and a 52 week high of $42.35. The stock has a market capitalization of $7.13 billion, a price-to-earnings ratio of 15.63 and a beta of 0.79. The stock has a fifty day moving average of $41.41 and a 200-day moving average of $39.69.

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.