EP Wealth Advisors LLC Purchases 797,877 Shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV)

EP Wealth Advisors LLC raised its position in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 29.9% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 3,462,912 shares of the company’s stock after acquiring an additional 797,877 shares during the quarter. Dimensional US Large Cap Value ETF makes up about 0.9% of EP Wealth Advisors LLC’s investment portfolio, making the stock its 24th largest holding. EP Wealth Advisors LLC owned 0.05% of Dimensional US Large Cap Value ETF worth $106,692,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently modified their holdings of DFLV. Foster Group Inc. increased its holdings in shares of Dimensional US Large Cap Value ETF by 30,372.3% during the 2nd quarter. Foster Group Inc. now owns 3,288,263 shares of the company’s stock worth $95,064,000 after acquiring an additional 3,277,472 shares during the last quarter. Destiny Wealth Partners LLC acquired a new position in Dimensional US Large Cap Value ETF in the 2nd quarter valued at about $24,489,000. Savant Capital LLC raised its holdings in Dimensional US Large Cap Value ETF by 272.6% in the 2nd quarter. Savant Capital LLC now owns 919,054 shares of the company’s stock valued at $26,570,000 after acquiring an additional 672,374 shares during the period. Summit Financial Strategies Inc. lifted its position in Dimensional US Large Cap Value ETF by 60.6% during the second quarter. Summit Financial Strategies Inc. now owns 1,316,900 shares of the company’s stock worth $38,072,000 after acquiring an additional 496,863 shares during the last quarter. Finally, Liberty Wealth Management LLC boosted its holdings in shares of Dimensional US Large Cap Value ETF by 79.2% during the second quarter. Liberty Wealth Management LLC now owns 696,549 shares of the company’s stock worth $20,137,000 after acquiring an additional 307,868 shares during the period.

Dimensional US Large Cap Value ETF Trading Down 0.4 %

Shares of NYSEARCA DFLV opened at $31.94 on Friday. The firm has a market cap of $2.05 billion, a P/E ratio of 13.15 and a beta of 0.78. The business’s 50 day moving average is $31.53 and its 200-day moving average is $30.22. Dimensional US Large Cap Value ETF has a 1-year low of $25.59 and a 1-year high of $32.78.

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.