Elevate Wealth Advisory Inc. Has $3.12 Million Position in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV)

Elevate Wealth Advisory Inc. lifted its position in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 5.9% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 106,622 shares of the company’s stock after acquiring an additional 5,947 shares during the period. 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. owned approximately 0.17% of Dimensional US Large Cap Value ETF worth $3,122,000 at the end of the most recent reporting period.

Several other large investors have also made changes to their positions in DFLV. Savant Capital LLC grew its position in Dimensional US Large Cap Value ETF by 63.5% in the fourth quarter. Savant Capital LLC now owns 6,840,022 shares of the company’s stock valued at $205,406,000 after acquiring an additional 2,655,670 shares during the last quarter. Corient Private Wealth LLC grew its holdings in shares of Dimensional US Large Cap Value ETF by 10.5% during the 4th quarter. Corient Private Wealth LLC now owns 4,772,108 shares of the company’s stock valued at $143,291,000 after purchasing an additional 454,810 shares during the last quarter. EP Wealth Advisors LLC increased its position in Dimensional US Large Cap Value ETF by 29.9% during the 3rd quarter. EP Wealth Advisors LLC now owns 3,462,912 shares of the company’s stock worth $106,692,000 after purchasing an additional 797,877 shares in the last quarter. Foster Group Inc. lifted its stake in Dimensional US Large Cap Value ETF by 1.8% in the 4th quarter. Foster Group Inc. now owns 3,361,578 shares of the company’s stock valued at $100,948,000 after purchasing an additional 58,461 shares during the last quarter. Finally, Truepoint Inc. lifted its stake in Dimensional US Large Cap Value ETF by 7.7% in the 3rd quarter. Truepoint Inc. now owns 2,058,111 shares of the company’s stock valued at $63,410,000 after purchasing an additional 146,600 shares during the last quarter.

Dimensional US Large Cap Value ETF Stock Performance

NYSEARCA DFLV opened at $30.70 on Thursday. The firm’s fifty day moving average price is $31.00 and its two-hundred day moving average price is $30.99. The stock has a market cap of $3.21 billion, a PE ratio of 15.87 and a beta of 1.01. Dimensional US Large Cap Value ETF has a fifty-two week low of $28.23 and a fifty-two week high of $32.78.

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.