Elevate Wealth Advisory Inc. Acquires 5,947 Shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV)

Elevate Wealth Advisory Inc. raised its holdings in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 5.9% in the 4th quarter, according to the company in its most recent filing with the SEC. The firm owned 106,622 shares of the company’s stock after acquiring an additional 5,947 shares during the quarter. Dimensional US Large Cap Value ETF makes up about 2.3% of Elevate Wealth Advisory Inc.’s portfolio, making the stock its 13th largest holding. Elevate Wealth Advisory Inc.’s holdings in Dimensional US Large Cap Value ETF were worth $3,122,000 at the end of the most recent quarter.

Several other large investors have also recently modified their holdings of the business. Sandy Spring Bank grew its stake in shares of Dimensional US Large Cap Value ETF by 8.9% in the fourth quarter. Sandy Spring Bank now owns 136,099 shares of the company’s stock worth $4,087,000 after purchasing an additional 11,076 shares during the last quarter. L.K. Benson & Company P.C. acquired a new position in Dimensional US Large Cap Value ETF during the 4th quarter worth about $1,415,000. VSM Wealth Advisory LLC bought a new stake in shares of Dimensional US Large Cap Value ETF in the 4th quarter valued at about $175,000. Brooklyn FI LLC acquired a new stake in shares of Dimensional US Large Cap Value ETF in the fourth quarter valued at about $3,416,000. Finally, Wealth Architects LLC raised its position in shares of Dimensional US Large Cap Value ETF by 18.2% during the fourth quarter. Wealth Architects LLC now owns 582,025 shares of the company’s stock worth $17,478,000 after acquiring an additional 89,628 shares during the last quarter.

Dimensional US Large Cap Value ETF Price Performance

Dimensional US Large Cap Value ETF stock opened at $30.70 on Thursday. The stock’s 50 day moving average is $31.00 and its 200 day moving average is $30.99. Dimensional US Large Cap Value ETF has a one year low of $28.23 and a one year high of $32.78. The firm has a market cap of $3.21 billion, a P/E ratio of 15.87 and a beta of 1.01.

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.