Sterling Financial Planning Inc. Raises Position in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV)

Sterling Financial Planning Inc. lifted its stake in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 5.6% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 21,836 shares of the company’s stock after acquiring an additional 1,164 shares during the quarter. Sterling Financial Planning Inc.’s holdings in Dimensional US Large Cap Value ETF were worth $656,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds have also modified their holdings of DFLV. Savant Capital LLC increased its holdings in Dimensional US Large Cap Value ETF by 63.5% during the 4th quarter. Savant Capital LLC now owns 6,840,022 shares of the company’s stock worth $205,406,000 after purchasing an additional 2,655,670 shares during the period. EP Wealth Advisors LLC grew its position in shares of Dimensional US Large Cap Value ETF by 29.9% during the third quarter. EP Wealth Advisors LLC now owns 3,462,912 shares of the company’s stock worth $106,692,000 after buying an additional 797,877 shares in the last quarter. Apella Capital LLC increased its stake in shares of Dimensional US Large Cap Value ETF by 1,001.2% during the fourth quarter. Apella Capital LLC now owns 268,367 shares of the company’s stock worth $8,059,000 after buying an additional 243,997 shares during the period. Cerity Partners LLC raised its holdings in Dimensional US Large Cap Value ETF by 131.6% in the third quarter. Cerity Partners LLC now owns 385,166 shares of the company’s stock valued at $11,867,000 after acquiring an additional 218,844 shares in the last quarter. Finally, HighTower Advisors LLC lifted its stake in Dimensional US Large Cap Value ETF by 19.3% in the third quarter. HighTower Advisors LLC now owns 1,241,079 shares of the company’s stock worth $38,255,000 after acquiring an additional 201,202 shares during the last quarter.

Dimensional US Large Cap Value ETF Stock Up 0.4 %

NYSEARCA DFLV opened at $31.77 on Thursday. Dimensional US Large Cap Value ETF has a 52 week low of $27.62 and a 52 week high of $32.78. The firm has a 50 day moving average of $30.85 and a two-hundred day moving average of $30.85. The stock has a market capitalization of $2.04 billion, a PE ratio of 13.15 and a beta of 0.78.

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.