Level Financial Advisors Acquires 31,712 Shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV)

Level Financial Advisors raised its holdings in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 110.2% during the first quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 60,497 shares of the company’s stock after buying an additional 31,712 shares during the quarter. Dimensional US Large Cap Value ETF comprises 0.8% of Level Financial Advisors’ investment portfolio, making the stock its 26th largest position. Level Financial Advisors’ holdings in Dimensional US Large Cap Value ETF were worth $1,814,000 as of its most recent SEC filing.

Other large investors have also recently made changes to their positions in the company. Larson Financial Group LLC grew its position in shares of Dimensional US Large Cap Value ETF by 16.6% in the 4th quarter. Larson Financial Group LLC now owns 364,644 shares of the company’s stock worth $9,864,000 after buying an additional 51,968 shares during the last quarter. American Investment Services Inc. grew its position in shares of Dimensional US Large Cap Value ETF by 171.5% in the 4th quarter. American Investment Services Inc. now owns 76,189 shares of the company’s stock worth $2,061,000 after buying an additional 48,131 shares during the last quarter. Envision Financial Planning LLC grew its position in shares of Dimensional US Large Cap Value ETF by 9.4% in the 4th quarter. Envision Financial Planning LLC now owns 63,647 shares of the company’s stock worth $1,722,000 after buying an additional 5,472 shares during the last quarter. Jentner Corp grew its position in shares of Dimensional US Large Cap Value ETF by 139.7% in the 3rd quarter. Jentner Corp now owns 118,090 shares of the company’s stock worth $2,930,000 after buying an additional 68,818 shares during the last quarter. Finally, CFS Investment Advisory Services LLC bought a new stake in shares of Dimensional US Large Cap Value ETF in the 4th quarter worth approximately $395,000.

Dimensional US Large Cap Value ETF Price Performance

Shares of DFLV remained flat at $28.83 on Thursday. The stock had a trading volume of 199,460 shares, compared to its average volume of 338,197. The firm has a market capitalization of $1.85 billion, a price-to-earnings ratio of 13.15 and a beta of 0.78. The company’s 50-day moving average price is $29.03 and its 200-day moving average price is $28.39. Dimensional US Large Cap Value ETF has a 52 week low of $23.26 and a 52 week high of $30.04.

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.