EverSource Wealth Advisors LLC Reduces Position in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV)

EverSource Wealth Advisors LLC reduced its holdings in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 53.4% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,185 shares of the company’s stock after selling 1,360 shares during the period. EverSource Wealth Advisors LLC’s holdings in Dimensional US Large Cap Value ETF were worth $36,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the business. Great Oak Capital Partners LLC lifted its stake in Dimensional US Large Cap Value ETF by 14.5% in the 2nd quarter. Great Oak Capital Partners LLC now owns 780,824 shares of the company’s stock worth $22,722,000 after purchasing an additional 98,975 shares in the last quarter. Austin Asset Management Co Inc increased its holdings in shares of Dimensional US Large Cap Value ETF by 31.5% in the second quarter. Austin Asset Management Co Inc now owns 318,223 shares of the company’s stock valued at $9,200,000 after purchasing an additional 76,269 shares during the last quarter. LJI Wealth Management LLC purchased a new position in Dimensional US Large Cap Value ETF during the second quarter worth approximately $348,000. Glass Jacobson Investment Advisors llc boosted its stake in Dimensional US Large Cap Value ETF by 13.1% during the second quarter. Glass Jacobson Investment Advisors llc now owns 102,648 shares of the company’s stock worth $2,968,000 after buying an additional 11,871 shares during the last quarter. Finally, Legacy Financial Group Inc. boosted its stake in Dimensional US Large Cap Value ETF by 16.8% during the second quarter. Legacy Financial Group Inc. now owns 147,031 shares of the company’s stock worth $4,251,000 after buying an additional 21,173 shares during the last quarter.

Dimensional US Large Cap Value ETF Trading Up 0.5 %

Shares of DFLV stock opened at $30.78 on Friday. Dimensional US Large Cap Value ETF has a twelve month low of $23.26 and a twelve month high of $30.93. The company’s 50-day moving average price is $29.92 and its 200-day moving average price is $29.42. The stock has a market cap of $1.98 billion, a price-to-earnings ratio of 13.15 and a beta of 0.78.

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.